How To: find best solution/matching

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Here is a step-by-step example of how you can manually schedule appointments for clients based on their availability in Excel:

Assuming you have the following data setup:

• Column A: Client Names (A2:A11)
• Column B: Available Appointment Times (B1:K1)
• Column C onwards: Availability Matrix (B2:K11)

1. Set Up Your Data: Enter the client names and their available appointment times in the appropriate columns.
2. Conditional Formatting:
• Select the range of cells in the Availability Matrix (B2:K11).
• Go to the "Home" tab.
• Click on "Conditional Formatting" in the "Styles" group.
• Choose "New Rule."
• Select "Use a formula to determine which cells to format."
• In the formula input, enter: =$C2=1 (assuming your availability matrix starts in column C). This formula checks if the cell value is 1.
• Click on the "Format" button and set your desired formatting (e.g., fill color).
• Click "OK" to apply the rule.
3. Manual Scheduling:
• Manually select a time slot for each client based on the highlighted cells from the conditional formatting.
• Click on the cell corresponding to a client and available time slot.
• Apply a border, fill color, or any other visual indication to mark the selected appointment time.
4. Summary Table:
• Create a summary table to display the selected appointments for each client.
• In a new sheet or in a separate section of the same sheet, create a table with columns for Client Names and Scheduled Appointments.
5. Populate Summary Table:
• Manually enter the client names in the summary table.
• In the "Scheduled Appointments" column, enter the selected appointment times for each client.

By following these steps, you will have a visually appealing way to manually schedule appointments for clients based on their availability. The conditional formatting helps you easily identify available time slots, and the summary table provides an organized view of the scheduled appointments.

Remember that this approach requires manual decision-making and does not optimize for the best overall solution.

For more complex scenarios involving a larger number of clients and appointments, a manual approach may become overwhelming and less efficient. In such cases, a more automated solution using Excel's built-in solver would be more appropriate. The text and steps were created with the help of AI.

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Hope this will help you.