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Tracking Employee Dates in a dashboard.

lomer

New Member
Dear Eibi,

You did an excellent job and i appreciate that. many many thank.

This dashboard is so perfect and i think that from here i can modify the formulas by myself. For me that hard part was to try to think what was your logic when you made the formulas and rewrite the code without the worksheet that i don't need. But now as I don't have that sheet in the formulas so will be ok for me to modify any formulas or to add something else.

1 question. If for 1 employee i will have in the same day 2 or 3 different document expired, in the dashboard will be displayed all of these 2 or 3 documents? or only 1?

Thank you so much eibi. So saved my work. God bless you.
 

lomer

New Member
@eibi.
I tested all the things and everything seems to work well. The only issue was that in the dashboard -> Upcoming Events by Date -> Location if a employee had 2 different documents for 2 different location with the same date, the IF will display the same text "Multiple Licenses" for the License tab and for the Location tab.
I've changed the CW column in "Calculation" to display "Multiple location" in Dashboard -> Upcoming Events by date -> Location and now everything is perfect.
Once again, thank you very much for your help.
 

mjazz

New Member
Hi Eibi, I am in a sim
lomer,

Welcome to the forums!

I appreciate that you sent me a message about this post because I hadn't been watching this thread.

See attached, with the revisions you requested in your post -- as best as I have understood them. Note that the table on the right side of the dashboard provides the License Name, Location, and Expiration Date you needed.

If a single person has multiple licenses expiring on the same date, it will alert you -- but you'll have to go look those up manually; they don't pass through to the dashboard.

Let me know how it works!

All best.

Hi Eibi, I am in a similar predicament, however, I am in need of just the performance reviews and expiration dates on two different certifications. I see that this thread is old, but it's been the most helpful I've found!!!!
 

eibi

Active Member
Congratulations to @mjazz for the fortitude to read threads more than a year old in search of an answer.

@SirJB7 -- Sir,

I respectfully take exception to your reply; I appreciate users replying to the original thread so that I (and others) can see that this is a common need among Excel users.

It also makes searching the site much easier, keeping all the related conversation in a single thread rather than scattering it in new threads every time the same topic arises.

@r1c1 -- Mr Chandoo,

I have been contacted repeatedly over the past year by forum members requesting help to develop a tool that tracks and alerts the user for expiration dates of licensures, training, etc. While I don't purport to have the best solution, I think it would be a worthwhile topic for one of your future blog posts. I think this thread will illustrate the need.

All best.
 
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