saurontheokay
New Member
- Joined
- Feb 15, 2023
- Messages
- 3
- Office Version
- 365
- Platform
- Windows
Hello!
I use salesforce in my job to track client work as well as internal work with my company. I am in a new-ish role where I am providing support as a test run to see if this area could support a full time role. As such, I have been entering my time with bracket categories before going into my description. I am working on a way to automate my time to filter data and information without having to edit or analyze it myself each month. I have established a pivot table for the client work I am completing, and created a query to separate the company time entries.
Is there a way to read this chart and have information pulled to show how many hours were spent from entries that have [Kevin] or [Meetings]?
I am not able to add the XL2BB add in without IT Admin permission and honestly, I would rather not explain myself and tell them how to do their job to get that to work on the back end. I have a snip below and the file can be looked at here through my google drive.
I use salesforce in my job to track client work as well as internal work with my company. I am in a new-ish role where I am providing support as a test run to see if this area could support a full time role. As such, I have been entering my time with bracket categories before going into my description. I am working on a way to automate my time to filter data and information without having to edit or analyze it myself each month. I have established a pivot table for the client work I am completing, and created a query to separate the company time entries.
Is there a way to read this chart and have information pulled to show how many hours were spent from entries that have [Kevin] or [Meetings]?
I am not able to add the XL2BB add in without IT Admin permission and honestly, I would rather not explain myself and tell them how to do their job to get that to work on the back end. I have a snip below and the file can be looked at here through my google drive.