here's my problem:
We have an Excel sheet at work in order to manage various tasks all set on individually specified timelines - we're talking hundreds of tasks per month with dates that are currently all being maintained manually.
Let's say we have Task A and that task has a Due Date. That Task is split into several subtasks, all with their individual due dates. Date 1 would then always be Due Date - 10 days, Date 2 would be Due Date - 20 days, Date 3 would be Due Date - 17 days and so on. This then creates a neat timeline of when everything needs to be done.
That in itself would be easy enough, problem is that all of these subtasks have to be done on a specific workday as well. Meaning that subtask 1 would not only have to be done Due Date - 10 days, but it would also have to fall on a Monday - if for whatever reason Due Date - 10 would happen to fall on like a Wednesday, it would have to subtract another 2 days. And then the real problem is that Date 2 and 3 each have to fall on different workdays and Task B has an entirely different schedule again.
Now, the first thing that came to my mind was attempting to just nest a couple IFs - and I've even managed to come up with a working formula for that. Problem here is that it's so stupidly long and (thanks Excel) utterly unreadable - if for some reason someone else had to change something about it or troubleshoot the entire file 1-2 years from now, they'd probably have to spend at least an hour reconstruct how the hell any of it actually worked. Which doesn't sound particularly appealing to us.
Here's a screenshot to help illustrating the situation:
And here's a draft of the current formula that I'm really not happy with, despite it somewhat doing the job:
=IF(AND(WEEKDAY(K2-VLOOKUP(B2,Table1,3,FALSE),11)>5,VLOOKUP(B2,Table1,5,FALSE)=0),(K2-VLOOKUP(B2,Table1,3,FALSE))-(WEEKDAY(K2-VLOOKUP(B2,Table1,3,FALSE),11)-5), IF(VLOOKUP(B2,Table1,5,FALSE)=0,K2-VLOOKUP(B2,Table1,3,FALSE), IF(WEEKDAY((K2-VLOOKUP(B2,Table1,3,FALSE)),11)=0,K2-VLOOKUP(B2,Table1,3,FALSE), (VLOOKUP(B2,Table1,5,FALSE)-WEEKDAY(K2-VLOOKUP(B2,Table1,3,FALSE),11))+K2-VLOOKUP(B2,Table1,3,FALSE))))
My question is now: Does anyone have an idea how to solve this in a less confusing and unclear manner? I was trying to get something done using =CHOOSE() but ultimately ended up with the same problem of eventually having to resort to 7 IFs and dozens of LOOKUPs, making the final formula just as long. I wouldn't be disinclined towards some kind of helper table that asigns the last 7 days and their workdays to every single day of the year... but I don't think tossing another 20,000 calculated cells into a file that already has tens of thousands other calculated cells would really be a serviceable alternative... or make the situation any less obscure at all tbh.
So, anyone any idea how to go about this? Or is there really no realistic alternative than to use a bunch of IFs?
Edit: Forgot to mention that 1 special case:
There's also the situation when a date doesn't have to fall on a specific workday - in which case it's simply due date - X days. The problem here is that in those cases the dates could fall on a weekend, so the formula would have to move these dates to the previous Friday as well.
Assume you have some date and you want to "back up" ten days and then to the preceding Monday, unless the resultant date is a Monday. The general formula would be something like:
=A2-10+1-WEEKDAY(A2-10-DOW)
Where DOW translates into
Sunday=0
Monday=1
Tuesday=2
...
You should be able to modify your formulas to use this algorithm for day of the week.
If the two tables are named thisTable and keyTable, the following 365 formula is one way of implementing:
If your tables are as below, you can enter the formula in B2 and fill down and across. The references should self-adjust and return the proper dates.
Note that in keyTable, I enter the day of the week DOW as defined above, and not the textual date.
