randybagley
New Member
I am new to using excel. I have a question that could be simple, but it escapes me how to start.
I am trying to create a form letter based on the data from a tracking spreadsheet of over 2000 employees. My responsibility is limited to those matching a specific numerical regional code. For each division in my region, an email must be sent and copied to the department manager to request information regarding employees that have recently completed training but failed to follow up with paperwork.
Goal: I want to automatically create unique emails for each division manager. Each manager would get a letter saying which employee(s) was overdue or due, when each one was overdue, how many times they were contacted. I DO NOT want the emails to be sent automatically, only generated either in Excel or in a text document. To make matters more complicated, I am asked to do this without macros if possible.
Obviously I need to filter for my area responsibility, but after that I am stumped.
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manager emails are formulaic: 10001division@email or 1000department@email
Thank you for reading this long problem statment and considering a solution.
I am trying to create a form letter based on the data from a tracking spreadsheet of over 2000 employees. My responsibility is limited to those matching a specific numerical regional code. For each division in my region, an email must be sent and copied to the department manager to request information regarding employees that have recently completed training but failed to follow up with paperwork.
Goal: I want to automatically create unique emails for each division manager. Each manager would get a letter saying which employee(s) was overdue or due, when each one was overdue, how many times they were contacted. I DO NOT want the emails to be sent automatically, only generated either in Excel or in a text document. To make matters more complicated, I am asked to do this without macros if possible.
Obviously I need to filter for my area responsibility, but after that I am stumped.
[pre]
Code:
Simplified example of spreadsheet:
Region Divison Name Training Date Overdue Date Status Email Acknowledged
1 10001 John 12-Mar-12 12-Aug-12 DUE 1 Yes
1 10003 Jake 19-Sep-08 1-Sep-12 OVERDUE 1 No
1 10004 Jermey 27-Feb-12 10-Aug-12 DUE 1 Yes
1 10001 Josh 24-May-05 11-Aug-12 DUE 1 Yes
1 10001 Joey 9-Mar-12 16-Aug-12 OVERDUE 2 No
1 10005 Joel 1-Mar-12 5-Aug-12 DUE 2 Yes
1 10002 Joanne 5-Mar-12 29-Aug-12 OVERDUE 3 No
1 10005 Johnny 5-Mar-12 29-Aug-12 DUE 0 Yes
1 10006 Jimmy 21-Dec-11 29-Aug-12 DUE 0 Yes
1 11004 J.D. 13-Feb-12 10-Sep-12 DUE 0 No
3 30005 Jessy 27-Feb-12 4-Aug-12 DUE 1 Nomanager emails are formulaic: 10001division@email or 1000department@email
Thank you for reading this long problem statment and considering a solution.
