Forum Discussion
Sales plans workbook
Hi Dgosse
2023 CROP Plans
- Each Customer "block" consists of 15 rows followed by 1 empty row
- Deleted empty rows between Customer blocks. Keeping them is not a problem but will cause you a challenge when adding new Customers
- Formatted data as Table
- Hidded the Table HeaderCROP Plans Sorted
- Output of Get & Transform query CustomersSorted where Customers are sorted A-Z
- Table header is hidden
- Conditional format. rule every 16 rowsCustomers by Plan
- Output of Get & Transform query CustomersByPlanHow To use
When you add/change data in 2023 CROP Plans, go to Excel Data (tab) > Refresh All ==> CROP Plans Sorted & Customers by Plan will updateAny question let me know
Hello Lorenzo
Thank you so much for your reply.
- Microsoft Office 2021
- Windows 11 Pro
- Attached (hopefully) is a sample file that is edited down to 10 sample customers. I have manually made the plans table so that it functions mostly the way I want it to, so you can see exactly what i'm trying to get to.
I am not attached to this layout really at all. I just want it to function in those 2 main ways I mentioned before.
Thank you!
https://www.dropbox.com/scl/fi/p7t8h1hlbpiat8v0xvoo9/Customers-PlansEXPERIMENTS.xlsx?dl=0&rlkey=f1n7hpnzcl5blaazrlorn73f7
Hi Dgosse
2023 CROP Plans
- Each Customer "block" consists of 15 rows followed by 1 empty row
- Deleted empty rows between Customer blocks. Keeping them is not a problem but will cause you a challenge when adding new Customers
- Formatted data as Table
- Hidded the Table Header
CROP Plans Sorted
- Output of Get & Transform query CustomersSorted where Customers are sorted A-Z
- Table header is hidden
- Conditional format. rule every 16 rows
Customers by Plan
- Output of Get & Transform query CustomersByPlan
How To use
When you add/change data in 2023 CROP Plans, go to Excel Data (tab) > Refresh All ==> CROP Plans Sorted & Customers by Plan will update
Any question let me know