=LET(dys,VLOOKUP(thisTable[#[Task]:[Task]],KeyTable,COLUMNS($A:A)*2,FALSE),
dow,VLOOKUP(thisTable[#[Task]:{Task]],KeyTable,COLUMNS($A:A)*2+1,FALSE),
due,thisTable[#[DueDate]:[DueDate]],
IF(dow="flexible",WORKDAY(due-dys+1,-1),due-dys+1-WEEKDAY(due-dys-dow)))
If you want to have the result be the closest workday, instead of the preceding workday, then you need to add two clauses to the LET function
Calculate the subsequent workday date
Then use an IF to return the closest one to the original target
eg:
=LET(dys,VLOOKUP(thisTable[#[Task]:[Task]],KeyTable,COLUMNS($A:A)*2,FALSE),
dow,VLOOKUP(thisTable[#[Task]:[Task]],KeyTable,COLUMNS($A:A)*2+1,FALSE),
due,thisTable[#[DueDate]:[DueDate]],
dayPrev,IF(dow="flexible",WORKDAY(due-dys+1,-1),due-dys+1-WEEKDAY(due-dys-dow)),
daySubseq,IF(dow="flexible",WORKDAY(due-dys+1,-1),due-dys+7-WEEKDAY(due-dys-1-dow)),
IF((daySubseq-due+dys)>3,dayPrev,daySubseq))
I'm wondering if anyone can help me. I have a spreadsheet which I use to populate scheduled meetings of various venues (at the moment these dates I enter in manually from a reference sheet as I don’t know how to do it with a formula).
Each week, when staff go to the venue for their meeting I then enter in (again manually) what date they actually went to the venue for the meeting.
What I then have to do, is work out if they went to the meeting within our agreed time-frame, and if not, how many days late were they. However, this calculation part will just take days to do by hand as there are so many meetings to analyse.
To work out if someone is within time frame or is late, it works on this premise:
If your meeting was scheduled to take place in say week 40, you have until the Friday of week 41 to go. Any working day after that is a day late (so if for example you ended up going to the meeting on the Tuesday in week 42 you would be 2 days late). Weekends and holidays should not be included in the calculation as staff don't work on bank holidays.
The link shows an example of how this looks - you can pretty much ignore the first tab as that's just me working out some example dates to put into the main tab and the last tab is the bank holidays for the remainder of this year and next.
https://docs.google.com/spreadsheets/d/1KaEAB59311W8_M1FdAL96753SirqY3dtl4eTzIruzK8/edit?usp=sharing
Thanks so much in advanced for reading this, and if anyone is able to help or has any ideas on how to even get started with this I’d really welcome your thoughts !
Okay, this was my best attempt at this for the time I've got now - This will work if the max amount of time that a scheduled meeting can take place is up to 2 weeks beyond the original limit - anything more than that and it will be off, but you could change that IF formula to account for that:
=IF(D2-(B2+13-WEEKDAY(B2))<0,0,IF(D2-(B2+13-WEEKDAY(B2))>7,D2-(B2+13-WEEKDAY(B2))-4,D2-(B2+13-WEEKDAY(B2))-2))
Screenshot from posted file:
I'm trying to figure out a way to create an excel spreadsheet that will allow me to keep track of how many hours I've earned per each paid holiday my company offers, then keep track of how many hours I've used and what's remaining. But I'm unsure how to calculate this properly.
I could easily do the math my self as it's a simple lay out, but I'm trying to find a way that will just let me enter the numbers for earned and used and walk away from anything else.
What I'm trying to do is the follow:
Have multiple sections. In the first section it'll be my holidays. So in like Column A, working down I'd have New Years, Memorial Day, July 4th, etc. Column B working down would be time earned. But this would be labeled in each cell as "8 Hrs" or "4 hrs". Column C would be time used in the same format "4 hrs" "8 hrs". Then Column D would simple be hours remaining.
Now in the second section I'd have holiday hours earned, which is 2 weeks. Not too sure how to lay it out, and then I still have my sick days, but not sure if I should include that in section 2 or not with the vacation time.
I'd like a way to be able to simply Calculate B2 - C2 = D2. So 8 Hrs - 4 Hrs = 4 Hrs (to show 4 Hrs remaining for each line item.)
Problem is I'm unsure how to calculate remaining time simply because of the Hrs suffix. And with that I also can't calculate total time still remaining, both for holiday hours earn and vacation/sick hours.
Yes, it's easier for me to track it as 8 Hrs rather than 1 day, etc.
