Forum Discussion
Excel Tables Feeding Information
mathetes yes, here is a copy of the file template I created. https://1drv.ms/x/s!AkCntsvsFA-cbNsE1QF1aDQPen8?e=iWkah0
OK, I have the file. Now, if you don't mind, a bit of help navigating it. I'm assuming that what you refer to as "the master page" is the sheet named "Employee Split", but what happens next. What gets tracked? Where?
Where is it that you're experiencing the SPILL error. Is that on the file you posted? I don't see it.
- Yes the employee's information would be entered into the Employee Split Page, which would sort them out to the other pages based on position. I removed the formulae I was using since they did not work for what I was trying to do. The =SORT(FILTER()) was pulling information from the employee split page, but when I entered information to the right of that, in the actual training tracker, it was no longer a table and so was not attached to the names I was entering. If I entered a new name, the training information would not adjust for the new rows.
- The formula I was using is =SORT(FILTER(TABLE1[[EMPLOYEE NAME]:[EMPLOYEE ID]], TABLE1[POSITION]="Position 1","")). With this formula, I had to include an extra table that included the position title again.
I'm suggesting here a different starting point. As a person who had been (before I retired 20 years ago) BOTH the director of the HR/Payroll database of a major corporation AND a person who spent most of his 29 year career leading management training programs, I have some experience with both aspects of your project. Both the database (or IT design) part of it, and the tracking of training. It does look as if you're doing more in the area of very specific training, and training that is required (perhaps for some licensing purposes)....but databases for whatever purpose have a lot in common.
So I want to begin with a single database for collecting employee data, just adding a column that differentiates by position; no need at all for a separate table for each position; in fact, that would get in the way over time, if not right off the bat.
It may be that what you need is one central database to track training too...and then just have various output reports that summarize for each employee or position or program who's been through it.
I'm NOT clear thought on what your next step will be here. What other input there is going to be, and then what out put. In designing a system, you want to articulate those two components, at the very least, and then devise the screens to accomplish the collection of info (INPUT) and those that will display useful information at the OUTPUT end. Then there's the matter of what processes take place to transform the input into useful output.
So could you describe a bit more of the data that needs to be collected here, and then what the output will be.
(A word of suggestion on the side: don't take time at this stage making your screens look pretty --colors, merged cells, etc -- when you haven't yet made it function as desired. Some of those formatting features can actually impede design, so going forward, as you get involved in other Excel projects, I recommend leaving the beautification to the very end; I like a nice looking sheet as much as anybody--many of my own workbooks make extensive use of color, conditionally changing colors even, but I always keep that until the whole workbook is functioning as I want it to.)