report by date from a list of records
Hi
The list is made up of records for training courses and includes start and end dates and course duration, i.e. Name of person, start: 1 mar 2010, ends 4 Mar 2010, duration 4 days What I need to do is create a consolidated report to show the amount of days a single person had training days per month/: headings of the report a Name - Jan - Feb - Mar etc Colin 0 2 3 etc Hopes this helps and gratful for any help. :) UKMAN |
report by date from a list of records
Hi
This is how I see it: A B C D E name Start End Duration Month Colin March 1, 2010 March 4, 2010 3 3 Colin January 5, 2010 January 15, 2010 10 1 Colin January 3, 2010 January 4, 2010 1 1 Duration:Formula: DAYS360(B6,C6,TRUE) (or DAYS360(B6,C6,TRUE)+1) Month formula: MONTH(B6) Report 1 2 3 Name Jan Feb March etc Colin 11 xx Array Formula (click ctrl+Shift+enter) =SUM(IF($A$6:$A$16="Colin",IF($E$6:$E$16=1,$D$6:$D $16,0),0)) or more flexible =SUM(IF($A$6:$A$16=G7,IF($E$6:$E$16=H4,$D$6:$D$16, 0),0)) where G7=name, H4=month number (1,2 ect) -- Please click "yes" if this post helped you! Greatly appreciated Eva "UKMAN" wrote: Hi The list is made up of records for training courses and includes start and end dates and course duration, i.e. Name of person, start: 1 mar 2010, ends 4 Mar 2010, duration 4 days What I need to do is create a consolidated report to show the amount of days a single person had training days per month/: headings of the report a Name - Jan - Feb - Mar etc Colin 0 2 3 etc Hopes this helps and gratful for any help. :) UKMAN |
report by date from a list of records
|
report by date from a list of records
hi was trying to keep away from pivot as it has to be 2003 compatable
thanks anyway "Herbert Seidenberg" wrote: Excel 2007 PivotTable No code, no formulas: http://c0718892.cdn.cloudfiles.racks...03_03_10a.xlsx . |
report by date from a list of records
Eva,
thanks for this but it will mean I have to add more data in i.e. to id the month and if a course goes over 2 months need to split the duration appropiately... :( will paly with what you have sent though :) thanks UKMAN "Eva" wrote: Hi This is how I see it: A B C D E name Start End Duration Month Colin March 1, 2010 March 4, 2010 3 3 Colin January 5, 2010 January 15, 2010 10 1 Colin January 3, 2010 January 4, 2010 1 1 Duration:Formula: DAYS360(B6,C6,TRUE) (or DAYS360(B6,C6,TRUE)+1) Month formula: MONTH(B6) Report 1 2 3 Name Jan Feb March etc Colin 11 xx Array Formula (click ctrl+Shift+enter) =SUM(IF($A$6:$A$16="Colin",IF($E$6:$E$16=1,$D$6:$D $16,0),0)) or more flexible =SUM(IF($A$6:$A$16=G7,IF($E$6:$E$16=H4,$D$6:$D$16, 0),0)) where G7=name, H4=month number (1,2 ect) -- Please click "yes" if this post helped you! Greatly appreciated Eva "UKMAN" wrote: Hi The list is made up of records for training courses and includes start and end dates and course duration, i.e. Name of person, start: 1 mar 2010, ends 4 Mar 2010, duration 4 days What I need to do is create a consolidated report to show the amount of days a single person had training days per month/: headings of the report a Name - Jan - Feb - Mar etc Colin 0 2 3 etc Hopes this helps and gratful for any help. :) UKMAN |
report by date from a list of records
2003 has the Pivot Table function.
