I am struggling with a formula and have read (and benefitted) from some earlier threads. However, looking for the elegant solution that may not exist...
I'm building a scheduler for a team of 200+ individuals.
I have 50K rows of data with a large number of columns. I'm trying to build a function that will present in a pivot table a limited number of responses. Specifically, the data has client names etc as well as state, city, county, service rep (1-27), criticality aka frequency (1-4), complexity - aka task time (1-4), and last inspection date (updated automatically) and next scheduled inspection date (calculated).
I'm trying to build a formula that will isolate the clients by service rep sorted to show the past due or due now (today) across the criticality. I've tried a nested if and statement, but it isn't working as I envisioned. I can do a good bit of this in pivot filters, but really wanted it to be a more refined list that presents for the current day...
This is way out of my skillset... I'm turning to you experts for help!
I'm building a scheduler for a team of 200+ individuals.
I have 50K rows of data with a large number of columns. I'm trying to build a function that will present in a pivot table a limited number of responses. Specifically, the data has client names etc as well as state, city, county, service rep (1-27), criticality aka frequency (1-4), complexity - aka task time (1-4), and last inspection date (updated automatically) and next scheduled inspection date (calculated).
I'm trying to build a formula that will isolate the clients by service rep sorted to show the past due or due now (today) across the criticality. I've tried a nested if and statement, but it isn't working as I envisioned. I can do a good bit of this in pivot filters, but really wanted it to be a more refined list that presents for the current day...
This is way out of my skillset... I'm turning to you experts for help!
