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Thread: Very new excel user....summary question

  1. #1

    Very new excel user....summary question



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    Hello All,

    I'm hoping this question has an easy answer. I maintain a spreadsheet for my company's sales force. it's about 140 sheets and on each individual sheet is a person specific weekly sales call report. On the last page I need to create a summary that includes the entire sales force and I have manually entered the formula for the first 2 people. I'm wondering if there is a way to automatically import the rest of the data without manually entering. The only variable is the person (name of each sheet) every other piece of data is in the same sell on each page.

    Example:

    The summary below is pulled from a sheet named Ingersoll (sales reps last name). I need 140 of these to run down a summary page where in each of these the only variable is the name of the worksheet that the data is pulling from. Is there a way to type a formula so the data can be duplicated 140 times where all I have to do is input the sheet's name? like a insert formula if sheet's name is ingersoll...input formula if sheet's name is johnson...etc.

    Account Activity:
    Top 4 Account Development Activities
    Account Name City/State Result
    1
    2
    3
    4
    PROCEDURE SUPPORT - CASE OF THE WEEK
    Account Name City Result
    1
    Product/Market Trends:
    Comments:


    Any help would be tremendously appreciated so I don't spend my entire weekend.

    Thank you

    Jim

  2. #2
    Input the sheet name in A2 and use

    =INDIRECT("'"&A2&"'!M17")

    and replace M17 with the cell on the rep's sheet that you actually want to reference

  3. #3
    This may be a stupid question but How do I type that out if I want to use multiple cels. For exacmple on each sheet I need the data from Cells A1:G20.

    So for example on my summary sheet I need to show the data from a sheet named Casey Cells A1 Through G20 and then below that data on the summary sheet I need to show the same data from a sheet named Johnson Cells A1 through G20. I know I come off as an idiot, just not a ton of excel experience here. Your help is very much appreciated.

  4. #4
    You want to show those 140 cells in say B:EK?

  5. #5
    Sort of. What I have is 140 sheets that are all identical in format (see example A below). What I need to have happen is to have the summary page replicate the data running down a summary page (SEE EXAMPLE B BELOW) it's basically the same exact data but a copy past isn't efficient as I would like it to tall be live so I don't have to run through formatting and extra work each week. Please let me know your thoughts.

    EXAMPLE A: INDIVIDUAL PAGE
    John Doe
    Week Ending: January 2, 2015
    Account Activity:
    TOP 4 ACCOUNT DEVELOPMENT ACTIVITIES
    (note: business review meetings, meeting to obtain TTNA report, physician/staff training, meeting to gain a new user, referral education meetings and program development)
    Account Name City/State Result
    1 blah blah Norwich, CT awesome
    2 blah blah Hartford, CT Meeting with Dr. Gerardi, Dr. Quereshi - demo V7. He has requested it and emailed David Walsh (purchasing) while we are together. has been referring more to TTNA due to yields. Introduced him to TNB and he said he will find a case to try it on
    3 Mid-State/Hartford Meriden, CT Had demonstrate his fiducial during dye tattoo technique to Dr. Katigbak @ Hartford Hospital. Dr. Katigbak finally agreed this was a good idea (didn't give a hoot when i showed him). He just scheduled 2 tattoo cases and they are booked with fiducial markers. Met Alvarado and thanked him and asked him if we could write this up to share elsewhere
    4 new years
    PROCEDURE SUPPORT - CASE OF THE WEEK
    Account Name City Result
    1 blah blah Norwich, CT Good case, nothing special. Had a chance to meet Dr. Pal in path who I have called on before but haven't met. There path is great and when I asked what tool he liked best he said they are all good. I told him at other Hartford Healthcare facilities we don't have as high a yield. He seemed surprised but agreed he would speak with other pathologists if we set it up


    EXAMPLE B: (SUMMARY)

    Field Sales Report Summary Week Ending: January 2, 2015
    NORTHEAST
    Account Activity:
    Top 4 Account Development Activities
    Account Name City/State Result
    1
    2
    3
    4
    PROCEDURE SUPPORT - CASE OF THE WEEK
    Account Name City Result
    1
    Product/Market Trends:
    Comments:
    Account Activity:
    Top 4 Account Development Activities
    Account Name City/State Result
    1
    2
    3
    4
    PROCEDURE SUPPORT - CASE OF THE WEEK
    Account Name City Result
    1
    Product/Market Trends:

  6. #6
    Lost me completely now, that is really not an enlightening visual.

    Post an example workbook, with a couple of examples of what you want on the summary sheet.

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