As part of our client reporting we need to report on requests. I currently use the Excel Add in is there a way to pull in the requests as well as projects?
Please sign in to leave a comment.
Yes, but these would go into different sheets by default. You would have to use a vlookup and pivot table to combine these into a single view. Here is a video that shows you how to do this: https://www.youtube.com/watch?v=3fMJ3Q0fGO4
Thanks Josh I'll give it a go. I had a bit of a play this morning in a different sheet but it wasn't pulling what I was expecting. I'll watch the YouTube video to see if that helps.