Updating the Samsung SEE Master Compliancy Report

Store Report Export

Download the Samsung SEE Repair and Maintenance 2019 from thew Reports Page

Select the entire Column A

Use the following Keystroke to highlight the rest of the data to the right the Copy; the selection

Ctrl+Shift+

Then Ctrl + C to Copy the data to the clipboard.

It is important that you copy the entire column so that when it is pasted, any rows that may be below the dataset you are updating will get cleared out.

Compliancy Report Update 1

Open the "Store Data Import" Tab and select Cell A1

Paste the contents of the clipboard as Values into the Store data import sheet. Do this with a Right Click of the Mouse in th ecell you want to paste into and select "Paste as Values"

Verify Accuracy

To the far right of the store data import tab there are some helper cells that can be used to overide inacurrate status.

The Formula looks at all of the scope statuses to determin if the Score is 100% Compliant. If all Status's in that row are Compliant the Overall Status is Compliant.

The Formula also is looking at the total count of Open Deficiencies in that store so if there are any open deficinecies the store cannot be compliant the Verification Column CT will say "Open Issues" if the status's and Deficiencies are conflicting.

Override Status's

By Placing a "Yes" in column CV the formula will overide the store status on the Master Store List. This Only updates the Overal Status on the Master Store list tab for that store so any issues need to ne addressed in Prthe work order but the override can be used to bypass any logic in the report and set a status as needed for reportign purposes.

Deficiency Report Export

Download the Custom Deficiency Report from thew Reports Page

Updating The Deficiency Report

Open the exported Deficiency report file

Select the entire Column A

Use the following Keystroke to highlight the rest of the data to the right the Copy; the selection

Ctrl+Shift+

Then Ctrl + C to Copy the data to the clipboard.

It is important that you copy the entire column so that when it is pasted, any rows that may be below the dataset you are updating will get cleared out.

Compliancy Report Update 2

Open the "Deficiency Tab" Tab and select Cell A1

Paste the contents of the clipboard as Values into the Deficiency sheet. Do this with a Right Click of the Mouse in the cell you want to paste into and select "Paste as Values"

Refresh the Data

Go to the Data tab in exel and press the "Refresh Data" button. This will update the handfull of report elements utilizing pivot tables.

Once the report has refreshed, go to the Master Store List Tab to further verify accuracy.

Master Store List

Once the Exports have been pasted in to the report and the report has been refreshed, all data should be in sync. 

Continue the process outlined earlier when updateing the store data import tap.

On the Master Store List Tab:

Sort the Data by column Q Largest to Smallest

Verify in Column M that the staus is correct based on the Open Dificiency Count in Column Q.

Use the Override in the Store Data Import Tab to Quickly make changes if you dont have time to do a Full Update and repull of the data.

Dashboard

Look over the dashboard for anything that looks incorrect and address as needed

Verify that the Top 10 Stores listed on the dashboard are the 10 ten stores listed on the snapshot tab.

Make sure any chart titles are still aligned and are visible

SAVE AS

Save the report as a new report each time