Workflow/task Management |
Workflow/task Management - Excel |
|
Here's a relatively tricky one to get your brain going.
I'm looking at putting together a simple database to look monitor tasks, resource usage, and have the ability to report back on the total resource usage on each day (i.e. to identify over use)... The other purpose of the database is that I'd like to be able to (easily) see the effect of delaying one item upon another task.
Multiple users can be assigned to the same task, and there is no measurement of a man-hour requirement on a task - just a start/end date.
In other words, I want something like what MS Project can do - but instead of looking at a discrete project I'm after something that can be applied on an ongoing basis (Which project is pretty dreadful at).
Project's 2000's own limitations, especially with the one-step-only undo don't give me much faith in the ability of the program to do what I want it to do; it isn't exactly friendly to multi-user environments either.
At the moment my table structure is roughly as follows
Table : Users
User ID (Autonumber)
User Name (Text)
Table : Tasks
Task ID (Autonumber)
Task Description (Text)
Start Date (Date)
End Date (Date)
% Complete (Number)
Status (Lookup)
Table : Status Type
Status Type (Complete, Started, Unstarted, Cancelled)
Table : Resource usage by Task
Task ID
User ID
Resource Usage
So as you can see, on paper at least, all the information that I'd need to be able to chart of the amount of each resource being used should be there.
Question is, how do I get from this raw information into a report or a chart format that looks something like right? I have experimented with pivot charts using Users down the left hand side, Sum of resource use in the data field, and dates as the series fields but the resulting chart doesn't "sum up" resource usage where the start/end dates are different. Can anyone suggest how I could approach this differently, or if there is a template already out there for something similar to what I'm after?
Googling for this kind of thing turns out an endless supply of shareware databases, and even full applications for this purpose, although neither of these is an option (costs are a no go, and installing unapproved software is a no go as well) so I'm hoping someone here has a better suggestion!
Thanks!
I'm looking at putting together a simple database to look monitor tasks, resource usage, and have the ability to report back on the total resource usage on each day (i.e. to identify over use)... The other purpose of the database is that I'd like to be able to (easily) see the effect of delaying one item upon another task.
Multiple users can be assigned to the same task, and there is no measurement of a man-hour requirement on a task - just a start/end date.
In other words, I want something like what MS Project can do - but instead of looking at a discrete project I'm after something that can be applied on an ongoing basis (Which project is pretty dreadful at).
Project's 2000's own limitations, especially with the one-step-only undo don't give me much faith in the ability of the program to do what I want it to do; it isn't exactly friendly to multi-user environments either.
At the moment my table structure is roughly as follows
Table : Users
User ID (Autonumber)
User Name (Text)
Table : Tasks
Task ID (Autonumber)
Task Description (Text)
Start Date (Date)
End Date (Date)
% Complete (Number)
Status (Lookup)
Table : Status Type
Status Type (Complete, Started, Unstarted, Cancelled)
Table : Resource usage by Task
Task ID
User ID
Resource Usage
So as you can see, on paper at least, all the information that I'd need to be able to chart of the amount of each resource being used should be there.
Question is, how do I get from this raw information into a report or a chart format that looks something like right? I have experimented with pivot charts using Users down the left hand side, Sum of resource use in the data field, and dates as the series fields but the resulting chart doesn't "sum up" resource usage where the start/end dates are different. Can anyone suggest how I could approach this differently, or if there is a template already out there for something similar to what I'm after?
Googling for this kind of thing turns out an endless supply of shareware databases, and even full applications for this purpose, although neither of these is an option (costs are a no go, and installing unapproved software is a no go as well) so I'm hoping someone here has a better suggestion!
Thanks!
Excel VBA Course - From Beginner to Expert
200+ Video Lessons 50+ Hours of Instruction 200+ Excel Guides
Become a master of VBA and Macros in Excel and learn how to automate all of your tasks in Excel with this online course. (No VBA experience required.)
(80% Discount Ends Soon!)
Similar Topics
Hi All,
I've been struggling with this for a while now and can't believe how hard it is!. I've searched on this site and on others to get some clarification but to no avail.
