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Rotating Schedule advice

  1. #1
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    Question Rotating Schedule advice

    Hello,

    Please see attached spreadsheet. SCHEDULE FOR THE WEEK OF 05 JAN - JAN 11.xlsx I created a 22 week schedule for staff Sunday to Saturday. Each line rotation does 5 shifts a week. After each week they go down one line rotation

    "Bill" in rotation line # 1 goes to rotation line # 2...
    "Joe" in rotation line # 2 goes to rotation line # 3...
    At the end of line 22 rotation "Mark" in rotation line # 22 goes back up to rotation line # 1 "bill" and starts all over again.

    I would like the names to auto populate and rotate each employee down one line rotation when I open a new sheet (Insert worksheet) or if someone has a better idea for me

    and for the date to auto populate to the next week when I open a new worksheet.

    All the shifts are 7.5 hours but they need to stay late quite often.. So if I edit their shift times I need the hours to auto update to how long they actually worked example Tuesday line rotation #1 they worked from 1500-2300 hours (8 hours)

    There is 2 different departments Sup and TVM and they have different billing rates.. So I need all the TVM hours to sum up in Column K according to their department to balance with a company work software.

    Rotations line 1 through rotation line # 5 are all TVM department shifts so its easy but line 6 they start to mix between TVM and Sup Departments. Would it be best to just =sum all the tvm and sup shifts individually or is their a better way?

    Any input would be much appreciated.

    Thanks in advance.

  2. #2
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    Re: Rotating Schedule advice

    Here is a file that contains a macro to create new schedule weeks based on a Master and the previous schedule.

    There is a command button on each sheet and the creation of next week schedule MUST be started from the actual week schedule.

    The macro creates a new sheet from the Master sheet (in order to get the working hour as per normal hours) and then it copies the worker's name in proper places as you requested.

    I've put some formulas to calculate the hours worked for each day. TOTALS for TVM and SUP are now in seperate columns and I've put the formula to get the right total.

    Week days are based on cell B3 which must be a Sunday. If it is not, there is a conditionnal formatting that will put a pattern to the cell B3 to alert you of the error.

    Here is the macro used:
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    Hope this help
    Attached Files Attached Files
    Pierre Leclerc
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    Re: Rotating Schedule advice

    Wow! Thank you very much Pierre Leclerc for such a quick reply! This is really fantastic.

    One thing I forgot to mention is that often the workers will do shift swaps in case they need a certain day off....So by the end of the week we have several swaps but if I create a new schedule the names are swapping from the current week to the next week which means I will need to manually go back and change the names again every week.

    Its not a big deal and I can manage because this is 100x better better than what I had before but out of curiosity is there some way I can make their names always reset without the swaps when I create next weeks schedule?

    I am going to attempt to also add some conditional formatting to be able to track the employees shift swaps that will turn their names red when they do a shift swap.

    Ideally I want to do something like

    example:

    write brackets (1) next to the two employees names that did a shift swap and for it to start making a list at the bottom of the schedule

    I made an example in cell B98 with bill and joe doing a shift swap.

    I also added a total calculator on the side. Let me know what you think

    Thanks again for you help Pierre. It is much appreciatedNew Schedule.xlsm.

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    Re: Rotating Schedule advice

    How about inserting a column in B to keep track of the scheduled employee for this position? The macro could take this column to transfer employees' position for next week and you can do or write whatever you want for a swap.
    For some reason, all cells are now showing a date instead of being formatted as NUMBER with 2 decimals.

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    Question Re: Rotating Schedule advice

    Hi Pierre,

    Thanks for the quick reply again.

    Im not sure what happened with the dates but I managed to get it return it back to how you fixed it for me plus the totals on the side. New Schedule with totals.xlsm

    How would I go about moving the macro into column B? Sorry for my incompetance. Thank you for your time.

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    Re: Rotating Schedule advice

    How about this?
    I added conditional formatting for the employees'name so it will show in RED font if it is not the same as in column B.
    I corrected an error I did in the weekdays formula on table's top.
    Is there anything else you'd like to do?
    regards
    Attached Files Attached Files

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    Re: Rotating Schedule advice

    Wow This is really great Thanks so much Pierre!!

    I noticed that cell D12 seems to be permanently red highlighted for some reason.

    Also, excel keeps asking me to enable/disable macros regarding safety can/should I disable that security message?

    What do you think about the totals on the right side? Do you think it look good/professional?

    I cant think of anything else at the moment. This is really really great. Thank you soo much.

  8. #8
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    Re: Rotating Schedule advice

    About cell D12, you are right, its font is manually set to RED. Change it to AUTOMATIC and save the file.
    I use so often VBA macros that I disabled this annoying message. It's up to you.
    Your totals look good to me.
    My pleasure!

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    Re: Rotating Schedule advice

    Worked like a charm! Thanks again Pierre! 5 STAR +++REP [SOLVED]

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    Re: Rotating Schedule advice

    Look at this workbook where I put real names in column B and it works well.
    If it does not on your file, you probable changed something that bugs the macro.
    Attach your NOT WORKING workbook so I can look at it.
    Attached Files Attached Files

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    Re: Rotating Schedule advice

    Awesome Pierre. If this Sheet helped you please don't forget to * Add Reputation to p24leclerc

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    Re: Rotating Schedule advice

    Hi,

    Is it possible to create a similar macro base on skills, so if I create a sheet with operator skills & what roles they can complete to then run a macro that assigns them to said task taking into account what they have worked on in previous weeks helping fairly share the jobs over said period i.e weekly?

    Thanks

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    Re: Rotating Schedule advice

    it could probably be done but you must create a new thread.
    It woud be good to attach a sample worksheet with some data in it and what you are looking for as results.
    Good luck

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    Re: Rotating Schedule advice

    Thank you so much

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    Re: Rotating Schedule advice

    Lets see how I can explain this without complicating the matter.

    I have a similar schedule but all the names are on the left column and on the right where the dates and hours are are pre-defined and don't change.
    The only thing I want to have rotate are the names bi-weekly.

    So there are 20 employees and they need to rotate every two weeks so in essence their names should move down every two weeks to cover the previous person shift.
    sun mon tue wed thur fri sat sun mon tue wed thur fri sat
    name 1 HOURS
    name 2
    name 3
    name 4
    name 5
    etc until they rotate to:
    name 5
    name 1
    name 2
    name 3
    name 4

    The only thing I want is the names to rotate and the rest stays the same.
    Any help would be greatly appreciated

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    Re: Rotating Schedule advice

    chupatrupa welcome to the forum

    Unfortunately your post does not comply with Rule 2 of our Forum RULES. Do not post a question in the thread of another member -- start your own thread.

    If you feel an existing thread is particularly relevant to your need, provide a link to the other thread in your new thread.

    Old threads are often only monitored by the original participants. New threads not only open you up to all possible participants again, they typically get faster response, too.
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
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