Forum Discussion
MikeMehozonek
Jun 16, 2023Copper Contributor
Interesting Excel Request Training Roster
Good morning Excel Experts, I'm a Training Manager and I have an Excel Workbook with multiple worksheets. This Workbook is used to track training dates and recurrent dates and reports back to a s...
mtarler
Jun 16, 2023Silver Contributor
As you say it is very hard to give definitive answers without more to go on so if you can post an anonymized version of the workbook that could help a lot. That said, I've done a lot with training matrixes and know the feeling. Here are a couple idea that might help:
a) for the 1st issue you could pre-populate all the sheets with generic IDs like EMP#001, EMP#002, .... and then use a lookup to show the name from the 'main' table or blank if not found.
b) for the 2nd issue I would instead recommend adding a column to the 'main' table for active/inactive (or similar) and a matching column on each other table (then use lookup to populate) and then use conditional formatting to 'block' or 'gray' out lines with 'inactive' and/or you can use the table filters on each table to filter those lines out.
a) for the 1st issue you could pre-populate all the sheets with generic IDs like EMP#001, EMP#002, .... and then use a lookup to show the name from the 'main' table or blank if not found.
b) for the 2nd issue I would instead recommend adding a column to the 'main' table for active/inactive (or similar) and a matching column on each other table (then use lookup to populate) and then use conditional formatting to 'block' or 'gray' out lines with 'inactive' and/or you can use the table filters on each table to filter those lines out.
- MikeMehozonekJun 16, 2023Copper Contributor
mtarler I am hoping that you will be able to view this. Please let me know if you are not able to. It wouldn't let me upload a copy as it didn't support the file format?
https://johnmenzies.sharepoint.com/:f:/r/sites/MCOTrainingDepartment-ITPFueling/Shared%20Documents/ITP%20Fueling/Shared?csf=1&web=1&e=guoLDK