Forum Discussion
JoseLara277
May 08, 2023Copper Contributor
Time off from List to Timeline
Dear Community, here is the case: I just inherited a team of 15 people who are used to input their time off in an excel sheet with 3 columns: Name, Start Date, End Date. My idea is to create a Timel...
NikolinoDE
May 08, 2023Platinum Contributor
One solution to create a timeline with unique names and all days off for each person would be to use a PivotTable.
Here are the steps:
- Select the range of cells that contain the time off data, including the headers.
- Go to the Insert tab and select "PivotTable".
- In the Create PivotTable dialog box, make sure the range is correct, and choose to create the PivotTable in a new worksheet or existing worksheet.
- In the PivotTable Fields pane, drag the "Name" column to the Rows section and the "Start Date" column to the Columns section.
- Drag the "End Date" column to the Values section.
- Click on the arrow next to the "End Date" field in the Values section, select "Value Field Settings", and choose "Count" as the summarization function.
- Now you have a PivotTable that shows each person's name and the number of days they took off in each month.
- To create the timeline, select the PivotTable and go to the Insert tab. Select "Timeline" and choose the "Start Date" field.
- In the Timeline dialog box, choose the date range for your timeline and click OK.
- Now you have a timeline that shows each person's name and all the days they took off during the selected time period.
Note: You may need to adjust the PivotTable and timeline settings to fit your specific needs, but this should give you a good starting point.
JoseLara277
May 13, 2023Copper Contributor
Thanks for the suggestion. I'll give it a try!!