Good day,
I have a few excel files one is a compilation of all the data submitted on the individual activity sheet that is completed daily. I want to programmatically extract the data from all the activity sheets to the dashboard monthly. Please see attached two files with examples of what is stored. Any help will be appreciated as there are numerous locations with many activity sheets to capture the data from.
Any help is welcomed.
Regards,
I have a few excel files one is a compilation of all the data submitted on the individual activity sheet that is completed daily. I want to programmatically extract the data from all the activity sheets to the dashboard monthly. Please see attached two files with examples of what is stored. Any help will be appreciated as there are numerous locations with many activity sheets to capture the data from.
Any help is welcomed.
Regards,
EurekaMSR_TellService Dashboard2021.xlsx | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | K | L | |||
1 | DEPOSITS | |||||||||||||
2 | WEEK | 0 | ||||||||||||
3 | MSR/TELLER | DAILY | WEEKLY | YTD | ||||||||||
4 | 4-Jan-21 | 5-Jan-21 | 6-Jan-21 | 7-Jan-21 | 8-Jan-21 | 8-Jan-21 | 8-Jan-21 | |||||||
5 | Mon | Tue | Wed | Thu | Fri | Actual | Target | Difference | Actual | Target | Difference | |||
6 | Ava Gaye | $ - | $ - | $ - | $ - | $ - | - | - | - | - | - | - | ||
7 | Camille | $ - | $ - | $ - | $ 64,000.00 | $ 40,000.00 | 104,000 | - | - 104,000 | 104,000 | - | - 104,000 | ||
8 | Carlton | - | - | - | - | - | - | |||||||
9 | Cassandra | - | - | - | - | - | - | |||||||
10 | Davidia | - | - | - | - | - | - | |||||||
11 | 0 | - | - | - | - | - | - | |||||||
12 | 0 | - | - | - | - | - | - | |||||||
13 | 0 | - | - | - | - | - | - | |||||||
14 | 0 | - | - | - | - | - | - | |||||||
15 | 0 | - | - | - | - | - | - | |||||||
16 | 0 | - | - | - | - | - | - | |||||||
17 | 0 | - | - | - | - | - | - | |||||||
18 | 0 | - | - | - | - | - | - | |||||||
19 | 0 | - | - | - | - | - | - | |||||||
20 | 0 | - | - | - | - | - | - | |||||||
21 | 0 | - | - | - | - | - | - | |||||||
22 | 0 | - | - | - | - | - | - | |||||||
23 | 0 | - | - | - | - | - | - | |||||||
24 | TOTAL | 0 | 0 | 0 | 64000 | 40000 | 104000 | 0 | -104000 | 104000 | 0 | -104000 | ||
MSR_Teller Service Dashboard |
Cell Formulas | ||
---|---|---|
Range | Formula | |
B4 | B4 | =B179 |
C4:F4 | C4 | =B4+1 |
G4 | G4 | =F4 |
J4,J6:K23 | J4 | =G4 |
B6 | B6 | ='\\fhccutil\ServiceImprovement\EurekaLawrenceTavern\2021\Ava-GayTucker\[Teller_MSRActivitySheet2021.xlsm]04.01.21'!$F$15 |
C6 | C6 | ='\\fhccutil\ServiceImprovement\EurekaLawrenceTavern\2021\Ava-GayTucker\[Teller_MSRActivitySheet2021.xlsm]05.01.21'!$F$15 |
D6 | D6 | ='\\fhccutil\ServiceImprovement\EurekaLawrenceTavern\2021\Ava-GayTucker\[Teller_MSRActivitySheet2021.xlsm]06.01.21'!$F$15 |
E6 | E6 | ='\\fhccutil\ServiceImprovement\EurekaLawrenceTavern\2021\Ava-GayTucker\[Teller_MSRActivitySheet2021.xlsm]07.01.21'!$F$15 |
