Make Automated Reports Of Call Center Data Per Day Per Agent?
Feb 14, 2013
Im doing a project and Ive heard that previously, this was done by copying and pasting which took countless man hours to do.
I want to make automated reports of call center data per day per agent. I would like for it to exported into a single excel worksheet with a tab for each Agent, listing the stats per day. What program would be the best to accomplish this feat. I was thinking of importing the information to access to create to muniplulate the information in a one click fashion. but im not sure if i could get the data back to excel.
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Oct 4, 2006
I have a rather complex worksheet, but it needs lots of manual intervention, it calculates the number of staff needed at any given hour for a call center based on the calls offered for an hour, the calls for a day are copied into the calandar and the last 7 "Mondays" "Tuesdays" etc: calls are averaged to give me a call trend, what I need is a way of automaticly adding this data.
I have created dropdown boxes with all the dates, if I choose a date, I want to be able to fill the last 7 "Mondays data"
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Oct 22, 2013
Would like to be able to have a macro button or code that launches the Microstrategy Reports dialog box.
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May 11, 2014
i am looking for excel custom number format for 0 (zero) number that make center alignment..
for example ;
sample (when type 0 (zero) number)
after custom number format
- (right alignment)
- (center alignment)
how make center alignment with custom number format for 0 (zero) number..
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Aug 13, 2008
Following is what I want to do:
Draw a line from the center of the first cell to the center of another cell.
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Feb 17, 2014
I have an expense workbook (Data) with 4 columns (ID, Item, Cost, Date). I would like to create macros that will generate 3 different reports and write to 3 different worksheets.
The first report is sorted and sum up the cost for each item. Please see the worksheet "Item".
The second report is sorted and sum up the cost for each part ID. Please see the worksheet "ID".
The third report is the cost for each month and Year-to-Date cost right next to it. Please see worksheet "Summary".
write the macros for each of these reports assuming that we don't know the number of rows in the "Data" worksheet.
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Aug 6, 2013
Trying to use Excel Data List to create a database style report. IE. Originally blank sheet, which is only populated by data containing data matching "filters" input into cells ( say A1 & A2 )
I.e. A1 = Delivery week to be filtered by, and B1 Manufacturer Name
So if I type week "1" into A1 & Manufacturer "Microsoft" into A2, it will show a table only containing data Microsoft, Week 1, and associated data for those lines across the screen.
Week 1
Microsoft
PO number : Date Ordered: Address 1, 2 3 etc....
0011 01/01/13 Somewhere
0015 02/01/13 Anywhere
0213 05/01/13 Nowhere
I know this is much easier with a database, however my manager insists a database cannot be used, and it must be in a spreadsheet format !
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Nov 30, 2011
Is there anyway to center the data in a column in a listbox without manually adding the spaces?
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Dec 4, 2012
Any shortcut key to center data in the current cell? Or if I write a simple macro (not very good at writing them), what would the vba code to use to center text in whatever cell I am currently in?
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May 20, 2006
find the attached file there is a form which i have created to update a data sheet, there are some fields in the Sheet which are there is the form, but what i want is in the form once i enter the data in first 2 to 4 fields 7th and 8 th, 9th ,10 th fields should updated based on some formulas given for caluclations:
See attached file: i want the following fields to get updated automatically
1) Tripcode should get updated as
CONCATENATE of Cab type and trip type ( See Sheet "ATT" for formula i have mentioned)
2) Trip cost is based on trip if trip code is TTA then some value or if tripcode is TTB some value like that...
formula i have used in the sheet is...:-
IF(J3="TTA","750")+IF(J3="TTB","700")+IF(J3="TTC","650")+IF(J3="TSA","750")+IF(J3="TSB","700")+IF(J3="TSC","650")+IF(J3="TQA","750")+IF(J3="TQB","700")+IF(J3="TQC","650")
3) Extra Kms Cost is field Extra Kms * 5(Some Value)
4) total cost is :
Trip cost + extra Kms cost
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Jun 15, 2006
I use daily an Excel workbook that comprises 6 sheets. The first sheet has some very clever vba which at the click of a button converts the data in it to an xml file. I have looked through this vba and have on occasions, modified it slightly, sometimes successfully, sometimes not!! This is what I am wanting to do...... At the moment my data is entered into a different sheet in the workbook. This is because there is also additional information on this sheet that is not required on sheet 1. When a row in this sheet is completed the part of the row that is required is copy and pasted to the next available row on sheet 1. I then go back to where it was copied from and fill that row in a different colour to show me that it has been 'processed'
Although Sheet 1 is capable of 500 rows (set in the vba), I always produce my xml file from it when I get 20 rows of data. So, what I would like to do is be able to click a button, or a key press to:- copy part of a row of sheet 2. paste that into the next available row in sheet 1 ( upto a max of 20 rows)change the complete row of the copied data in sheet 2 to a different colour (preferably 'fill')
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Apr 13, 2012
I have it all set up already with macros and formulas and such. My next step is to record the sales data ( selected cells ) from the invoice to a seperate sheet I call Cashup. The idea being to record all relevant sales data for the day/trading session on one sheet so the manager can cash up the till run by 2-4 different people during the day. Its targeting a small family run business so security isn't currently the main concern although for future proofing I'm trying to build that in as far as possible. Long story short: What would be a good method for recording each successive sale's data from the same page each time the Finish button is hit , to a seperate sheet in a log format? Currently I have these problems:
1:The operation should record into the next open row on the Cashup sheet and not overwrite the previous record.
