Employee training tracker & calendar – tutorial & download

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Imagine you are the head of training department at ACME Inc. You arrange training programs round the year to empower your team. It is hard work, coordinating between employees, trainers, department heads, venues and coffee machines. What if there is something to help you keep track of all this? I am not talking about getting you a shiny new iPad, you silly. I am talking about a tracker & calendar built in Excel that ties everything together (well, almost everything, you still have to fill the coffee machine.)

This is what we are going to build:

training-calendar-view

Please watch this 8 minute video before moving on. It explains how the workbook is setup and what it does.

[Watch this video on Chandoo.org YouTube channel]

Employee training tracker & calendar – how is it made?

Step 1: Get the data

The first step is to figure out what types of data we need. At the very least, we need 3 sets of data:

  • A list of people
  • A list of training courses

Let’s assume our data looks like this:

training-tracker-data-people

training-tracker-data-courses

All of this data is maintained in Excel tables (named people and courses)

Step 2: Set up a tracker to assign people to training programs

Once we have all the data, we can create a tracker (another Excel table). This allows us to map people to various courses.

Error checking at tracker level:

When you map people to training courses, there are 3 possibilities:

  1. The mapping could be duplicate
  2. The course is over capacity
  3. The mapping is OK

We can use conditional formatting to show these errorsin the tracker so that users will know if everything is ok or not.

We end up with something like this:

training-tracker

Step 3: Design calendar view on paper

We need to define goals for calendar view. Let’s say the calendar view should answer these questions:

  • What courses are happening right now (3 month window)
  • How many people have attended the courses?
  • What is the total cost
  • What is the feedback rating of the courses?
  • Show summaries for individual departments or all

Next step is to sketch the calendar view. Here is what I came up with.

training-tracker-calendar-view-mockup

Step 4: Set up slicer & scroll bar form control

Using the instructions in introduction to slicers and introduction to form controls, we set up a slicer on department and a scroll bar to select month.

Step 5: Calculate all the necessary values for calendar view

This is the engine of our calendar view. There are a lot of calculations that go in to showing  various summaries and monthly values. Explaining all of them will take forever. Instead, let me summarize the key techniques.

Once the calculations are ready, we move to next step.

Step 6: Plug the values in to Calendar view and format

One all the values are loaded to calendar view (thru linked cells, of course), we need to format.

  • Use conditional formatting to show borders, fill colors only if a cell has value
  • Use conditional formatting to change the color of star rating depending on the slicer selection.
  • Set header portion apart with colors and spacer rows.
  • Clean up and hide un-necessary stuff.

And the calendar view is ready.

training-calendar-view

Download Training Tracker & Calendar workbook

Click here to download the training tracker & calendar workbook. Play with the calendar view, Examine the formulas in hidden Calc worksheet and change inputs to learn more.

Of course, it’s not that simple.

I have summarized only the key steps. The actual process of making this calendar is a bit more lengthy and time consuming.

To learn more about how this dashboard is made, consider enrolling in our Excel School + Dashboards online course.

This workbook & detailed tutorial (45 mins) is now part of Excel School videos.

full-video-training-tracker-calendar

Please click here to know more about the Excel School program and enroll.

More Excel dashboards & trackers for you

If you manage staff then you would love these additional resources.

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26 Responses to “Get busy this weekend, with OR XOR AND [Excel Homework]”

  1. Stef@n says:

    first solution for AND
    The two numbers are in A1 and B1
    = SUBSTITUTE (SUBSTITUTE (A1+B1*9*9, 9, 1), 8, 0)
    regards
    Stef@n

  2. Stef@n says:

    next solution for OR
    =1*SUBSTITUTE (A1+A2;2;1)

    regards
    Stef@n

  3. Stef@n says:

    last solution for XOR
    =1*SUBSTITUTE (A1+A2;2;0)

    regards
    Stef@n

  4. Irvine says:

    Or you could make use of the VBA logical operators!

