This week I have asked a number of owners of notable Non-MVP Excel websites for their input to their favorite Excel Tips, Tricks, Cheats & Hacks.
Notable means that the web site has attracted my attention and made it into my list of Excel Shortcuts in my Firefox browser.
Lets dive in:
001. Percent of True Items in a Pivot Table Field – Doug Glancy
Doug presents a post on how to add a Percentage of True Items in a Pivot Table
You can read the description at Doug’s YourSumbuddy Website
Contribution by: Doug Glancy
Website: YourSumbuddy
002. Fixing Bad Dates – MF Wong (aka Fung)
I regularly encounter dates that have been incorrectly input in Excel. To a regular Excel user, it is really a terrible experience.
Therefore I wrote a post about fixing trouble dates:
https://wmfexcel.com/2014/10/12/fixing-trouble-dates/
Using Text to Columns #4 in the post is my favourite trick to fix this kind of problem
Contribution by: MF Wong (aka Fung)
Website: wmfexcel
003. Using wildcard to reference sheets in formula bar – MF Wong (aka Fung)
Using wildcard to reference sheets in formula bar – a very well hidden magic
This trick, although is not perfect (not dynamic), but is incredibly useful for those who do 3D sum frequently.
https://wmfexcel.com/2015/07/11/sumc3-is-it-a-valid-formula-no-it-is-magical-indeed/
Contribution by: MF Wong (aka Fung)
Website: wmfexcel
004. Convert PDF to Excel without PDF converter – MF Wong (aka Fung)
Well technically this is not an Excel trick. Nevertheless I find it super relevant in workplace, but not yet commonly discussed on Internet.
https://wmfexcel.com/2015/08/08/convert-pdf-to-excel-without-pdf-converter/
Contribution by: MF Wong (aka Fung)
Website: wmfexcel
005. Conditional Standard Deviation – Andrew Engwirda
Excel does not have a Conditional Standard Deviation, ie: a STDEVIF() function. It’s got other conditional functions like COUNTIF(S), SUMIF(S) and AVERAGEIF(S), but is somewhat lacking when it comes to calculating conditional standard deviation.
I have written a user defined function that adds the functionality of a Stdevif() function.
You can read about it here: http://andrewexcel.blogspot.
Contribution by: Andrew Engwirda
Website: Andrews Excel Tips
006. Text Troubles – Andrew Engwirda
If you work with data from various sources, it’s possible you will come across numbers formatted as Text. Depending on what you plan to do with these numbers, it’s possible that the Text formatting will cause problems.
This post explores how to anlayse and fix some of these issues:
http://andrewexcel.blogspot.
Contribution by: Andrew Engwirda
Website: Andrews Excel Tips
007. VBA Code Indenter – Andrew Engwirda
http://andrewexcel.blogspot.
Contribution by: Andrew Engwirda
Website: Andrews Excel Tips
008. Indenting Code in Cells – Andrew Engwirda
There’s a few addins out there to indent VBA code. I should know this because I made one of them.
But let’s say for argument’s sake that you can’t use any of them. Perhaps you’re using a computer somewhere that won’t allow you to install what you want. You still have access to the VBE, right?
You can do the work in cells on a worksheet, then transfer the results to the VBE
Read about the technique here:
http://andrewexcel.blogspot.
Contribution by: Andrew Engwirda
Website: Andrews Excel Tips
009. Advanced Find & Replace – Andrew Engwirda
Excel’s built-in Find / Find and Replace dialog box is quite useful. Unfortunately you can only find/replace one thing at a time.
(This doesn’t mean you can’t select all cells with the same value at the same time. Just use the Find All button, select one of the results and click Ctrl+A on your keyboard at the same time to select all cells with the same value. The thing is you can only “find” one thing at a time).
Anyway, recently I’ve had to find/replace in lots of cells in various worksheets, and doing the same thing over and over again led me to say “Oh dear, what a bother!”. (Well, perhaps I used stronger language than that)
So I made this.
http://andrewexcel.blogspot.