It's pretty simple really. I have a user form which contains a tex box for a user to input the date I want the format to be dd/mm/yyyy but can't find out how to set the format of the text box to this.
Please can someone give me a bit of guidence or link me to a good rescource if missed it in the search.
Thanks in advance.
G
I've been struggling with this for a while now and can't believe how hard it is!. I've searched on this site and on others to get some clarification but to no avail.
It's pretty simple really. I have a user form which contains a tex box for a user to input the date I want the format to be dd/mm/yyyy but can't find out how to set the format of the text box to this.
Please can someone give me a bit of guidence or link me to a good rescource if missed it in the search.
Thanks in advance.
G
Hey there,
I have been tasked with introducing userforms into an excel sheet and tbh I'm quite amazed that excel has this capability of adding userforms to excel sheets.
Anyway, I have 2 columns of data in an excel sheet and I wish to add this to a userform so that the userform displays the 2 columns beside each other with headings, like a table. The user should then be able to select a particular row and insert it into the specified cell.
I would also like the user to select a row on the table and then be able to bring up another table depending on the row selected...basically so that the user can draw deeper into the information that they require.
I have an example excel sheet where I have 2 sheets. One sheet is the user entry sheet called User Entry Screen. the next sheet is the tables sheet where my tables are held. Once the user selects the cell shown in the example sheet, it should then bring up the user form. the user then, depending on which item clicked, then gets shown the next window with a table and info on it. then user should then be able to select an item and the cells on the user entry screen would then get populated.
Personally I think this is a really tricky challenge and any help with doing this would be extremely appreciated.
I'll post up further comments as I am trying to work my way through it!
Thanks,
Jag
I have been tasked with introducing userforms into an excel sheet and tbh I'm quite amazed that excel has this capability of adding userforms to excel sheets.
Anyway, I have 2 columns of data in an excel sheet and I wish to add this to a userform so that the userform displays the 2 columns beside each other with headings, like a table. The user should then be able to select a particular row and insert it into the specified cell.
I would also like the user to select a row on the table and then be able to bring up another table depending on the row selected...basically so that the user can draw deeper into the information that they require.
I have an example excel sheet where I have 2 sheets. One sheet is the user entry sheet called User Entry Screen. the next sheet is the tables sheet where my tables are held. Once the user selects the cell shown in the example sheet, it should then bring up the user form. the user then, depending on which item clicked, then gets shown the next window with a table and info on it. then user should then be able to select an item and the cells on the user entry screen would then get populated.
Personally I think this is a really tricky challenge and any help with doing this would be extremely appreciated.
I'll post up further comments as I am trying to work my way through it!
Thanks,
Jag
I'm trying to format a worksheet to show how many days overdue certain tasks are, and running into a couple of issues. The sheet is set up with Due Dates in Column A, Days Overdue in Column B, and Date Completed in Column C. My first thought was just to use as simple a formula as possible in Column B =Today()-A2. This worked alright for tasks that already had Due Dates assigned, but if Column A was blank I'd get a high number in Column B. I also realized that tasks will continue to show as overdue even after I enter the completed-on date in Column C. Is there a relatively simple way to tackle this formula? Thanks in advance for suggestions. (I've attached an example with the column headings I want to use.)
I have a template that automatically populates the date field with the
current date when opened, using today(). Users then Save As to have an
archive copy of their spreadsheet. However, when they go back to access
their saved sheet, the date changes from the created date to the current
date. How do I stop this in Excel?
I know that Word lets you do this by changing the code from {DATE} to
{CREATEDATE}, but I can't find a similar setting in Excel.
Please help and thank you!
current date when opened, using today(). Users then Save As to have an
archive copy of their spreadsheet. However, when they go back to access
their saved sheet, the date changes from the created date to the current
date. How do I stop this in Excel?
I know that Word lets you do this by changing the code from {DATE} to
{CREATEDATE}, but I can't find a similar setting in Excel.
Please help and thank you!
