intermediate Sheets user who's hoping for feedback on the best way to structure a Sheet to be able to manipulate and analyze data effectively (and efficiently). I've searched to see if people have addressed my issue and it's a different ask than the very focused debugging function syntax questions that I'm used to reading. I'm comfortable enough that specific problems with specific formulas I can usually rabbit hole and find a workable solution to. However, I'm acknowledging that the complexity level I'm getting to, I'm seeing a lot of flaws in my previous approaches and feel like I'm going the long way around the barn too often. Can someone take a look at this sheet with the acknowledged end goal of being able to analyze monthly numbers at a rep and team level and tell me how to better structure my data to maximize utility? TIA!
My sheet starts as a data entry point for 4 reps to deposit their weekly, intra-month, monthly, and 90 day numbers ("1/1/2023" tab). I'm currently collating the data in another tab ("Monthly Summary - Rep") which flows through with Vlookup functions (stable, not included, not the problem). I tried two different approaches on the "MoM sheet" - a filter function and a query function using the data validation drop downs - to try and pull in data from (first) the "Monthly Summary - Rep" sheet then (second) creating the "Raw Data Table" sheet and pasting the data there. Neither successfully offered an easy path to be able to select the Rep and the Month I wanted and generate their results. Had to resort to the ole paste values to get results for a meeting this am.
The data I know I want to look at is:
- Month over Month per rep
- Month over Month at team level
- Month vs 90 day trend lines at rep and team level
I'm open to all possibilities. If I have to blow it up and start over I'm ok with that, although I won't mess with the original "1/1/2023" sheet as that's stable and what the reps are used to seeing. However the data needs to get out of that sheet and to the analysis point, I'm good with. Again, thanks so much for considering the problem and any help you can provide.