agwalsh
asked on
How do I show the only the latest date for a particular name ?
hi
I'm attaching a file here. On the Calculations sheet I've set up a formula to pull in only the latest cert from a user on the Data Entry sheet. It works except for one user Joan (she was always a problem.... LOL) It should read 01/04/2015 instead of the 24/3/2016 it does read (that's for someone else). So what am I missing in the formula?
Secondly in the Cumulative days column I have set up a SUMIFS formula designed to do the following: for each user identify how many total days leave they have taken between their Latest Start Cert date and their Rolling date. I've got answers but I've put the answers I *should* be getting in the desired answers column. The brief is that the person's leave is calculated from the start date of their cert but this seems to miss dates (I have said this to the user...). Again, what am i missing? Thank you as always
EE-TRR-Calculations.xlsx
I'm attaching a file here. On the Calculations sheet I've set up a formula to pull in only the latest cert from a user on the Data Entry sheet. It works except for one user Joan (she was always a problem.... LOL) It should read 01/04/2015 instead of the 24/3/2016 it does read (that's for someone else). So what am I missing in the formula?
Secondly in the Cumulative days column I have set up a SUMIFS formula designed to do the following: for each user identify how many total days leave they have taken between their Latest Start Cert date and their Rolling date. I've got answers but I've put the answers I *should* be getting in the desired answers column. The brief is that the person's leave is calculated from the start date of their cert but this seems to miss dates (I have said this to the user...). Again, what am i missing? Thank you as always
EE-TRR-Calculations.xlsx
ASKER
Ah, brilliant. Tried all that and worked wonderfully. Thank you. Now one variation on this. Turns out that the total days taken should be inclusive of all the days - including the days taken on the most recent cert..so therefore how do I adapt the formula so that it calculates the days between the rolling 4 year date for the latest cert and the Cert finish date? I need to add a column that calculates the rolling 12 month total. I've done that by adapting your formula for the cumulative days Cumulative Days - 12 months column.
The formula needs to show the total number of days leave taken based on the difference between the most recent Cert Finish Date and their most current rolling 4 year (Calculations - D4:D9) and 12 month date (Calculations G4:G9). I tried that with the revised formula and it came out the same as yours even though you used a different date - what am I missing here? Thanks
EE-TRR-Calculations-vers-02.xlsx
The formula needs to show the total number of days leave taken based on the difference between the most recent Cert Finish Date and their most current rolling 4 year (Calculations - D4:D9) and 12 month date (Calculations G4:G9). I tried that with the revised formula and it came out the same as yours even though you used a different date - what am I missing here? Thanks
EE-TRR-Calculations-vers-02.xlsx
The dates for each person are close, so 4 years will include all, no matter which dates are used.
Rolling is based on Latest Start Date, and all finish dates are less than 12 month before, so it will include all also.
Cert Finish Date is the maximum date, so all dates, both Cert Start Date and Cert Finish Date will be less than that, and the criteria can be removed.
So it can be this for 12 month (G4)
=SUMIFS(Table1[Days taken],Table1[Name],$A4,Ta ble1[Cert Finish Date],">="&$E4)
and this for 4 years (H4)
=SUMIFS(Table1[Days taken],Table1[Name],$A4,Ta ble1[Cert Finish Date],">="&$D4)
Rolling is based on Latest Start Date, and all finish dates are less than 12 month before, so it will include all also.
Cert Finish Date is the maximum date, so all dates, both Cert Start Date and Cert Finish Date will be less than that, and the criteria can be removed.
So it can be this for 12 month (G4)
=SUMIFS(Table1[Days taken],Table1[Name],$A4,Ta
and this for 4 years (H4)
=SUMIFS(Table1[Days taken],Table1[Name],$A4,Ta
ASKER
The dates can and probably will vary a lot so I need to have the stability built in to ensure it can cope with lots of certs over the 4 year period..let me try this. :-) thank you :-)
Above formulas check if the finish dates are greater than the latest rolling period start.
It all depend on how you define the rolling periods.
Based on Start dates it will include more than when using Finish dates.
It all depend on how you define the rolling periods.
Based on Start dates it will include more than when using Finish dates.
