Allocate workload evenly to different staff

We have thousand of customers while they have different
peak seasons. Some of them have more business in summer
and some of them have more business in winter. How to re-
assign these customers to CS staff so that their workload
will be more evenly, but not someone's very busy in summer
but idle in winter.

My raw data looks like following:
Customer A 12/15/2005 Staff A
Customer C 12/15/2005 Staff C
Customer A 12/15/2005 Staff A
Customer A 12/16/2005 Staff A
Customer B 12/16/2005 Staff B
Customer A 12/17/2005 Staff A
Customer A 12/17/2005 Staff A
Customer A 12/17/2005 Staff C

KC
You are the only person who knows what you are talking about. For
instance, what is the significance of the dates? What does "Staff A"
represent?
You say that you want to spread the workload more evenly. How does this
need relate to the data you show. Or visa versa? HTH Otto
"KC" <[email protected]> wrote in message
news:[email protected]...
> We have thousand of customers while they have different
> peak seasons. Some of them have more business in summer
> and some of them have more business in winter. How to re-
> assign these customers to CS staff so that their workload
> will be more evenly, but not someone's very busy in summer
> but idle in winter.
>
> My raw data looks like following:
> Customer A 12/15/2005 Staff A
> Customer C 12/15/2005 Staff C
> Customer A 12/15/2005 Staff A
> Customer A 12/16/2005 Staff A
> Customer B 12/16/2005 Staff B
> Customer A 12/17/2005 Staff A
> Customer A 12/17/2005 Staff A
> Customer A 12/17/2005 Staff C

This could give the right tool:

First create a new column that identifies what dates are Summer/Winter.
Then make a Pivottable:
Row: Date, W/S, Customer
Col: Staff
Data: Staff

Done

Ola Sandstrom


Screen dump:

Count of STAFF.........................STAFF
DATE.............W/S...CUSTOMER..........Staff A......Staff B.....Staff
C......Grand Total
12/15/2005...W......Customer
A..........2...................................... .......2
......................W.......Customer
C........................................1........ ......1
12/15/2005..Total...............................2.......
......................1..............3
12/16/2005..W.......Customer
A..........1...................................... .......1
.....................W........Customer
B.........................1....................... ......1
12/16/2005 Total.................................1...........
..1..............................2
12/17/2005..W........Customer
A..........2............................1......... .....3
12/17/2005..Total................................2......
.......................1..............3
Grand Total.........................................5...
...........1..............2..............8