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Help Getting Scheduling Project Started

  1. #1
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    Help Getting Scheduling Project Started

    Hi all, I'm just looking to see what method you would recommend to complete a project involving scheduling home visits. I really just need to know how to start and then I think I can handle it. I need to:

    -> Import data from multiple worksheets from one other workbook. There will be about a dozen sheets each containing between a dozen and five hundred lines of data each. I can either separate the data into a dozen new sheets, but would prefer to be able to put it all into one. Alternatively, I could create a dozen new sheets, then another new sheet that compiles all of that data.
    -> There are four spots for dates in each row. I need to be able to pull the data from each row if and only if it has been a certain number of days since the last visit.

    My current formulas look like this (for now I copied all data into the same workbook, I know how to pull from another workbook with regular formulas, but if there's something special I need to do for this project please let me know):

    C3 - =IF(Sheet1!A5="","",IF(Sheet1!E5="",IF(TODAY()>Sheet1!A5+60,TODAY()-Sheet!A5,""),"")) - Displays how many days it has been since our first visit if the number is greater than 60.
    D3 - =IF(C3="",IF(AND(Sheet1!F5="",Sheet1!E5<>""),IF(TODAY()>Sheet1!E5+21,TODAY()-Sheet1!E5,""),""),"") - Displays how many days it has been since our second visit if the number is greater than 21.
    E3 - =IF(AND(C3="",D3=""),IF(AND(Sheet1!G5="",Sheet1!F5<>""),IF(TODAY()>Sheet1!F5+60,TODAY()-Sheet1!F5,""),""),"") - Displays how many days it has been since our third visit if the number is greater than 60.

    B3 - =IF(AND(C3="",D3="",E3=""),"",Sheet1!C5) - Displays the address if any of the three prior formulas are triggered.

    My problem is sorting the data in a useful way without ruining the formulas and allowing the sheet to keep itself up to date. Of the five hundred lines of data, only 20-30 should be ready to be put on the schedule and return a positive result for any of the three formulas. The data in the original workbook is just words and numbers put into a spreadsheet, I could convert it to a table or rework it another way if that makes this project smoother. Thanks for any help!

  2. #2
    Forum Expert dflak's Avatar
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    Re: Help Getting Scheduling Project Started

    A sample workbook would really help see what you are doing. Also a bit more on the process. Will you always start from scratch? Is the format of the data on all the sheets the same?

    Are you familiar with Excel Tables? They can "remember" and "copy down" formulas automatically.

    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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