Creating a Service Schedule and Tracking Timelines using VBA Code

dano2664

New Member
Joined
Feb 9, 2016
Messages
1
Creating a Service Schedule and Tracking Timelines using VBA Code

Hi all! I am very new to VBA coding and I am trying to create a formatted timeline that tracks important dates for a series of request tickets in a graphical format. I have figured out how to do most of what I'm showing below with nested IF functions in Excel and with conditional formatting. However, I'm trying to automate this for over two thousand legacy tickets going back six years, and allow for the addition of many new tickets each week, and it has become much too cumbersome for Excel to handle.

Does anyone have any tips for how I can make this handled efficiently via VBA code?

My raw data looks like so:
Excel 2010
Row\Col
A
B
C
D
E
F
G
H
I
J
K
L
5
Ticket
Number
Originator
Submission
Date
Request
Date
Requesting
Manager
Requesting Manager
Approval Date
Service
Manager
Assignment
Date
Analyst
Analyst
Approval Date
Target
Completion Date
Actual
Completion Date
6
30Julian Huffman
02/24/2016​
03/02/2016​
Tobias Avery
02/27/2016​
Caroline Oliverson
02/28/2016​
Trenton Pierce
02/28/2016​
03/03/2016​
03/08/2016​
7
29Isabel Snyders
02/20/2016​
03/08/2016​
Vance Frost
02/24/2016​
Christopher Gabrielson
02/24/2016​
Christy Varley
02/25/2016​
03/08/2016​
03/07/2016​
8
28Davis Gladwin
02/20/2016​
02/23/2016​
Vance Frost
02/20/2016​
Caroline Oliverson
02/22/2016​
Leonard Reed
02/24/2016​
02/26/2016​
02/29/2016​
9
27Davis Gladwin
02/16/2016​
03/12/2016​
Vance Frost
02/17/2016​
Christopher Gabrielson
02/17/2016​
Christy Varley
02/17/2016​
03/13/2016​
03/13/2016​
10
26Zane Chamberlain
02/14/2016​
02/26/2016​
Vance Frost
02/15/2016​
Christopher Gabrielson
02/16/2016​
Matthew Traves
02/17/2016​
02/29/2016​
03/04/2016​
11
25Julian Huffman
02/11/2016​
02/16/2016​
Tobias Avery
02/13/2016​
Christopher Gabrielson
02/14/2016​
Matthew Traves
02/14/2016​
02/18/2016​
02/18/2016​
12
24Herbert Tillens
02/09/2016​
02/16/2016​
Tobias Avery
02/12/2016​
Christopher Gabrielson
02/12/2016​
Matthew Traves
02/13/2016​
02/27/2016​
02/27/2016​
13
23Zane Chamberlain
02/08/2016​
02/25/2016​
Vance Frost
02/12/2016​
Christopher Gabrielson
02/14/2016​
Christy Varley
02/16/2016​
02/20/2016​
02/22/2016​
14
22Davis Gladwin
02/06/2016​
02/09/2016​
Vance Frost
02/06/2016​
Christopher Gabrielson
02/06/2016​
Christy Varley
02/06/2016​
02/10/2016​
02/17/2016​
15
21Isabel Snyders
02/06/2016​
03/02/2016​
Vance Frost
02/07/2016​
Caroline Oliverson
02/08/2016​
Trenton Pierce
02/09/2016​
02/21/2016​
02/21/2016​
16
20Julian Huffman
02/05/2016​
02/17/2016​
Tobias Avery
02/06/2016​
Christopher Gabrielson
02/07/2016​
Christy Varley
02/07/2016​
02/09/2016​
02/09/2016​
17
19Herbert Tillens
02/02/2016​
02/07/2016​
Tobias Avery
02/04/2016​
Christopher Gabrielson
02/04/2016​
Matthew Traves
02/05/2016​
03/01/2016​
03/04/2016​
18
18Davis Gladwin
01/22/2016​
01/29/2016​
Vance Frost
01/25/2016​
Caroline Oliverson
01/27/2016​
Leonard Reed
01/29/2016​
02/10/2016​
02/15/2016​
19
17Isabel Snyders
01/25/2016​
02/11/2016​
Vance Frost
01/29/2016​
Christopher Gabrielson
01/29/2016​
Matthew Traves
01/29/2016​
02/02/2016​
02/02/2016​
20
16Zane Chamberlain
01/22/2016​
01/25/2016​
Vance Frost
01/22/2016​
Christopher Gabrielson
01/23/2016​
Christy Varley
01/24/2016​
02/07/2016​
02/09/2016​
21
15Julian Huffman
01/22/2016​
02/16/2016​
Tobias Avery
01/23/2016​
Caroline Oliverson
01/24/2016​
Trenton Pierce
01/24/2016​
01/28/2016​
01/28/2016​
22
14Herbert Tillens
01/20/2016​
02/01/2016​
Tobias Avery
01/21/2016​
Caroline Oliverson
01/21/2016​
Trenton Pierce
01/22/2016​
01/26/2016​
01/29/2016​
23
13Davis Gladwin
01/26/2016​
01/31/2016​
Vance Frost
01/28/2016​
Christopher Gabrielson
01/30/2016​
Christy Varley
02/01/2016​
02/13/2016​
02/22/2016​
24
12Zane Chamberlain
01/20/2016​
01/27/2016​
Vance Frost
01/23/2016​
Caroline Oliverson
01/23/2016​
Leonard Reed
01/23/2016​
01/25/2016​
01/25/2016​
25
11Julian Huffman
01/20/2016​
02/06/2016​
Tobias Avery
01/24/2016​
Caroline Oliverson
01/25/2016​
Leonard Reed
01/26/2016​
02/20/2016​
02/21/2016​
26
10Davis Gladwin
01/20/2016​
01/23/2016​
Vance Frost
01/20/2016​
Christopher Gabrielson
01/21/2016​
Matthew Traves
01/21/2016​
02/02/2016​
02/02/2016​
27
9Isabel Snyders
01/17/2016​
02/11/2016​
Vance Frost
01/18/2016​
Christopher Gabrielson
01/18/2016​
Christy Varley
01/19/2016​
01/23/2016​
01/23/2016​
28
8Zane Chamberlain
01/16/2016​
01/28/2016​
Vance Frost
01/17/2016​
Christopher Gabrielson
01/19/2016​
Matthew Traves
01/21/2016​
02/04/2016​
02/02/2016​
29
7Davis Gladwin
01/12/2016​
01/17/2016​
Vance Frost
01/14/2016​
Christopher Gabrielson
01/14/2016​
Matthew Traves
01/14/2016​
01/18/2016​
01/27/2016​
30
6Herbert Tillens
01/12/2016​
01/19/2016​
Tobias Avery
01/15/2016​
Christopher Gabrielson
01/16/2016​
Christy Varley
01/17/2016​
01/21/2016​
01/22/2016​
31
5Julian Huffman
01/11/2016​
01/28/2016​
Tobias Avery
01/15/2016​
Caroline Oliverson
01/16/2016​
Trenton Pierce
01/16/2016​
01/28/2016​
01/28/2016​
32
4Herbert Tillens
01/07/2016​
01/10/2016​
Tobias Avery
01/07/2016​
Christopher Gabrielson
01/07/2016​
Christy Varley
01/08/2016​
01/10/2016​
01/12/2016​
33
3Isabel Snyders
01/04/2016​
01/29/2016​
Vance Frost
01/05/2016​
Caroline Oliverson
01/07/2016​
Leonard Reed
01/09/2016​
02/03/2016​
02/03/2016​
34
2Zane Chamberlain
01/04/2016​
01/16/2016​
Vance Frost
01/05/2016​
Caroline Oliverson
01/05/2016​
Leonard Reed
01/05/2016​
01/17/2016​
01/20/2016​
35
1Davis Gladwin
01/01/2016​
01/06/2016​
Vance Frost
01/03/2016​
Caroline Oliverson
01/04/2016​
Trenton Pierce
01/05/2016​
01/09/2016​
01/09/2016​