Dear Sir,
If any one could give me a solution for this its will be a great help for me.
I am working in a bank and on every day we receive Month to date data of Loans and advances made by every branch with Region wise total and manager wise total. With Sum of loan and count of loan. In our MIS format the in A coulum branches are sorted and listed in a sequence with sub total Region. I have data where if if do the pivot and change the data the out put should be displayed accordingly in the MIS format. Can any one help me how can we do this or is there any other office addins/softwares are available if so the data is changed on a daily basis and if we do the pivot it will automatically copy the data to the MIS format.
Thanks.
If any one could give me a solution for this its will be a great help for me.
I am working in a bank and on every day we receive Month to date data of Loans and advances made by every branch with Region wise total and manager wise total. With Sum of loan and count of loan. In our MIS format the in A coulum branches are sorted and listed in a sequence with sub total Region. I have data where if if do the pivot and change the data the out put should be displayed accordingly in the MIS format. Can any one help me how can we do this or is there any other office addins/softwares are available if so the data is changed on a daily basis and if we do the pivot it will automatically copy the data to the MIS format.
Thanks.
Hello,
I'm pretty new at VBA and was wondering if you could help me out on this:
I have created a VBA userform but will need to have it used by at least 5 users. My question is, can it be done with all users working at the same time and when saving their work all data entered will go to one master excel sheet? if yes, would you be kind enough to share the code?
MS Access is not an option for me so I was wondering if you could help me do this in excel.
thank you so much and would really appreciate to hear from anyone soon.
I'm pretty new at VBA and was wondering if you could help me out on this:
I have created a VBA userform but will need to have it used by at least 5 users. My question is, can it be done with all users working at the same time and when saving their work all data entered will go to one master excel sheet? if yes, would you be kind enough to share the code?
MS Access is not an option for me so I was wondering if you could help me do this in excel.
thank you so much and would really appreciate to hear from anyone soon.
Also, I cannot move the Pivot Table from the new Worksheet it is created in, to my existing Worksheet.
I am running Excel 2011 for Mac.
I have a Worksheet with a small amount of data, and when I click the Pivot Table button it automatically creates the Pivot Table in a new Worksheet. The Pivot Table data is fine, but I want it to display alongside the source data.
I've tried using the Move Pivot Table option and choosing to Create Pivot Table in Existing Worksheet and choosing a source cell alongside my current data, but nothing appears. Also, I checked in Edit menu and found that the Pivot Table appears to have not even been created/moved because there is no option to undo it.
Appreciate any help, let me know if you have any further questions.
Hunter
I am running Excel 2011 for Mac.
I have a Worksheet with a small amount of data, and when I click the Pivot Table button it automatically creates the Pivot Table in a new Worksheet. The Pivot Table data is fine, but I want it to display alongside the source data.
I've tried using the Move Pivot Table option and choosing to Create Pivot Table in Existing Worksheet and choosing a source cell alongside my current data, but nothing appears. Also, I checked in Edit menu and found that the Pivot Table appears to have not even been created/moved because there is no option to undo it.
Appreciate any help, let me know if you have any further questions.
Hunter
Hi all,
I hope you can help me with what I would like to do. I've searched and searched and not come up with anything yet!!
I have one sheet which is my 'data' sheet with a number of columns, one of which is a date which may be repeated.
I then want to use another sheet with two cells where two dates can be entered and a button which allows you to copy the rows of data from the data sheet which have dates between the two specified originally. The list in the data sheet may not be in date order although I could update a macro to do this for me if needed. I would also like to do it so that if "ALL" is typed in the date fields, it pulls over ALL the data. (Or something similar)
Any help you can give would be much appreciated.
Cheers,
Kevin
I hope you can help me with what I would like to do. I've searched and searched and not come up with anything yet!!
I have one sheet which is my 'data' sheet with a number of columns, one of which is a date which may be repeated.
