+ Reply to Thread
Results 1 to 2 of 2

Monthly Report Calendar

  1. #1
    Registered User
    Join Date
    10-18-2012
    Location
    Toronto, Ontario
    MS-Off Ver
    Excel 2007
    Posts
    56

    Monthly Report Calendar

    I was looking at the following thread from the forum and would like to do something similar but not so complicated (well I don't think its as complicated!)
    http://www.excelforum.com/excel-gene...ke-that-2.html. I really liked the CREATE SHEET button that would populate a calendar based on the month you select, but I have never done MACROS before in Excel and do not really understand how this was done. I have only used Excel for formula and data analysis like making graphs and pivot tables.

    I currently have a calendar (see attached at bottom). I currently manually fill it in month by month with the colour bands, determined by a due date, and then simply counting back for how many workdays to know when I should start the report.

    I have a bunch of reports (around 15) I need to complete every month, and few more than need to be complete every fiscal quarter.

    I realize there's a NETWORKDAY function in Excel which I have used before to calculate for budget purposes and was thinking of using this function to create a MASTER work sheet where I would have something like:

    Column A: Name of Report
    Column B: Number of Workdays to complete
    Column C: How many workdays to complete

    I would manually fill these columns out one time

    Would there then be a way to be able to populate a monthly calendar to fill in the bands? Ideally, I would like to break each task down by team member (ie. a Master calendar for the team) and then calendar for Employee A to complete, calendar for Employee B to complete, etc. but that may be too complicated?

    Any guidance would be much appreciated of how to tackle this. Thank you!
    Attached Files Attached Files

  2. #2
    Forum Guru Pete_UK's Avatar
    Join Date
    12-31-2011
    Location
    Warrington, England
    MS-Off Ver
    Office 2019 (still learning)
    Posts
    24,720

    Re: Monthly Report Calendar

    Take a look at the attached file which shows how you can take dates and descriptions of events recorded in any order in the Activities sheet and transpose them into the correct location in the Calendar sheet, subject to the month and year selected by the drop-downs in K3 and K4. Up to 7 events per day can be displayed - your example shows 5. This is purely formula-driven with no macros, so you should be able to incorporate into your main file. It does not use colours, so you would have to set that up using conditional formatting.

    Hope this helps.

    Pete
    Attached Files Attached Files

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1