Forum Discussion
Took over reports
Took over a report from a former employee and it looks like it was a pivot table?
We used to be able to just dump last year cancels and it would add it to the main sheet. I have tried to do my general troubleshooting. ( making sure that the formulas was on automatic not on manual etc)
We just want to be able to dump the data from last year cancels to this year and see if we wet met our retention goal instead of manually counting.
any help or advise is greatly appreciated!
Took over a report from a former employee and it looks like it was a pivot table?
That question mark at the end is entirely appropriate: it could be a pivot table, but it could be a number of other things. There's no way to tell for sure from an image.
Is it possible for you to share a copy of the actual workbook with any data from prior periods/years as well as the data for this year included. If the data are confidential, then change names or other identifiable features in the copy you share. Post it here in connection with your reply, or put the workbook on OneDrive or GoogleDrive and paste a link here that grants access.
I'm not sure how familiar you are with Excel, and you do start this chain by acknowledging this is a report you're taking over from someone else, so I'm going to assume you're still learning.
All I've done is
- turn the data on the sheet named "Prev Mo-YR Cancels" into a formal Excel Table
- copy and paste the data from "Current Month Cancels" at the bottom of that newly created table in "Prev Mo-YR Cancels"
- Create a Pivot Table from the resulting larger table.
All of the links above take you to a good website--if you're new to Excel--that explains the concepts.
See the attached modified workbook. I've made some comments on several of the sheets.
Come back with more questions if you need further explanation, or if what I've done isn't what you were looking for.
