June 28, 2021
I'm probably going about this all wrong but it's frustrating me!! I have 3 sales people who have a monthly target, i wanted to add this into a lookup so i can then track the monthly sales results against there individual targets, the issue I'm having is how to load the data into a table so it feeds into the data model..
this format doesn't work as it has duplicate months and my calendar lookup also has multiple months in the months column... so i can't link the month between the data sources..
|Person A||£ 10,000.00||July|
|Person B||£ 100,000.00||July|
|Person C||£ 100,000.00||July|
|Person A||£ 10,000.00||August|
|Person B||£ 110,000.00||August|
|Person C||£ 110,000.00||August|
|Person A||£ 10,000.00||September|
|Person B||£ 160,000.00||September|
|Person C||£ 86,000.00||September|
If I have single months I then need multiple account manager names as each Account manager has a monthly target, so i would need to put them across the top but then can't name the Account Manager column as they'll be in a row..
October 18, 2018
I'm thinking that a Pivot Table would be the answer, but not knowing what you want your end result to look like it is difficult to offer up a solution.
What does your other information look like and what do you want your end result to look like? Help us to help you. Also, instead of posting a picture, upload files so we don't have to recreate your data to help you with your issue.