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Help creating a worload list for undividual people based on data in different sheets.

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  1. #1
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    04-11-2013
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    Excel 2003
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    5

    Help creating a worload list for undividual people based on data in different sheets.

    Hello and thanks for looking !

    I am part of a small team doing some work in a lab. We the users in the workbook are "allocated" to various parts of the site to undertake tasks. These tasks are scheduled, and its proving a tad difficult to keep track of all the changes in site allocation and when who has to do what task ....

    I thought I would try and make our lives a little easier by getting the information together in a spreadsheet workbook and manipulate it so that each user can have their own list of tasks with the months they have to complete the tasks within. As the users can be rotated through the sites depending on work load and the number of people available each quarter, I thought of trying to use formulas to update the user sheets as is necessary. This would allow (hopefully) if any change made to the site allocation in "site_user" sheet, it would filter through to the "site_schedule" scheduling sheet, which would then allow individual user sheets to be populated with the tasks they have been assigned for that month.

    I fear I've definitely bitten off more than I can chew. Formulas are OK, but I'm new to the whole VB aspect and would like to dip my toe into the waters so to speak.

    I started off with the attached workbook as my template to play about with.

    site_user
    This will be where i can place users against sites to which they have been allocated. This will be used to populate a column in the "site_schedule"

    site_Schedule
    This contains a list of tasks and the months they have to be completed within. This sheet would look to site_user sheet and populate names against the site scheduled months.

    user
    This would be a sheet that each user can print off for their own records. If a change was made to the site_user sheet, it would be good to have it filter down and change the site allocation in site_schedule and then cascade the changes to the user sheets so that new ones can be printed off.

    My train of thought on how I can approach this would be as follows.
    • To have a nested loop that would compare each site scheduled in the site_schedule sheet to the site user sheet. Where a match is found, the formula would copy the user from the site_user sheet and place their name against the scheduled site task in site_schedule.
    • When the loop exits, a second sub formula would then run through the site_schedule sheet and, based on the user name, populate an individualized sheet for each user that they can then print off.
    • Id use a sheet reset command to reset each sheet (before the other sub functions are run) when the file is opened so that changes can be made to the site_user sheet, save the sheet then open it again and the other sub functions could then populate a clean user sheet rather than just appending at the bottom. I know you can use a button to do this but Im a complete beginner when it comes to visual basic. Did some actual basic well back in the day but thats about the extent of my experience.


    Am I barking up the right tree ? or has my logic in how to get the job done a touch disjointed ?

    Sorry this is a long post, thought it best to say exactly where I was going with my ramblings rather than ask a vague question.
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    Last edited by Clyde Daleton; 04-11-2013 at 04:47 PM. Reason: typos, all thumbs this evening

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