Hi
I would be grateful for some assistance.
I have a file that that contains relevant customers details that is continuously added through out. A Supervisor would then go in add in further details at a later time once available.
To make it easier for the relevant supervisors, I would like to do something where the supervisor enters their name in cell B3 (criteria) and this auto filters the whole table with their details grouped together (filters by the supervisor name which already appear in column B under the supervisor field entered in cell B3) so it shows all their data within the same table and not on another sheet) so they can enter the data that is missing easily without having to scroll all the way through the table.
I’m trying to make this as easy as possible and don’t want supervisors to manually filter as not all supervisors are confident using excel.
The spreadsheet currently has 50 rows of test data and this will be constantly added to. Have provided some of this below via a mini sheet
Would also like a clear filter button on so it reverts back to how it was.
I hope I’m making sense. If there’s a better way, do please let me know.
Thanks
Kets
Thanks in advanced
I would be grateful for some assistance.
I have a file that that contains relevant customers details that is continuously added through out. A Supervisor would then go in add in further details at a later time once available.
To make it easier for the relevant supervisors, I would like to do something where the supervisor enters their name in cell B3 (criteria) and this auto filters the whole table with their details grouped together (filters by the supervisor name which already appear in column B under the supervisor field entered in cell B3) so it shows all their data within the same table and not on another sheet) so they can enter the data that is missing easily without having to scroll all the way through the table.
I’m trying to make this as easy as possible and don’t want supervisors to manually filter as not all supervisors are confident using excel.
The spreadsheet currently has 50 rows of test data and this will be constantly added to. Have provided some of this below via a mini sheet
Would also like a clear filter button on so it reverts back to how it was.
I hope I’m making sense. If there’s a better way, do please let me know.
Thanks
Kets
Thanks in advanced
Test File.xlsx | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | |||
1 | |||||||||||||||||||||
2 | |||||||||||||||||||||
3 | |||||||||||||||||||||
4 | |||||||||||||||||||||
5 | Employee Name | Supervisor | Line manager | Area | Pass/Fail | Extensions | PV | Section | Type | Proficiencies | Medicines | OAR | Record of working | Record of Communication | feedback given | Interviews | Interview completed | Date interview completed | Notes | ||
6 | Sam Rogers | Tom Brown | Loiuse Walsh | TP | Fail | No | |||||||||||||||
7 | Tom Smith | Fred Owen | Bob Paul | NH | Pass | EXT | Pass | No | Yes | Fail | Pass | Fail | No | No | Yes | Yes | Yes | 23/09/2022 | |||
