Determining whether VBA is necessary in Excel, or if a pivot chart/table can suffice -


i wish had more precisely descriptive title question, not knowledgeable excel spreadsheets or vba (i'm java developer, , don't play in microsoft world).

i'm trying use excel spreadsheet accomplish something. need determine whether can there pivottable, pivotchart, or other built-in functionality... or whether need go down path of writing custom vba code (or maybe using platform altogether).

the purpose of spreadsheet create schedules organization (a toastmasters club). organization has roster of members, meets weekly, , various members assigned various roles in given meeting.

my spreadsheet looks this:

first tab

one column... list of names representing membership roster.

second tab

each row represents past meeting date. there columns each role, , cells populated served role on date. use data validation have first tab's roster available inside each cell pulldown.

third tab (maybe multiple tabs?)

here's point of whole thing. each of possible meeting roles, see members "overdue" assigned role. basically, want list of club members, sorted in order of how long it's been since last served role. people have never served in role sorted @ top of list.

is third tab data can accomplished pivottable, etc... or misunderstanding purposes , limitations of tools?

my first instinct move access can sql query heart's content, i'm sure can done in access without custom coding.

  1. pivottables may work, avoid them several reasons (hard describe casual users, doesn't update automatically, hard format, etc.), here using excel's built-in cell functions.
  2. check out vlookup() , countif() on http://www.techonthenet.com/excel/formulas/index.php. (the built-in files work too. site more)
  3. in image below, have simulated tab2 , tab3. tab2 purely data no equations. vlookup() requires table sorted date descending , date column on far right.
  4. tab3 counts both # times each person has served in role , when last worked position.
  5. the formula in cell c13 =countif($b3:$b8,$b13). i.e. counts number of times "abe" appears in chairperson column of tab2.
  6. the formula in cell d13 =if(c13>0,vlookup($b13,$b$2:$d$8,3,false),"-"). i.e. if person ever served in role, finds recent date.
  7. the formulas security same. "last served" column =if(e13>0,vlookup($b13,$c$2:$d$8,2,false),"-"). ranges need renamed here satisfy needs of vlookup function (a sql query convenient here, excel doesn't allow that)
  8. it's hard define if 'overdue' because people argue "last served" more important "# times served" , others argue exact opposite. suggest looking @ both columns , talking over. sample image

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