Dashboard for Salespeople

overmyer24

New Member
Joined
Mar 31, 2020
Messages
5
Office Version
  1. 2016
Platform
  1. Windows
  2. Web
Morning - I've created a dashboard for our salespeople that is based on a table of Detail. The dashboard is comprised of formulas referencing the Detail tab.

My question is generic, so I haven't attached an example, but, without creating a pivot table for the dashboard, is there a way that I can click on a sales person and it would link to the detail tab? Ex. on the Dashboard, I have Rep A, they want to see what's in their pipeline, they click their name and it takes them directly to their entire pipeline on the detail tab (can I use slicers for this, etc.).

Thank you, appreciate any help.

RO
 

Excel Facts

Control Word Wrap
Press Alt+Enter to move to a new row in a cell. Lets you control where the words wrap.
You can probably do what you want by using a 'BeforeDoubleClick' event macro. That means that you would double click on a Rep to activate the macro. However, it would be easier to help if you could use the XL2BB add-in (icon in the menu) to attach screenshots (not pictures) of both sheets. Alternately, you could upload a copy of your file to a free site such as www.box.com or www.dropbox.com. Once you do that, mark it for 'Sharing' and you will be given a link to the file that you can post here. Explain in detail what you want to do referring to specific cells, rows, columns and sheets using a few examples from your data (de-sensitized if necessary).
 
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