Novice at FileMaker, need to create a recurring report and need suggestions!
I am contracting at a help center to create reports and analyze data. The company wants a report and suggested using FileMaker, so I've been going through the FileMaker Training Series on my own the last few days. I made it first in Excel but since the data will be updated every two weeks, it needs to be as automatic as possible.
Here's my situation:
I have a spreadsheet with 20,000 rows of calls from 2013. I need to categorize the data into 2 week date ranges. Then I need to count how many cases each rep gets within each of the 2 weeks. Then I need to create a table with the date ranges across the top (in the columns) to compare how many calls each rep completes every two weeks.
I would like to refresh this data every two weeks. New reps can be added anytime. :(
How should I proceed? Calculations, new layouts, scripts? Is this just too much for a newbie?