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Complex Scheduling in Excel

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    Complex Scheduling in Excel

    Hi,

    I am hoping someone could help me with the desired outputs here. I am managing training schedules for our program which offer multiple topics for different roles in different locations. I have a file attached here as an example with 2 sheets
    Info - has all the data needed for the desired output
    Schedule - has the desired output (which is currently being filled out manuall) for the Trainee scheduling and the bottom most table for Presenter scheduling.

    My goal is to have a table that's automatically copying from the data entry of trainees and role per location so that it's easy to know which training topics to offer for the month based which roles are joining in the respective locations, as well as table that determines which presenters to invite based on their topic of expertise.

    These are not a fixed format, in fact this is me thinking "manual". If there's a better way to visualize and format these tables so that it's easier to schedule them, I'm very much open to suggestions. Thank you!

    Evee
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    Re: Complex Scheduling in Excel

    Are you still using Excel 2010?
    Ali


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    Re: Complex Scheduling in Excel

    Hi Ali - It's Excel for Microsoft 365 version 2402

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    Forum Moderator AliGW's Avatar
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    Re: Complex Scheduling in Excel

    OK - please update your forum profile without delay. Thanks.

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    Re: Complex Scheduling in Excel

    Thank you for the reminder Ali. I have updated my profile accordingly.

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    Re: Complex Scheduling in Excel

    We only need three formulas, if I'm not mistaken.

    In order to fill the first 2 columns in trainee scheduling:

    Formula: copy to clipboard
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    (not sure formula translator is up to the task with arrays, but it should work on the file)

    For the remaining columns

    Formula: copy to clipboard
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    And finally, for the presenter scheduling

    Formula: copy to clipboard
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    HTH,

    Francesco
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    Re: Complex Scheduling in Excel

    Hi Francesco - THANK YOU SO MUCH for this - I'm trying to make sense of the formular logic but I got the desired output so THANK YOU!!!

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    Valued Forum Contributor Hydraulics's Avatar
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    Re: Complex Scheduling in Excel

    In the first formula, we use FILTER() on the TRAINEES table to get only the rows that match the location. The location can be found with the last 4 letters in cell E10 on the Schedule sheet. This, however, returns all the columns, so we apply again FILTER(), using an array {1,1,0} to get only the first two columns. This formula will spill down and on the right.

    For columns G to P, the informations are in the table ROLES, we only need to match the Role and the Training Topic, then TRANSPOSE() the array returned by INDEX(). This formula will spill to the right, and must be dragged down.

    For the last table, a regular MATCH() looking for Location and Topics on the Presenters table is enough.

    Btw, I just realized I missed one request for marking the presenters, here is the formula for G9, then drag to the right

    Formula: copy to clipboard
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    then you can copy/paste to rows 17 and 25.

    Thx for the feedback and added rep.

    HTH,

    Francesco

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