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Old 11-23-2019, 10:30 AM   #77
jwslam
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Join Date: Jul 2014
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Quote:
Originally Posted by fundmark19 View Post
I haven't messed around with pivot tables but it may be of use if I can dumb it down enough for other team members. We have the different sheets to track activities by the month and doing month by month plus yearly analysis which could probably be accomplished by a pivot table as well
Once you get the data set up in a pivot table, it would just be a matter of refreshing the table for new entries and then turning the filters to get what you want
The filtering is pretty straight forward, just dropdowns.

Depending on the size of your business you could even go as far as setting up an analytics interface with PowerBI or more costly, Tableau
(Apparently Power BI is included in all Office 365 subscriptions if your work already has this)
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