Hi,
I'm probably going about this all wrong but it's frustrating me!! I have 3 sales people who have a monthly target, i wanted to add this into a lookup so i can then track the monthly sales results against there individual targets, the issue I'm having is how to load the data into a table so it feeds into the data model..
this format doesn't work as it has duplicate months and my calendar lookup also has multiple months in the months column... so i can't link the month between the data sources..
| Account Manager | Target | Month |
| Person A | £ 10,000.00 | July |
| Person B | £ 100,000.00 | July |
| Person C | £ 100,000.00 | July |
| Person A | £ 10,000.00 | August |
| Person B | £ 110,000.00 | August |
| Person C | £ 110,000.00 | August |
| Person A | £ 10,000.00 | September |
| Person B | £ 160,000.00 | September |
| Person C | £ 86,000.00 | September |
If I have single months I then need multiple account manager names as each Account manager has a monthly target, so i would need to put them across the top but then can't name the Account Manager column as they'll be in a row..
HELP! 🙂
I'm thinking that a Pivot Table would be the answer, but not knowing what you want your end result to look like it is difficult to offer up a solution.
What does your other information look like and what do you want your end result to look like? Help us to help you. Also, instead of posting a picture, upload files so we don't have to recreate your data to help you with your issue.