8 | Pam Bradley | Tom Brown | Bob Paul | NH | Pass | EXT | Fail | No | No | Fail | Pass | Fail | No | Yes | Yes | Yes | Yes | 23/09/2022 | |||
9 | Peter Jones | Fred Owen | Inca Jins | SS | EXT | ||||||||||||||||
10 | Kevin Price | James Jones | Jack Daniels | NH | Pass | N/A | Pass | No | Yes | Fail | Pass | Fail | No | No | Yes | Yes | Yes | 23/09/2022 | |||
11 | Luke Page | James Jones | Tom Prince | TP | Pass | EXT | Fail | No | No | Pass | Pass | Fail | Yes | No | Yes | Yes | No | ||||
12 | Megan Jepson | Fred Owen | Loiuse Walsh | NH | |||||||||||||||||
13 | Paul Givens | Owen Cloaks | Bob Paul | NH | Pass | N/A | Pass | No | Yes | Fail | Pass | Pass | No | Yes | Yes | Yes | Yes | 23/09/2022 | |||
14 | Whitney James | Tom Brown | Bob Paul | SS | Pass | EXT | Fail | No | No | Pass | Fail | Fail | No | No | Yes | Yes | Yes | 23/09/2022 | |||
15 | Will Shatner | Fred Owen | Inca Jins | TP | Yes | ||||||||||||||||
16 | Bob James | James Jones | Jack Daniels | JK | Pass | EXT | Fail | No | No | Pass | Pass | Fail | No | No | Yes | No | Yes | 23/09/2022 | |||
17 | Jeff Snood | James Jones | Tom Prince | SS | Fail | Yes | Fail | Pass | No | No | |||||||||||
18 | Phil Thompson | Fred Owen | Loiuse Walsh | TP | |||||||||||||||||
19 | James Kush | James Jones | Bob Paul | TP | Pass | EXT | Pass | No | Yes | Fail | Pass | Fail | No | No | Yes | Yes | Yes | 23/09/2022 | |||
20 | Sonia Jules | James Jones | Bob Paul | SS | EXT | No | |||||||||||||||
21 | Katie Moores | James Jones | Inca Jins | NH | Fail | EXT | Fail | Yes | No | Pass | Fail | Pass | No | No | No | Yes | Yes | 23/09/2022 | |||
employee details |
Cells with Conditional Formatting | ||||
---|---|---|---|---|
Cell | Condition | Cell Format | Stop If True | |
I20 | Cell Value | ="No" | text | NO |
F20 | Cell Value | ="N/A" | text | NO |
F20 | Cell Value | ="EXT" | text | NO |
H20,M20:Q20 | Cell Value | ="Yes" | text | NO |
H20,M20:Q20 | Cell Value | ="No" | text | NO |
H20:I20 | Cell Value | ="Pass" | text | NO |
H20:I20 | Cell Value | ="Yes" | text | NO |
G20,E20,J20:L20 | Cell Value | ="Pass" | text | NO |
G20,E20,J20:L20 | Cell Value | ="Fail" | text | NO |
G20,E20,J20:L20 | Cell Value | ="Fail" | text | NO |
G20,E20,J20:L20 | Cell Value | ="Pass" | text | NO |
I18 | Cell Value | ="No" | text | NO |
F18 | Cell Value | ="N/A" | text | NO |
F18 | Cell Value | ="EXT" | text | NO |
H18,M18:Q18 | Cell Value | ="Yes" | text | NO |
H18,M18:Q18 | Cell Value | ="No" | text | NO |
H18:I18 | Cell Value | ="Pass" | text | NO |
H18:I18 | Cell Value | ="Yes" | text | NO |
G18,E18,J18:L18 | Cell Value | ="Pass" | text | NO |
G18,E18,J18:L18 | Cell Value | ="Fail" | text | NO |
G18,E18,J18:L18 | Cell Value | ="Fail" | text | NO |
G18,E18,J18:L18 | Cell Value | ="Pass" | text | NO |
I17 | Cell Value | ="No" | text | NO |
F17 | Cell Value | ="N/A" | text | NO |
F17 | Cell Value | ="EXT" | text | NO |