ASKER
Basically the days leave calculated is based on the following: Every time someone gets a cert, their 4 year rolling date is set to 4 years prior to that date and their 12 months rolling date is set 12 months to that date. Therefore the days allowed at that point are based on the total number of days taken in the last 4 years from the latest 4 year rollback and the final date of their most recent cert...ditto for 12 months...
Gets a cert = Finish date.
Then the rolling periods must be calculated from the Latest Finish Date.
EE-TRR-Calculations-vers-02.xlsx
Then the rolling periods must be calculated from the Latest Finish Date.
EE-TRR-Calculations-vers-02.xlsx
ASKER
Oh, I wish...that's how the policy rolls. I did check..The rollback is from the start date but the days are calculated to include ALL days...
Then this how it must be.
EE-TRR-Calculations-vers-02.xlsx
EE-TRR-Calculations-vers-02.xlsx
ASKER
GRRR. This is driving me nuts! I've gone back to the drawing board again...I've put my calculations in the sheet marked Overlapping calculations...
Brian should have 165 days as his total in L3. Starting date (4 years rollback) is in cell J3 i.e. 23/3/2016. His finish date is 4/5/2016.
However he has a cert that covers from 1/12/2011 to 30/6/2012. That means that the days between 23/3/2012 and 30/6/2012 (99 days) should be added to that 99 so he should have a total of 165 instead of the 66 I have
How can I incorporate that calculation? My formula is in cell L3.
EE-TRR-Calculations-vers-03.xlsx
Brian should have 165 days as his total in L3. Starting date (4 years rollback) is in cell J3 i.e. 23/3/2016. His finish date is 4/5/2016.
However he has a cert that covers from 1/12/2011 to 30/6/2012. That means that the days between 23/3/2012 and 30/6/2012 (99 days) should be added to that 99 so he should have a total of 165 instead of the 66 I have
How can I incorporate that calculation? My formula is in cell L3.
EE-TRR-Calculations-vers-03.xlsx
Then column F (Days taken) can not be used, and the days have to be calculated instead.
Days taken are inclusive start and finish day, so 1 has to be added to the day difference.
So from 23/3/2012 to 30/6/2012 are 100 days.
See array formula (Enter with Ctrl+Shift+Enter) in M6.
=SUM(IF(Table2[Cert Finish Date]>=$J$3,Table2[Cert Finish Date]+1-IF(Table2[Cert Start date]>=$J$3,Table2[Cert Start date],$J$3),0))
EE-TRR-Calculations-vers-03.xlsx
Days taken are inclusive start and finish day, so 1 has to be added to the day difference.
So from 23/3/2012 to 30/6/2012 are 100 days.
See array formula (Enter with Ctrl+Shift+Enter) in M6.
=SUM(IF(Table2[Cert Finish Date]>=$J$3,Table2[Cert Finish Date]+1-IF(Table2[Cert Start date]>=$J$3,Table2[Cert Start date],$J$3),0))
EE-TRR-Calculations-vers-03.xlsx
ASKER
Brilliant! And at the risk of driving you completely nuts...:-) how do I build in the functionality of it adjusting for the different names as per the Calculations sheet as I copy it down?
See formula in H4 on Calculations.
=SUM(IF(Table1[Name]=$A4,1 ,0)*IF(Tab le1[Cert Finish Date]>=$D4,Table1[Cert Finish Date]+1-IF(Table1[Cert Start date]>=$D4,Table1[Cert Start date],$D4),0))
EE-TRR-Calculations-vers-03.xlsx
=SUM(IF(Table1[Name]=$A4,1
EE-TRR-Calculations-vers-03.xlsx
ASKER
ABSOLUTELY MAGNIFICENT :-) And I assume I can just copy the formula to the 12 month column and just tweak for the cells it should be referencing?
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ASKER
This has saved me so much time and effort - it's priceless. Can't recommend the help of this expert enough.. THANK YOU.
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Rolling date on Calculation is 4 years before Latest Start Cert.
That is different from the Rolling 4 years on Data entry, where it is for each cert, not the latest.
The sumifs formula must look at Cert Start date for both.
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EE-TRR-Calculations.xlsx