Forum Discussion
Help Creating a way to track supervision visits
A) Create a simple database with one row per visit, use these column headers for the table
Date ChildID ChildName Visited_by
Once that's done and maintained with a record of each visit, it would be fairly straightforward to create a "dashboard" sheet that shows for each child whether or not it's time for a mandatory visit by you. Statistics has nothing to offer here.
I'm attaching a sample. This sample file does use the UNIQUE and FILTER functions, both of which require the most current version of Excel.
It's not the most elegant, perhaps, but it works. Could be enhanced, but let's first get your response to see if it does what you want. Play around with the names...the dates. Right now it highlights if the designated person (Walt) is in need of doing the next visit by showing the last date and highlighting with the word "True" that the 60 days has been exceeded. There's also a count of how many visits by the other person (Michael) since Walt's last visit.
The heart of this, though, is a solid and consistently maintained database.
- mathetes
Yes I think this will work, but on the second sheet, why is it giving the #NAME? error? How do I fix that?Could you tell me where (which cell(s)) are giving that error?
Do you have the most recent version of Excel? There are some functions in this solution (UNIQUE and FILTER) that require the most recent version.
In the meantime, here's a slightly revised version which, if it's working on your system as it is on mine, uses conditional formatting to highlight the clients where your visit is most important.
- hmm, yesterday those names were giving the error, but today it is fixed.. not sure how but, thanks!