H17,M17:Q17 | Cell Value | ="Yes" | text | NO |
H17,M17:Q17 | Cell Value | ="No" | text | NO |
H17:I17 | Cell Value | ="Pass" | text | NO |
H17:I17 | Cell Value | ="Yes" | text | NO |
G17,E17,J17:L17 | Cell Value | ="Pass" | text | NO |
G17,E17,J17:L17 | Cell Value | ="Fail" | text | NO |
G17,E17,J17:L17 | Cell Value | ="Fail" | text | NO |
G17,E17,J17:L17 | Cell Value | ="Pass" | text | NO |
I15 | Cell Value | ="No" | text | NO |
F15 | Cell Value | ="N/A" | text | NO |
F15 | Cell Value | ="EXT" | text | NO |
H15,M15:Q15 | Cell Value | ="Yes" | text | NO |
H15,M15:Q15 | Cell Value | ="No" | text | NO |
H15:I15 | Cell Value | ="Pass" | text | NO |
H15:I15 | Cell Value | ="Yes" | text | NO |
G15,E15,J15:L15 | Cell Value | ="Pass" | text | NO |
G15,E15,J15:L15 | Cell Value | ="Fail" | text | NO |
G15,E15,J15:L15 | Cell Value | ="Fail" | text | NO |
G15,E15,J15:L15 | Cell Value | ="Pass" | text | NO |
I12 | Cell Value | ="No" | text | NO |
F12 | Cell Value | ="N/A" | text | NO |
F12 | Cell Value | ="EXT" | text | NO |
H12,M12:Q12 | Cell Value | ="Yes" | text | NO |
H12,M12:Q12 | Cell Value | ="No" | text | NO |
H12:I12 | Cell Value | ="Pass" | text | NO |
H12:I12 | Cell Value | ="Yes" | text | NO |
G12,E12,J12:L12 | Cell Value | ="Pass" | text | NO |
G12,E12,J12:L12 | Cell Value | ="Fail" | text | NO |
G12,E12,J12:L12 | Cell Value | ="Fail" | text | NO |
G12,E12,J12:L12 | Cell Value | ="Pass" | text | NO |
I9 | Cell Value | ="No" | text | NO |
F9 | Cell Value | ="N/A" | text | NO |
F9 | Cell Value | ="EXT" | text | NO |
H9,M9:Q9 | Cell Value | ="Yes" | text | NO |
H9,M9:Q9 | Cell Value | ="No" | text | NO |
H9:I9 | Cell Value | ="Pass" | text | NO |
H9:I9 | Cell Value | ="Yes" | text | NO |
G9,E9,J9:L9 | Cell Value | ="Pass" | text | NO |
G9,E9,J9:L9 | Cell Value | ="Fail" | text | NO |
G9,E9,J9:L9 | Cell Value | ="Fail" | text | NO |
G9,E9,J9:L9 | Cell Value | ="Pass" | text | NO |
I6 | Cell Value | ="No" | text | NO |
F6 | Cell Value | ="N/A" | text | NO |
F6 | Cell Value | ="EXT" | text | NO |
H6,M6:Q6 | Cell Value | ="Yes" | text | NO |
H6,M6:Q6 | Cell Value | ="No" | text | NO |
H6:I6 | Cell Value | ="Pass" | text | NO |
H6:I6 | Cell Value | ="Yes" | text | NO |
G6,E6,J6:L6 | Cell Value | ="Pass" | text | NO |
G6,E6,J6:L6 | Cell Value | ="Fail" | text | NO |
G6,E6,J6:L6 | Cell Value | ="Fail" | text | NO |
G6,E6,J6:L6 | Cell Value | ="Pass" | text | NO |
Q21 | Cell Value | ="Yes" | text | NO |
Q21 | Cell Value | ="No" | text | NO |
M21 | Cell Value | ="Yes" | text | NO |
M21 | Cell Value | ="No" | text | NO |
I21 | Cell Value | ="No" | text | NO |
H21 | Cell Value | ="Yes" | text | NO |
H21 | Cell Value | ="No" | text | NO |
F21 | Cell Value | ="N/A" | text | NO |
F21 | Cell Value | ="EXT" | text | NO |
N21:P21 | Cell Value | ="Yes" | text | NO |
N21:P21 | Cell Value | ="No" | text | NO |
H21:I21 | Cell Value | ="Pass" | text | NO |
H21:I21 | Cell Value | ="Yes" | text | NO |
J21:L21 | Cell Value | ="Pass" | text | NO |
