software

Hi Experts,

I am hoping that you can help me with the following :

I am preparing a report for 3 sales teams team leaders (TL1, TL2, TL3) who
manage 3 sales reps each (SR1, SR2, SR3; SR4, SR5, SR6; SR7,SR8, SR9). EAch
sales rep is responsible for sales of 3 Product groups (PG1, PG2, PG3;
PG4.......). The sales targets work bottom up.

The Team Leader's target is the sum of targets of the 3 Sales reps and
inturn the Sales Rep's target is the sum of product group targets.

I want to integrate the targets in to the pivot report. the sales data is
from a database, which contains, all information except the targets.

How do you recommend that i add the target figures to the data sheet.

Hi

Add an extra column to your source data table called Target.
Create a single row entry for each PG, for each SR for each TL with the
value of the target level.
If you are reporting the data monthly, then you will need to have 12
rows for each, rather than a single row.

Allocate the Target field to the data area.
Drag the Data button to the Total column to have actual and target
appear side by side.

--
Regards

Roger Govierquot;Ramquot; gt; wrote in message
news
gt; Hi Experts,
gt;
gt; I am hoping that you can help me with the following :
gt;
gt; I am preparing a report for 3 sales teams team leaders (TL1, TL2, TL3)
gt; who
gt; manage 3 sales reps each (SR1, SR2, SR3; SR4, SR5, SR6; SR7,SR8, SR9).
gt; EAch
gt; sales rep is responsible for sales of 3 Product groups (PG1, PG2, PG3;
gt; PG4.......). The sales targets work bottom up.
gt;
gt; The Team Leader's target is the sum of targets of the 3 Sales reps and
gt; inturn the Sales Rep's target is the sum of product group targets.
gt;
gt; I want to integrate the targets in to the pivot report. the sales
gt; data is
gt; from a database, which contains, all information except the targets.
gt;
gt; How do you recommend that i add the target figures to the data sheet.
If you set up your table like below, click in A1 and select
data--gt;group amp; outline--gt;Auto outline. Excel will give you on the left
hand side of your screen a graphical grouping indication.
You can click on the numbered symbols and it will display totals on
that level.

Look at the samples below.

Sorry for the formatting.

Hans

Teaml S-RepPGCustsalestarget% target
TL1SR1PG1111112018066,67%
TL1SR1PG111128010080,00%
TL1SR1PG1111314520072,50%
TL1SR1PG111146010060,00%
TL1SR1PG1111511018061,11%
Total PG151576067,76%
TL1SR1PG221118510085,00%
TL1SR1PG2211222130073,67%
TL1SR1PG22113152100152,00%
TL1SR1PG22114508062,50%
Total PG250858087,59%
TL1SR1PG3311130035085,71%
TL1SR1PG3311225030083,33%
Total PG355065084,62%
Total SR11573199079,05%
TL1SR2PG44111305060,00%
TL1SR2PG441128010080,00%
TL1SR2PG44113608075,00%
TL1SR2PG44114110100110,00%
Total PG428033084,85%
TL1SR2PG55111420100042,00%
TL1SR2PG55112150150100,00%
Total PG5570115049,57%
TL1SR2PG66111100100100,00%
TL1SR2PG6611212015080,00%
Total PG622025088,00%
Total SR21070173061,85%
Total TL12643372071,05%
TL2SR11PG221111112018066,67%
TL2SR11PG22111128010080,00%
TL2SR11PG221111314520072,50%
TL2SR11PG22111146010060,00%
TL2SR11PG221111511018061,11%
Total PG22151576067,76%
TL2SR11PG2221118510085,00%
TL2SR11PG22211222130073,67%
TL2SR11PG222113152100152,00%
TL2SR11PG222114508062,50%
Total PG2250858087,59%
TL2SR11PG23311130035085,71%
TL2SR11PG23311225030083,33%
Total PG2355065084,62%
Total SR111573199079,05%
TL2SR12PG304111305060,00%
TL2SR12PG3041128010080,00%
TL2SR12PG304113608075,00%
TL2SR12PG304114110100110,00%
Total PG3028033084,85%
TL2SR12PG315111420100042,00%
TL2SR12PG315112150150100,00%
Total PG31570115049,57%
TL2SR12PG706111100100100,00%
TL2SR12PG70611212015080,00%
Total PG7022025088,00%
Total SR121070173061,85%
Total TL22643372071,05%Teaml S-RepPGCustsalestarget% target
Total PG151576067,76%
Total PG250858087,59%
Total PG355065084,62%
Total SR11573199079,05%
Total PG428033084,85%
Total PG5570115049,57%
Total PG622025088,00%
Total SR21070173061,85%
Total TL12643372071,05%
Total PG22151576067,76%
Total PG2250858087,59%
Total PG2355065084,62%
Total SR111573199079,05%
Total PG3028033084,85%
Total PG31570115049,57%
Total PG7022025088,00%
Total SR121070173061,85%
Total TL22643372071,05%TeamleaderSalesRepPGCustomersalestarget% target
Total SR11573199079,05%
Total SR21070173061,85%
Total TL12643372071,05%
Total SR111573199079,05%
Total SR121070173061,85%
Total TL22643372071,05%TeamleaderSalesRepPGCustomersalestarget% target
Total TL12643372071,05%
Total TL22643372071,05%