I am creating an associate scorecard. I have an excel file with top two filter, month and the name.
Based on the month and associate name, I will pull the performance data (Joining date, emp id, AHT, CSAT etc) for metrics from another excel file using vlookup. (NO WORK is required here)
What am I looking to achieve:
Below the performance section, there are boxes (merged cells) for entering knowledge base articles contributed, Initiatives taken, Leaves taken, and Manager Comments. All this will be entered manually.
Once the manager enters his comments and the values in the above boxes, he clicks submit button. Post submitting, the content of all these things is stored in another sheet (sheet2) against the namemonth combination (example JanMark)
Secondly, When someone selects the same combination of month and employee name again, if the comments have already been added before in the past, they should automatically appear in the boxes.
The crux is that I am looking to store data on clicking the button and once the same combination of month and associate is selected, the old data is filled back again in the cells.
I can share my excel sheet with you. Any help is highly appreciated.