I work in a large organization and need some help managing/analyzing a small amount of data that I am MANUALLY collecting. My expertise is in process improvement and development. The stated goal is to 'improve' the intake and deployment process of client requests. In reality, I'm part of a team that has been trying to figure out WHAT others are doing in the process. What I need help with, I think, is using custom views, but I'm just not sure. Awhile back (via YouTube) Chandoo responded with the answer to my question about a formula and it was SO helpful. I'm hoping someone can lead me in the correct direction again based on my description of the scenario.
My Excel sheet currently contains 60 items. There are 3 systems that are being used in this "process". Unfortunately, there is not a clearly defined workflow between systems. Items are created by clients in System 1. System 1 auto creates a record in System 2. Staff manually create a record in System 3 (which is a Azure Dev Ops user story). Systems 1 and 2 have independent reporting functions. I am using System 1's reporting to add new items and note changes it shows to a status. Since I only have 60 items - I just run the report and compare. I manually look up items and add them from System 2 and 3. I had one worksheet with all the data I am tracking for each item AND 1 worksheet that summarizes the "metrics". (Very proud of this as I was able to create the formulas necessary.) This has worked great for us to get the big picture and finally others are understanding the "process' needs improving.
Now I'm being asked to pull data for meetings to discuss items in various phases and for different groups to view etc. I'm using the filter and then hiding columns Then I am saving a copy of my data worksheet to a new book and then deleting all the stuff irrelevant items.
I'd like ONE worksheet that I use to update all the data that I set up for MY use and another worksheet that is a copy of it that I set up to have all the current data, but just sorted and viewed another way.
Remember there are only 60 items and while it will grow - I am hoping that by producing these manual metrics for a while longer - we can get the changes to the systems we need, so real data can be captured - we are not in that place yet, so it all must be reviewed manually. Hope this makes sense to someone.
My Excel sheet currently contains 60 items. There are 3 systems that are being used in this "process". Unfortunately, there is not a clearly defined workflow between systems. Items are created by clients in System 1. System 1 auto creates a record in System 2. Staff manually create a record in System 3 (which is a Azure Dev Ops user story). Systems 1 and 2 have independent reporting functions. I am using System 1's reporting to add new items and note changes it shows to a status. Since I only have 60 items - I just run the report and compare. I manually look up items and add them from System 2 and 3. I had one worksheet with all the data I am tracking for each item AND 1 worksheet that summarizes the "metrics". (Very proud of this as I was able to create the formulas necessary.) This has worked great for us to get the big picture and finally others are understanding the "process' needs improving.
Now I'm being asked to pull data for meetings to discuss items in various phases and for different groups to view etc. I'm using the filter and then hiding columns Then I am saving a copy of my data worksheet to a new book and then deleting all the stuff irrelevant items.
I'd like ONE worksheet that I use to update all the data that I set up for MY use and another worksheet that is a copy of it that I set up to have all the current data, but just sorted and viewed another way.
Remember there are only 60 items and while it will grow - I am hoping that by producing these manual metrics for a while longer - we can get the changes to the systems we need, so real data can be captured - we are not in that place yet, so it all must be reviewed manually. Hope this makes sense to someone.
