Hello,
I am new to Pivot Tables, so my question could be very stupid...
I have a set of data which shows employees labor forecasts for the upcoming year.
The data is divided as such:
Employee Name; Project Code; [12 Monthly forecast columns (apr-mar)]
Each Employee can be assigned to multiple Projects and each Project can have multiple Employees assigned to it.
In the same way, Employees are part of Teams and each Employee can belong to more than one team and each team can handle more than one project.
There are 45 Employees, 8 Teams and ~30 Projects.
I created a Pivot Table which shows the Data with the Employee Name, Projects he’s assigned to, as rows, and the monthly forecasts for each project as columns.
I created the following Tables:
Employees (Lists unique employees)
Projects (Lists unique project codes)
Teams (Lists Team Leaders)
Teams_Employees (Links Leaders to Employees; 1 entry per row (ie
Leader1; Emp1
Leader1; Emp2)
Projects_Employees (Same as Teams_Employees)
Teams_Projects (Same as Teams_Employees)
I would like to create a Slicer with the Leaders names only which will select all the Employees which are assigned to them only regardless of whether the project is owned by them or not.
So far I was able only to either list these employees but lose visibility on those projects’ assignments (which is not ideal to forecast properly) or have ALL the employees show even if they are never linked to the selected team,, only because i pick the missing project as well.
What’s the best way to go about achieving this? I know there are some ways to show the data in the wanted format simply through Formulas, but I want to learn to use Pivot tables properly.
Thanks!!! And sorry for my long post...
I am new to Pivot Tables, so my question could be very stupid...
I have a set of data which shows employees labor forecasts for the upcoming year.
The data is divided as such:
Employee Name; Project Code; [12 Monthly forecast columns (apr-mar)]
Each Employee can be assigned to multiple Projects and each Project can have multiple Employees assigned to it.
In the same way, Employees are part of Teams and each Employee can belong to more than one team and each team can handle more than one project.
There are 45 Employees, 8 Teams and ~30 Projects.
I created a Pivot Table which shows the Data with the Employee Name, Projects he’s assigned to, as rows, and the monthly forecasts for each project as columns.
I created the following Tables:
Employees (Lists unique employees)
Projects (Lists unique project codes)
Teams (Lists Team Leaders)
Teams_Employees (Links Leaders to Employees; 1 entry per row (ie
Leader1; Emp1
Leader1; Emp2)
Projects_Employees (Same as Teams_Employees)
Teams_Projects (Same as Teams_Employees)
I would like to create a Slicer with the Leaders names only which will select all the Employees which are assigned to them only regardless of whether the project is owned by them or not.
So far I was able only to either list these employees but lose visibility on those projects’ assignments (which is not ideal to forecast properly) or have ALL the employees show even if they are never linked to the selected team,, only because i pick the missing project as well.
What’s the best way to go about achieving this? I know there are some ways to show the data in the wanted format simply through Formulas, but I want to learn to use Pivot tables properly.
Thanks!!! And sorry for my long post...