Any advice on how to formulate this. Or if anyone knows of a premade template that fits this type of scenario, that I could then just take and integrate into my own spreadsheet.
Sorry if this is confusing in any way.
Also, As I'm no excel wizard, unsure if this is relevant or not, but I'm using Excel 2016, as part of the Office suite.
Another option is to just leave the number as it is and label the column accordingly. Do you really need to see "hrs" in every cell when you know you are tracking hours?
Use a custom number format of,
[>1]0 \H\r\s;[=1]0 \H\r_);0 \H\r\s;[Red]#
... and treat all hours as integers.
Im creating an excel pay sheet so i can keep tabs on my pay.
I have two pay rates,
£9.30 is paid for hours worked from 6pm to 8am Monday to Thursday
£10.30 is paid for hours worked from 6pm Friday to 8am Monday.
I have a column that displays the pay rate, i want this to populate automatically with excel looking at the day of the week and then the start time and then returning the correct pay rate.
For example,
If the day is a Mon and the start time is 6pm return £9.30
If the day is Fri and the start time is 6pm return £10.30 etc etc
Any one have any ideas on how i can achieve this? Id rather this be formula based instead of VBA if possible but if it cant be formula based then VBA it is.
Thanks in advance
I had to make a few assumptions because your question was unclear about the possible start times for your shifts. Your wording and examples lead me to believe that your shifts always begin at 6 PM regardless of the day. I created a possible solution or start to a solution based on that assumption that does not rely on VBA. I've included links to an excel workbook with my solution and a screen shot. (I'm only allowed 2 links with my current rep.)
As Gowtham Shiva suggested in the comments, a screen shot of what you have so far would be helpful.
I created two tables and a named ranged called “valDays”. To use the workbook, you enter the date and start time for your shift in tblPay. Enter the pay rate for a specific day and time in tblRates. valDays provides a way to convert the text for a day of the week into a number for calculating date/time serial numbers.
Feel free to comment/message me for clarification. I’ll do my best to reply and refine the solution as necessary. I hope you find this answer helpful and appreciate feedback. This is my first time providing an answer on Stack Overflow.
I’m going to assume you know how to name a range, create tables, and rename tables in excel. If you don’t there are plenty of YouTubers and bloggers that cover these topics quite well.
List the days in a column off to the right. (I used column K.) “Sun”, “Mon”, “Tue”, etc. Select all the cells with the days of the week and name the range “valDays”.
Formula in tblRates[Serial]:
“=MATCH(tblRates[[#This Row],[Day]],valDays,0)+tblRates[[#This Row],[Time]]”
Formula in tblPay[Serial]:
“=WEEKDAY([Date])+[StartTime]”
Formula in tblPay[Rate]:
“=INDEX(tblRates[Rate],MATCH([Serial],tblRates[Serial],0))”
You can download the excel document and view these screenshots of a possible solution.
Link to Excel Workbook on Google Drive
Screenshot1
This task seems easy enough yet I just can't figure a way of doing this without resorting to vba.
All I need is to know the number of hours an employee has used up on annual leave, based on a start and end date, and their hours of work.
To be more clear, this example shows one employees contracted hours from Monday to Sunday i.e. they work only Weds, Thurs, and Friday, for 7.5 hours each day.
Below shows the start and end date that the employee has chosen to take for annual leave. I need to calculate, based on their contracted hours, how much annual leave is used between the two dates. The answer would be 45 hours in this case.
Here's another approach - I've expanded the days between the start and end dates into an array then used the resulting day numbers to offset into the days of work range
=SUMPRODUCT(N(OFFSET(A3,0,WEEKDAY(ROW(INDIRECT(A6&":"&B6)),2)-1)))
If you had a list of holiday dates somewhere (say in I3:N3) you could exclude them as follows
=SUMPRODUCT(N(OFFSET(A3,0,WEEKDAY(ROW(INDIRECT(A6&":"&B6)),2)-1))*ISNA(MATCH(ROW(INDIRECT(A6&":"&B6)),I3:N3,0)))
- it is a bit long-winded but the only way I can think of at the moment.