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 g...
https://naturapc-my.sharepoint.com/:x:/p/admin/EUfAWlzU6GpEqnA-IplPm6YBaxbaWSlFh-eSmEgN0jLm5Q?e=S2nUU0&nav=MTVfezgwODZEMDE4LUZBQUQtNEM1Ny05QjUyLUU1OURDQjBCRUUyMH0
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.