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Checking if employees have completed trainings? Vlookup, countifs, ... ?

  1. #1
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    Checking if employees have completed trainings? Vlookup, countifs, ... ?

    Hello,

    If someone can help me here, that would be really nice.
    Background:
    I am tracking people who have completed certain trainings, I get this data from database. Problem is that I need to manually check who has NOT done as data only contains people who have done training.

    I have included an example document so you can get a better idea.

    See below for comments per sheet:
    Data Source: This data we get from our database. There is data only available for employee has tried to do test.
    Staff: List of our employees
    Courses: List of training courses

    Since some courses are mandatory, I would need to know who hasn't done them yet.

    Problem is some haven't even tried the test (missing from data) and some have tried, but have failed.

    What would be the best solution to do this?

    I would need to automate this to a list which I could pivot easily.

    On tab "Manual" you see how it would be perfect but that is way too admin heavy as it is manual.

    It would need to be dynamic and work in the future, when I add more courses to the list.

    I've tried playing around with vlookup, countifs but I am currently stuck and can't think how could I achieve this.

    Grateful for all the help!
    Attached Files Attached Files

  2. #2
    Valued Forum Contributor Miroslav R.'s Avatar
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    Re: Checking if employees have completed trainings? Vlookup, countifs, ... ?

    Hi there,
    pls check the attachement:

    EmployeeTrainingsExample.xlsx

    Used dynamic named range for data input
    Just add empl name and course a nd drag the formula.

    Hope it helps
    Regards
    Miroslav R.

    (If You like my solutions, feel free to add reputation.)

  3. #3
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    Re: Checking if employees have completed trainings? Vlookup, countifs, ... ?

    Quote Originally Posted by Miroslav R. View Post
    Hi there,
    pls check the attachement:

    Attachment 324852

    Used dynamic named range for data input
    Just add empl name and course a nd drag the formula.

    Hope it helps
    Wow! Thank you a lot! This example works very nicely, very nice work.

    Using dynamic ranges (offset, counta) was totally new for me. I noticed using Name Manager all ended on $B, as an example:

    Name: DataCourse
    Refers to: =OFFSET('Data Source'!$C$1;0;0;COUNTA('Data Source'!$B:$B);1)

    Does that need to be B:$B always? Please accept my apologies if question is dumb, first time I see dynamic ranges in use!

    Another question, when I applied this technique to real data, I came across a problem:
    Data from training system is chronological, this means that employee might have tried course, failed (Unsuccessful) and tried again and then passed it (Successful)
    Currently data gets the first item (Unsuccessful) and stops after that. Is there an option to tell excel to look first if it can find "Successful"?

  4. #4
    Valued Forum Contributor Miroslav R.'s Avatar
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    Re: Checking if employees have completed trainings? Vlookup, countifs, ... ?

    Hi there,
    Yes - there is an option to search first for passed status, and here is the formula:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    ...and again: Crtl+Shift+Enter.
    The formula searches for'Successful' status for picked name/course, and if found, returns 'Successful'. If not, then it will search for first record (like the first formula posted). I hope, that there will be no other options - only Successful & Unsuccessful... (and Not done).
    EmployeeTrainingsExample.xlsx

    And to Your first question:
    No - You do not need always use the same column for COUNTA(). You can use any populated column. It is just my way to do things - to fix the size of those dynamic ranges to one column, which will be always populated correctly.

    Is it understandable for You?

  5. #5
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    Re: Checking if employees have completed trainings? Vlookup, countifs, ... ?

    Here is a version using the Excel Table feature instead of dynamic named ranges.
    Attached Files Attached Files
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