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Transfer Daily Data from Daily Staffing Workbooks into a Running Annual Summary Workbook

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    Transfer Daily Data from Daily Staffing Workbooks into a Running Annual Summary Workbook

    Hi. I am trying to make my life easier. I just inherited a bunch of workbooks used for compiling data where all the data was entered manually from a daily workbook into an annual summary workbook. It seems to me that transferring this data manually is tedious and unnecessary. So what I would like to be able to do is transfer data from these daily workbooks (the data on these is entered by others manually, daily) into a summary workbook, via programming, so that I do not have to manually enter the data. This will make more sense by looking at the attached examples (they contain just numbers, not personal or sensitive/confidential info).

    I am only concerned with the "Tally Sheet" tab of the sample Daily Staffing Workbook attached (these are named sequentially by date as: "ST 10-01-15" "ST 10-02-15" "ST 10-03-15" etcetera, same format each month (so November is named "ST 11-01-15" "ST 11-02-15" etc.) for each day for the entire year. The sample Daily Workbook I have attached here is named: "ST 10-04-15.LN Edit"

    In the sample Annual Summary report it is the "Raw Data" tab that I am looking to auto-fill as the other tabs are all pivot-tables and graphs that are fed from the data in the "Raw Data" tab (I had to delete all the other tabs from this workbook because the file was too large to upload as an example, but I did upload a screen shot of the complete workbook with all the tabs to demonstrate what this workbook does in case anyone has any good ideas on how to do this a better way). I also deleted all other data except 10/3 & 10/4 for the same reason bbut would be happy to e-mail complete sample workbooks if it helps). The sample I attached has 10/3 & 10/4 of October already completed manually; you can see how tedious and unnecessarily labor-intensive this is. October 4th's data has comments in the various cells to explain where that data comes from in the "Tally Sheet" tab of each Daily Workbook, and this data corresponds to the data in the sample Daily Workbook attached.

    If anyone can help it would be greatly appreciated - thanks!

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    Re: Transfer Daily Data from Daily Staffing Workbooks into a Running Annual Summary Workbo

    My 1st question would be - do you really need a file for each day? We often see this kind of thing, where, with a bit of adjustment, 1 file can be used for all data input. This will make ut MUCH simpler to extract the data into your summary sheet
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    Re: Transfer Daily Data from Daily Staffing Workbooks into a Running Annual Summary Workbo

    Well, I could discuss this with the manager of the folks that do the data entry on the daily sheets....can you suggest what the "bit of adjustment" would be that you are suggesting above? I am not sure how I would do this, given that the "summary" workbook is already kind-of unwieldy. Though maybe I could restrict access to certain tabs and not even let the other users see the tabs that don't pertain to them? I'm open to suggestion...


    Thanks!

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    Re: Transfer Daily Data from Daily Staffing Workbooks into a Running Annual Summary Workbo

    Looking again, I would say that you need to rething your data entry.

    You have 3 sheets just to enter your shift data - by adding 1 extra column to show D E or N, you could have jusy 1 sheet instead of 3
    Then, by adding 1 more column...for date...you would then have all data on 1 sheet in 1 file

    Summaries would then (I think) be far simpler, you could add/average/min/max by date periods, by shift, by unit


    We often see people who first design what their output needs to look like, and then try and figure out how to do the data input to match what they want the output to look like. Pretty much all the experts on this forum will tell you that is the wrong way round. If you 1st identify exactly what data you need to input, then design an input sheet that makes that part of the process as simple as possible, the output is generally far easier

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    Re: Transfer Daily Data from Daily Staffing Workbooks into a Running Annual Summary Workbo

    The tally sheet already has the d/e/n totals I need from each of the three sheets used to enter data. I could not just add a column for each; there are many areas of each sheet that change by shift...hence the tally sheet to compile them. That is what I essentially want to do; use the tally sheet to feed the ongoing annual summary....
    I am not sure how to accomplish what you are suggesting...I don't know how I could combine the 2 workbooks into one and still capture all the data essentially in the formats that they are in (that's how the boss wants it).....

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    Re: Transfer Daily Data from Daily Staffing Workbooks into a Running Annual Summary Workbo

    Attached is a small sample of what I mean, based only on 2 days (I added 1 more day) and 3 shifts you provided. The Input sheet would be were you would enter all data, the summary sheet shows just a small example of how this would work
    Attached Files Attached Files

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    Re: Transfer Daily Data from Daily Staffing Workbooks into a Running Annual Summary Workbo

    I see now; so the "input" sheet would take the place of the three tabs for d/e/n and be the continuous, running list itself. Then the summary (or even presumably the actual input sheet) could be used for the pivot tables, graphs, etc. I see how this would be easier from a programming standpoint....I will consult with other(s) at work and see if that would be acceptable. Unfortunately my initial feeling is that it would not and I may have to seek a solution to this the more difficult way. Thanks for your responses so far, very helpful!

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    Re: Transfer Daily Data from Daily Staffing Workbooks into a Running Annual Summary Workbo

    Quote Originally Posted by nurseydiamond View Post
    I see now; so the "input" sheet would take the place of the three tabs for d/e/n and be the continuous, running list itself. Then the summary (or even presumably the actual input sheet) could be used for the pivot tables, graphs, etc.
    exactly. explain to them that...
    it will make input MUCH simpler
    you/they will only have ONE file to deal with
    there will be no chance of mis-naming a file (with the wrong date)
    you could set up certain cells to only allow specific entries
    the summaries will be easier, and you can probably add additional analysis as well

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    Re: Transfer Daily Data from Daily Staffing Workbooks into a Running Annual Summary Workbo

    Thanks. I am hedging my bets (folks at work can be resistant, lol) so would still be interested in how to go about it the other way, but will explore the above with the folks at work even as a future place to get to, to make it easier going forward...maybe I could get them on board for 1/2016....thanks again!

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