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Use index and match to summaraze a date column onto another table

  1. #1
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    Use index and match to summaraze a date column onto another table

    Hello!

    I manage a large, complex schedule for 110 staff.

    For every working day a staffing guide is created. The staffing guide summarizes the days staffing allowing the charge nurse to quickly reference who is working and what shift they are doing (7-19, 11-19, 19-03, etc). It lists who is working on that day, divided by type of shift.

    Each month, 30 blank guides are put into a folder. They are filled a few days before the work day by manually copying the schedule workbook. This is obviously tedious, and mistakes are common.

    In the included picture I put a basic version of my schedule, an empty staffing guide, and a filled staffing guide.

    I want to add the staffing guide to my workbook as a separate sheet and have it automatically update when the date is changed. The date is "Todays Date" (I3) in the picture. Whenever that date is changed, the list of names under each shift type would update to that date. The results can be quickly called up and will always be accurate. There would be no need for 365 workbooks a year.

    About a year ago I figured out how to do it, but I lost the sheet, and cannot for the life of me figure out how to do it again. I think it was some type of index and match formula.

    Thanks in advance
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    Re: Use index and match to summaraze a date column onto another table

    Attach a sample workbook (not image).

    Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate.

    Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

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    Re: Use index and match to summaraze a date column onto another table

    The rules allow you one thread per issue. Duplicate thread closed.
    Ali


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