    Define the following as custom functions
    Public Function BITXOR(x As Long, y As Long)
    BITXOR = x Xor y
    End Function

    Public Function BITAND(x As Long, y As Long)
    BITAND = x And y
    End Function

    Public Function BITOR(x As Long, y As Long)
    BITOR = x Or y
    End Function

    and then use them such:
    A B =BITOR(A,B) =BITAND(A,B) =BITXOR(A,B)
    0101 0100 0101 0100 0001

  5. Stef@n says:

    an another solution for AND
    =1*SUBSTITUTE (SUBSTITUTE (A1+A2;1;0);2;1)

    note:
    the binary numbers are in A1 and A2 !
    regards
    Stef@n

  6. Shair says:

    I was obviously playing hooky at the beach during the bit-wise math lesson – you lost me at “Understanding bit-wise operations” 🙂

  7. Anup Agarwal says:

    After looking at the above solutions, I find my solution silly, but still:

    For the following formulae,
    Row 1: headers,
    Row 2: OR
    Row 3: AND
    Row 4: XOR

    Column 1: Input 1
    Column 2: Input 2
    Column 3: Result

    OR
    {=SUM(IF(MID(A2,ROW(OFFSET($A$1,0,0,LEN(A2),1)),1)+MID(B2,ROW(OFFSET($A$1,0,0,LEN(B2),1)),1)>0,1,0)*10^(LEN(A2)-ROW(OFFSET($A$1,0,0,LEN(B2),1))))}

    AND
    {=SUM(IF(MID(A3,ROW(OFFSET($A$1,0,0,LEN(A3),1)),1)+MID(B3,ROW(OFFSET($A$1,0,0,LEN(B3),1)),1)=2,1,0)*10^(LEN(A3)-ROW(OFFSET($A$1,0,0,LEN(B3),1))))}

    XOR
    {=SUM(IF(MID(A4,ROW(OFFSET($A$1,0,0,LEN(A4),1)),1)+MID(B4,ROW(OFFSET($A$1,0,0,LEN(B4),1)),1)=1,1,0)*10^(LEN(A4)-ROW(OFFSET($A$1,0,0,LEN(B4),1))))}

  8. Hui... says:

    @Anup
    Please don't consider your solution silly
    Firstly, You are the 3rd person to submit an answer
    Secondly, The best formula/function is the one that you know and understand.

  9. Michael Azer says:

    I think I have a very tedious solution, which people won't have the patience to do except in small numbers.

    I used the same problem setup as "Anup Agarwal"

    AND =IF(AND(MID(B2,1,1)="1",MID(C2,1,1)="1"),1,0)&IF(AND(MID(B2,2,1)="1",MID(C2,2,1)="1"),1,0)&IF(AND(MID(B2,3,1)="1",MID(C2,3,1)="1"),1,0)&IF(AND(MID(B2,4,1)="1",MID(C2,4,1)="1"),1,0)

    OR =IF(OR(MID(B3,1,1)="1",MID(C3,1,1)="1"),1,0)&IF(OR(MID(B3,2,1)="1",MID(C3,2,1)="1"),1,0)&IF(OR(MID(B3,3,1)="1",MID(C3,3,1)="1"),1,0)&IF(OR(MID(B3,4,1)="1",MID(C3,4,1)="1"),1,0)

    =IF(OR(AND(MID(B4,1,1)="1",MID(C4,1,1)="0"),AND(MID(B4,1,1)="0",MID(C4,1,1)="1")),1,0)&IF(OR(AND(MID(B4,2,1)="1",MID(C4,2,1)="0"),AND(MID(B4,2,1)="0",MID(C4,2,1)="1")),1,0)&IF(OR(AND(MID(B4,3,1)="1",MID(C4,3,1)="0"),AND(MID(B4,3,1)="0",MID(C4,3,1)="1")),1,0)&IF(OR(AND(MID(B4,4,1)="1",MID(C4,4,1)="0"),AND(MID(B4,4,1)="0",MID(C4,4,1)="1")),1,0)

