Remove unwanted columns & set filters

Mreyes1337

New Member
Joined
Feb 23, 2021
Messages
2
Office Version
  1. 365
Platform
  1. Windows
  2. Mobile
  3. Web
Hello!

First-time poster! :) I just recently got promoted to a customer success/support operations manager role, and I have been tasked to pull some numbers for our team The way our previous manager got these numbers were pretty...manual. I am spending a while trying to get this data in the final format I need.

I apologize in advance for the long post that I am about to create.

Goal I am trying to reach at the end:
Create a workbook where I can keep adding weekly support metrics, to get a total number/percentages per agent/team.

Current process:

1.Filtering the raw data from export (file: Picture 1)

I am manually deleting the columns I do not need, then filter the list by departments & site. After I narrow the list, I remove 10 out of the remaining 40 users to get the final list of users/data I need.
(I have a list of the users I do need). I repeat this process for 3 separate reports.
This probably takes the most time

2. Adding final numbers to the master list (file: Picture 2)

Once I have the final data I need for each user (I sort all reports alphabetically so I can easily copy/paste ), I copy the info into the master sheet (file: Picture 2). (forgive me if this isn't the right term).

Dont mind the percentage columns in the screenshot, they are copying those numbers from a different report not in the screenshots provided.

3. Getting final totals/percentages - KPI totals (file: Picture 3)

After the weekly numbers have been added.....they would manually add the data to picture 3 by team (box number 1).
In box 2, we have a formula to add the total number of tickets, meetings and calls (see the parts that are highlighted.
Finally, the table in box 3 will autopopulate with the totals for each team. Giving us the final numbers needed for our final report.



So as you can see... I can really use some help or advice with making this process not so....tedious.

I really appreciate you even taking the time to read this. Please let me know if I can provide any information.

Thank you again
 

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fadee2

Active Member
Joined
Nov 7, 2020
Messages
337
Office Version
  1. 2019
Platform
  1. Windows
hi Mreyes1337,

Welcome to the board.

I would suggest uploading a sample file to any free site like dropbox or onedrive and providing the link in the thread, instead of pasting screen shots. This would make it easier to understand your query and will help others in providing the solution rather then creating their own raw data and making assumptions.
 

fadee2

Active Member
Joined
Nov 7, 2020
Messages
337
Office Version
  1. 2019
Platform
  1. Windows
For understanding your query, I would like to ask ...
Number of calls in filtered data are being computed based on number of calls in raw data.
If so, then what is the criteria of meeting and tickets computations in filtered data?
Also your filtered data is weekly based???
 

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