Contribution by: Andrew Engwirda
Website: Andrews Excel Tips
010. Setup perfect square gridlines in Charts – Frankens Team
This technique combines XY Scatter with Pie charts to have perfect square gridlines.
Perfect square plot area, perfect square gridlines
I haven’t seen this trick published elsewhere, but I really like it because of the simplicity. We used in lot of other chart solutions where the perfect square plot area was key element.
Contribution by: Frankens Team
Website: E90E50
011. Change the Value Fields in Pivot tables using a Slicer – Frankens Team
This technique makes it easier to change the value fields in Pivot tables or Power Pivot using only a special slicer and few rows of VBA.
Use Slicer to select value fields for Pivot table or PowerPivot!
This trick helps my users to easily select the measure they want to analyze in their pivot table.
Contribution by: Frankens Team
Website: E90E50
012. Combine a hyperlink and drop down list – Frankens Team
It is very easy to use a hyperlink to navigate within a workbook.
But if you have lot of worksheets, it may be easier to combine hyperlink and drop down list.
In this post we will show you how easily you can set up this feature!
The trick is in the order of steps.
Hyperlink to a dynamic range – easy navigation
Contribution by: Frankens Team
Website: E90E50
013. Add a % calculated measure without generating blank rows in Pivot tables – Frankens Team
This last technique can be interesting for some PowerPivot users.
It’s a trick how to build up % calculated measures without generating blank rows in the Pivot table.
Solution: avoid using constant value in fraction calculations.
PowerPivot: Constant in calculated field results blank rows
I had not found solution in google. So I started to investigate and found the root of the problem…
Contribution by: Frankens Team
Website: E90E50
014. Calendar Control for all Office Versions inc. Mac – Frankens Team
Contribution by: Frankens Team
Website: E90E50
015. Combine Bubble and xy scatter line chart – Frankens Team
Have you ever wanted to connect the bubbles of a bubble chart with lines?
For example to create kind of a timeline: how the position of a product changes month by month in a Growth/Profit matrix.
You would like to see something like this:
The technique to achieve this is discussed here:
https://sites.google.com/site/e90e50fx/home/combine-bubble-and-xy-scatter-line-chart
Contribution by: Frankens Team
Website: E90E50
016. Useful Worksheet properties in VBA – Paul Kelly
Contribution by: Paul Kelly
Website: ExcelMacroMastery
017. Remove blank rows using special cells – Christos Samaras
Remove blank rows using special cells
Contribution by: Christos Samaras
Website: My Engineering World
018. Using SUMPRODUCT function for numerical integration – Christos Samaras
Contribution by: Christos Samaras
Website: My Engineering World
019. Common auxiliary VBA functions that I use in my projects – Christos Samaras
I use a number of Auxillary Functions to assist me in my Excel and VBA Development
These functions include:
– SheetNameExists
– GetFileNameFromPathNoExtension
– FileExists
– NamedRangeExists
– IsUserFormLoaded
– GetIndexOfArray
– HasBadCharacters
These VBA functions are all demonstrated in the mFunctions Code Module in VBA in the sample file
You can see them all in the attached file: Download Sample File
Contribution by: Christos Samaras
Website: My Engineering World
020. Get data from Tables with VLookup – Christos Samaras
I use VLOOKUP with COLUMN() function and $ symbol for getting data from tables with multiple columns (sometimes exceeding 100 columns).
I have attached a sample, in which you can see what it is:
– A classic VLOOKUP formula;
– In which the $ symbol is used for locking the lookup value (its column actually is locked);
– Instead of column index, the volatile function COLUMN is used;
– This simply requires the Report worksheet columns to contain the same data layout as the Data Source worksheet
Download Sample File
Contribution by: Christos Samaras
Website: My Engineering World
021. Create a QueryTable from an SQL Query – Tom Kacprowicz
This technique creates a QueryTable from an SQL Query (so called MS Query) within your current Excel Workbook. Normally you need to undergo a lengthy 7 step process.
