Formula needed to look up specific name and enter data from specific column within same row

KimboGreig

New Member
Joined
Mar 9, 2024
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Hello,

I have a list of consultants for different teams and their targets / points. Each tab on the spreadsheet is "per team" and within the tabs the targets are listed per month.
Sometimes there are consultant moves, which means the name no longer appears say in "Section B tab" but will now appear under "Section D tab" and under that month.

The last tab "All Teams - Summary" is where i require the formula for each consultant and to show their stats and match the cell colour if red or green.
This is so at a glance we can see all consultants and who has hit or missed target.

Below is the first team and consultants for Jan and Feb (Jan first table half cut off - Feb 2nd table, exactly same as Jan but with 2 removed consultants)

1709991823854.png


Below is a second team and consultants for Jan and Feb - with moves in Feb (These are just examples, there are 3 other tabs with teams)

1709991895563.png


All Teams tab is as below where i want the data to auto complete.
It will need to read the consultants name for said particular month (finding the name potentially across all sheets if they have moved - name 7 & 4 in example) and read and apply the data and cell colour in the ones which are green and red (column O on the sheet)

1709992082872.png


Any help with this appreciated! I feel maybe impossible or having to change few things which willing to do.

Thanks!
 

Excel Facts

Back into an answer in Excel
Use Data, What-If Analysis, Goal Seek to find the correct input cell value to reach a desired result
Is this a management tool you are creating for yourself? Or is this in a format you're required to follow?
If you can change your data recording you can create a dashboard of pivot tables that may make your quick viewing easier.
If you can do that, start by creating a data entry page. And build your pivot reports/charts based on that.
I am assuming ROLE and TEAM are synonyms, if not just add a new column for TEAM.
And it also seems like you can have a control table to lookup items that are formula driven like standard hours/days and Expected values.
And you can use formulas to calculate personal best as well.

So, have a data entry table like this, and build your reporting off of it:

Book1
ABCDEFGHIJKLMNOPQRST
21ConsultantMonthRole/TEAMStd Week HrStd Day HrsMnth Wrk DaysDays offAdd Wrk DayAdd Wrk HrAct Day WrkAcct Hrs WrkExp /Hr TeamExp Pts TeamAct Pt AchAct Pt/HrAct Pts/DayPers BestNbr ErrsNbr Q SavNbr Pos FB
22Data EntryData EntryFormulaFormulaFormulaFormulaData EntryData EntryData EntryData EntryData EntryFormulaFormulaData EntryData EntryData EntryFormulaData EntryData EntryData Entry
SectA


If this doesn't work for you, then please post your data uisng the xl2bb add in (Link Below). It makes it easier for the forum to recreate your scenario.

Thank in advance, and welcome to the forum.
 
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