2:The record must ignore all formulas and record only the values in the cells . Currently a normal copy and paste results in " N/A" recorded in the cells in the Cashup screen.....( probably since all the data that needs recording is formula generated to begin with )
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May 1, 2008
I have hit a wall as to create an open event to import data from another workbook. This process has to be automated.
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Oct 4, 2006
i am preparing my self to enter the microsoft Excel 2003 Exam.....
one of the mentioned points in the preparation list is: (Perform data analysis using automated tools) how to use the automated tools? and if possiable to get a file that i can apply these tools on it
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Jun 10, 2014
See attached the example worksheet. I am wondering if there is a way to write a macro that will change data from individual strings within a cell row to merged and centre data for that set of data. The issue is the data in the row will be varied i.e. sometimes there will be 20 x 2013 other times there may be 22 X 2013 etc. however, the data will always be fixed in the same row on the worksheet.
At the moment the best I have is a recorded macro, which really doesn't work too great and I end up fixing it constantly.
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Nov 30, 2007
Is there a way to create a multiple dropdown (Similar to Windows Start menu) so that the user can select the item and its properties then the selections be placed into multiple cells? For example, i select wood from drop down list and i get another drop down list asking for the type of wood, I select MDF and another drop down ask for thickness. when I finished my selections, then the selected Items copy themselves into 3 different cells.
I have a drop down in (A1) cell and I select an item from it. I want (A2) cell to check the name in (A1) then call up another drop down i already made in (A2).
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Sep 30, 2013
So, I'm trying to create a database, of sorts. I run several reports every morning that leave me with the information I need, but I would like to be able to store them in a master sheet, thus creating a database. That master sheet will be used by my co-workers and, at times, my customers or boss. Add in a few hundred new lines every day and it becomes a task in itself just to keep the spreadsheet up to date, manually. I'm only needing to do this now because the system I use now will be shut down starting next Monday. I (someone who has never had any formal excel training) have been tasked with creating a new way to track orders.
I can create a unique identifier tag for each line, but I don't know how to program or create a macro/equation to be able to filter and replace values in the tag's row, based solely on the tag. The combination of columns A&B in my test report will give me the unique tags. From there, I need columns E-L to be able to be updated from the new reports each morning.
If Sheet 2 contains a list of items that I have updated during the day and wish to place into the master sheet (Sheet1). I don't know the language needed to write the macro and any necessary equations.
My goal is to have my reports dump information into a master sheet, but only replacing/adding onto existing rows and columns that correspond with each other and creating new lines when no pair is found.
I've attached what my report should look like after I've filtered out the unneeded information. It will be this, every day, except with a few hundred more lines.
Imagine Sheet 1 is the master sheet and sheet 2 is the newly uploaded information.
TEST1.xlsx
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Sep 3, 2009
I have a group of users in cell C1 and i wanted to count how many times they have process a payment as long as its value in Cell D1 is more then or equal to 1.
I tried sumif, but its totalling the amount. but i wanted is the number of transaction.
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Jan 10, 2012
This formula in AN63 TO AN75 is an array formula
=IF(AO63="","",INDEX($B$47:$B$58,LARGE(IF($AA$47:$AA$58"",IF($AA$47:$AA$58=AO63,ROW($AA$47:$AA$58)-ROW($AA$47)+1)),COUNTIF($AO$63:AO63,AO63))))
This in AO63 - AO75 is a standard formula
=IFERROR(LARGE($AA$47:$AA$58,ROWS($A$1:A1)),"")
Basically my aim is to extract the top scores and agent.
Now i wanted not have an array formula so to convert the array formula to a non array formula.
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Jan 24, 2014
I have a spreadsheet on sheet 1 with a list of customers and their information. So on column A I have the customer number (i.e. k968, e37, p528,...), on column B i have the customer's name, on column C the street's name, on Column D the house number, on column E the zip code and finally the city on column F.
Right now there are around 600 customers in this list.
I have made a userform with a combobox in which I want to select an existing customer (pulled from the spreadsheet). On the same userform I have textboxes (customer number, name, street, number, zip, city). When I select a customer in the combobox, I want this customer's info to show up in the textboxes. I want to be able to change the info and hit Next to store the changes in the spreadsheet. When I do not select a customer from the combobox, I want to add new info in the textboxes and hit Next to store this info as a new customer. The userform also has a delete button. Then I select a customer in the combobox, this customer (and it's info) should be deleted from the spreadsheet when i hit Delete. So the spreadsheet is variable in length.
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Sep 30, 2013
I have a workbook that contains
Tab 1 --a datatable with mulitiple suppliers. Data changes once a week.
Tab 2-25 --Report Tab for each client--to be sent out to client weekly to update status of deliveries.
