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Calendar for with employee names under the day their evaluation is due

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    Post Calendar for with employee names under the day their evaluation is due

    I have a list of employees who get evaluations every three months, usually on the same day. So far, the file auto-calculates the employee's next evaluation due date when I choose "pass" from the drop down box to indicate they passed their evaluation. We currently create a new calendar every month, go through to see what evaluations are due that month, and type them in manually. I'm trying to figure out a way to make this file completely automated where the calendar will auto-fill the employee's names on the day their evaluation is due on the calendar. Example; John Doe's evaluation is due on 6/10/18. I want the calendar to auto-fill the 6/10/18 day with John Doe's name. I've tried researching as many formulas as I can and no luck. Any help would be appreciated! Can provided visuals if needed.

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    Re: Calendar for with employee names under the day their evaluation is due

    This sounds like a job for a pivot table. Make a copy of your spreadsheet, Change the real names to fictitious ones. (Hint: type in Name 01 and drag it down). Then attach it here. Once we see how the data are organized we should be able to help better.

    Attach a sample workbook. 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.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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    Re: Calendar for with employee names under the day their evaluation is due

    Will do! I'll do this asap tomorrow.

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    Re: Calendar for with employee names under the day their evaluation is due

    Okay. Attached is two workbooks. One is a before and the other is an after. Basically, what I want to happen is on the "All Dispatchers" tab, I'd like for the "Due Date" column to automatically update on the calendar tab. Looking at the calendar tab you'll see the names of each employee on their due date (I typed them in manually). On the after workbook, their name is gone from the day their due date previously was and is now on their new due date (again, I typed them in manually for a visual). Is there a formula for this? Also, I know there's got to be a formula to generate the eval # on the all dispatchers tab. I just can't figure it out. Help?
    Attached Files Attached Files

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    Re: Calendar for with employee names under the day their evaluation is due

    This wasn't quite what I thought it would look like. This application would best be done in a database. Excel can be programmed to look like a database, but you have to write code to add, change and delete records: something databases do automatically.

    This is a lot bigger project than it looks. First you need several tables:
    - One with employee information
    - One with level information (number of months to evaluation)
    - One with historical information

    Instead of adding a sheet every time you have a new employee, you would add information to the employee information file. Then when when you need to update employee information, you pull up a blank template that is populated by code by pulling data from the database. You fill in the data and press a button to commit it. The program then has to decide what data has changed and find the appropriate records and either change them if it's a change or append new records if it is new data. Do-able, but complicated.

    I'm sorry, but I'm going to have to pass on this one.

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    Re: Calendar for with employee names under the day their evaluation is due

    Understood. What type of program are you referring to when you say a database? Might be something worth looking into if it'll allow me to do what I'm trying to accomplish with this workbook.

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    Re: Calendar for with employee names under the day their evaluation is due

    I get the feeling that your a small company so MS-Access could work. There would still be some programming involved but most of the work would be in form design - pulling in the pieces for display.

    Check on this board in the MS-Access section or you may even think about the commercial side of this board.

    I will also put in a plug (I hope it is allowed) for a board I've been a part of that in 95% devoted to Access (and a very small Excel section). It's 100% non-commercial: utteraccess.com. I go there for my Access questions and come here for Excel.

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