I then want to use another sheet with two cells where two dates can be entered and a button which allows you to copy the rows of data from the data sheet which have dates between the two specified originally. The list in the data sheet may not be in date order although I could update a macro to do this for me if needed. I would also like to do it so that if "ALL" is typed in the date fields, it pulls over ALL the data. (Or something similar)
Any help you can give would be much appreciated.
Cheers,
Kevin
Hi everyone,
I found an excellent macro this morning that allows the user to filter a pivot table based on the value found in a specific cell. This cell essentially acts as a search bar, allowing the user to type in what they are looking for rather than select it from a drop-down list.
The macro works perfectly for my purposes except in one regard: I can no longer perform a "show all" filter. If I leave the "search bar" cell blank, the pivot table shows nothing. I'm sure that there is an easy fix for this but I'm still learning the basics of how to write and use macros. How can I change the code so that when I leave the cell blank, the pivot table shows all? The search bar cell is D2.
Thanks for your time!
I found an excellent macro this morning that allows the user to filter a pivot table based on the value found in a specific cell. This cell essentially acts as a search bar, allowing the user to type in what they are looking for rather than select it from a drop-down list.
The macro works perfectly for my purposes except in one regard: I can no longer perform a "show all" filter. If I leave the "search bar" cell blank, the pivot table shows nothing. I'm sure that there is an easy fix for this but I'm still learning the basics of how to write and use macros. How can I change the code so that when I leave the cell blank, the pivot table shows all? The search bar cell is D2.
Thanks for your time!
Hello,
I am copying charts to display the same information for different regions. When I work on the copied region, I find it a cumbersome task to go through each charts source data and change the cell references to the different region. Essentially I am doing a trending analysis for each region, with a region having its own sheet with 5 charts per sheet. What I have done is copy the original sheet and am updating the sheet for another regions source data by going to the source data. The source data is all in the same row/column format, but each regions source data has its own sheet. Is there a more automatic way to do this? Perhaps a way to update all 5 charts references at the same time.
I am copying charts to display the same information for different regions. When I work on the copied region, I find it a cumbersome task to go through each charts source data and change the cell references to the different region. Essentially I am doing a trending analysis for each region, with a region having its own sheet with 5 charts per sheet. What I have done is copy the original sheet and am updating the sheet for another regions source data by going to the source data. The source data is all in the same row/column format, but each regions source data has its own sheet. Is there a more automatic way to do this? Perhaps a way to update all 5 charts references at the same time.
I would like to copy a small table from Word into one cell in an Excel
worksheet. The first column of the table is a list of numbers. I tried
converting the table into text with manual line breaks and tab stops to
divide columns and rows, but that didn't solve my problem.
Excel pastes the data into several rows. When I try to merge them, I
get a warning that the selection contains multiple data values, and
merging into one cell keeps the upper-left most data only.
What I tried that didn't work:
* Formatting the Excel cells as text before pasting the data.
* The various options for "Paste Special." The closest I got was
inserting the table as a Document Object, which could be a workaround,
I guess.
What I am saving for when all else fails:
* The obvious solution of copying row by row into one Excel cell.
The data in the table is information about my dad's medications. I
would like to have reference charts of how to identify the strength of
each tablet by its color and markings. I got the info from the
manufacturers' websites and entered it into tables in Word, which I
would like to copy into a more comprehensive file I am creating in
Excel. The first column of each table is the strength of the tablet,
entered as 1 mg., 2 mg., etc. The subsequent columns describe the
shape, color, and markings. There are 3 tables, each with about 4-5
rows.
Is there a way to copy each one - whether as a table or as text - into
a single Excel cell without losing data?
Many thanks.
worksheet. The first column of the table is a list of numbers. I tried
converting the table into text with manual line breaks and tab stops to
divide columns and rows, but that didn't solve my problem.
Excel pastes the data into several rows. When I try to merge them, I
get a warning that the selection contains multiple data values, and
merging into one cell keeps the upper-left most data only.
What I tried that didn't work:
* Formatting the Excel cells as text before pasting the data.
* The various options for "Paste Special." The closest I got was
inserting the table as a Document Object, which could be a workaround,
I guess.
