Streamline workbook

    Did you place a macro in the workbook? I got some kind of warning when I opened it for the first time.

    I have removed the "Master schedule". That was what the scheduler was using to work with her data. I admit that it was mysterious.

    Thank you for the feedback on merging cells. That will be helpful for future project.

    Thank you for doing this. I am pleased with what I see.

    There is one thing though. Amy Cooper is supposed to be on the list for both church and nursery. What can we do to help the scheduler to not double schedule Amy in both nursery and church on the same day?

    Hi,


    Indeed, there is a macro in your latest version 2 file ...


    It allows to automatically adjust the Date selected by the User and copy it to the "Days Off" worksheet - cell E2 which, in turn does generate ALL your Validation Lists ...taking into account your database of Days Off ...


    Regarding your latest remark, a couple of questions :

    1. Can you several persons who do belong simultaneously to several categories ?

    2. In order to dynamically adjust the Validation Lists by day, this would require some further enhancements to hide the Names already selected ... and by consequence reduce the potential following choices ...


    It looks like 2 persons: Amy Cooper and Jane Smith do intervene in two categories ...

    In addition, there are many different code colors ...

    Do they bear a specific meaning ... or is it just for a visual differentiation ?

    If you feel like saying "Thank You" for the help received, do not hesitate to click the "Smiley" icon, below, in the bottom right corner :)

    Edited once, last by Carim ().

    Thanks for your clarification.


    Regarding the two questions, let me have your comments :


    1. Can you have several persons belonging simultaneously to several categories ? e.g. Amy Cooper or Jane Smith


    2. Do you need to have dynamically adjusted Validation Lists by day, which means that as soon as a Name is picked, it does disappear from the initial list .... and, by consequence, is no longer available for the following choice .... obviously within the very same day ...

    If you feel like saying "Thank You" for the help received, do not hesitate to click the "Smiley" icon, below, in the bottom right corner :)

    Edited once, last by Carim ().

    Hello,

    Sorry for the delay. As far as having several persons belonging simultaneously to several categories. We don't want to have the same person on the Nursery schedule and the Childrens church schedule for the same day. (For example, Amy Cooper can't be in Nursery and Childrens church on the same day.) For Childrens church, there is only one leader, always.

    You also asked, "Do you need to have dynamically adjusted Validation Lists by day, which means that as soon as a Name is picked, it does disappear from the initial list?". It doesn't need to disappear from the list. It would make it easier for the scheduler, but it doesn't have to.

    Hello,


    Based on the Test file Version 2 posted in message #20...


    1. Is everything working fine as expected ...

    or

    2. If it is not the case, ... thanks for listing exactly what is still to be modified ...

    If you feel like saying "Thank You" for the help received, do not hesitate to click the "Smiley" icon, below, in the bottom right corner :)

    A couple of modifications please.

    1. How will the scheduler add new names when they join? For example, adding new people to the nursery list or childrens church.

    2. If a person is on two lists (nursery and childrens church), they can't be on the same date. Can there be a way of alerting the scheduler if they make this mistake?

    3. The first Sunday of the month is important to the church. We are a trying to make sure that the people don't work back to back first Sundays. Is it possible to alert the scheduler if they make this mistake?

    Let me review the three new modifications you just added whenever I have a moment ...


    Will get back to you as soon as I can

    If you feel like saying "Thank You" for the help received, do not hesitate to click the "Smiley" icon, below, in the bottom right corner :)

    It's not possible for me to determine if a macro was placed in the workbook without further information. As for Amy Cooper being double-scheduled in both nursery and church on the same day, one solution would be to have the scheduler assign Amy to one location for the day and then assign her to the other location on a different day. Alternatively, the scheduler could communicate with Amy to see which location she prefers to serve on a given day and schedule her accordingly.

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    Quote from jennyfoster

    It's not possible for me to determine if a macro was placed in the workbook without further information...

    jennyfoster


    For you info, the event macro is located in the Sheet module ...

    If you feel like saying "Thank You" for the help received, do not hesitate to click the "Smiley" icon, below, in the bottom right corner :)

    DrRandyman


    In order to monitor your schedule regarding all the First Sundays of consecutive months, this would require to store all names selected in previous weeks ...

    Do you agree to have a database built as you go along ...?

    If you feel like saying "Thank You" for the help received, do not hesitate to click the "Smiley" icon, below, in the bottom right corner :)

    As the scheduler is done with all these designations, he can click a button which runs a macro to build the database :)

    If you feel like saying "Thank You" for the help received, do not hesitate to click the "Smiley" icon, below, in the bottom right corner :)

    Hi again,


    Unfortunately, you are not using Excel with a clean database method (flat file) ... but rather like a Word processor ...

    As a consequence, it does create unnecessary complications and imposes some patches for your macro ...


    Attached is your last Test file Version 3


    Hope this will help :)

    You said "you are not using Excel with a clean database method (flat file) ... but rather like a Word processor". I would like to use Excel properly. Can you discuss this further?

    Hi again,


    Properly used, Excel is simply Pure Magic :love:


    To discover the benefits of a flat file and adequately using Excel as a Database :

    Enjoy ...


    Hope this will help :)

    If you feel like saying "Thank You" for the help received, do not hesitate to click the "Smiley" icon, below, in the bottom right corner :)

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