<tbody>
</tbody>
Sheet: RawData

<tbody>
</tbody>

I want to be able to automate the build in VBA so that I achieve the view shown:
https://drive.google.com/file/d/0Bx69YIuFh8I6ekFxUnhxbUZNck0/view?usp=sharing

Here are some of the supporting notes for how I want to populate and format the timeline:

  • The fill and font colors in each row should change dependent on the resulting analyst
  • For a given row, the cells that are filled with the subject analyst's color should range from the submission date (at the right) to the completion date (at the left)
  • If any of the dates are later than the completion date, the cells to the left of the completion date and to the last applicable date should have a patterned fill of the subject color
  • Aside from the submission date, which does not need a letter on the timeline, the other six dates of interest should be denoted as follows:
    • M - Requesting manager approval date
    • A - Analyst assignment date
    • Y - Analyst approval date
    • R - Requested completion date (from requester)
    • T - Target completion date (from analyst)
    • C - Actual completion date

My sample Excel file is found here:
https://drive.google.com/open?id=0Bx69YIuFh8I6SzhqRXdhNFVSbzA

The significance of the letters in each column for each day/week is that I'd like to eventually tally the active tickets and also requests, targets, completions, etc. for each week, so I can calculate the percent delivery to request and target, among other things.

Thanks for any help!
 

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