Gord Dibben MS Excel MVP On Thu, 4 Mar 2010 09:09:02 -0800, UKMAN wrote: hi was trying to keep away from pivot as it has to be 2003 compatable thanks anyway "Herbert Seidenberg" wrote: Excel 2007 PivotTable No code, no formulas: http://c0718892.cdn.cloudfiles.racks...03_03_10a.xlsx . |
report by date from a list of records
Hi
My bad english as I should of expresssed my comment better. I appreciate 2003 has pivot tables but it has to be in 2003 and I am trying to keep away from pivot tables as users will be printing the report and just want to keep it simple. :( I have adaptered Eva's suggestion to show it by buisness plan quarter and will look to try and get the perfect solution. i.e. calculate the actual days per month allocated so need to identify the month from a dd/mm/yy date, to match against a mm/yy and then add the days to a total for the individual for that month. Many thanks anyway. "Gord Dibben" wrote: 2003 has the Pivot Table function. Gord Dibben MS Excel MVP On Thu, 4 Mar 2010 09:09:02 -0800, UKMAN wrote: hi was trying to keep away from pivot as it has to be 2003 compatable thanks anyway "Herbert Seidenberg" wrote: Excel 2007 PivotTable No code, no formulas: http://c0718892.cdn.cloudfiles.racks...03_03_10a.xlsx . . |
report by date from a list of records
Eva
I have adaptered your suggestion to show it by buisness plan quarter and will look to try and get the perfect solution. i.e. calculate the actual days per month allocated so I need to identify the month from a dd/mm/yy date, to match against a mm/yy and then add the days to a total for the individual for that month. many thanks UKMAN "Eva" wrote: Hi This is how I see it: A B C D E name Start End Duration Month Colin March 1, 2010 March 4, 2010 3 3 Colin January 5, 2010 January 15, 2010 10 1 Colin January 3, 2010 January 4, 2010 1 1 Duration:Formula: DAYS360(B6,C6,TRUE) (or DAYS360(B6,C6,TRUE)+1) Month formula: MONTH(B6) Report 1 2 3 Name Jan Feb March etc Colin 11 xx Array Formula (click ctrl+Shift+enter) =SUM(IF($A$6:$A$16="Colin",IF($E$6:$E$16=1,$D$6:$D $16,0),0)) or more flexible =SUM(IF($A$6:$A$16=G7,IF($E$6:$E$16=H4,$D$6:$D$16, 0),0)) where G7=name, H4=month number (1,2 ect) -- Please click "yes" if this post helped you! Greatly appreciated Eva "UKMAN" wrote: Hi The list is made up of records for training courses and includes start and end dates and course duration, i.e. Name of person, start: 1 mar 2010, ends 4 Mar 2010, duration 4 days What I need to do is create a consolidated report to show the amount of days a single person had training days per month/: headings of the report a Name - Jan - Feb - Mar etc Colin 0 2 3 etc Hopes this helps and gratful for any help. :) UKMAN |
report by date from a list of records
Hi
Using the same data layout as shown by Eva in her posting In cell D1 enter 31/10/2010 and using the fill handle with right mouse button held down, drag across to O1, release the mouse button and choose fill months. Each of the cells should now be filled with the last day of each month. If you wish, format these cellsNumberCustommmm to just show the month name. Now enter in cell D2 =SUMPRODUCT(--ISNUMBER(MATCH(ROW(INDIRECT($B2&":"&$C2)), ROW(INDIRECT(DATE(YEAR(D$1),MONTH(D$1),0)+1&":"&D$ 1)),0))) Copy across to O2 Copy D2:O2 down the page for as many rows of data that you have. This will give a count of the number of days falling in each month -- Regards Roger Govier UKMAN wrote: Hi My bad english as I should of expresssed my comment better. I appreciate 2003 has pivot tables but it has to be in 2003 and I am trying to keep away from pivot tables as users will be printing the report and just want to keep it simple. :( I have adaptered Eva's suggestion to show it by buisness plan quarter and will look to try and get the perfect solution. i.e. calculate the actual days per month allocated so need to identify the month from a dd/mm/yy date, to match against a mm/yy and then add the days to a total for the individual for that month. Many thanks anyway. "Gord Dibben" wrote: 2003 has the Pivot Table function. Gord Dibben MS Excel MVP On Thu, 4 Mar 2010 09:09:02 -0800, UKMAN wrote: hi was trying to keep away from pivot as it has to be 2003 compatable thanks anyway "Herbert Seidenberg" wrote: Excel 2007 PivotTable No code, no formulas: http://c0718892.cdn.cloudfiles.racks...03_03_10a.xlsx . . |
report by date from a list of records
Excel 2007 PivotTables
Incorporated Roger's jolly good job. http://c0718892.cdn.cloudfiles.racks...03_03_10a.xlsx |
report by date from a list of records
Roger,
many thanks but all I get is zeros? I have ensured that the date start etc are covered by the month end dates:) (d1:01) suggesttions:( Cheers "Roger Govier" wrote: Hi Using the same data layout as shown by Eva in her posting In cell D1 enter 31/10/2010 and using the fill handle with right mouse button held down, drag across to O1, release the mouse button and choose fill months. Each of the cells should now be filled with the last day of each month. If you wish, format these cellsNumberCustommmm to just show the month name. Now enter in cell D2 =SUMPRODUCT(--ISNUMBER(MATCH(ROW(INDIRECT($B2&":"&$C2)), ROW(INDIRECT(DATE(YEAR(D$1),MONTH(D$1),0)+1&":"&D$ 1)),0))) Copy across to O2 Copy D2:O2 down the page for as many rows of data that you have. This will give a count of the number of days falling in each month -- Regards Roger Govier UKMAN wrote: Hi My bad english as I should of expresssed my comment better. I appreciate 2003 has pivot tables but it has to be in 2003 and I am trying to keep away from pivot tables as users will be printing the report and just want to keep it simple. :( I have adaptered Eva's suggestion to show it by buisness plan quarter and will look to try and get the perfect solution. i.e. calculate the actual days per month allocated so need to identify the month from a dd/mm/yy date, to match against a mm/yy and then add the days to a total for the individual for that month. Many thanks anyway. "Gord Dibben" wrote: 2003 has the Pivot Table function. Gord Dibben MS Excel MVP On Thu, 4 Mar 2010 09:09:02 -0800, UKMAN wrote: hi was trying to keep away from pivot as it has to be 2003 compatable thanks anyway "Herbert Seidenberg" wrote: Excel 2007 PivotTable No code, no formulas: http://c0718892.cdn.cloudfiles.racks...03_03_10a.xlsx . . . |
