Data reading for time tracking type entries looking for specific words and counting the total hours associated with that entry?

saurontheokay

New Member
Joined
Feb 15, 2023
Messages
3
Office Version
  1. 365
Platform
  1. Windows
Hello!

I use salesforce in my job to track client work as well as internal work with my company. I am in a new-ish role where I am providing support as a test run to see if this area could support a full time role. As such, I have been entering my time with bracket categories before going into my description. I am working on a way to automate my time to filter data and information without having to edit or analyze it myself each month. I have established a pivot table for the client work I am completing, and created a query to separate the company time entries.

Is there a way to read this chart and have information pulled to show how many hours were spent from entries that have [Kevin] or [Meetings]?

I am not able to add the XL2BB add in without IT Admin permission and honestly, I would rather not explain myself and tell them how to do their job to get that to work on the back end. I have a snip below and the file can be looked at here through my google drive.

1676490811917.png
 

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In Cell F1 enter
Kevin
In Cell F2, enter
=IF(NOT(ISERR(FIND(F$1,$D2))),$E2,"")
If like you can enter other names on row 1 to the right of Kevin, and copy F2 to all rows and columns you populate
Or you can modify the formula in F2 to read
=IF(NOT(ISERR(FIND("Kevin",$D2))),$E2,"")
 
Upvote 0
In Cell F1 enter
Kevin
In Cell F2, enter
=IF(NOT(ISERR(FIND(F$1,$D2))),$E2,"")
If like you can enter other names on row 1 to the right of Kevin, and copy F2 to all rows and columns you populate
Or you can modify the formula in F2 to read
=IF(NOT(ISERR(FIND("Kevin",$D2))),$E2,"")
This is so close to what I want! I've altered it to be =SUM(...) so its a total of the amount of hours, which is exactly what I need.

Is it possible to have the formula interact with the whole column without having to update the formula range as the entries are updated each month in the other worksheet?
 
Upvote 0
This is so close to what I want! I've altered it to be =SUM(...) so its a total of the amount of hours, which is exactly what I need.

Is it possible to have the formula interact with the whole column without having to update the formula range as the entries are updated each month in the other worksheet?

NVM! I used the below formula for each section.

=SUM(IF(NOT(ISERR(FIND(F$1,$D:$D))),$E:$E,"")) So when the entries are updated from the raw time entries, the new rows should be automatically included.

In an ideal world, I would like to have this broken out into showing the results per month. But Ill work on that later if there's already not an easy solution.
 
Upvote 0

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