I manage a small business and have been asked to summarize a calendar we have in Excel. Basically we clean buildings every quarter - 1x a year is a full cleaning, 2x are just outside, and 1x sweep/vacuum but not full cleaning --> full and sweep can't be right after each other. We schedule out about 2 years but things change regularly. Each person has like 20-25 buildings. Below is a short example of one year.
F = full, O = outside, S = sweep
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I'm not an Excel pro by any means but took some courses in college years ago and remember a little. Is there a way to summarize these by month and employee?
I have a new sheet where I made a drop down for Employee and Month but I can't seem to find a way to summarize them nicely. Here is what I've been asked for so that the owner can track employees and may check in on them.
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I've tried a bunch of things but without success - pivot tables, combinations of giant if statements using index/match functions, arrays
Basically if Cleaner = Brenda and Month = March and any cell within those parameters = F, then list the names of those locations.
Can anyone help here? Or is it too difficult for a more novice user like me to do in Excel? Any help would be appreciated - thanks.
F = full, O = outside, S = sweep
Location | Cleaner | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Building 1 | Adam | F | O | S | O | ||||||||
Building 2 | Brenda | F | O | S | O | ||||||||
Building 3 | Charlie | F | O | S | O | ||||||||
Building 4 | Denise | F | O | S | O | ||||||||
Building 5 | Edward | O | F | O | S | ||||||||
Building 6 | Brenda | F | O | S | O | ||||||||
Building 7 | Brenda | O | F | O | S | ||||||||
Building 8 | Denise | O | F | O | S | ||||||||
Building 9 | Adam | F | O | S | O |
<tbody>
</tbody>
I'm not an Excel pro by any means but took some courses in college years ago and remember a little. Is there a way to summarize these by month and employee?
I have a new sheet where I made a drop down for Employee and Month but I can't seem to find a way to summarize them nicely. Here is what I've been asked for so that the owner can track employees and may check in on them.
Employee | Brenda | <-- dropdown |
Month | March | <-- dropdown |
Full | Outside | Sweep Only |
Building 6 | Building 7 | Building 9 |
Building 13 | Building 10 | Building 14 |
Building 16 | Building 12 | Building 25 |
Building 22 | Building 15 | Building 27 |
Building 23 | Building 17 | Building 28 |
... | ... | ... |
<tbody>
</tbody>
I've tried a bunch of things but without success - pivot tables, combinations of giant if statements using index/match functions, arrays
Basically if Cleaner = Brenda and Month = March and any cell within those parameters = F, then list the names of those locations.
Can anyone help here? Or is it too difficult for a more novice user like me to do in Excel? Any help would be appreciated - thanks.