F6 | F6 | ='\\fhccutil\ServiceImprovement\EurekaLawrenceTavern\2021\Ava-GayTucker\[Teller_MSRActivitySheet2021.xlsm]08.01.21'!$F$15 |
B7 | B7 | ='\\fhccutil\ServiceImprovement\EurekaLawrenceTavern\2021\Camille Blair\[Teller_MSRActivitySheet2021.xlsm]04.01.21'!$F$15 |
C7 | C7 | ='\\fhccutil\ServiceImprovement\EurekaLawrenceTavern\2021\Camille Blair\[Teller_MSRActivitySheet2021.xlsm]05.01.21'!$F$15 |
D7 | D7 | ='\\fhccutil\ServiceImprovement\EurekaLawrenceTavern\2021\Camille Blair\[Teller_MSRActivitySheet2021.xlsm]06.01.21'!$F$15 |
E7 | E7 | ='\\fhccutil\ServiceImprovement\EurekaLawrenceTavern\2021\Camille Blair\[Teller_MSRActivitySheet2021.xlsm]07.01.21'!$F$15 |
F7 | F7 | ='\\fhccutil\ServiceImprovement\EurekaLawrenceTavern\2021\Camille Blair\[Teller_MSRActivitySheet2021.xlsm]08.01.21'!$F$15 |
G6:G23 | G6 | =SUM(B6:F6) |
H6:H23 | H6 | ='Target Sheet'!$K27 |
I6:I23,L6:L23 | I6 | =H6-G6 |
A6:A23 | A6 | ='Target Sheet'!C27 |
B24:L24 | B24 | =SUM(B6:B23) |
Teller_MSRActivitySheet2021.xlsm | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | |||
1 | TELLER/MEMBER SERVICE REPRESENTATIVE | ||||||||||||||||||
2 | Daily | YTD | |||||||||||||||||
3 | Total Transactions Processed | 0 | |||||||||||||||||
4 | Total Member Service Interactions (General) | 8 | 140 | ||||||||||||||||
5 | DATE: | Total Member Service Interactions (Loans - CIAF & My Cash) | 0 | 0 | |||||||||||||||
6 | NAME: | Total Posting Discrepancies - Reversals | 0 | 0 | |||||||||||||||
7 | Total No. of Closed Referrals | 7 | 151 | ||||||||||||||||
8 | Total New Leads | 0 | 5 | ||||||||||||||||
9 | Coaching Session | N | |||||||||||||||||
10 | |||||||||||||||||||
11 | |||||||||||||||||||
12 | CLOSED REFERRALS | ||||||||||||||||||
13 | Daily Count of Persons that make up $value | YTD Total Count of Persons that make up $value | Daily | Weekly | YTD | Annual | |||||||||||||
14 | Actual | Target | Actual | Target | Actual | Target | |||||||||||||
15 | DEPOSITS | 0 | 7 | $0.00 | $25,000.00 | $1,760,000.00 | $125,000.00 | $1,884,000.00 | $6,000,000.00 | ||||||||||
16 | LOANS | 2 | 14 | $425,000.00 | $100,000.00 | $5,787,193.72 | $500,000.00 | $6,952,255.07 | $24,000,000.00 | ||||||||||
17 | DEBIT CARD | 3 | 39 | 3 | 1 | 8 | 5 | 39 | 120 | ||||||||||
18 | MEMBERSHIP | 0 | 27 | 0 | 1 | 4 | 5 | 27 | 96 | ||||||||||
19 | ITRANSACT | 0 | 25 | 0 | 1 | 3 | 5 | 25 | 120 | ||||||||||
20 | FIP | 1 | 13 | 1 | 1 | 3 | 5 | 13 | 120 | ||||||||||
21 | LEADS | 1 | 26 | 1 | 2 | 9 | 10 | 26 | 480 | ||||||||||
29.01.21 |
Cell Formulas | ||
---|---|---|
Range | Formula | |
E15:E21,P3:P8 | P3 | =O3+'28.01.21'!P3 |
O4 | O4 | =SUBTOTAL(3,D25:D48) |
O5 | O5 | =SUBTOTAL(3,D53:D76) |
O6 | O6 | =SUBTOTAL(3,D81:D95) |
O7 | O7 | =SUBTOTAL(9,D15:D21) |
O8 | O8 | =SUBTOTAL(3,D121:D135) |
H15:H21,P15:P21 | H15 | ='04.01.21'!H15 |
J15:J21,L15:L21 | J15 | =F15+'28.01.21'!J15 |
N15:N21 | N15 | =F15+'28.01.21'!N15 |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
D5 | Date | between 1/11/2019 and NOW() |
O9:O10 | List | Y,N |
I8 | List | Y,N |