Auto Training Tracker w/MS Forms

Nic0la

New Member
Joined
May 27, 2024
Messages
4
Office Version
  1. 365
Platform
  1. Windows
I am trying to create an auto training tracker to help track when my students complete a task/requirement.

The idea is they fillout an online MS Form, I take those responces into my spreadsheet and it automaticly populates the tracker with the date they completed the task. I have tried using XLOOKUP and FILTER but can't seem to get the formulas to ignore blank cells and keep searching. This is needed as students might fill out the form multiple times for other training before they do 'task 1' for example. I also need the formula to always take the most recent date for that task as students will have to do it multiple times to stay 'current'.
To keep things more simple I will always paste the downloaded forms data in order and the tracker should use their student number to match their records.

Any help would be greatly appreciated. Let me know if you have any questions.
 

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Excel Facts

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You can teach Excel a new custom list. Type the list in cells, File, Options, Advanced, Edit Custom Lists, Import, OK
@Nic0la Welcome. Does something like this help?
Use the top left copy icon if you wish to paste the mini-sheet into a sheet.

AutoTraining.xlsm
ABCDEF
1SurnameS NumberTask 1Task 2Task 3Task 4
2Smith A301055/5/245/27/24  
3Price301084/6/243/6/23  
4Jones10109    
5Smith B30103   4/22/24
6Soap J30104    
7    
8    
9    
Tracker
Cell Formulas
RangeFormula
C2:F9C2=LET(d, MAX(('Form Responses'!$D2:$D10=$B2)*('Form Responses'!E2:E10)),IF(OR($B2="",d=0),"",d))


I/DCompletion TimeSurnameS NumberTask 1Task 2Task 3Task 4
1Smith 301055/1/24
2Price301083/6/23
3Smith301055/5/24
4Price301084/6/24
5Smith301055/27/24
6Smith301034/22/24
7Soap30104
 
Upvote 0
@Nic0la Welcome. Does something like this help?
Use the top left copy icon if you wish to paste the mini-sheet into a sheet.

AutoTraining.xlsm
ABCDEF
1SurnameS NumberTask 1Task 2Task 3Task 4
2Smith A301055/5/245/27/24  
3Price301084/6/243/6/23  
4Jones10109    
5Smith B30103   4/22/24
6Soap J30104    
7    
8    
9    
Tracker
Cell Formulas
RangeFormula
C2:F9C2=LET(d, MAX(('Form Responses'!$D2:$D10=$B2)*('Form Responses'!E2:E10)),IF(OR($B2="",d=0),"",d))


I/DCompletion TimeSurnameS NumberTask 1Task 2Task 3Task 4
1Smith 301055/1/24
2Price301083/6/23
3Smith301055/5/24
4Price301084/6/24
5Smith301055/27/24
6Smith301034/22/24
7Soap30104
Perfect! That has worked (no idea how haha), thank you so much!
 
Upvote 0
Can anyone tell me a formula for using conditional formatting to highlight cells where the returned values are out of date?
For example, Task 2 is only valid for one year, meaning students need to do the training and fill out the form each year. I would like the cell to be highlighted yellow in the month it goes out of date and red after this date if they haven't updated the tracker/training. If the cell is blank, I would like no conditional formatting.

Any help is greatly appreciated!
 
Upvote 0
Are you wanting to apply one year validity period to all tasks or will the period vary by task?
 
Upvote 0
Then you will need something like this where the validity period (yrs) is defined.

AutoTraining.xlsm
ABCDEFGH
1Task Validity (Yrs)>19921
2I/DCompletion TimeSurnameS NumberTask 1Task 2Task 3Task 4
31Smith 301056/1/23
42Price301087/2/22
53Smith301055/3/23
64Price301084/6/237/2/22
75Smith301055/3/23
86Smith301037/4/23
97Soap301046/1/22
10
Form Responses


Then hopefull, give or take a day the below should do it?

AutoTraining.xlsm
ABCDEF
1SurnameS NumberTask 1Task 2Task 3Task 4
2Smith A3010501/06/202303/05/2023  
3Price3010806/04/202302/07/202202/07/2022 
4Jones10109    
5Smith B30103   04/07/2023
6Soap J30104  01/06/2022 
7    
8    
9    
10
Tracker
Cell Formulas
RangeFormula
C2:F9C2=LET(d, MAX(('Form Responses'!$D3:$D11=$B2)*('Form Responses'!E3:E11)),IF(OR($B2="",d=0),"",d))
Cells with Conditional Formatting
CellConditionCell FormatStop If True
C2:F10Expression=AND(ISNUMBER(C2),(TODAY()-(365*'Form Responses'!E$1))>=C2)textYES
C2:F10Expression=AND(ISNUMBER(C2),(TODAY()-((365*'Form Responses'!E$1)-30))>=C2)textYES
 
Upvote 0

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