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MONTHLY PLAN - Summarized but editable

  • 1.  MONTHLY PLAN - Summarized but editable

    Posted 04-20-2017 08:48
    Hi! I have already created a monthly plan using summary report. HOWEVER i need to add fields that are editable.. how can I do it?? this will be the structure

    Yearly plan                         january 2017            Feb 2017   etc..
    Company A   group 1               1                             1
                            group2                 2                            2
    Company B    group 1                                             1
                            group 2               1                             
                            group3                1                             1
    ____________________________________________________________
    Monthly Plan for January
                           January Plan             (in this table will add the editable fields)
    company A             2                                 
    company B             1      


    When the company will be selected: It will show
    Company A
    Group               January                
    Group 1                  1                            
    Group 2                  2                            

    Group               January               
    group 1                                          
    group 2               1                             
    group3                1                            
    ______________________________________________________________________                           
    Monthly Plan for February                 (in this table will add the editable fields)
    Company A            2
    Company B             1


    When the company will be selected: It will show
    Company A
    Group                           February
    Group 1                             1
    Group 2                             2
    Company C
    Group                             February
    group 1                              1                   
    group3                               1
    __________________________________________________________________________
    Hoping for someone  who can help me.

    Email: audit@thestrategicplanners.com


  • 2.  RE: MONTHLY PLAN - Summarized but editable

    Silver
    Contributor
    Posted 04-20-2017 10:21
    Hi Catherine,

    New post. No problem I am on it. Contact me :)

    Thanks,
    Gaurav


  • 3.  RE: MONTHLY PLAN - Summarized but editable

    Posted 04-20-2017 10:53
    Yes Mr. Guarav, Thanks for your response. also at e-mail. can we do communication today?


  • 4.  RE: MONTHLY PLAN - Summarized but editable

    Silver
    Contributor
    Posted 04-20-2017 10:54
    Yes :)


  • 5.  RE: MONTHLY PLAN - Summarized but editable

     
    Posted 08-22-2017 06:19

    Hi Gaurav,

    I'm planning to something identical. Could you kindly enlighten me how to do the editable field(s)?

    Thank you!



  • 6.  RE: MONTHLY PLAN - Summarized but editable

    Silver
    Contributor
    Posted 08-22-2017 07:38
    Sure, can you please give some more information about your scenario?

    Thanks,
    Gaurav


  • 7.  RE: MONTHLY PLAN - Summarized but editable

     
    Posted 08-22-2017 07:45

    Hi Gaurav,

    Have attached an image of what I'm trying to do.

    I can setup a summary report to show the actual figures monthly for the entire year but would like to add in "Monthly Forecast" & Monthly Target" for easy tracking.

    Is there a way to add in the editable fields for each month?

    Thank you!

    _">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1639147/RackMultipart20170822-92394-1k1j9cb-Sample_inline.png?1503387827">_




  • 8.  RE: MONTHLY PLAN - Summarized but editable

     
    Posted 08-28-2017 09:04

    Hi Gaurav,

    Hope all's well.

    Would really appreciate your guidance regarding the above :)

    Thank you!