threnodynx
New Member
- Joined
- Jul 27, 2017
- Messages
- 1
I currently keep a spreadsheet that tracks errors and missing information on customer's accounts based on the region the office is in, the office itself, and what rep set the account up. My boss's boss has decided she would like a report compiled from my spreadsheet that would show for each month any errors, what region/office they are from and then broken down by rep. I managed all that with a pivot table without issue. Now she has decided she would also like to see a breakdown of what kinds of errors they are having, and this is where I'm running into an issue. I'm not even sure this is possible with the format my report is currently in.
Some accounts require more information than others, based on the type of account. There is a column for customer information errors, and then several columns for different types of documentation errors. Some accounts will need both the customer information and documentation, others just need the documentation. We have been typing YES for ones that have the customer information and need it, NO for ones that don't have it and need it, and N/A for ones that don't need the customer information at all. And of course, the types of documentation needed is also based on the type of account, so we have been doing the same (YES, NO, N/A) on those as well.
She wants me to add to the pivot table I've already created whether the error the rep is on for is a customer information error or a documentation error, but it doesn't seem to be possible to get a pivot table to be able to read and interpret text in the column. So... now I'm not sure how to begin to create such a report. Any ideas would be helpful!
Thanks!
Some accounts require more information than others, based on the type of account. There is a column for customer information errors, and then several columns for different types of documentation errors. Some accounts will need both the customer information and documentation, others just need the documentation. We have been typing YES for ones that have the customer information and need it, NO for ones that don't have it and need it, and N/A for ones that don't need the customer information at all. And of course, the types of documentation needed is also based on the type of account, so we have been doing the same (YES, NO, N/A) on those as well.
She wants me to add to the pivot table I've already created whether the error the rep is on for is a customer information error or a documentation error, but it doesn't seem to be possible to get a pivot table to be able to read and interpret text in the column. So... now I'm not sure how to begin to create such a report. Any ideas would be helpful!
Thanks!
