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Using Excel for organising a seminar
Hi,
I have been told about Newsgroups and how they might be able to help me with this problem. I am organising a seminar for approx 150 staff. Staff come from different Depts (Finance, Marketing, Personnel, IT, Training); each member of staff has a Grade (1-5); staff come from 1 of 4 locations (Area1, Area2, Area3 & Area4); and there 74 female and 76 male staff. I need to organise these staff into 6 Groups so that each Group contains at least 20 and no more than 30 staff, and each Group must contain at least 3 staff from each Dept, Location, Grade & Sex. At the moment I manually work it out but when staff cancel or transfer it means that I have to re-jig the whole format to ensure that my variables are correct. Is it possible to automate a routine in Excel to help me manage this - plenty of more cancellations are expected? Grateful for any views and suggestions. Fiona |
#2
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Using Excel for organising a seminar
Yes, Fiona, your problem can easily be solved in Excel. By using a well
organized spreadsheet with ample formulas for counting and sorting and filtering, you should be able to generate a PivotTable or other arrangement to rapidly respond to cancellations or additions. Organize the columns by criteria (department, age, sex, etc) and place one individual on each row. Set up a second worksheet in the same workbook for counting by any of your criteria and/or a pivottable to summarize the information. Steve in Ohio "Fiona" wrote: Hi, I have been told about Newsgroups and how they might be able to help me with this problem. I am organising a seminar for approx 150 staff. Staff come from different Depts (Finance, Marketing, Personnel, IT, Training); each member of staff has a Grade (1-5); staff come from 1 of 4 locations (Area1, Area2, Area3 & Area4); and there 74 female and 76 male staff. I need to organise these staff into 6 Groups so that each Group contains at least 20 and no more than 30 staff, and each Group must contain at least 3 staff from each Dept, Location, Grade & Sex. At the moment I manually work it out but when staff cancel or transfer it means that I have to re-jig the whole format to ensure that my variables are correct. Is it possible to automate a routine in Excel to help me manage this - plenty of more cancellations are expected? Grateful for any views and suggestions. Fiona |
#3
Posted to microsoft.public.excel.programming
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Using Excel for organising a seminar
Thank you Steve for your reply.
I had not considered pivot tables - good idea there. I already have data laid out in column format so with a bit of research and a bit of luck I will attempt a pivot table with counting formulas. I am enjoying the challenge of it all. Thanks for the tips. Regards Fiona -----Original Message----- Yes, Fiona, your problem can easily be solved in Excel. By using a well organized spreadsheet with ample formulas for counting and sorting and filtering, you should be able to generate a PivotTable or other arrangement to rapidly respond to cancellations or additions. Organize the columns by criteria (department, age, sex, etc) and place one individual on each row. Set up a second worksheet in the same workbook for counting by any of your criteria and/or a pivottable to summarize the information. Steve in Ohio "Fiona" wrote: Hi, I have been told about Newsgroups and how they might be able to help me with this problem. I am organising a seminar for approx 150 staff. Staff come from different Depts (Finance, Marketing, Personnel, IT, Training); each member of staff has a Grade (1-5); staff come from 1 of 4 locations (Area1, Area2, Area3 & Area4); and there 74 female and 76 male staff. I need to organise these staff into 6 Groups so that each Group contains at least 20 and no more than 30 staff, and each Group must contain at least 3 staff from each Dept, Location, Grade & Sex. At the moment I manually work it out but when staff cancel or transfer it means that I have to re-jig the whole format to ensure that my variables are correct. Is it possible to automate a routine in Excel to help me manage this - plenty of more cancellations are expected? Grateful for any views and suggestions. Fiona . |
#4
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Using Excel for organising a seminar
Hi Steve,
Keen as I am, I have been working hard for the last 2 hours and have managed to produce a pivot table from my data. Pivot tables, while providing excellent summarising of data, seem to be a manual system. For example, if Employee1 has cancelled he is removed from the list, say he was in Group1. As each Group requires at least 20 staff, 10 males and females, then this reduces the required no of males from 10 to 9. If I select another male from another Group (say Group2) to accomodate for the loss, this then reduces the Grades in Group2 to below required level. The whole organisation process across each Group snowballs if you see what I mean. Maybe, using pivot tables, there is a way to manage/automate the variables. Can you help? Very much appreciated Fiona -----Original Message----- Yes, Fiona, your problem can easily be solved in Excel. By using a well organized spreadsheet with ample formulas for counting and sorting and filtering, you should be able to generate a PivotTable or other arrangement to rapidly respond to cancellations or additions. Organize the columns by criteria (department, age, sex, etc) and place one individual on each row. Set up a second worksheet in the same workbook for counting by any of your criteria and/or a pivottable to summarize the information. Steve in Ohio "Fiona" wrote: Hi, I have been told about Newsgroups and how they might be able to help me with this problem. I am organising a seminar for approx 150 staff. Staff come from different Depts (Finance, Marketing, Personnel, IT, Training); each member of staff has a Grade (1-5); staff come from 1 of 4 locations (Area1, Area2, Area3 & Area4); and there 74 female and 76 male staff. I need to organise these staff into 6 Groups so that each Group contains at least 20 and no more than 30 staff, and each Group must contain at least 3 staff from each Dept, Location, Grade & Sex. At the moment I manually work it out but when staff cancel or transfer it means that I have to re-jig the whole format to ensure that my variables are correct. Is it possible to automate a routine in Excel to help me manage this - plenty of more cancellations are expected? Grateful for any views and suggestions. Fiona . |
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