J21:L21 | Cell Value | ="Fail" | text | NO |
J21:L21 | Cell Value | ="Fail" | text | NO |
J21:L21 | Cell Value | ="Pass" | text | NO |
E21 | Cell Value | ="Pass" | text | NO |
E21 | Cell Value | ="Fail" | text | NO |
E21 | Cell Value | ="Fail" | text | NO |
E21 | Cell Value | ="Pass" | text | NO |
G21 | Cell Value | ="Pass" | text | NO |
G21 | Cell Value | ="Fail" | text | NO |
G21 | Cell Value | ="Fail" | text | NO |
G21 | Cell Value | ="Pass" | text | NO |
Q19 | Cell Value | ="Yes" | text | NO |
Q19 | Cell Value | ="No" | text | NO |
M19 | Cell Value | ="Yes" | text | NO |
M19 | Cell Value | ="No" | text | NO |
I19 | Cell Value | ="No" | text | NO |
H19 | Cell Value | ="Yes" | text | NO |
H19 | Cell Value | ="No" | text | NO |
F19 | Cell Value | ="N/A" | text | NO |
F19 | Cell Value | ="EXT" | text | NO |
N19:P19 | Cell Value | ="Yes" | text | NO |
N19:P19 | Cell Value | ="No" | text | NO |
H19:I19 | Cell Value | ="Pass" | text | NO |
H19:I19 | Cell Value | ="Yes" | text | NO |
J19:L19 | Cell Value | ="Pass" | text | NO |
J19:L19 | Cell Value | ="Fail" | text | NO |
J19:L19 | Cell Value | ="Fail" | text | NO |
J19:L19 | Cell Value | ="Pass" | text | NO |
E19 | Cell Value | ="Pass" | text | NO |
E19 | Cell Value | ="Fail" | text | NO |
E19 | Cell Value | ="Fail" | text | NO |
E19 | Cell Value | ="Pass" | text | NO |
G19 | Cell Value | ="Pass" | text | NO |
G19 | Cell Value | ="Fail" | text | NO |
G19 | Cell Value | ="Fail" | text | NO |
G19 | Cell Value | ="Pass" | text | NO |
Q16 | Cell Value | ="Yes" | text | NO |
Q16 | Cell Value | ="No" | text | NO |
M16 | Cell Value | ="Yes" | text | NO |
M16 | Cell Value | ="No" | text | NO |
I16 | Cell Value | ="No" | text | NO |
H16 | Cell Value | ="Yes" | text | NO |
H16 | Cell Value | ="No" | text | NO |
F16 | Cell Value | ="N/A" | text | NO |
F16 | Cell Value | ="EXT" | text | NO |
N16:P16 | Cell Value | ="Yes" | text | NO |
N16:P16 | Cell Value | ="No" | text | NO |
H16:I16 | Cell Value | ="Pass" | text | NO |
H16:I16 | Cell Value | ="Yes" | text | NO |
J16:L16 | Cell Value | ="Pass" | text | NO |
J16:L16 | Cell Value | ="Fail" | text | NO |
J16:L16 | Cell Value | ="Fail" | text | NO |
J16:L16 | Cell Value | ="Pass" | text | NO |
E16 | Cell Value | ="Pass" | text | NO |
E16 | Cell Value | ="Fail" | text | NO |
E16 | Cell Value | ="Fail" | text | NO |
E16 | Cell Value | ="Pass" | text | NO |
G16 | Cell Value | ="Pass" | text | NO |
G16 | Cell Value | ="Fail" | text | NO |
G16 | Cell Value | ="Fail" | text | NO |
G16 | Cell Value | ="Pass" | text | NO |
Q14 | Cell Value | ="Yes" | text | NO |
Q14 | Cell Value | ="No" | text | NO |
M14 | Cell Value | ="Yes" | text | NO |
M14 | Cell Value | ="No" | text | NO |
I14 | Cell Value | ="No" | text | NO |
H14 | Cell Value | ="Yes" | text | NO |
H14 | Cell Value | ="No" | text | NO |
F14 | Cell Value | ="N/A" | text | NO |
F14 | Cell Value | ="EXT" | text | NO |
N14:P14 | Cell Value | ="Yes" | text | NO |
N14:P14 | Cell Value | ="No" | text | NO |
