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Old 08-21-2019, 10:32 AM
bmjsingleton86 bmjsingleton86 is offline Tallies - Real time counting? Windows 10 Tallies - Real time counting? Office 2013
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Default Tallies - Real time counting?

At work, I have an intake person to assign all incoming mail to our team. Currently she tracks using a piece of paper and tick marks.



To make it easily reviewed, we want to build a spreadsheet for this process.

The main things needed are

for the intake person to determine who she last assigned to

management to look at it and verify the load is evenly disbursed


My thought for how this would work is attached, but if there is another way (presumably a better way too) I would love to know it.

TIA!
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Old 08-22-2019, 12:44 AM
ArviLaanemets ArviLaanemets is offline Tallies - Real time counting? Windows 8 Tallies - Real time counting? Office 2016
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Having separate tables for specific period is really bad idea! This means you have continuously edit the workbook. Attached is an example where you have a single sheet where you register all mails, and a report sheet where you select a month, and wanted statistics are displayed.


Currently there is a table where you can see how many mails were assigned to every member of team at every date of month. Also is there a column, where total number of unsolved mails from previous months for every member is displayed.


You can add similar tables below current one, where some other statistics are calculated (e.g. the number of mails solved for every day of month for every member of group).


Managing such workbook is simple. Let's assume a year is a proper period for workbook, and you had a similar workbook for previous year (e.g. Mails2018.xlsx). You save the old workbook as Mails2019.xlsx, and remove all records from sheet Mails which were resolved. Unresolved mails are remaining (you can change the mail date for them to 31.12.2018, so do have only December of previous year in months list in new workbook). When there are some employees which did left before year 2019, you can remove them from sheet Team. and that's all! You can start registering mails arriving in year 2019!
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File Type: xlsx EmailsTally.xlsx (19.7 KB, 10 views)
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