May 14, 2014
I track distribution using 1 workbook for each sales rep. Each workbook has a separate worksheet (scorecard) for each of their locations showing which of our products are used in that location, for various functions. Each of the locations has a segment (bar, nightclub, casual dining, etc.), and a class (AA, A, B, etc.). All of the scorecards are identical, and are in the same file folder on our shared drive.
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Location A Class:AA Segment: Sports Bar Rep: John Smith
Product: Product X Product Y Product Z
Well: 1 0 0
Back Bar: 0 1 0
Cocktail Menu: 0 1 1
I was unable to find an HTML maker so this is not an actual sample but what I'm looking at. The above data indicates that for location A (Sports Bar, Class AA), Product X is used as the well, Product Y is on their back bar and their cocktail menu, and Product Z is not used at this location at all.
I need to set up an analytic workbook where I can sum data based on multiple and grouped criteria, and for multiple reps ie- display a scorecard that shows totals for nightclubs and sports bars, class AA, A, and B, for a particular rep; OR display a scorecard that shows totals for nightclubs, class A for a group of reps. Ideally I would like to do this using drop down menus that allow the user to select multiple criteria in each of the drop downs, having the data auto-populate based on those selections.