Current process:
1. copy and paste data table into excel model Tab 1
2. use advanced filtering to pull data from the datatable into each tab one tab at a time--25 times!
3. Sort the date in the report tab--25 times
4. Format the report tab--25 times
5. Copy and Paste into a separate workbook--25 times
6. Send each report--25 times
How do I reduce the number of steps in this reporting process?
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Dec 19, 2008
i want to create folder depending on cell value a1 select data from a1 to h20 save this as "b1 value.xls" my saving directory is c:
eports"a1value" ....
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Jan 22, 2014
I use Office 2010. I have an Access database that goes out and runs various queries from our systems of record. It then takes the data and dumps it into an Excel file. I have taken the info and created a file the grabs the raw data, converts it into Pivots and then Charts. All info is automatically updated however the size will change depending on what department is quering the data. It is really all done with a click of a button. I have tried to merely uncheck the "(blank)" but it comes back everytime the report is ran.
How can I keep it from returning??
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Jul 29, 2014
I am trying to create a Dashboard in excel (2010) using tables/pivot tables to build it. The data I am bringing into excel has these key fields of data: cost center+cost center description, general ledger account+general ledger account description, and YTD amount.
My problem is the data is from an external source report and the report has subtotals built in at cost center, and the report's format of subtotaling puts the cost center first and then the general ledger accounts below. There is no
formula value in the cell that has the subtotaled amount and the number of general ledger accounts can vary depending on whether there has been general ledger activity.
I want to take this format:
July YTD
Cost Ctr 1050 XYZ$6.00
625110 Supplies$2.00
650150 Postage$2.00
650550 Fees$2.00
Cost Ctr 1052 ZZZ$4.00
670500 Pens$2.00
and have it look like this
Cost CenterCost Center DescrGL AcctGL Acct descYTD Amt
1050 XYZ 625110 Supplies $2.00
1050 XYZ 650150 Postage $2.00
1050 XYZ 650550 Fees $2.00
1052 ZZZ 679200 Pens $2.00
Besides manually doing data moves and assigning a unique sort sequence number to keep the records together, how else can I quickly move my cost centers to a new column and keep the cost center with the gl account and $amount?
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May 21, 2006
I have a work book with 3 sheets. Sheet 1 is the main sheet and sheets 2 and 3 will use (I hope vlookup) to update 3 columns from info in sheet 1. my attempt at a vlookup call in sheet 2 is: =VLOOKUP($b3,[master_AoJ_2.xls]Sheet1!$B$3;$B$65,false)
my understanding is that: - $b3 is the cell in sheet 2 that will be updated as a result of the vlookup call. - [master_AoJ_2.xls]Sheet1!$B$3;$B$65 refers to range $B$3:$B$65 on sheet1 of master_AoJ_2. it does not work... infact I get nothing at all. when I type the call into cell $b3 of sheet2 excel thinks it is stariaght text. this is how I coded the function call =VLOOKUP($b3,[master_AoJ_2.xls]Sheet1!$B$3;$B$65,false)
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Dec 19, 2013
I would like to use vlookup to calculate the number of shift per week for each agent
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Jun 23, 2014
I have an excel spread sheet that is quite large it hold events for a piece of software that we are using what I am trying to do is display the last time was successful and the last time something failed
What I Want Return the MAX Value of the cells in a Column labeled start date for the rows where a Column labeled Agent =X and a Column labeled Mission Type = Y
In plain English with an example In another Cell I want to display the most recent start date for a mission of a particular type for an agent
Using the following table as an example I would like to determine the last time Agent 007 was on a Mission of type a
The Expected result should be 6/23/2008
If the same was asked for agent 99 the result would be 4/20/2008
And again for 66 the results would be 5/2/2008
If we then changed the mission type to b the results would be
007 6/23/2010
66 5/2/2010
99 4/25/2010
Here are the formulas i have tried already the results for these were incorrect and exactly the same 6/23/2012 the formula seems to be ignoring the first value and just calculating the last column to the latest date
[Code]....
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Feb 3, 2010
I am having issues with this Macro since I have to run it on computers only supporting Excel 2003 and computers with Excel 2007. The Macro in use is as follows:
--------------------------------------------------------------------------------------------------------------------------------
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Jul 29, 2014
I have been asked to create a report that rank top sales agent for the month with the following variables:
Total # of sales-35%
Total $ of sales-45%
Number of calls made-20%
Given that there is more than one variable they have placed percentage weight on each. Thus my task is to cull said percentage and add their total thus getting a figure which would represent their ranking depending on how higj or low the total is.
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Jan 30, 2010
What I would like to do with the information that I have put together on a different workbook is to reference an Agent (column A), and a time range (Date is in column D) and then copy the row from A to I for each occurrence during that range of dates so we can see how many and what errors have occurred during any range of dates selected. (I will have different people inputting errors at different times so the dates will not be sorted unless they have to be). I want to be able to select different agents/date ranges to be able to get a glance of how that particular agent did during this time frame.
Here is an example of the work sheet where the data is originaly.
[Removed]
Here is an example (in a different workbook) of what the sheet should look like if I was searching errors for Albert Ozier between 1/25/2010 and 1/28/2010.
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