H14:I14 | Cell Value | ="Pass" | text | NO |
H14:I14 | Cell Value | ="Yes" | text | NO |
J14:L14 | Cell Value | ="Pass" | text | NO |
J14:L14 | Cell Value | ="Fail" | text | NO |
J14:L14 | Cell Value | ="Fail" | text | NO |
J14:L14 | Cell Value | ="Pass" | text | NO |
E14 | Cell Value | ="Pass" | text | NO |
E14 | Cell Value | ="Fail" | text | NO |
E14 | Cell Value | ="Fail" | text | NO |
E14 | Cell Value | ="Pass" | text | NO |
G14 | Cell Value | ="Pass" | text | NO |
G14 | Cell Value | ="Fail" | text | NO |
G14 | Cell Value | ="Fail" | text | NO |
G14 | Cell Value | ="Pass" | text | NO |
Q13 | Cell Value | ="Yes" | text | NO |
Q13 | Cell Value | ="No" | text | NO |
M13 | Cell Value | ="Yes" | text | NO |
M13 | Cell Value | ="No" | text | NO |
I13 | Cell Value | ="No" | text | NO |
H13 | Cell Value | ="Yes" | text | NO |
H13 | Cell Value | ="No" | text | NO |
F13 | Cell Value | ="N/A" | text | NO |
F13 | Cell Value | ="EXT" | text | NO |
N13:P13 | Cell Value | ="Yes" | text | NO |
N13:P13 | Cell Value | ="No" | text | NO |
H13:I13 | Cell Value | ="Pass" | text | NO |
H13:I13 | Cell Value | ="Yes" | text | NO |
J13:L13 | Cell Value | ="Pass" | text | NO |
J13:L13 | Cell Value | ="Fail" | text | NO |
J13:L13 | Cell Value | ="Fail" | text | NO |
J13:L13 | Cell Value | ="Pass" | text | NO |
E13 | Cell Value | ="Pass" | text | NO |
E13 | Cell Value | ="Fail" | text | NO |
E13 | Cell Value | ="Fail" | text | NO |
E13 | Cell Value | ="Pass" | text | NO |
G13 | Cell Value | ="Pass" | text | NO |
G13 | Cell Value | ="Fail" | text | NO |
G13 | Cell Value | ="Fail" | text | NO |
G13 | Cell Value | ="Pass" | text | NO |
Q11 | Cell Value | ="Yes" | text | NO |
Q11 | Cell Value | ="No" | text | NO |
M11 | Cell Value | ="Yes" | text | NO |
M11 | Cell Value | ="No" | text | NO |
I11 | Cell Value | ="No" | text | NO |
H11 | Cell Value | ="Yes" | text | NO |
H11 | Cell Value | ="No" | text | NO |
F11 | Cell Value | ="N/A" | text | NO |
F11 | Cell Value | ="EXT" | text | NO |
N11:P11 | Cell Value | ="Yes" | text | NO |
N11:P11 | Cell Value | ="No" | text | NO |
H11:I11 | Cell Value | ="Pass" | text | NO |
H11:I11 | Cell Value | ="Yes" | text | NO |
J11:L11 | Cell Value | ="Pass" | text | NO |
J11:L11 | Cell Value | ="Fail" | text | NO |
J11:L11 | Cell Value | ="Fail" | text | NO |
J11:L11 | Cell Value | ="Pass" | text | NO |
E11 | Cell Value | ="Pass" | text | NO |
E11 | Cell Value | ="Fail" | text | NO |
E11 | Cell Value | ="Fail" | text | NO |
E11 | Cell Value | ="Pass" | text | NO |
G11 | Cell Value | ="Pass" | text | NO |
G11 | Cell Value | ="Fail" | text | NO |
G11 | Cell Value | ="Fail" | text | NO |
G11 | Cell Value | ="Pass" | text | NO |
Q10 | Cell Value | ="Yes" | text | NO |
Q10 | Cell Value | ="No" | text | NO |
M10 | Cell Value | ="Yes" | text | NO |
M10 | Cell Value | ="No" | text | NO |
I10 | Cell Value | ="No" | text | NO |
H10 | Cell Value | ="Yes" | text | NO |
H10 | Cell Value | ="No" | text | NO |
F10 | Cell Value | ="N/A" | text | NO |
