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Task Planner - read out list of tasks for different employees

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    Task Planner - read out list of tasks for different employees

    Hi there!

    I am working on a task planner but can't work out how I can get the result I'm looking for. My sample excel (without any sensitive information): sample_taskplanner.xlsx
    I already calculated the amount of tasks for each employee and the max value of tasks per employee for each phase (S1, S2 ...). With this information I can create the row 2 in the worksheet "Overview".

    I would now like to display all tasks for an employee for the different phases, ordered by priority (MH, SH, NTH = Must Have, Should Have, Nice to Have). If employee 1 has more tasks in phase 1 than employee 2 there should be empty cells for employee 2. An example how the result for the worksheet "Overview" should look like is integrated in the worksheet "Tasks".

    Could someone please help me with this? Thanks in advance!

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    Re: Task Planner - read out list of tasks for different employees

    Hi Jilseponie,

    welcome to the forum.

    See the attached file where I used an pivot table which is also giving the same results but in pivot view
    sample_taskplanner.xlsx

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    DILIPandey
    <click on below * if this helps>
    DILIPandey
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    dilipandey@gmail.com

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    Re: Task Planner - read out list of tasks for different employees

    Okay, this is going to get very complicated, very fast.

    To get the headers across (I did this in C21 on the attachment)
    =IF(COLUMN(A1)>SUM($O$3:$O$8),"", LOOKUP(COLUMN(A1)-1, SUBTOTAL(9, OFFSET($O$1,,, ROW($O$2:$O$8)- ROW($O$2)+1)), $H$2:$H$8)&"") (complements of DDL)
    dragged to the right as far as you like. The subtotal keeps a running cumulative of the tasks and the offset assigns the appropriate value to lookup.

    Then in C22, you'll need an array function (enter with CNTRL SHFT ENTER instead of ENTER, you'll see brackets {} if done properly) dragged across and down

    =IFERROR(INDEX($A$2:$A$12, MATCH($A22&C$21&"_"&COUNTIF($B$21:C$21,C$21),$E$2:$E$12,0)),"")
    You can cut and paste that Table into the Overview Tab.
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    Re: Task Planner - read out list of tasks for different employees

    Wow - thank you for the quick response! I didn't heard anything about pivot tables yet.. but I'm not sure if this is the right thing I'm looking for - I'd like to have a horizontal list of tasks like in range A17:K19.

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    Re: Task Planner - read out list of tasks for different employees

    @ChemistB: Thank you! Looks like what I'm looking for.. I will study this later in detail and let you know if I have any further questions

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