Pivot Table Details, Summary, Design

[egiovia]

Good Afternoon,

I am a Pivot Table Newbie. After reading and watching everything I can online, I'm still confused. I manage an IT Helpdesk and I export detailed data from our database to Excel. I use a Networkdays formula to calculate the difference between ticket submitted and ticket assigned.

I need to provide the assignment time for each of 3 ticket priorities, both overall and by site submitting the ticket. I also need to track number of tickets opened, number of tickets closed by priority and issue type, as well productivity for each IT Tech.


I do all of this via excel spreadsheet; however, I think I should be able to do all of this automagically with a pivot table. I've tried this multiple times without success.....

I was going to attach an example but site says I'm not allowed. Can anyone help me?

 

[Smitty]

Welcome to the Board!

If you follow the HTML Maker link in my sig you'll be able to post screen shots. And/or you can upload an example workbook to a file sharing site like Dropbox, just note that will limit your exposure as many people can't/won't download files from external sites.

 

[egiovia]

I'm sorry Smitty...I had to leave for an appointment. I went to your folder, but it's not clear to me how I am able to post an example or screen shot. Thank you for your willingness to help.

 

[Smitty]

There's a Word doc there that explains how to install/use it. Make sure that you get the HTML Maker, not the VBHTML Maker.

 

[egiovia]

I followed the instructions but I don't know if you received anything or not? Thanks again

 

[Smitty]

Note that there's no message from the HTML Maker that it's done anything, but it has created the code and placed it in the Clipboard.

Once you select your HTML option come back here and Ctrl+V to paste the code into your post. Once you submit the board software will render it into an image.

 

[egiovia]

��

 

[egiovia]

Issue Number Priority "Assign
Met" Triage Met Issue Type Status Substatus Submitted On Assigned On "Submit
To
Assign" Start End "Submit
To
Triage"
52848 Critical FALSE FALSE Printer Closed Triage Complete 5/1/15 6:49 AM 5/1/15 7:21 AM 0:21 7:00 18:00 0:37
52849 Critical TRUE TRUE VDI Closed 5/1/15 7:13 AM 5/1/15 7:20 AM 0:06 0:09
52850 Critical TRUE TRUE VDI Closed Triage Complete 5/1/15 7:45 AM 5/1/15 7:47 AM 0:01 0:06
52856 Critical TRUE TRUE Other Closed 5/1/15 8:09 AM 5/1/15 8:11 AM 0:01 0:06
52885 Critical TRUE TRUE Tricerat Closed 5/1/15 1:17 PM 5/1/15 1:20 PM 0:03 0:06
52930 Critical TRUE TRUE Network Closed 5/4/15 8:28 AM 5/4/15 8:33 AM 0:04 0:03
52944 Critical FALSE TRUE VDI Closed 5/4/15 10:30 AM 5/4/15 10:46 AM 0:15 0:08
52961 Critical TRUE FALSE Network Closed 5/4/15 12:39 PM 5/4/15 12:44 PM 0:05 0:24
52973 Critical TRUE FALSE VDI Closed 5/4/15 4:13 PM 5/4/15 4:15 PM 0:01 0:24
52980 Critical TRUE FALSE I3 Closed 5/4/15 6:16 PM 5/5/15 7:04 AM 0:04 0:49
52981 Critical TRUE FALSE Network Closed 5/5/15 7:42 AM 5/5/15 7:42 AM 0:00 0:19
53011 Critical FALSE FALSE Enterprise Allscripts Closed Ticket will close in 48 hours pending response 5/5/15 1:00 PM 5/5/15 1:31 PM 0:31 0:20

 

[Smitty]

It looks like you have all the elements for a few pivot tables. If you're still having issues with the HTML Maker, then I'd try to put a copy of the workbook up on Dropbox.

Note that I've seen that symbol error when pasting from the VBHTML Maker before. Closing/reopening your browser usually fixes it.

 

[egiovia]

Thank you Smitty! I've tried a few different pivot tables but without much success. The spreadsheet I posted actually has 3 sheets...Priority (Critical, high, medium, low), Issue Type, Locked Accts. If you can give me a few examples of a good pivot table with this sample data, I should be able to get the rest. Seems to me the use of a pivot table and charting would both eliminate a great deal of manual work and allow me to create a nice dashboard.

Thank you so much! I've been reading, watching, testing for weeks.