I need to automate some of the dailys tasks I carry out through an excel workbook.
Each day I extra informaation from a database and slice it up into an excel spreadsheet. I want to simply paste the data into an 'input' worksheet and have the spreadsheet chop up the data based on the requirments I've set.
I also want the reporting of this data to be automated, giving me details about how many records, how many we've worked on, how many we haven't, how much work people have done that day etc....
Please see the attached spreadsheet to get a better idea of the reporting under 'summary'.
** The Start of day reporting needs to capture the figures from the input but not changes that happen throughout the day.
** The End of day reporting needs to be a real-time upto date snapshot.
The input needs to be chopped up as follows:
Delete All calls with a status of Closed.
Move calls with this status to the Active sheet = Assigned, New, Re-assigned.
Move calls with this status to the Resolved worksheet = Resolved.
Move calls with this status to the 3rd Party worksheet = Stop Clock - 3rd Party, Stop-Clock - Accenture.
Move calls with this status to the Stop-clock worksheet = Stop Clock - Await Response, Stop Clock - Child, Stop Clock.
Each worksheet should be sorted according to the following criteria:
SLA Violated - Ascending
Inc/Req/Prob - Ascending
Open Date - Ascending
** Sample of the data extract can be provided on request.
The sheet should be easy to update, ie add analysts, add resolver groups etc... and have the reporting incorporate the new analyst or resolver group.