tangojuliet
New Member
- Joined
- Mar 21, 2023
- Messages
- 1
- Office Version
- 2019
- Platform
- Windows
We are trying to make an interactive dashboard that can give us all data for accounts that have expiring contracts within a specific date range. It has to be easy to use for our employees that rarely use Excel, or a PC at that, will be able to interact with this sheet and get the information they are looking for.
The end goal is to build a pivot table that only shows the customers that have contracts that have expired or are expiring in the next 12 months, next 18 months, or any date range that we are looking for... but also provide all of the detail data for this customer. With that we can build out pivot charts showing admins what Branch or Route these customers are tied to that have the expired contracts or filter them by city/state so we can focus our team's effort geographically, etc.
I have seen =Filter used but we are still on Excel 2019. Is there an easier way to do this using pivot tables, slicers, and timelines? I want to SUM all Contract Numbers as well within this pivot table to show total value of the contract that is expired or will be expired. I also want to see the top 100 customers that are not under contract at the top, no matter what branch or route they are in.
Any help would be amazing!! Thank you!
The end goal is to build a pivot table that only shows the customers that have contracts that have expired or are expiring in the next 12 months, next 18 months, or any date range that we are looking for... but also provide all of the detail data for this customer. With that we can build out pivot charts showing admins what Branch or Route these customers are tied to that have the expired contracts or filter them by city/state so we can focus our team's effort geographically, etc.
I have seen =Filter used but we are still on Excel 2019. Is there an easier way to do this using pivot tables, slicers, and timelines? I want to SUM all Contract Numbers as well within this pivot table to show total value of the contract that is expired or will be expired. I also want to see the top 100 customers that are not under contract at the top, no matter what branch or route they are in.
Any help would be amazing!! Thank you!