  10. Michael Azer says:

    Sorry my last post was totally messed up

    AND
    =IF(AND(MID(B2,1,1)="1",MID(C2,1,1)="1"),1,0)&IF(AND(MID(B2,2,1)="1",MID(C2,2,1)="1"),1,0)&IF(AND(MID(B2,3,1)="1",MID(C2,3,1)="1"),1,0)&IF(AND(MID(B2,4,1)="1",MID(C2,4,1)="1"),1,0)
    OR
    =IF(OR(MID(B3,1,1)="1",MID(C3,1,1)="1"),1,0)&IF(OR(MID(B3,2,1)="1",MID(C3,2,1)="1"),1,0)&IF(OR(MID(B3,3,1)="1",MID(C3,3,1)="1"),1,0)&IF(OR(MID(B3,4,1)="1",MID(C3,4,1)="1"),1,0)
    XOR
    =IF(OR(AND(MID(B4,1,1)="1",MID(C4,1,1)="0"),AND(MID(B4,1,1)="0",MID(C4,1,1)="1")),1,0)&IF(OR(AND(MID(B4,2,1)="1",MID(C4,2,1)="0"),AND(MID(B4,2,1)="0",MID(C4,2,1)="1")),1,0)&IF(OR(AND(MID(B4,3,1)="1",MID(C4,3,1)="0"),AND(MID(B4,3,1)="0",MID(C4,3,1)="1")),1,0)&IF(OR(AND(MID(B4,4,1)="1",MID(C4,4,1)="0"),AND(MID(B4,4,1)="0",MID(C4,4,1)="1")),1,0)

  11. Stephen says:

    @stefan,
    I just couldn't get your solutions to work.
    01010101010 + 01010101110 = 02020210120
    what am i doing wrong?

  12. Stephen says:

    @anup
    ...I got yours to work!

  13. Rich says:

    @Stephen - I get the same, but Stef@an's second solution for AND does work (at least for the test cases I used)

  14. Stef@n says:

    @ Stephen / Rich
    yes , you are right ! - only this works:

    OR
    =1*SUBSTITUTE (A1+A2;2;1)
    XOR
    =1*SUBSTITUTE (A1+A2;2;0)
    AND
    =1*SUBSTITUTE (SUBSTITUTE (A1+A2;1;0);2;1)

  15. Michael Azer says:

    @Stef@n - You're answer is really smart, I never knew about the substitute function before. Great Work!

  16. Stef@n says:

    Thx Michael 🙂
    yes - it is simply easy 😉
    if you add 1 and 1 - excel calculate 2
    and then you have to substitute the 2 - new = 0 respectively 1

  17. Rob says:

    Here is a good resource for people wanting to learn binary and hexadecimal.
    http://justwebware.com/bitwise/bitwise.html

  18. Kyle McGhee says:

    Three that weren't asked for:
    NOT
    =SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A1+A2,0,3),1,0),3,1)

    EQV
    =SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A1+A2,0,3),2,3),1,0),3,1)

    IMP
    =SUBSTITUTE(SUBSTITUTE(A1+SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A2,0,3),1,0),3,1),0,1),2,0)

    (was using Daniel Ferry's bitwise file to verify against)

  19. Q says:

    @ Kyle

    Not only takes one parameter and inverts 0 -1 and 1-0

    Took out the +A2
    =SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A1,0,3),1,0),3,1)

  20. Great solutions!

    I'll add two:

    NAND =1*SUBSTITUTE (A1+A2,2,0)

    NOR=1*SUBSTITUTE(SUBSTITUTE (SUBSTITUTE(A1+A2,0,2),1,0),2,1)

  21. John Fuller says:

    This will work for binary numbers of any size (although the text format mask will have to have as many zeroes as there are digits in the longest addend)

    Assume binary #s are in C35 & C36, then add and format as text in C37:
    =TEXT(C36+C35,"000000000000")
    -sum- = 101112211112

    AND - SUBSTITUTE 0s for 1s in -sum-, then sub 1s for 2s
    =SUBSTITUTE(SUBSTITUTE(C37,"1","0"),"2","1")

    OR - sub 1s for 2s in -sum-
    =SUBSTITUTE(C37,"2","1")

    XOR - sub 0s for 2s in -sum-
    =SUBSTITUTE(C37,"2","0")

  22. Shane says:

    Just wandered by:

    AND:

    =SUBSTITUTE(A1+A2,1,0)/2

  23. Ronald Vonk says:

    Hi Chandoo,

    I am not (yet) really into bitwise calculation, but I am looking for a way to speed up my vba calculation with very big numbers. Would is ben convenient to use bitwise notation for this?

    Best regards,

    Ronald (the Netherlands)
    p.s. love your country!

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