Google Sheets Import
Project Details
We have 2 large spreadsheets that we call "Practice recaps" and they pull data from individual spreadsheets for a 12 month period. The base for these is already created, but we need one of the spreadsheets to only pull data from January-June and the other to pull data from July-December. In the individual spreadsheets, we have a "hidden" tab that connects to the master spreadsheet in order to link the data, but it seems like we will need another "hidden tab" created in the individual spreadsheets in order to pull the data separately.
Also, there will be 2 other spreadsheets that go along with those master sheets that we call the "Sales Recaps" They pull data from the master sheets. The base for that spreadsheet is also created, we would just need to integrate the other master spreadsheets
Here is the master sheet (as a reminder this one has all 12 months in it):
https://docs.google.com/spreadsheets/d/1oeftJCqBF_6uEBinVHQvp6-anz2b5bOBNIR_ZmIx-RA/edit?usp=sharing
Here is the Sales Recap (this also has the full 12 months in it):
https://docs.google.com/spreadsheets/d/1Lz8HWZEb8BKdYYgWHvJIlTyrCdKDNg6HkvjT9tdPIf4/edit?usp=sharing
And of course, we will still need to be able to add "new practices/sales people" into the spreadsheets as the year progresses if that makes sense
Requirements:
- Make the process more efficient for 2021 in the 2 different versions ( Jan - Jun & Jul - Dec)
- Make sure to replicate the functionalities and that everything works as expected (Create the Sales Recaps and Practice Recaps sheets for 2021
- Create a sheet with a lookup where you can select a list of clients, a month and it will give you the performance accordingly