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help with adding new names and classes to my spreadsheet.

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    help with adding new names and classes to my spreadsheet.

    Hello,

    I have attached a spreadsheet that I'm hoping to get help with. This file was handed down to me, and I'm no excel guru. What I hope to do is learn how to manage this thing on my own someday. I am also using Microsoft Excel 2010 on a Windows 7 machine.

    This spreadsheet is a tool that I use to track training that is due every 12 months, and every 24 months. The cell colors are based on the date in D84:


    green = training was completed within 12/24 months
    yellow = training is due in less than 30 days
    red = training is overdue

    The problems:
    1) Column B has the list of names. 'Mr. L' needs to be inserted between Mr. K and Mr. M. I've tried to cut/copy and insert the row, but the colors in that row end up getting screwed up. Some cells aren't the appropriate color, and other cells in that row change color when a different cell (in the same row) is populated.

    1.1) I'm hoping to add at least 5-10 names and they won't necessarily be added at the end of the list (I do it in alphabetical order for work).

    2) I need to add a class in between column I and J called 'know your MLS teams'. I've also tried to cut/copy and insert cells, and the colors in the columns get screwed up the same way.

    2.1) I'm also hoping to add at least 5-10 more classes in the near future.



    NOTES:
    A) the rows between 27 and 75 are hidden.
    B) there is more information after row 167 that has something to do with the chart. When I make changes in the top chart it seems to affect the information down there.



    According to the guy in the office that originally helped me the 'insert copied cells (rows/columns) screws up the formatting of the table. I have no idea what that means, and I've tried looking it up on my own. I'm hoping someone on the forum can help me out.

    Thank you in advance.
    Attached Files Attached Files
    Last edited by Keyboard Ninja; 01-29-2015 at 09:52 AM.

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    Re: help with adding new names and classes to my spreadsheet.

    Hi, that bottom section that calculated no. of days doesn't allow for inserting of rows at all. That's why they left all those blank cells from 27 to 75. You could put the new employees in there and then sort the whole grid each time but it still wouldn't allow for inserting of columns.

    I've changed the formulas in the Totals section as well as the conditional formulas so that the bottom grid is not needed and therefore deleted all those rows, as well as the "spare" ones 28-75.

    I believe it should work now and also let you insert rows and columns.
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    Re: help with adding new names and classes to my spreadsheet.

    Wow!

    So far it looks like you fixed the problem I was having with adding rows and columns. May I ask what you did? Were the previous formulas just bad? It will help me with maintaining this spreadsheet and any future changes.

    Thank you!
    Last edited by Keyboard Ninja; 01-29-2015 at 04:23 PM.

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    Re: help with adding new names and classes to my spreadsheet.

    The previous formulas weren't bad just a little different to mine.
    As you know, they were placed in a separate grid that mirrored the grid containing dates. When you inserted a row into the top grid, to make it work you would've had to insert a row into the same position in the second grid and copy its formulas. The Conditional Formatting looked at the numbers in the second grid to determine which colours to use.
    All I did was put the formulas from the second grid directly into the Conditional Formatting so it no longer had to refer to the lower grid at all and instead looks directly at the dates and determines the appropriate colours using those formulas.
    So the only formulas in the spreadsheet are in the Conditional Formatting rules and very similar formulas are used in the Totals/Summary grid below the dates grid.

    There is a total of 8 Conditional Formulae:
    3 that cover C3:K27 (Red, Yellow, & Green)
    3 that cover L3:T27 (Red, Yellow, & Green)
    1 that covers U3:v27 (Green)
    1 that covers C3:T27 (Grey if cell is blank)

    hmmmm, I just went to confirm I had the above details correct when I noticed that anytime I inserted a new row and put data in there it split the conditional formatting rules making a set for above the insert and a set for below.
    I'm not sure why this happened, maybe someone else more familiar with conditional formatting can give some advice?

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    Re: help with adding new names and classes to my spreadsheet.

    I have run into the conditional formatting issue before. Use the format as table to make all the data a table then use the right click on the mouse to add a row above or a column. The data table can also be sorted without messing up the conditional formats as well.

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    Re: help with adding new names and classes to my spreadsheet.

    Hi,

    How do I view where you put the 8 formulas?

    I need to add another column, but this time I need it to fit 36 months (not the annual or 24 month time limits).

    Thanks!

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    Re: help with adding new names and classes to my spreadsheet.

    To view the 8 existing rules:
    Click on the Home Tab, Conditional Formatting, Manage Rules
    Show Formatting Rules for This Worksheet.
    Select a rule and click on Edit to view the rule makeup.

    You will notice that you have 3 rules for the first year and 3 rules for the second year 1 rule for blanks and 1 rule for non blank cells.

    Try to follow the examples to accommodate the new data that you want to add. The Applies To fields will have to reflect the addition of the columns.
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    Ron W

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