Forum Discussion
How would I pull data internally through sheets and sort it onto different pages?
Hi, so for my company we have a Project Tracking document that helps us prioritize what we should be working on for the week. In this document, we have a Query as the first sheet for the basic information and then our Priority sheet connected to that with more in depth information because that is where we draw most of the project information from.
So my question is: How do I link different sheets to my Priorities sheet, so that if a project is assigned to an employee on that sheet, it will automatically update on their specific page?
12 Replies
First of all, let me assure you that there are various ways within Excel to pull data from one sheet to another. Which of the several ways might be most or more appropriate will depend on getting some more details from you, and ideally would involve getting sample copies of your actual workbook.
Second, though, and this is important: your images contain what I must presume are real names of real people. Although you do not include their addresses (email or otherwise), or bank account numbers and balances--i.e., you don't really have super-sensitive data shown--you really should remove those images as soon as possible and replace the real names with, oh, Disney characters or other clearly fictitious names. Same for any other potentially "internal use only" data....anonymity is the rule of this site.
That said, here are some questions:
- IS all of this, when done, going to be in a single workbook? (If "yes" that will generally make things easier)
- What does the "CK" mean in the tab "CK Priority"? Are there going to be other "XX Priority" sheets, possibly for different people, different priority levels? How many?
- What else can you tell us about the big picture here? How many people will be accessing this workbook, for example? Where does the "raw data" come from? How reliable is it? How many data entry points are there within the workbook (this gets at whether all data will reside in a single database, or will there be subsets on different sheets that are actively maintained on those sheets?)
- Etc
- 1) Thanks for the helpful information, I just removed the images!
2) Yes this is all going to be in one workbook
3) CK is the person's abbreviated name--So essentially, each employee will have their own "priority page" and that will tell them what to work on each week. There will be a total of about 11 pages, but as our employee numbers grow, so will the sheets in the documents.
4) As far as the information on the big picture, it was all entered manually and as it updated on the first picture, it would update onto the second. The document would be on our company server so everyone would have access to it if needed (14 of us).
I don't really know how to answer the other questions you asked because I'm still a novice when it comes to excel.1) Thanks for the helpful information, I just removed the images!
Thanks for doing that so promptly.
3) CK is the person's abbreviated name--So essentially, each employee will have their own "priority page" and that will tell them what to work on each week. There will be a total of about 11 pages, but as our employee numbers grow, so will the sheets in the documents.And will that data on each employee's page simply be listed in much the same way as on your first or second sheet, just sorted or selected based on priority? i.e., will you be expecting a simple extract of data as is, or are you thinking of a different kind of display? If so, how?
I don't really know how to answer the other questions you asked because I'm still a novice when it comes to excel.I wasn't asking Excel questions: I was asking what I'd call "business process" questions. Think more what the process would be without Excel: what are the business purposes, the management or supervisory purposes being served. Let those of us with excel experience translate.
Finally, if you could create a "dummy" version of the workbook as it is, could you post it either to Google Drive or OneDrive so that I or others here in the https://techcommunity.microsoft.com site could take a look, that would be VERY helpful.
Just make sure it's representative of the real one, but has Mickey Mouse or Darth Vader or any of their colleagues as the names.......
