188 lines
6.5 KiB
Markdown
188 lines
6.5 KiB
Markdown
# Question list
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## Page 1
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1. (1), (2), (tab1) 都係用 vba 砌出黎?
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基本上所有嘢都係用 VBA 切出嚟,
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你見到 login 嗰個掣就係顯示喺你啱啱打開 Excel 出面嗰度,
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撳咗入去之後就會睇到裏面嘅 userform,
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即係你見到要入 id pw 登入嗰度。
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2. user id, password 資料擺邊 ? Excel ?
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個密碼我哋想 set 做 MS3111
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3. professor's 相 擺邊 ? Excel ?
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張相我等陣 send 俾你 🙏🏻
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4. 3 個 source wb path ?
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我哋想整三個 Source workbook path,
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撳咗嗰個 browse 掣,
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佢就會出 workbook 條 link 出嚟,
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撳邊個出邊個
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---
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## Page 2, Tab 2
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Q: 你可唔可以比一比條數點計?
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Q: 想計咩數?
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你見到 Target 嗰個 Text box,係想攞嚟揀 sales amount, commission, profit margin,
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樓上嗰兩個掣就係可以揀 Excel work book 裏面嘅 Quarter / Month,
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其實就係 product sales workbook[Product Sales.xlsx] 入邊佢哋每個月完成嘅 case(selling unit)\*Selling price, 不過要分返開每個月同埋每個季度,
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所以每個月就係指定其中一個月份加埋嘅總數嘅資料,
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而每一個季度就係將 1-3/4-6/7-9/10-12 月加埋嘅資料。
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Agent Performance Analysis 就係喺 workbook agent working performance(Agent Working Performance.xlsx) 統計返啲數據,
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下面有兩個選擇一個就係 Ranking of top five(即係每一個月嘅頭五名,
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呢一個選項只可以每一個月計一次,
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唔可以每一個季度計) Agent name 下面嗰個 Combo box 就可以俾我哋揀返嗰 10 個人嘅名,
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個名就定死咗一定係嗰 10 個人。
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在下面就係見到可以俾我哋揀有統計圖同冇統計圖,
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統計圖嘅結果就係頭先上面講你揀邊一樣佢就會出邊一個統計圖俾你。
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---
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## Page 3, Tab 3a
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Q: 成張都係 Excel form ?
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打後嗰啲其實全部都係 userform 嚟,
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樓上嗰兩個選擇就係可以揀你想睇一條 Team 定係單獨一個 agent 嘅 Summary 資料,
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tab 3a 3b 要計嘅嘢全部都係用 monthly 去計嘅,
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例如 3a 樓上嗰個 total sales 就會係用 agent sales 嗰個 workbook 計返每一個月總數收到嘅錢,
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再分返 team A / B 佔嘅 percentage,
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下面嗰兩個大空格寫住 Team A,
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top seller 就係佢全年賺到最多錢嗰一個人,
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commission 都係揀最高 percentage 嗰個,
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total selling unit 就係全年佢嗰個人總數做咗幾多單 job。再下面嗰個 average,
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計嘅嘢都係一樣,
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但係由全年變咗做每一個月,
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唯一唔同嘅係下面有個叫做 case persistency 佢嗰個 percent,
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就係佢個 percentage range ,
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0-50% 會變做紅色,
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51-70%係黃色,
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71-100%會變做綠色,
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就好似啲危險警告。條公式就會係
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一條 Team 嘅 Case Persistency=(new-collapse)/(new+collapse)
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---
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## Page 4, Tab 3b
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Q: 成張都係 Excel form ? 點揀張相?