What does it do?
It creates a QueryTable from an SQL Query (so called MS Query) within your current Excel Workbook. Normally you need to undergo a lengthy 7 step process.
4. I recommend adding an Excel Shortcut (Macro Options) or adding it to your Excel Quick Access Toolbar.
4. Provide your Query and Click Ok.
Why I find it a Great Excel/VBA Tip
In just a couple of seconds you can run a SQL SELECT Query on your Data. In case of errors you will see the error message.
However with MS Queries you can build quick recipes for complex data analysis or quick data transformations.
How would you list a distinct list of records from an Excel Table?
Without MS Queries that would be hard (a Pivot Table? An Array Formula? A VBA Macro?), using MS Query it takes 10 seconds (see first example in my Excel file). MS Queries (SELECT) allow grouping, filtering, ordering, distinct.. the list goes on.
You can see how this works in the short video below:
Contribution by: Tom Kacprowicz
Website: The Analyst Cave
Closing
A very special thank-you to the Contributors who contributed to the Excel Tips, Tricks, Cheats & Hacks shown above.
The quality of the posts demonstrates the contributors skill and passion to the use of Excel & VBA.
I hope you get to to revue all the tips and pass comments and appreciation back to the authors as appropriate.
Next week will be the second last post in the Excel Tips, Tricks, Cheats & Hacks series, where I will be asking you for your contributions.
These will be combined with the existing comments from this and the previous 2 posts to make the final final post: Excel Tips, Tricks, Cheats & Hacks – Readers Edition.
As always if you have any Excel Tips, Tricks, Cheats & Hacks you would like to share with us please do so in the comments below:
25 Responses to “Shift Calendar Template – FREE Download”
Hi Chandoo,
your recent postings include only Excel 2007 templates. Unfortunately the company I work at still runs Excel 2003. Is it possible to get your awesome files in other excel version as well?
Thanks so much for your great excel stuff!
Is it possible to do this for shifts with hours instead of days? To organise a three shift day?
Thanks in advance,
Stelios
In my organization there are 45 employees i need split then into three shifts ex:A shift:14,B shift:14,C shift:14 and week off:3 kindly help me on this.
@Masthan
You need to understand what rules your company has for the various shifts / roster combinations
Chandoo, I once did a shift control spreadsheet for my team. I put one person in each line, the columns were the days. I put a shift code in each cell indicating in which shift that person should work, or if the person were out that day. I have two codes for being out. One is for vacations and one is to compensate days worked in weekends. This way I was able to count how many persons I have in each shift, how many were on vacations and how many were out compensating (that's the term we use here) weekend worked hours.
Later I included the possibility of a person be in two lines one for normal hours other for overtime. This is mainly used for planning purposes. If you would like I can send you an example. The only problem of this spreadsheet is that we don't have a person view, only this consolidated view.
Hi George, I would like to have a copy of your spreadsheet if you can share it.
Thanks in advance, Chuck
Hi Chandoo,
Where is the code located ? is it VBA ? If so , how do you hide it ? Or it is .NET ?
Thx
@Idan
.
No VBA or code, it is all done with Mirrors.
Only Joking,
.
But there is no VBA or code,
It is all done with Named Formulas and Lookups.
Have alook at the cells in the calander area and Named Formulas in the Formulas, Name Manager Tab.
How can i calculate between two or more different workbooks? Please, reply me as early as possible.
@Anand
Open the workbooks you want to link to
Start a formula = and click and change between workbooks as required.
You can use the View, Switch window menu to change workbooks mid formula
The format for using workbooks is
=[Workbook.xlsm]Sheet1!$A$1
or
=SUM('[Book2.xls]Sheet1'!$A$1:$D$10)
etc
Hi Chandoo,
I am working with a call centre wherein i ned to update at the month end 20 to 30 employees login hours which are defict to track it at the month end is very difficult is there any template which can be made to track that why on a particular day a guy who needs to be on calls was why not on calls.
