Forum Discussion
Auto update date of last visit
I need to make a spreadsheet that automatically shows the date of the latest interaction with a team member as well as keeping a record of all visits.
I'm thinking I will need to sheets, one with data entry for all visits and a second sheet that shows name, work location, and the last visit date. Is it possible to have the last visit date automatically show the latest interaction date? Thanks for any assistance
1 Reply
You can create a spreadsheet in Excel that automatically shows the date of the latest interaction with a team member while keeping a record of all visits. Here is a step-by-step guide on how to do this:
- Set Up the First Sheet (Data Entry):
Create the first sheet where you will enter all the visit data. You can structure it with columns such as:
- Name of the team member.
- Work location.
- Date of the visit.
Each row represents a visit with the corresponding information.
- Set Up the Second Sheet (Summary):
Create a second sheet where you want to display the latest interaction date for each team member. This sheet can have columns like:
- Name of the team member.
- Work location.
- Last visit date.
- Use MAXIFS Function:
In the "Last visit date" column of the second sheet (let us assume it is in column C), you can use the MAXIFS function to find the latest interaction date for each team member. For example, if the names are in column A and the work locations are in column B, you can use a formula like this in cell C2:
=MAXIFS(DataEntry!C:C, DataEntry!A:A, A2, DataEntry!B:B, B2)
- DataEntry!C:C is the range of dates in the Data Entry sheet.
- DataEntry!A:A is the range of names in the Data Entry sheet.
- A2 and B2 are references to the name and work location in the Summary sheet, respectively.
- Auto-Fill the Formulas:
Drag the fill handle (the small square at the bottom-right corner of the cell) down to auto-fill the formula for all team members in your list.
- Data Validation (Optional):
To ensure consistency in naming and work locations, you can use Excel's data validation feature to create drop-down lists for these columns. This will help prevent typos and ensure accurate data entry.
Now, as you enter new visit data in the first sheet, the "Last visit date" in the second sheet will automatically update to display the latest interaction date for each team member. This setup allows you to maintain a record of all visits while also showing the most recent interaction date for each team member. The text was created with the help of AI.
Hope this will help you.