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tab 3a 3b 要計嘅嘢全部都係用 monthly 去計嘅,
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3b 呢一個 for person,
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就係屬於佢哋自己每一個人嘅個人資料庫,
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就會出到佢個名,
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佢個年齡(個年齡是但作 10 個落去就得,
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ID 都係)然後佢屬於邊一條 Team,
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然後就會出到佢自己個人嘅 total sales,
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commission,
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bonus,
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佢哋個人 new / collaspe case 嘅資料可以係 agent working performance workbook 搵到,
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同埋佢個人嘅 case parsistency ,
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條公式都係 Persistency=(new-collapse)/(new+collapse)
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---
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## Page 5, Tab 4
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Q: 成張都係 Excel form ? 好似冇右上角舊野
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---
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## page 6
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唔明
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---
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## Chat history
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### Page 1
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Q1 係呀,
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基本上所有嘢都係用 VBA 切出嚟,
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你見到 login 嗰個掣就係顯示喺你啱啱打開 Excel 出面嗰度,
|
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撳咗入去之後就會睇到裏面嘅 userform,
|
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即係你見到要入 id pw 登入嗰度。
|
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Q2 個密碼我哋想 set 做 MS3111
|
||
|
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Q3 張相我等陣 send 俾你 🙏🏻
|
||
|
||
Q4 係呀,
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我哋想整三個 Source workbook path,
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||
撳咗嗰個 browse 掣,
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||
佢就會出 workbook 條 link 出嚟,
|
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撳邊個出邊個
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### Page2
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Q1 你見到 Target 嗰個 Text box,
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係想攞嚟揀 sales amount, commission, profit margin,
|
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樓上嗰兩個掣就係可以揀 Excel work book 裏面嘅 Quarter / Month,
|
||
其實就係 product sales workbook[Product Sales.xlsx] 入邊佢哋每個月完成嘅 case(selling unit)\*Selling price, 不過要分返開每個月同埋每個季度,
|
||
所以每個月就係指定其中一個月份加埋嘅總數嘅資料,
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||
而每一個季度就係將 1-3/4-6/7-9/10-12 月加埋嘅資料。
|
||
|
||
Agent Performance Analysis 就係喺 workbook agent working performance(Agent Working Performance.xlsx) 統計返啲數據,
|
||
下面有兩個選擇一個就係 Ranking of top five(即係每一個月嘅頭五名,
|
||
呢一個選項只可以每一個月計一次,
|
||
唔可以每一個季度計) Agent name 下面嗰個 Combo box 就可以俾我哋揀返嗰 10 個人嘅名,
|
||
個名就定死咗一定係嗰 10 個人。
|
||
|
||
在下面就係見到可以俾我哋揀有統計圖同冇統計圖,
|
||
統計圖嘅結果就係頭先上面講你揀邊一樣佢就會出邊一個統計圖俾你。
|
||
|
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### Page 3
|
||
|
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打後嗰啲其實全部都係 userform 嚟,
|
||
樓上嗰兩個選擇就係可以揀你想睇一條 Team 定係單獨一個 agent 嘅 Summary 資料,
|
||
tab 3a 3b 要計嘅嘢全部都係用 monthly 去計嘅,
|
||
例如 3a 樓上嗰個 total sales 就會係用 agent sales 嗰個 workbook 計返每一個月總數收到嘅錢,
|
||
再分返 team A / B 佔嘅 percentage,
|
||
下面嗰兩個大空格寫住 Team A,
|
||
top seller 就係佢全年賺到最多錢嗰一個人,
|
||
commission 都係揀最高 percentage 嗰個,
|
||
total selling unit 就係全年佢嗰個人總數做咗幾多單 job。再下面嗰個 average,
|
||
計嘅嘢都係一樣,
|
||
但係由全年變咗做每一個月,
|
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唯一唔同嘅係下面有個叫做 case persistency 佢嗰個 percent,
|
||
就係佢個 percentage range ,
|
||
0-50% 會變做紅色,
|
||
51-70%係黃色,
|
||
71-100%會變做綠色,
|
||
就好似啲危險警告。條公式就會係
|
||
一條 Team 嘅 Case Persistency=(new-collapse)/(new+collapse)
|
||
|
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### Page 4
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3b 呢一個 for person,
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就係屬於佢哋自己每一個人嘅個人資料庫,
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就會出到佢個名,
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佢個年齡(個年齡是但作 10 個落去就得,
|
||
ID 都係)然後佢屬於邊一條 Team,
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然後就會出到佢自己個人嘅 total sales,
|
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commission,
|
||
bonus,
|
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佢哋個人 new / collaspe case 嘅資料可以係 agent working performance workbook 搵到,
|
||
同埋佢個人嘅 case parsistency ,
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條公式都係 Persistency=(new-collapse)/(new+collapse)
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