Thank you so much Chandoo. This is really helping me. As usual, you rock.
What's FortyTwoDays and Calendar in Name manager?
Both are unused and FortyTwoDays doesn't make any sense.
I have a SQL db that contains records of events scheduled/completed on a particular date. Can this method ous building a calendar be used to display those events on the respective day?
Positively awesome!
I'm attempting to help a friend create a schedule for adult classes - and of course its not"paid help". Here is the scenario:
20 classes, instructor, room#, student class size, start date, number of class days (need to subtract weekends)
class
instructor
room
students
start
#days
PATH
karen
201
21
01/01/13
11
BILLING
jane
401
15
01/12/13
13
MEDISOFT
mike
301
11
01/25/13
9
he'd like to see these classes show up in different colors within the same month's calendar chart. He can draw it, but I'd like to see it done automatically through data, and I just can't visualize it, but I KNOW this will work - can you help?
Jan 🙂
Dear chandoo,
Try many way to download still can't access. Any way we want to try out 3 shifts with 3 guys in a group .eg Group A Morn, Group B Night and Group C Rest. And every each group must work on sunday to take turns. In fact we are security teams so that's why sunday is required to work. Pls guide and show how to put in the working calendar. Thank you in advance.
I've been trying to copy and/or recreate this to use in a workbook I'm doing for the transportation department I'm working for. I need to have the calendar on the first sheet in my document (it has graph's from data on another sheet). I'm trying to use it to track (with the conditional formatting) accidents and injuries. I've redone the conditional formatting to do 4 different accident types (no injury, near miss, OSHA recordable injury and work loss injury), but when I enter the formula's you have in the calendar portion where it says "DateOfFirst-FirstWeekDay" I can't figure out how you did that. Are you able to help?
I would like to use Excel to solve the following problem for a community work. I want to create a Driver schedule for a given month from a pool of volunteers for a community service. Each of these volunteers can drive only on specific days in a week. I would like to populate the driving schedule for each weekday with primary, secondary and tertiary drivers in a random fashion so that I do not overburden one person. I would greatly any help you can provide.
Hi chandoo,
Thanks for your valuable effort for create this template and let me know how to add multiple employees in the the Roaster.
Hi Chandoo,
This article on shift roaster is very helpful. Could you please let me know how i can use the same for n number of resources who work 24/7, considering their leaves and holidays?
Thanks,
Savitha
Hi Chandoo,
This article on shift roaster is very helpful to all. Could you please let me know how i can use the same if I want to add for some more shifts, since the color is not getting change if I add more shifts like 4,5 etc.,
Thanks,
Murali
nice post
How can I change the date to 2017 under Shift Data worksheet.