F10 | Cell Value | ="EXT" | text | NO |
N10:P10 | Cell Value | ="Yes" | text | NO |
N10:P10 | Cell Value | ="No" | text | NO |
H10:I10 | Cell Value | ="Pass" | text | NO |
H10:I10 | Cell Value | ="Yes" | text | NO |
J10:L10 | Cell Value | ="Pass" | text | NO |
J10:L10 | Cell Value | ="Fail" | text | NO |
J10:L10 | Cell Value | ="Fail" | text | NO |
J10:L10 | Cell Value | ="Pass" | text | NO |
E10 | Cell Value | ="Pass" | text | NO |
E10 | Cell Value | ="Fail" | text | NO |
E10 | Cell Value | ="Fail" | text | NO |
E10 | Cell Value | ="Pass" | text | NO |
G10 | Cell Value | ="Pass" | text | NO |
G10 | Cell Value | ="Fail" | text | NO |
G10 | Cell Value | ="Fail" | text | NO |
G10 | Cell Value | ="Pass" | text | NO |
Q8 | Cell Value | ="Yes" | text | NO |
Q8 | Cell Value | ="No" | text | NO |
M8 | Cell Value | ="Yes" | text | NO |
M8 | Cell Value | ="No" | text | NO |
I8 | Cell Value | ="No" | text | NO |
H8 | Cell Value | ="Yes" | text | NO |
H8 | Cell Value | ="No" | text | NO |
F8 | Cell Value | ="N/A" | text | NO |
F8 | Cell Value | ="EXT" | text | NO |
N8:P8 | Cell Value | ="Yes" | text | NO |
N8:P8 | Cell Value | ="No" | text | NO |
H8:I8 | Cell Value | ="Pass" | text | NO |
H8:I8 | Cell Value | ="Yes" | text | NO |
J8:L8 | Cell Value | ="Pass" | text | NO |
J8:L8 | Cell Value | ="Fail" | text | NO |
J8:L8 | Cell Value | ="Fail" | text | NO |
J8:L8 | Cell Value | ="Pass" | text | NO |
E8 | Cell Value | ="Pass" | text | NO |
E8 | Cell Value | ="Fail" | text | NO |
E8 | Cell Value | ="Fail" | text | NO |
E8 | Cell Value | ="Pass" | text | NO |
G8 | Cell Value | ="Pass" | text | NO |
G8 | Cell Value | ="Fail" | text | NO |
G8 | Cell Value | ="Fail" | text | NO |
G8 | Cell Value | ="Pass" | text | NO |
Q7 | Cell Value | ="Yes" | text | NO |
Q7 | Cell Value | ="No" | text | NO |
M7 | Cell Value | ="Yes" | text | NO |
M7 | Cell Value | ="No" | text | NO |
I7 | Cell Value | ="No" | text | NO |
H7 | Cell Value | ="Yes" | text | NO |
H7 | Cell Value | ="No" | text | NO |
F7 | Cell Value | ="N/A" | text | NO |
F7 | Cell Value | ="EXT" | text | NO |
N7:P7 | Cell Value | ="Yes" | text | NO |
N7:P7 | Cell Value | ="No" | text | NO |
H7:I7 | Cell Value | ="Pass" | text | NO |
H7:I7 | Cell Value | ="Yes" | text | NO |
J7:L7 | Cell Value | ="Pass" | text | NO |
J7:L7 | Cell Value | ="Fail" | text | NO |
J7:L7 | Cell Value | ="Fail" | text | NO |
J7:L7 | Cell Value | ="Pass" | text | NO |
E7 | Cell Value | ="Pass" | text | NO |
E7 | Cell Value | ="Fail" | text | NO |
E7 | Cell Value | ="Fail" | text | NO |
E7 | Cell Value | ="Pass" | text | NO |
G7 | Cell Value | ="Pass" | text | NO |
G7 | Cell Value | ="Fail" | text | NO |
G7 | Cell Value | ="Fail" | text | NO |
G7 | Cell Value | ="Pass" | text | NO |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
E6:E189 | List | =Sheet2!$A$1:$A$3 |
F6:F189 | List | N/A, EXT |
G6:G189 | List | =Sheet2!$A$1:$A$3 |
H6:I189 | List | Yes, No |
J6:L48 | List | =Sheet2!$A$1:$A$3 |
M6:Q189 | List | Yes, No |