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Harquor

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Joined
Jun 22, 2006
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36
Good morning!

My line of work includes bidding projects throughout each month. My estimator does not keep track of the jobs very well so I find he piles up so many jobs on a single day that this is all I can get done. I would like to smooth it out so I am doing about 5 jobs per day on every day throughout the week which means provding him a tool to track what he has done.

Currently, I keep track of the jobs in a yearly (2017, 2018, etc.) Excel sheet with tabs at the bottom for each month. Column 1 has the bid time. Column 2 has the bid date. Column 3 has the job name. I would like that information to transfer to a calander tab to visually show them for each day. For example, I want him to see he already has 5 jobs done for Monday and 3 jobs for Tuesday, so he can still find 2 more jobs for Tuesday but not do more for Monday. The calander tab could be for each month or even the whole year, but showing each month.

I have a feeling it's a very complicated formula to do something like this, if it's even possible at all. Any help you can offer is appreciated!
 

Excel Facts

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When they said you are going to "Excel at life", they meant you "will be doing Excel your whole life".
You could use Data Validation to prevent the entry of more than 5 dates which are the same in column B of each month without having to create a calendar. For example, a warning message could pop up when the estimator enters the sixth duplicate date. Would this work for you?
 
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