To create an interactive Case Management report in Excel based on the provided raw data, you can follow these steps:

1. Setting Up the Data:

   • Organize your raw data in an appropriate format, with columns for "Category", "Case Type", "Month", and "Number ofidents".

2. Data Validation and Dropdowns:

   • Use the "Data Validation" feature in Excel create dropdown lists for the main categories (Access, Experience, Non Platform) so that users can select the desired category.

3. Pivot Table for Overview:

   • Create a pivot table to show the overview of the total incidents case types by month.
   • Rows: Month
   • Columns: Case
   • Values: Number of Incidents (summarized as needed)

4 Pivot Chart for Visualization:

• Create a pivot chart based on the pivot table to display the data in a bar format. This will allow users to visually see the distribution of incidents and case types across months.

5. Dynamic Filtering:

   • Utilizelicers or Timeline features to allow users to dynamically filter the based on the selected category and month.

6. Data Validation for Case Types:

   • Create additional data validation dropdowns for case types within each category. This will enable users to further refine the data they want to view.

By following these steps and utilizing the built-in features of Excel such as pivot tables, pivot charts, data validation, and dynamic filtering, you can create an interactive Case Management report that allows users to select main categories, view the overview of total incidents and case types by month in both table and bar chart formats, and dynamically filter the data for further analysis.

Creating an interactive Case Management report with dropdowns, tables, and charts will require a combination of Excel formulas and features rather than formulas alone. Here’s a step-by-step process using named ranges, Data Validation, Pivot Tables, and Charts:

1. Set Up Named Ranges for Categories and Case Types

For each category with its corresponding case types, create named ranges:

• Named Range for Access Case Types

  • Select the cells that contain "user-human error", "A001", and "system".
  • Go to the Formulas tab > Define Name.
  • Enter a name like "AccessTypes".

• Named Range for Experience Case Types

  • Same steps as above for "coupon", "game", "lucky draw", "progress bar", "scan" with a name like "ExperienceTypes".

• Named Range for Non Platform Case Types

  • Same steps as above for "Game", "reward", "user" with a name like "NonPlatformTypes".

2. Setting Up Category Dropdown Using Data Validation

• Select the cell where you want the Category dropdown (e.g., A1).
• Go to the Data tab > Data Validation.
• Under "Allow", select "List".
• Directly type the categories into the "Source" box separated by commas: Access,Experience,Non Platform.
• Press OK.

3. Setting Up Case Type Dropdown with INDIRECT Formula for Dynamic Range

• Select the cell where you want the Case Type dropdown (e.g., B1).
• Go to Data Validation.
• Under "Allow", select "List".
• In the "Source" box, use the INDIRECT formula to make it dependent on the category selection: =INDIRECT(SUBSTITUTE(A1," ","") & "Types")
• Press OK.

4. Insert Pivot Table

• Select your raw data range, then go to the Insert tab and click on Pivot Table.
• Place the Pivot Table in a new worksheet for better visibility.

5. Setup Your Pivot Table

• Drag "Month" to ROWS.
• Drag "Number of Incidents" to VALUES.
  • Make sure that this is set to SUM.
• Optionally, drag "Case Type" to FILTERS if you want the user to be able to filter by Case Type in the Pivot Table as well.

6. Insert Pivot Chart

• With the Pivot Table active, go to Insert tab > PivotChart.
• Choose a Bar Chart.
• Excel will automatically use your Pivot Table settings for the chart data.

7. Adding Interactivity to the Pivot Table with Slicers (Optional)

• Click anywhere on the Pivot Table.
• Then go to PivotTable Analyze Tab > Insert Slicer.
• Select the "Case Type" and "Month" as slicer fields.

Conditional Formulas to Pull Data Based on Dropdowns (Optional)

If you want to retrieve data to a specific cell based on dropdown selection, use a formula like:

=GETPIVOTDATA("Number of Incidents",PivotTableName,"Category",A1,"Case Type",B1,"Month",C1)

• Where PivotTableName is the actual name of your pivot table.
• A1 is the cell with Category dropdown.
• B1 is the cell with Case Type dropdown.
• C1 is a cell where you can enter a specific month, or it can be replaced with a reference to all months if you want to see the total.

Remember these are high-level explanations. Utilize named ranges, Data Validation, Pivot Tables, GETPIVOTDATA function, and Charts to set up your interactive report. This is not solely dependent on formulas, but this combination will give you the comprehensive functionalities you’re looking for.