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Excel 2007 : Visual representation of rota

  1. #1
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    Question Visual representation of rota

    Hi there.

    I'm new to the forum, so firstly hello :-) happy to be here.

    I've been creating a fairly simple workbook to help me to organise the rota (roster to some of you) for the care home that I manage. I need help creating some formulas to automate some parts of it.

    I've attached the document as it stands for you to refer to.

    What I would like to happen is: When I change the data on page 2 (master), to have the visual representations on Page 4 (activity planner view) update automatically to reflect the changes.

    As you can see, all I have at the moment is linked cells to replicate the numerical data. I then manually adjust the coloured bars to match (very time consuming!)

    Would anyone be willing to offer a suggestion or two about how I could achieve this?

    Thanks for looking, Phil.
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    Re: how do I generate visual rep of rota info?

    For week1 MONDAY I've put in some conditional formatting for the boxes you want to "color" themselves. You can copy these ranges enmasse to the other sections once you see how it's done. Once copied, you will have to update the "watch" part of the CF formulas from column C to columns AK, BS, etc.

    You have created a maintenance bear by using a different "color" for each row. If you used a single color for the banding, you could put one CF formula in the first cell for each day grid and then copy it to the entire day table. As it is, you will have to highlight and edit each row individually.
    Last edited by JBeaucaire; 11-10-2009 at 01:41 PM. Reason: Sheet removed...see below for latest version
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    Red face Re: how do I generate visual rep of rota info?

    Quote Originally Posted by JBeaucaire View Post
    For week1 MONDAY I've put in some conditional formatting for the boxes you want to "color" themselves. You can copy these ranges enmasse to the other sections once you see how it's done. Once copied, you will have to update the "watch" part of the CF formulas from column C to columns AK, BS, etc.

    You have created a maintenance bear by using a different "color" for each row. If you used a single color for the banding, you could put one CF formula in the first cell for each day grid and then copy it to the entire day table. As it is, you will have to highlight and edit each row individually.
    Hi JBeaucaire. Thanks for looking.

    I can see the effect of the formatting but not the formatting itself. Where can I view this?

    Thanks, Phil.

    update: I've found the formatting, just tinkering to see how I copy it to other cells...
    Last edited by Thintin; 11-10-2009 at 06:50 AM. Reason: update

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    Re: how do I generate visual rep of rota info?

    OK, I've got the hang of that one and am copying to the other cells. I have two further questions now...

    1, Is there a way I can merge two rows across a sheet whilst keeping any columns intact? (so that the coloured bars on the 'activity planner sheet' can be two rows high without having to merge each pair individually)

    2, Is there a formula/format which would tot up the values seen along the bottom of each day (currently entered manaualy), they are the number of staff on shift during each half-hour segment of the day?

    Thanks again for your help.

    Phil.

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    Forum Expert JBeaucaire's Avatar
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    Re: Visual representation of rota

    1) I merged one set of cells in the first column for the first employee. Then I set the CF formula for that row. Then I copied the cell ACROSS for that employee and it should merge the following columns appropriately for that employee.

    If you opted to use one color for all the bars, you could merge the one set, set the CF formula and then copy it across the employee and down for the other employees in that same section. Your call.

    2) With the desire to have the boxes have summable data, you move the CF formula into the cells themselves to provide a simple summable value like "1".

    The CF formula then becomes VERY simple...color the cell if the cell has a 1 in it.

    I've done that on this sheet for week1 for you.

    I also added the formula for summing the segments across row 28.

    I also added formulas in column B to sum the hours for the week for you, also easy to do now that there is a value in each cell that can be summed.
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    Re: Visual representation of rota

    Thanks man, you're a star! I will download and look at this as soon as I get the chance. Cheers!

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