Training Matrix Advice

**dmark1975** · 01-29-2014, 07:21 AM

Hello All,

I have been reviewing training files and have a sheet with approx 250 persons in columns and 80 training courses. I have some conditional formatting to highlight cells for expired, due to expire.
It is still a work in progress as I inherited this from my manager and have to check and validate all the data! I want to try and take it to the next level ans need some advice.

The following is what I want to achieve:

I want to individually record all dates and cell colours for specific training - almost complete to include conditional formatting
I want to be able to use a macro? to create a list of persons who have training due or have a separate sheet in the same worksheet that can create this automatically.
I was also wondering if it is possible to also create a training needs analysis based on job title i.e. managers, foremen etc for criteria that we select (We are a construction company) and also have this linked to a dashboard that can show what percentage of training we have completed to date.

I would appreciate any advice you can give.

Regards
Mark

**FDibbins** · 01-29-2014, 11:36 AM

Hi and welcome to the forum

Sounds like you are already a long way down the road on this

"I want to individually record all dates and cell colours for specific training" - Not sure what you mean by this?

"I want to be able to use a macro? to create a list of persons who have training due" - have you considered using a helper column to ID those people, and then using filters based on that helper?

Lets start with those for now? Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

Click on GO ADVANCED and use the paperclip icon to open the upload window.

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