work sheets link to create a job sheet for individuals

[heatherhelo]

Hi!!

newbie here!!

I'm trying to create a work in progress ledger for our accountancy practice that has a list of work we receive in - work progress and then generates job list for staff based on the work not completed as a job list. if there is no start date or and end date I need the staff members list to be populated.

I'm struggling to create the lists from the data. I can allocate manually from a drop down list so a particular staff member is to do the work - but I cant get excel to list all uncompleted items for each member of staff to be able to refer to in a table form.

covid 19 is meaning I need to digitalise a manual list kept on paper as all staff now working from home.

can the above be done?- if it can be what function do I need to be using to create the table on separate sheets for each staff member. once I can define the function I can google and work it out I hope,

thank you in advance!!

Heather

[harrisonland]

Put this in A5 of the "staff" worksheet

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And put this in B5

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Important: you must enter these as array formulas, i.e. press [CTRL]+[SHIFT]+[ENTER] for each one.

Then you can then copy them over to the other staff columns (D5 & E5, and G5 & H5), and copy them down as far as you need.

It might be better to combine the "Accounts preparation" and "Accounts" into one table, especially if one name can show up in either - that would make the formulae above less complicated.

I've set it up so they're looking at the Accounts worksheet from row 12 down to row 200. You might want to change them to suit.

Does this do what you were looking for?

Tim

[heatherhelo]

Epic!!!

thank you ever so much!! I would have not been able to sort that!!!

simple when you know how im sure

[harrisonland]

No worries. Do remember to mark the thread [SOLVED] if this resolves the matter. You can also show your appreciation for those who have helped by clicking the * to the left and leaving feedback.

Tim