Help presenting and organizing quarterly projections

[VadersKid]

Hey y'all. I need some help with my tracking sheet I am currently using for our office. I started building a sheet to track all office functions about a month ago and have been progressively been building it up ever since. The example I am providing is the jist of what I have been doing (facility and rep names are obviously changed). The actual sheet is heavily formatted with conditional formatting and formulas, etc...But, now I am at the point where I need to present the info and it needs to be presented in a way that my superiors can see what is going to be accomplished in the upcoming Fiscal Year (2023). So basically, only actions that are going to be scheduled in Q1-Q4. I tried using advanced filters, Pivot Tables and just about anything else you could think of and I could not get the data to filter correctly (see attached image of the mess I made of the Pivot Table). I have included an example of what I am trying to accomplish (last image). But if anyone has any other suggestions on how I could maybe track the data in a different organization, which wouldn't be ideal since I have spent so much time working on what I already have. Or maybe keep how I have been tracking but assist in how it can be presented in a cleaner fashion, I would greatly appreciate it.

Side note: The actual tracking sheet I have has over 200 facilities listed, there are also lots of blank cells. So that's why I track it in the order that I do. This way I don't lose sight of facilities.


How I am tracking

My disaster of a Pivot Table

Something similar to what I would like to see for presentation purposes

 

[bebo021999]

Its not big challenge if you could attach a mini sheet (or attach actual file via google drive, or dropbox,...), to help helpers avoid from inputing data manually.

XL2BB - Excel Range to BBCode

Excel 'mini-sheet' in messages - XL2BB Although experts prefer to read your description and question instead of working in your actual file to solve your problem, there are times that it is difficult to explain an issue without providing actual...

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