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Help with the perfect schedule...

danielewicz

New Member
Hello and thank you for reading this!


Basically, I am trying to update our current work excel schedule to make it a lot better than it is! Currently, to keep things simple, it works like this:


1. Dates down the left

2. Colleague names at the top going to the right

3. Project details in the middle


Simple enough. However, we have currently just one sheet that houses all this information for 16+ colleagues and more. The sheet contains (going further to the right of the sheet and off the screen) "leave" which shows who is off that day, "freelancers" a tab at the end showing which non-colleagues are in and more.


I think it's a bit untidy. I want to implement a few changes but will only list the ones that I need your genius help with:


1. I want to move the "leave" section to a seperate sheet (Sheet B for example) - easy. BUT I want to create a rule that shows me a message if someone is away on a date I click. Example:


I click on Cell F15 on Sheet A (the main sheet): 1st February, Adam's Colum. It's empty, but on the "Leave" sheet (Sheet B) under that date he is shown as having holiday. When I select F15 on sheet A, a message appears telling me that he is away that day. Basically, the two cells on seperate sheets are linked and warn me if I select a date that someone is away. Is this or something like this possible?


2. I want to be warned if I enter a freelancer's name into the same date for two colleagues (a clash). Example:


Sheet A: I select Cell F15 (1st February, Adam's column) and Cell G15 (Stacy's column). I write "Meeting Anita" under F15, then the same thing for G15 - a mesage appears telling me I have a "clash". Is this possible? I'm assuming so but I guess I'm confused as to how this rule/validation would work. I guess it should be for each strip, going left along the table...


!!!NOTE!!!: Sometimes, both cells CAN have the same information, as this isn't a clash, for instance if Adam and Stacy were both "reading" then this doesn't clash - basically, can I avoid clashes for things that aren't a clash?


3. A tick box? Basically, we have a colleague collumn not with a name, but called "Freelancers". The idea is just to make a list of names per box (using ALT+ENTER to make a continued list of names per cell) to see who is in that day. This makes things a little tricky if trying to avoid duplicates, because its not just one name we're putting into a cell - its three or four. So my idea is this: can you create a collumn that lets you tick what names to put into that cell, so that you can put multiples in it?


4. Any hints and tips for creating work schedules that you know - this is my first time making something like this and any "avoid this" or "do this" would be invaluable.


I'm sorry if this is really long or too complicated but I really appreciate any help.


Thanks so much!
 
Also, sorry I forgot to put this in:


Hello again! I work in the media industry (film specificaly) and have looked through the many pages on this forum but not really found a problem like this. Or perhaps I have but didn't really understand it... apologies if the answer is already out there! And thanks for your help again
 
@danielewicz


Hi


First of all welcome to Chandoo_Org, glad you are here


before posting any question please read the 4 Green Sticky Key Rules and always try to post a sample workbook with good example which is better to under stand the Forum Readers and Ninja's


Hope you understand, if possible please try to upload a sample Workbook


Thanks


SP
 
Hi danielewicz,


Can you upload a sample file along with examples that will help a lot to solve the issue.


Regards,
 
Danielewicz


Firstly, Welcome to the Chandoo.org Forums


You may want to start by having a read of:

http://chandoo.org/wp/2010/11/18/scheduling-variable-sources/

http://chandoo.org/wp/2012/10/11/formula-forensics-no-031/


Then consider posting some more details here
 
Hello, yes of course, apologies! You can find a sample here:


http://speedy.sh/FYpGX/Current-Production-Schedule-Dom-test-upload.xls


Hope that helps.
 
Thanks for the links Hui, although I am still trying to get my head around them!


Has anyone else had any thoughts on this?
 
Hi Daniele ,


I think your first post has put in too many things to do , at one go !


Can you say what is the first thing that you would like to do ?


At first glance , your sheets are not formatted to be formula-friendly , since Sheet1 has a differing number of columns between each name ; if you need to copy a formula across columns , then there has to be a standard format.


Narayan
 
Ah ok sorry.


The first thing is really to see if I can create that leave section on a seperate tab that can link to the first tab and flag up if someone is away if that cell is selected or stuff is put in it


How do I get a standard format? It seems to me it goes a, b, c, etc etc across or do you mean that there are gaps in between each name?
 
Hi Daniele ,


You say :


flag up if someone is away if that cell is selected or stuff is put in it


These are two different situations , and there are two different ways of handling them ; if you want messages to be displayed when cells are selected , then you will have to use VBA ; is this OK ?


If you want a message to be displayed when some data is entered , then Data Validation can be used.


Regarding the format , what I meant was this : on the Leave sheet , the names of employees are in successive columns like this :


EVA JESS ADAM STUART LUCIA COLIN MANUS MARK LYNN CJ STEPHANIE


But on Sheet1 , EVA is in column N , JESS in column S , ADAM in column T , STUART in column AA ; we can use formulae to link the names on the Leave sheet to the ones on Sheet1 ; the formulae would have been simpler if the names on Sheet1 had been evenly spaced with the same number of columns between them. Even with the present format , it can be done , but the formulae will be slightly longer.


Please confirm whether you want to take the VBA route or the Data Validation route.


Narayan
 
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