Forum Discussion
Creating a tracker for monthly and random items
walkie74 Beyond the suggestion you've already gotten, to check out existing templates in Excel (which you could do by opening Excel and then going to File....New on the menu where you should see some templates) it's hard to make any specific recommendations based on the short description you've given. "Track a number of items, some monthly and some at random" is pretty vague. Are you tracking sales volumes, service calls, problem reports? Do you just need counts of occurrences, or costs, or income per...? And so forth.
Yes, Excel can be used effectively to track.
In general, it sounds like a database could be created, or a data table against which you'd create queries or a Pivot Table.... but in order to get help you'll need to be more descriptive and more detailed.
mathetes My company has around 84 SOPs, which I've had to go through and proofread. Out of those 84, there are roughly 10 that are considered high priority. All of the SOPs have to be evaluated; the high priority ones are to be evaluated monthly, while the others can be checked whenever something comes up. In addition, there's a local store version of these SOPs, and some of those correspond to the regular mentioned SOPs. I have to evaluate those too.
So all that said, I need a tracker to help me keep track of what I've evaluated and when. The high priority ones are straightforward, since they'll be looked at once a month. But I need something to record that, as well as the others that aren't as regular. That's my problem.
walkie74 I've thrown together a quick and dirt;y start at a tracker spreadsheet for you to review. If you're not familiar with Excel, you may find it overwhelming.
There are two sheets, the first one being the skeleton of what could be your tracking records. Obviously I was just making things up. If you can, add column headings that would be meaningful for your situation.
On the second sheet I've created a few of what I call "business tables." These would be used to help provide data integrity. It's where you'd put the name or title of the SOP, its priority, who's responsible for maintaining it, etc. There's space for a short code that identifies each SOP....
Going back to the first sheet, then, it's that SOP Code that you'd use to start an entry on sheet one...and there are formulas that lookup the name, priority....you'd then enter a date and action or comments.
As I said, though, this is just a skeleton. You need to add some flesh. Come back with questions. And upload any revised workbook so we can be working on it together.