What I am saving for when all else fails:
* The obvious solution of copying row by row into one Excel cell.
The data in the table is information about my dad's medications. I
would like to have reference charts of how to identify the strength of
each tablet by its color and markings. I got the info from the
manufacturers' websites and entered it into tables in Word, which I
would like to copy into a more comprehensive file I am creating in
Excel. The first column of each table is the strength of the tablet,
entered as 1 mg., 2 mg., etc. The subsequent columns describe the
shape, color, and markings. There are 3 tables, each with about 4-5
rows.
Is there a way to copy each one - whether as a table or as text - into
a single Excel cell without losing data?
Many thanks.
From limited experience I know that excel calculates dates via serial numbers.
I have formulas to add a number of days to a cell containing an entered date and display the resulting new date (ie. 03/01/2011 (c34)+11 = 03/12/2011)
I am seeking to leave resulting formula cell blank until a date is entered in the input cell. Currently when the input cell is empty the formula cell obviously displays 1/11/1900 using the above example.
What conditional format would achieve leaving the formula cell blank until date data in entered into the source cell?
Hopefully a simpler question for your experience level than mine.
I have formulas to add a number of days to a cell containing an entered date and display the resulting new date (ie. 03/01/2011 (c34)+11 = 03/12/2011)
I am seeking to leave resulting formula cell blank until a date is entered in the input cell. Currently when the input cell is empty the formula cell obviously displays 1/11/1900 using the above example.
What conditional format would achieve leaving the formula cell blank until date data in entered into the source cell?
Hopefully a simpler question for your experience level than mine.
In my pivot table I have a lot of cells without any data. The report looks like garbage with all the (BLANK) sohowing up in the report.
I've tried condtional formatting where if the cells = (BLANK) it woulf format them as white -did not work
I tried the pivot table options and clicking on the box "for empty cells show" and set it to 0 then empty but that did not work.
any Ideas???
Thanks
I've tried condtional formatting where if the cells = (BLANK) it woulf format them as white -did not work
I tried the pivot table options and clicking on the box "for empty cells show" and set it to 0 then empty but that did not work.
any Ideas???
Thanks
I need a formula to calculate Turn Around Time. Find below the sample data and details for your reference.
Received Date & Time: 10/29/2010 3:27:00 PM
Completed Date & Time: 11/1/2010 3:57:32 AM
Business Hours: 08:00 AM to 05:00 PM
Non Business hours: 05:00 PM to 08:00 AM
Weekdays : Monday to Friday
Weekends: Saturday & Sunday
If I calculate TAT for this time period it should show me 1 hour 33 minutes, why because business hours are closing by 5:00 PM on 10/29 so it should not calculate duration after 5:00 PM to until 08:00 AM on next day, however 10/29 is Friday so formula should calculate the duration from 10/29 Friday 3:37 PM to 10/29 5:00 PM and again it should calculate from 8:00 AM on 11/01 Monday and formula should skip Saturday & Sunday.
In this scenario I have completed the task before 8:00 AM on 11/01 so it should show duration of 1hour 33 minutes.
Please let me know if you need any more details
Received Date & Time: 10/29/2010 3:27:00 PM
Completed Date & Time: 11/1/2010 3:57:32 AM
Business Hours: 08:00 AM to 05:00 PM
Non Business hours: 05:00 PM to 08:00 AM
Weekdays : Monday to Friday
Weekends: Saturday & Sunday
If I calculate TAT for this time period it should show me 1 hour 33 minutes, why because business hours are closing by 5:00 PM on 10/29 so it should not calculate duration after 5:00 PM to until 08:00 AM on next day, however 10/29 is Friday so formula should calculate the duration from 10/29 Friday 3:37 PM to 10/29 5:00 PM and again it should calculate from 8:00 AM on 11/01 Monday and formula should skip Saturday & Sunday.
In this scenario I have completed the task before 8:00 AM on 11/01 so it should show duration of 1hour 33 minutes.
Please let me know if you need any more details
I have a problem sometimes. I will click on a cell to add information.
