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Calendar/Schedule

  1. #1
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    Calendar/Schedule

    Greetings,

    I am trying to manage a monthly schedule that shows me who is working on which unit at what time based on a given day based on some pull down menus/criteria.
    I've attached a general excel sheet that shows what I am looking to do. The employee/unit list is quite extensive and has been shortened for sample purposes.
    There are various alphanumeric characters on the employee list that represent which shift the person works, vacation, and some other things that I have not included.

    How do I generate "the list"?

    Thanks,
    Spart
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  2. #2
    Forum Guru Pete_UK's Avatar
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    Re: Calendar/Schedule

    Do the 2's and 3's in your calendar relate to the shift they are working, i.e. 2 = 7a-3p and 3 = 3p-11p ?

    Pete

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    Re: Calendar/Schedule

    Yes they do Pete.
    I've not included it but:
    1's are 1st shift
    2's 2nd
    3's 3rd
    A's for day shift
    P's for night shift

    If it works for the 2's & 3's I can further tweak it to work for the other shifts as needed.
    This shift scheme is not my idea. It's been forced upon me by upper management. *shrug*

    Spart
    Last edited by spartacvs; 02-20-2012 at 11:37 AM.

  4. #4
    Forum Guru Pete_UK's Avatar
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    Re: Calendar/Schedule

    I've added a few things to your workbook to help make this work (all coloured yellow). In the Lists sheet I've added the codes that you use to identify the shifts in column D. I've inserted two columns on the Calendar sheet and put formulae in these to identify unique combinations. In the Form sheet I've added a shift identifier in F3, and then the names that meet the criteria are listed in A6 and below (up to 10 names catered for, but just copy the formula further if you need more).

    Hope this helps.

    Pete
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  5. #5
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    Re: Calendar/Schedule

    Thanks Pete,

    Great work! I see what you've done but having to add (concatenate) those columns all the time would be a deal breaker when I roll it out. I have a lot of employees that I need to do this for and when I turn it over to a clerk to manage they will be overwhelmed. They just don't have the skill-set.

    As an aside, I found something from Excellsfun(#608) that I've modified that I think is a bit easier that I think can work. I just can't seem to get it to work when I look for a cell with the number 2 or 3...

    Spart
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  6. #6
    Forum Guru Pete_UK's Avatar
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    Re: Calendar/Schedule

    I don't think your clerks would have to do anything. The formulae in the calendar sheet can be copied down far beyond the number of employees that you might have in order to cater for more names to be added, and those two columns can then be hidden. All that would need to be done is to add the shift information to the Calendar sheet, and then choosing the appropriate values from the drop-downs in the Form sheet would give you the list of names.

    Anyway, it's up to you - perhaps you can mark the thread as Solved.

    Pete

  7. #7
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    Re: Calendar/Schedule

    Thanks for your help Pete.

    Yes, this should be marked as SOLVED!!!!

    Thanks for your help,

    -Spart-

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