Hey All! I work for a start-up company on the technical side of implant dentistry. Since there are so few of us in this company, I've taken it upon myself to help get us organized/track and make reports/etc so we can analyze, grow, and market.
I've been watching youtube tutorials mostly over the past month or two to learn how to create an efficient tracker for the cases we receive that we can't work with. My tracker has a worksheet for each month and each row is a different case. Right now we are averaging about 200 cases a month that we cant work on. Some Docs will sometimes send more than one case that we can't use. I followed this video and created a "top doc" list for each month, but now I'm trying to make a second one that's a YTD top doc list. My issue is I'm not sure how to change the formulas to include multiple worksheets. As we get further in the year, the YTD sections will need to pull from more and more worksheets.
Please advise!
Following along with the video, my monthly top doc "hurdle" formula is: =Large(Y6:Y602,L55)
For the YTD section, I tried to changed the "hurdle" formula to: =Large(Choose({1,2},'April 2018'!$R$4:$R$86,$Y$6:$Y$164),P55) but it's not returning the correct information.
The "Count" monthly formula is: =countif(Y6:Y602,">="&L56)
and the YTD I tried to make is: =COUNTIF('April 2018'!$R$4:$R$86+$Y$6:$Y$164,">="&P56) but it's also not giving the correct information. I can't even continue on to create the following formulas to provide the Docs names because these are incorrect.
Please help/teach me! Thank yall so much!
I've been watching youtube tutorials mostly over the past month or two to learn how to create an efficient tracker for the cases we receive that we can't work with. My tracker has a worksheet for each month and each row is a different case. Right now we are averaging about 200 cases a month that we cant work on. Some Docs will sometimes send more than one case that we can't use. I followed this video and created a "top doc" list for each month, but now I'm trying to make a second one that's a YTD top doc list. My issue is I'm not sure how to change the formulas to include multiple worksheets. As we get further in the year, the YTD sections will need to pull from more and more worksheets.
Please advise!
Following along with the video, my monthly top doc "hurdle" formula is: =Large(Y6:Y602,L55)
For the YTD section, I tried to changed the "hurdle" formula to: =Large(Choose({1,2},'April 2018'!$R$4:$R$86,$Y$6:$Y$164),P55) but it's not returning the correct information.
The "Count" monthly formula is: =countif(Y6:Y602,">="&L56)
and the YTD I tried to make is: =COUNTIF('April 2018'!$R$4:$R$86+$Y$6:$Y$164,">="&P56) but it's also not giving the correct information. I can't even continue on to create the following formulas to provide the Docs names because these are incorrect.
Please help/teach me! Thank yall so much!
