12 Month Rolling Calendar Attendance Tracker Formula

BigJeesh

New Member
Joined
Dec 3, 2017
Messages
3
Hello All,

I am fairly new to an administrative roll and am currently trying to finish an attendance track I have have started and I am stumped right now (excel novice).

So basically our the two attendance rules at work are as follows;

1. You have 6 Sick occurrences to spend in a rolling calendar year. Anymore more than this and you will be put into our attendance management program.
2. Lates are tracked back to the last 6 months.

The formula I need to come up with is to keep track of these occurrences in the following year because we make a separate excel book for every year. Currently I have made a sheet that I will just fill out at the beginning of every year that will show the absences by date of the previous year. I would like the formula to sum up all relevant dates in that row to show the employees current occurrence sum. I hope I am making sense.

For example;

If Employee A calls in sick Dec 3 2017, it will not come off their sick occurrence sum until Dec 4 2018. Or If Employee A is late December 3 2017, it will not come off their late occurrence sum until June 4 2017.

Thanks in advance for all suggestions and help.
 

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Basics as per the below...

Excel Workbook
ABC
1Days AbsentDateRolling
2201/01/20102
3302/02/20105
4403/03/20109
5207/06/201011
6310/11/201014
7431/12/201018
8601/01/201124
9202/02/201124
10103/03/201122
11307/06/201121
12510/11/201124
13201/01/201219
14317/01/201216
Sheet3
 
Upvote 0
Thank you so much for your quick response... I have tried minor alterations to the formula you have provided but I can not get it to work in my spreadsheet for whatever reason. Maybe you or someone else could provide a little more insight.

Here is what I have now after your suggestion;


=SUMIFS($O$3:$O$40,$D$7:$N$7,"<="&D7,$D$7:$N$7,">="&DATE(YEAR(D7)-1,MONTH(D7),DAY(D7)))

I entered the formula above into Cell P7..



[TABLE="class: grid, width: 500, align: center"]
<tbody>[TR]
[TD]CELL[/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[TD]F[/TD]
[TD]G[/TD]
[TD]H[/TD]
[TD]I[/TD]
[TD]J[/TD]
[TD]K[/TD]
[TD]L[/TD]
[TD]M[/TD]
[TD]N[/TD]
[TD]O[/TD]
[TD]P[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD]NAME[/TD]
[TD]TYPE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]TOTAL[/TD]
[TD]ROLLING TOTAL[/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD][/TD]
[TD]Employee A[/TD]
[TD]Sick[/TD]
[TD]8/2/2017[/TD]
[TD]9/11/2017[/TD]
[TD]10/14/2017[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]3[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD][/TD]
[TD][/TD]
[TD]Late[/TD]
[TD]9/21/2017[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]1[/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

[TABLE="class: grid, width: 500, align: center"]
<tbody>[TR]
[TD]CELL [/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[TD]F[/TD]
[TD]G[/TD]
[TD]H[/TD]
[TD]I[/TD]
[TD]J[/TD]
[TD]K[/TD]
[TD]L[/TD]
[TD]M[/TD]
[TD]N[/TD]
[TD]O[/TD]
[TD]P[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD]NAME[/TD]
[TD]TYPE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]DATE[/TD]
[TD]TOTAL[/TD]
[TD]ROLLING TOTAL[/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD][/TD]
[TD]Employee B[/TD]
[TD]Sick[/TD]
[TD]8/10/2017[/TD]
[TD]9/12/2017[/TD]
[TD]10/16/2017[/TD]
[TD]11/30/2017[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]4[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]10[/TD]
[TD][/TD]
[TD][/TD]
[TD]Late[/TD]
[TD]9/21/2017[/TD]
[TD]10/31/2017[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]2[/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
 
Upvote 0
Remember my date setup is dd/mm/yyyy

Excel Workbook
BCDEFGHIJKLMNOP
7Employee ASick02/08/201611/09/201714/10/20172
8Late25/03/201721/09/20171
Sheet6
 
Last edited:
Upvote 0

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