Update 1: you can make a chart or dashboard or combo chart.
Update 2: Download file changed, fixed an error with dates.
Update 3: We got a sponsor, it is Zoho. Scroll down to see more.
Here is a challenge many people face. How to make a chart visualizing sales data with several dimensions like product, brand, region, sales person name, year (or month or quarter) and one or two values like sales, # of units sold, profits, # of new customers.
In visualization challenge #2, all you have to do is a make one chart (dashboards are ok too) to visualize this sales data effectively.
The Data
Download the CSV file with data [mirror]. It has 28 columns – Region,Product,Customer Type,Sales Person Name and 24 Months starting Jan 08.
The Objective
You have to make one chart (or dashboards) using this data that would help a senior manager understand how the sales people have done in the 24 months. The chart can be dynamic / interactive / macro based. You can use any software (not just excel) to make this chart.
The Booty
The winner gets an … wait for it … iPod Touch 8GB
sponsored by good folks at Zoho Reports. That is right. We are going all out to make sure you submit the best.
2 more contestants will get a complimentary copy of project management bundle for excel.
The Fineprint, read all of these before you start your engines:
- You can submit any number of entries.
- You are free to change the actual numbers in the data. I just used RANDBETWEEN () to get these values. You can replace them with some other numbers if you want.
- The contest is open from now to 28-Nov-2009.
- Winner will be selected using a poll by our readers.
- There is a second and third prize too. 2 contestants will get one copy of Project Management Templates Set.
- You can use any software, but you must submit the source files (or alteast stuff close to that) so that our readers can download and play with the files.
- International contestants – If Amazon or Apple don’t ship the iPod to your country, we are still cool. You can choose to have some other product that can be bought online and delivered to you, because we are awesome like that.
How to submit entries?
- Download the data and make the chart(s).
- Upload the chart source files, any images to a free online storage service like skydrive.
- Drop a comment here with links to your files.
- Alternatively e-mail the files to me (I am e-mail rustic. So expect few days delay before I upload them somewhere) at chandoo.d @ gmail.com
- Please note: You agree that the files you submit can be freely distributed to readers on PHD for learning purposes.
Contest Sponsored by Zoho Reports
This contest is sponsored by awesome folks at Zoho Reports, Online Reporting and Business Intelligence Service
Please spread the message:
Take a minute and e-mail a friend or tweet about this contest or share this on facebook. The more people participating in this, the better it is for us. We can learn several interesting implementations.
23 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.