solution 1:
mydata=B2:C16
stoplist=E2:E8
=LET(RNG,A2:A16,SMR,C2:C16, F,(RNG=E2)+(RNG=E3)+(RNG=E4)+(RNG=E5)+(RNG=E6)+(RNG=E7)+(RNG=E8),SUM(SMR)-SUM(SMR*F))
=LET(RNG,A2:A16,SMR,C2:C16,RH,N(B2:B16=B2), F,(RNG=E2)+(RNG=E3)+(RNG=E4)+(RNG=E5)+(RNG=E6)+(RNG=E7)+(RNG=E8),TOT,SUM(SMR)-SUM(SMR*RH*F),SUM(SMR*RH)-SUM(SMR* RH*F))
ALTERNATE SOLUTION
=SUM(C2:C16)-SUM(FILTER(C2:C16,ISNUMBER(BYROW(A2:A16,LAMBDA(a,TOROW(SEARCH(a,E2:E8),2))))))
=SUM((B2:B16=B2)*(C2:C16))-SUM((ISNUMBER(BYROW(A2:A16,LAMBDA(a,TOROW(SEARCH(a,E2:E8),2))))*(B2:B16=B2)*(C2:C16)))
let
Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
#"Replaced Value" = Table.ReplaceValue(Source,null,";",Replacer.ReplaceValue,{"Column1"}),
#"Transposed Table" = Table.Transpose(#"Replaced Value"),
#"Removed Other Columns" = Table.SelectColumns(#"Transposed Table",{"Column1", "Column2", "Column3", "Column4", "Column5", "Column6", "Column7", "Column8", "Column9", "Column10", "Column11", "Column12", "Column13", "Column14", "Column15", "Column16", "Column17", "Column18", "Column19", "Column20", "Column21", "Column22", "Column23", "Column24", "Column25", "Column26", "Column27", "Column28", "Column29", "Column30", "Column31", "Column32", "Column33", "Column34", "Column35", "Column36", "Column37", "Column38", "Column39", "Column40", "Column41", "Column42", "Column43", "Column44", "Column45", "Column46", "Column47", "Column48", "Column49", "Column50", "Column51", "Column52", "Column53", "Column54", "Column55", "Column56", "Column57", "Column58", "Column59", "Column60", "Column61", "Column62", "Column63", "Column64", "Column65", "Column66", "Column67", "Column68", "Column69", "Column70", "Column71", "Column72", "Column73", "Column74", "Column75", "Column76", "Column77", "Column78", "Column79", "Column80", "Column81", "Column82", "Column83", "Column84", "Column85", "Column86", "Column87"}),
#"Merged Columns" = Table.CombineColumns(#"Removed Other Columns",{"Column1", "Column2", "Column3", "Column4", "Column5", "Column6", "Column7", "Column8", "Column9", "Column10", "Column11", "Column12", "Column13", "Column14", "Column15", "Column16", "Column17", "Column18", "Column19", "Column20", "Column21", "Column22", "Column23", "Column24", "Column25", "Column26", "Column27", "Column28", "Column29", "Column30", "Column31", "Column32", "Column33", "Column34", "Column35", "Column36", "Column37", "Column38", "Column39", "Column40", "Column41", "Column42", "Column43", "Column44", "Column45", "Column46", "Column47", "Column48", "Column49", "Column50", "Column51", "Column52", "Column53", "Column54", "Column55", "Column56", "Column57", "Column58", "Column59", "Column60", "Column61", "Column62", "Column63", "Column64", "Column65", "Column66", "Column67", "Column68", "Column69", "Column70", "Column71", "Column72", "Column73", "Column74", "Column75", "Column76", "Column77", "Column78", "Column79", "Column80", "Column81", "Column82", "Column83", "Column84", "Column85", "Column86", "Column87"},Combiner.CombineTextByDelimiter("|", QuoteStyle.None),"Merged"),
#"Split Column by Delimiter" = Table.ExpandListColumn(Table.TransformColumns(#"Merged Columns", {{"Merged", Splitter.SplitTextByDelimiter(";", QuoteStyle.Csv), let itemType = (type nullable text) meta [Serialized.Text = true] in type {itemType}}}), "Merged"),
#"Added Prefix" = Table.TransformColumns(#"Split Column by Delimiter", {{"Merged", each "|" & _, type text}}),
#"Replaced Value1" = Table.ReplaceValue(#"Added Prefix","||","|",Replacer.ReplaceText,{"Merged"}),
#"Split Column by Delimiter1" = Table.SplitColumn(#"Replaced Value1", "Merged", Splitter.SplitTextByDelimiter("|", QuoteStyle.Csv), {"Merged.1", "Merged.2", "Merged.3", "Merged.4", "Merged.5", "Merged.6", "Merged.7", "Merged.8"}),
#"Removed Columns" = Table.RemoveColumns(#"Split Column by Delimiter1",{"Merged.1"}),
#"Removed Duplicates" = Table.Distinct(#"Removed Columns")
in
#"Removed Duplicates"