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Hep Building a useful Staff Resource Tracker/Reporting tool

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    Hep Building a useful Staff Resource Tracker/Reporting tool

    Hi, I am working on a staff resource tracking sheet/reporting tool, and currently have a top row which has 1-31 which represents days in a month, column a then has a list of employee names, for now I have called them employee 1-20.

    In a month there is a list of projects each employee may be working on: Bench, ONS, Santander, Holiday, RBS. Flex 50, etc. The idea being we can assign this document to our new admin assistant, who can populate each day, and we monitor who is on what project, and over a month we can then create a graph to get a better understanding of staff utilisation.

    I want to be able to do the following but am not the best with formulas/Vlookup and VBA:-

    1. Create a dropdown list, for all projects, and remove old and add new projects as required
    2. Add and or remove new Staff as the company grows and changes.
    3. Use the drop down list to fill the calendar/tracker and have a formula that can tell us totals of each project for the current month view
    4. Using these totals create a graph/chart on a separate tab that collates the information for individual employees and the company as a whole.

    So far I have managed to create a simple formula that tells me the totals for each month, but this is without the drop down list, and still requires manual typing of the project each day. With my limited skills I am sure I have probably gone about this the wrong way/Their is an easier and probably more effective way to do this.

    Any help and advice would be appreciated.

    Thanks,

    Leo.
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    Last edited by leonidasbell; 07-16-2018 at 02:56 PM. Reason: attachement

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    Re: Hep Building a useful Staff Resource Tracker/Reporting tool

    Hi Leo,
    On an initial read this looks like a bigger task than you'd imagine and from the sample workbook you've provided there is very little detail on your exact output/requirement.

    Potentially this sort of thing would be better suited to a database than a spreadsheet but until I can fully comprehend your requirement it's difficult to say either way.

    I build this sort of application for a living so I'm not coming at this blind, but the info and sample supplied are a little lacking in detail.

    You're either going to have to come up with a lot more detail (and the desire to take a steep learning curve to do the work yourself) or pony up and join the 'pay for service' section on the forum. (I'll not be helping you there cos I'm not clever enough to have worked out the code for the doors to that part of the forum!)

    Hope you get it all sorted soon.

    BSB

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