Forum Discussion
help with SUMIFS and offset
Hi, you have kindly assisted me before with excel queries and I am hoping you can assist me again.
In the attached spreadsheet is a set of data I extract from our CRM system to show the activity of one of our users. We use the data for monthly goal setting and KPI's for performance.
I want to be able to easily extract the data into a chart without having to go through the steps of deleting blank rows and reformatting the data.
I am not sure what is the best approach, ie do I create a pivot table first or is there a way to just choose the data that is highlighted without having to do the re-formatting.
I would appreciate your thoughts.
It depends on which chart you'd like to have. In your sample not one, two users. Will it be one chart for all users in the report, or for each user separate chart. If the latest you may start from Analyze Data -select highlighted block, click on icon, select most suitable chart and do cosmetic.
If combined chart for all that's more job for Power Query - query you activity report file, or better CRM directly, make transformation, load data to data model and build chart from it.
But again, it all depends on which result is expected.