Forum Discussion
Table Summary Sheet Organization Help!
I need some help creating a summary page for a spreadsheet!
Here's the basic information:
- Project Names and Employee Names have been changed for privacy
- Project Names that are similar (i.e., two "Ecuador"s) are the same project, just different phases
- Each project has at least ONE employee assigned to it
- The employee has ranked each project by a priority rating (Priority 1 (50%), Priority 2 (50%), Flex Priority 1, Flex Priority 2, and FUTURE)
- Each employee has an assigned role for each project (as of right now, I haven't assigned them yet, but I have provided a list of the different roles each employee may have; feel free to randomly assign roles to employees)
Goal:
I would like to summarize all of this information into a summary page (open to pivot table help) where I can choose which employees to show, which projects their assigned to, the priority of the project for that employee, and their role on that project.
with the current structure of the data table, a Pivot is not possible. So my recommendation is to load the data table into Power Query, transform it with "Unpivot" function and load it directly into a new Pivot table in the Summary sheet. There you can use slicers to select the employes.
In the attached file I have prepared that. You just need to refresh the pivot whenever something changes in the data table.
with the current structure of the data table, a Pivot is not possible. So my recommendation is to load the data table into Power Query, transform it with "Unpivot" function and load it directly into a new Pivot table in the Summary sheet. There you can use slicers to select the employes.
In the attached file I have prepared that. You just need to refresh the pivot whenever something changes in the data table.