Wanting to create a summary sheet to show me "Today"

Copper Contributor

I have an existing Excel spreadsheet that I inherited from employees before me.

I use this to track employees in excel documenting their assignment, name, start date, and end date as my Column titles. I am trying to create a "Summary" sheet that will update daily, to automatically show me who is assigned to where for the current day (today). My aim is that so I can at any time open my spreadsheet and look at the summary sheet to see where everyone is "today". I know it can be done...any tips to point me in the right direction?

1 Reply

@Autobahn 

At a high level, you might need to filter for all tasks where today() is between start and end date for the tasks (including those dates). 

If your task list in the form of an Excel table, you can use the Data->Get and Tranform data>  options to extract your summry view.  

hope this helps!! if you upload your excel sheet with realistic sample rows, someone here should be able to give you more specific solution.