The cell turns blue and then wherever I move, it highlights those to.
No matter where I go on the page. If I Alt-Tab and work in another
program on my computer, that excel page keeps highlighting wherever
I move even in those other programs (I know this sounds confusing).
When I return to excel thousands and thousands of cells are blue.
The biggest problem is that the highlighting won't turn off, no matter
what. I can't select anything from the tool bars, do any work on the sheet or close the program.
I can close it only with the task manager but when I open it again,
the cursor is still stuck in the highlighting mode and won't perform any
other functions.
Do you think this is a problem with my computer, the excel program? I have changed my mouse and this didn't help.
Is there some shortcut to turn off this highlight feature other than restarting
my computer. Which is the only current way I can get rid of it.
Thanks for any advice,
The cell turns blue and then wherever I move, it highlights those to.
No matter where I go on the page. If I Alt-Tab and work in another
program on my computer, that excel page keeps highlighting wherever
I move even in those other programs (I know this sounds confusing).
When I return to excel thousands and thousands of cells are blue.
The biggest problem is that the highlighting won't turn off, no matter
what. I can't select anything from the tool bars, do any work on the sheet or close the program.
I can close it only with the task manager but when I open it again,
the cursor is still stuck in the highlighting mode and won't perform any
other functions.
Do you think this is a problem with my computer, the excel program? I have changed my mouse and this didn't help.
Is there some shortcut to turn off this highlight feature other than restarting
my computer. Which is the only current way I can get rid of it.
Thanks for any advice,
Let's say, if two fields in one column has been filled with numerical
increament, i.e. A1 is 2 and A2 is 4. Now I want to fill the whole column
with this increament pattern till row A20. One thing we will all do is to
left click on the fill handle and drag it down to row A20. But if the task is
to fill to row 500, the mouse draging sometime won't be easy to locate the
row. I am wondering anyone can help me to find the keyboard shortcut
equivalent to that drag fill handle action.
Thanks
increament, i.e. A1 is 2 and A2 is 4. Now I want to fill the whole column
with this increament pattern till row A20. One thing we will all do is to
left click on the fill handle and drag it down to row A20. But if the task is
to fill to row 500, the mouse draging sometime won't be easy to locate the
row. I am wondering anyone can help me to find the keyboard shortcut
equivalent to that drag fill handle action.
Thanks
Okay, so I tried (for hours) to find a solution to this and have finally gotten frustrated to the point where i think asking here will be my best bet.
Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.
My problem is ... Now what?
I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.
Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.
Can anyone help? Let me know if you need me to clarify.
Thanks!
Matt
Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.
My problem is ... Now what?
I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.
Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.
Can anyone help? Let me know if you need me to clarify.
Thanks!
Matt
I have a workbook that has compliance dates in columns "F","G" and "H" from row 7. What I need is when the date in either column comes within 30 days to auto send an email, address in column "A", recipients name in column "B". and then place todays date in column 'P". ALso need to send a follow up email when either date comes within 7days and then place todays date in column "Q". If there is a date in column "P" then don't send email. If there is a date in column "Q" then don't send follow up. Can this be done without the users intervention and each time the workbook is opened.
Thanks in advance for any assistance.
Mick
Thanks in advance for any assistance.
Mick
I have an excel 2007 file sitting in a shared network folder. I only want one user to be able to make changes at a time (any other users would get a read-only). For some reason it currently does not do this, and I have multiple users with the same doc open. I'm concerned that changes will get over-written when 2 people are saving their changes. Can anyone help me with the settings for this.
I have a very simple pivot table that I am trying to use as a data source for a VLOOKUP request. Unfortunately, every time I do it I get the result #NA. I have tried recreating the results from the pivot table in the worksheet next to it, and am able to use VLOOKUP on them successfully, but as soon as I point the VLOOKUP array to the pivot table, I get the #NA result
Can VLOOKUP be used on pivot tables? If so, is there any special syntax I need to use?
Thanks
Can VLOOKUP be used on pivot tables? If so, is there any special syntax I need to use?
Thanks