Integration of worksheets and dashboard in Excel

Hi

I have done a bit of a revamp of the sheet for you, which will hopefully help a bit.

Well done on getting this far in Excel, it's always a bit daunting when you are trying to do something like this.

please see attached.

In Summary, the changes I have made are:
1. Converted the main tables and the lookup data tables into formal Excel Tables. There are huge benefits from using TABLES in excel, and I'd encourage you to look at youtube videos on using tables. You will see the formulas in the table, use column names instead of cell references, making it easier to understand the formula.

2. I have modified the Trial Shipping board, converting the range to a table and included some extra columns that you can fill out for the dashboard, these are to do with actual/expected dates. You will see shaded columns, these are because they contain formulas so should not be overwritten. NOTE: changing a formula in an excel table automatically applies it to all rows in the table.

3. The Invoice Book sheet. I have also converted the range to a table. I have changed the lookup formulas to reference the new lookup tables and shaded the formula columns

4. The Data tables sheets have been converted to tables and lookup ranges created for easier dropdown lists.

5. The dashboard has been modified, to include a view that shows "who's currently in", "who's due next" and also highlight if there are clashes. This gets the data from the Trial Shipping board, so are ALL formulas, so no data entry here aside from changing the reporting date which is set to today() date.

6. The invoice bit was not clear to me as I couldn't reconcile between data on the Invoice Book and the Shipping board data. I have pulled data from both of these but I suspect that the values are not quite what you wanted. I have also had to add an Invoice Ref column on the Shipping board data, to relate the 2 sources of data.

Lot's more to do, but I'm out of time, so please review and get back to me with questions.

See attached

good luck.
Mark