Hey all,

Excel newbie here. I'm trying to figure out a way to count how many times a week individual members of my team contact their clients. As social workers, we're required to maintain a certain amount of contact with our clients over a 30-day period. Depending on the severity of individual clients' condition or the duration of their crisis (short-term, long-term, or permanent), they may be seen as often as every day or as seldom as once a month. Generally, it's considered a problem if a client has not been contacted (in person, by phone, or through a "collateral contact") for more than 30 days. Every week, the members of my team are required to submit a list of the clients they saw that week. The list also includes other information about where they saw the client, the service rendered, and the duration of the meeting.

My challenge is this. Since my team members are already submitting their contact logs in Excel format, I would like to create a monthly report that counts the number of times EACH client was seen in any month (or 4-week period). Ideally, I'd be able to use the dates of the contacts (also included in the contact logs) to create a line graph to show a visual representation of such contacts. Even more ideally, it would be great if I could automatically flag the names of people who have not been seen in that month.

However, since my Excel skills are still relatively weak, I'd settle for a simple table or chart that shows a list of each staff member's client list with a number (for the amount of times they were seen in a month) next to the name.

Can anyone help?