indiemusicboy
New Member
- Joined
- Apr 9, 2020
- Messages
- 47
- Office Version
- 365
- Platform
- MacOS
I have a workbook that consists of hundreds of like-templated worksheets. Meaning each worksheet has the same fields/construction as the last. I need to be able to create a "dashboard view" (rollup) worksheet that pulls specific workbook data related to an upcoming date as the catalyst.
In other words, I want to create a single pane that shows impending contract renewals - from the workbook.
Here is the statement:
If the contract end date is less than 90 days (P138:P145), then list its service (B138:B145), its dollar value (O138:O145) and its health (L138:L145) from that same section (B138: P145). Also reference the customer (F3), the CSM rep (L3) on the account and the customer CSAT (R10) [no pictured here].
TEMPLATE WORKSHEET:
It would go into something a worksheet like this ideally once it parses that data somewhere else so its clean and focused. (C51:C67) is the customer name listed in the above example:
DASHBOARD:
In other words, I want to create a single pane that shows impending contract renewals - from the workbook.
Here is the statement:
If the contract end date is less than 90 days (P138:P145), then list its service (B138:B145), its dollar value (O138:O145) and its health (L138:L145) from that same section (B138: P145). Also reference the customer (F3), the CSM rep (L3) on the account and the customer CSAT (R10) [no pictured here].
TEMPLATE WORKSHEET:
It would go into something a worksheet like this ideally once it parses that data somewhere else so its clean and focused. (C51:C67) is the customer name listed in the above example:
DASHBOARD: