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How to find next scheduled date of employee

  1. #1
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    How to find next scheduled date of employee

    I have one sheet that contains a list of employees and training modules they need to complete. On another sheet, I have a list of the employees and their schedule for the week.

    I'd like to make a column on the sheet with training modules that looks up that employee's schedule and gets their next scheduled date and the shift they're working (if they're not working the current day)

    I think I just have to use XLOOKUP but I'm struggling wrapping my head around the operations I need to do

    See attached sample workbook
    Attached Files Attached Files

  2. #2
    Forum Moderator AliGW's Avatar
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    Re: How to find next scheduled date of employee

    Please manually add a few expected results to show what you want.
    Ali


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  3. #3
    Forum Contributor Toonies's Avatar
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    Re: How to find next scheduled date of employee

    Hi this may help you on your way
    i'm not 100% sure that it fits your needs

    I've tried to add an attachment but unable to at the moment

    so do the following

    1st you have to use real dates in your Schedule sheet
    you can customise the format for them to display ddd, mm-dd-yyyy

    okay place this Array formula in C2 and copy down

    Important: Press Ctrl+Shift+Enter whenever you need to enter an array formula

    this displays the 1st Scheduled day of your employees from your scheduled sheet

    Formula: copy to clipboard
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    Create 3 named ranges

    1. Date_Header
    Formula: copy to clipboard
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    2. Name_List
    Formula: copy to clipboard
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    3. tbl
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    inset the following Formula in D2 and copy down

    Formula: copy to clipboard
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    this then displays the employees shift time for that date

    others may come up with a better solution to your problem

    Enjoy

    Toonies

  4. #4
    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to find next scheduled date of employee

    You mentioned XLOOKUP. Does that mean that you have O365? If so, please amend your profile accordingly. 16 implies (to most of us) Excel 2016, a totally different beast.

    Formula reply withdrawn!!
    Last edited by Glenn Kennedy; 07-01-2021 at 04:02 AM.
    Glenn




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    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to find next scheduled date of employee

    1. Change the dates in schedule to real dates.

    2. To return the next DATE:
    =IFERROR(INDEX(Schedule!$B$1:$H$1,MATCH(1,(Schedule!$B$1:$H$1>=TODAY())*(INDEX(Schedule!$B$2:$H$6,MATCH(A2,Schedule!$A$2:$A$6,0),)<>"Off"),0)),"")

    3. To return the next TIME:
    =IFERROR(INDEX(Schedule!$B$2:$H$6,MATCH(A2,Schedule!$A$2:$A$6,0),MATCH(C2,Schedule!$B$1:$H$1,0)),"")

    Obviously, if you want the search to EXCLUDE today, remove the bit in red from the fromula at 2).
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    Re: How to find next scheduled date of employee

    Thank you very much, your solution expanded my knowledge and I understand more about MATCH and INDEX uses

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to find next scheduled date of employee

    You're welcome.



    It would be very nice if you were to just click the Add Reputation button at the foot of any of the posts of members who helped you reach a solution.

    Finally, if that takes care of your original question, please select "Thread Tools" from the menu link above and mark this thread as SOLVED.

  8. #8
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    Re: How to find next scheduled date of employee

    Already added it a few days ago but wasn't sure how to mark solution. Will do!

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