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I have many clients. For each client i have a spreadsheet with a to-do list. In this list you can choose if a question is answered or if they stil need help by choosing yes/busy/finished. Is there a possibility to have that link to somewhere where i can see what questions need stil need to be answered or what tasks still need to be done for all clients in a single sheet?
Solved by M. Q. in 20 mins
This is the chat thread from the real Excelchat help session. It contains no private user
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User
13/03/2018 - 12:15
hi
Excelchat Expert
13/03/2018 - 12:16
Hi, welcome
User
13/03/2018 - 12:16
Thank you!
User
13/03/2018 - 12:16
Is the thing i'm asking for possible?
Excelchat Expert
13/03/2018 - 12:16
can I see your data please to clearly understand your question
User
13/03/2018 - 12:16
okay il show the blank sheet without client details
Excelchat Expert
13/03/2018 - 12:17
yes, it is doable
Excelchat Expert
13/03/2018 - 12:17
let me see the data, you can hide the client info
Excelchat Expert
13/03/2018 - 12:17
Please use english
User
13/03/2018 - 12:17
you can see it now?
Excelchat Expert
13/03/2018 - 12:18
yes, can see
Excelchat Expert
13/03/2018 - 12:19
ok, how the data fills under these heads?
User
13/03/2018 - 12:19
i fill it in manually
User
13/03/2018 - 12:19
after each client comes for a conversation
User
13/03/2018 - 12:19
but thats not the problem
Excelchat Expert
13/03/2018 - 12:20
I have understood your question
User
13/03/2018 - 12:20
okay
Excelchat Expert
13/03/2018 - 12:20
please relate your question to the data you are showing on the sheet
User
13/03/2018 - 12:20
What do you mean?
Excelchat Expert
13/03/2018 - 12:21
You fill in the data on this sheet manually
Excelchat Expert
13/03/2018 - 12:21
ok
User
13/03/2018 - 12:21
Yes
User
13/03/2018 - 12:21
Except for the done column i have a dropdown box
User
13/03/2018 - 12:21
which when i select a option it colour the cell
Excelchat Expert
13/03/2018 - 12:21
ok
Excelchat Expert
13/03/2018 - 12:22
and you need a filter to know the done status?
User
13/03/2018 - 12:22
no
Excelchat Expert
13/03/2018 - 12:22
on a separate sheet?
User
13/03/2018 - 12:23
seperate file
User
13/03/2018 - 12:23
a complete different excel file
User
13/03/2018 - 12:23
that when i come in the office in the morning
User
13/03/2018 - 12:23
can see what has to be done for which client
Excelchat Expert
13/03/2018 - 12:24
ok
Excelchat Expert
13/03/2018 - 12:26
Are you familiar with pivot tables?
User
13/03/2018 - 12:26
no
Excelchat Expert
13/03/2018 - 12:27
Ok create a pivot table yourself now
User
13/03/2018 - 12:27
ok and then
Excelchat Expert
13/03/2018 - 12:27
let's do it step by step
Excelchat Expert
13/03/2018 - 12:28
Go to Data Menu and select Pivot Table
User
13/03/2018 - 12:29
oh i understand
User
13/03/2018 - 12:29
it with the report
Excelchat Expert
13/03/2018 - 12:29
You can do it online or send me the excel file through attachment and I will add it to
User
13/03/2018 - 12:29
i can choose a different file
User
13/03/2018 - 12:29
i got it
User
13/03/2018 - 12:29
thanks man
Excelchat Expert
13/03/2018 - 12:29
Great
User
13/03/2018 - 12:29
i understand
Excelchat Expert
13/03/2018 - 12:29
you are a great learner
User
13/03/2018 - 12:29
have a nice day
User
13/03/2018 - 12:29
thank you
Excelchat Expert
13/03/2018 - 12:29
so quick to catch it
Excelchat Expert
13/03/2018 - 12:30
You are welcome
Excelchat Expert
13/03/2018 - 12:30
happy to help you.
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