report by date from a list of records
Herbert
Thanks but I am trying to keep away from pivot tables and also it has to be done in 2003. I know 2003 has pivot tables :) but I have to poduce a simple report for the users to see. UKMAN1 "Herbert Seidenberg" wrote: Excel 2007 PivotTables Incorporated Roger's jolly good job. http://c0718892.cdn.cloudfiles.racks...03_03_10a.xlsx . |
report by date from a list of records
Roger,
We are nearly there as I have cured the error I mentioned before. :) Many thanks As i am colating the individuals total values of the rows into 1 line of the report I need to match the name see below my addition to your formula. {=IF($H$16:$H$30=A4,SUMPRODUCT(--ISNUMBER(MATCH(ROW(INDIRECT($B4&":"&$C4)),ROW(INDI RECT(DATE(YEAR(D$1),MONTH(D$1),0)+1&":"&D$1)),0))) ,)} H16:h30 is a list of names, A4 is the name of the student on the row that the course dates are for. Using your formula I can divide the dates over the months but for some reason when I try to match a name (a4) against the list (h16:h30) I only ever match the first name i.e. what is in h16??? other wise I get a "FALSE" statement. Ideas please.... Cheers UKMAN "Roger Govier" wrote: Hi Using the same data layout as shown by Eva in her posting In cell D1 enter 31/10/2010 and using the fill handle with right mouse button held down, drag across to O1, release the mouse button and choose fill months. Each of the cells should now be filled with the last day of each month. If you wish, format these cellsNumberCustommmm to just show the month name. Now enter in cell D2 =SUMPRODUCT(--ISNUMBER(MATCH(ROW(INDIRECT($B2&":"&$C2)), ROW(INDIRECT(DATE(YEAR(D$1),MONTH(D$1),0)+1&":"&D$ 1)),0))) Copy across to O2 Copy D2:O2 down the page for as many rows of data that you have. This will give a count of the number of days falling in each month -- Regards Roger Govier UKMAN wrote: Hi My bad english as I should of expresssed my comment better. I appreciate 2003 has pivot tables but it has to be in 2003 and I am trying to keep away from pivot tables as users will be printing the report and just want to keep it simple. :( I have adaptered Eva's suggestion to show it by buisness plan quarter and will look to try and get the perfect solution. i.e. calculate the actual days per month allocated so need to identify the month from a dd/mm/yy date, to match against a mm/yy and then add the days to a total for the individual for that month. Many thanks anyway. "Gord Dibben" wrote: 2003 has the Pivot Table function. Gord Dibben MS Excel MVP On Thu, 4 Mar 2010 09:09:02 -0800, UKMAN wrote: hi was trying to keep away from pivot as it has to be 2003 compatable thanks anyway "Herbert Seidenberg" wrote: Excel 2007 PivotTable No code, no formulas: http://c0718892.cdn.cloudfiles.racks...03_03_10a.xlsx . . . |
report by date from a list of records
Roger
sorry about this but I have noticed that your formula includes weekend days not just working days :) is there a way of using networkdays with this so only shows working days in the result??? cheers UKMAN1 "Roger Govier" wrote: Hi Using the same data layout as shown by Eva in her posting In cell D1 enter 31/10/2010 and using the fill handle with right mouse button held down, drag across to O1, release the mouse button and choose fill months. Each of the cells should now be filled with the last day of each month. If you wish, format these cellsNumberCustommmm to just show the month name. Now enter in cell D2 =SUMPRODUCT(--ISNUMBER(MATCH(ROW(INDIRECT($B2&":"&$C2)), ROW(INDIRECT(DATE(YEAR(D$1),MONTH(D$1),0)+1&":"&D$ 1)),0))) Copy across to O2 Copy D2:O2 down the page for as many rows of data that you have. This will give a count of the number of days falling in each month -- Regards Roger Govier UKMAN wrote: Hi My bad english as I should of expresssed my comment better. I appreciate 2003 has pivot tables but it has to be in 2003 and I am trying to keep away from pivot tables as users will be printing the report and just want to keep it simple. :( I have adaptered Eva's suggestion to show it by buisness plan quarter and will look to try and get the perfect solution. i.e. calculate the actual days per month allocated so need to identify the month from a dd/mm/yy date, to match against a mm/yy and then add the days to a total for the individual for that month. Many thanks anyway. "Gord Dibben" wrote: 2003 has the Pivot Table function. Gord Dibben MS Excel MVP On Thu, 4 Mar 2010 09:09:02 -0800, UKMAN wrote: hi was trying to keep away from pivot as it has to be 2003 compatable thanks anyway "Herbert Seidenberg" wrote: Excel 2007 PivotTable No code, no formulas: http://c0718892.cdn.cloudfiles.racks...03_03_10a.xlsx . . . |
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