psycoperl
Active Member
- Joined
- Oct 23, 2007
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- 365
- 2016
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I am working on a spreadsheet project to track my work leaves balances based on both current date and projections based on end of our leave budget year.
What I am trying to do is on my Summary Sheet display the balances for 4 different types of leave (Comp Time, Annual Leave, Unscheduled, Sickleave) each of which is listed on its own sheet tab (using the same column layout -- with the exception of Annual Leave which has a FY DAYS MUST USE column) and achieve the following goals:
What I am trying to do is on my Summary Sheet display the balances for 4 different types of leave (Comp Time, Annual Leave, Unscheduled, Sickleave) each of which is listed on its own sheet tab (using the same column layout -- with the exception of Annual Leave which has a FY DAYS MUST USE column) and achieve the following goals:
- On the Summary Tab: In Column E (E5, E9, E13, E17) display the current balances from the individual sheets base on todays date. The individual tabs each has additional dates in the list as it is also being used to plan for the rest of the budget year.
- On the Summary Tab: In Column G (G5, G9, G13, G17) to show the balance at the end of the leave budget year as listed in Summary!E2
- Also need to handle when there would be two entries for the same date as Annual Leave and Sick Leave have automatic increments granted at the end of each month, these dates may also be dates that leave is also used so there would be two entries in the plan.
- A bonus goal would be to not require manual resorting of each tab (Comptime Plan, Annual Leave Plan, Unscheduled Plan, Sickleave Plan) when new date records are added.
Leave_Use_Plan_FY2021.xlsx | |||||||||
---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | |||
1 | LEAVE USE PLAN | ||||||||
2 | Annual Leave Year Ending | Monday, August 30, 2021 | |||||||
3 | |||||||||
4 | As of Current Date: Mon. February, 15, 2021 | Estimated as of AY Ending on Mon, Aug, 30, 2021 | |||||||
5 | AL | Annual Leave | 29395 | 69D 06H 55M | 69D 06H 55M | ||||
6 | MUST USE: 24D 06H 55M | MUST USE: 24D 06H 55M | |||||||
7 | |||||||||
8 | |||||||||
9 | UH | Unscheduled Leave | 1680 | 04D 00H 00M | 04D 00H 00M | ||||
10 | |||||||||
11 | |||||||||
12 | |||||||||
13 | SL | Sick Leave | 59285 | 141D 01H 05M | 141D 01H 05M | ||||
14 | |||||||||
15 | |||||||||
16 | |||||||||
17 | CT | Compensatory Time | 4599 | 10D 06H 39M | 10D 06H 39M | ||||
SUMMARY |
Cell Formulas | ||
---|---|---|
Range | Formula | |
C5 | C5 | ='ANNUAL LEAVE PLAN'!G200 |
E4 | E4 | =CONCATENATE("As of Current Date: ", TEXT(NOW(),"DDD. MMMM, DD, YYYY")) |
E5 | E5 | =IF(C5<1,CONCATENATE("NO ",UPPER(B5)," AVAILABLE"),CONCATENATE( TEXT(ROUNDDOWN((C5/(60*7)),0),"00"),"D ",TEXT(ROUNDDOWN((C5-ROUNDDOWN((C5/(60*7)),0)*60*7)/(60),0),"00"),"H ",TEXT(MOD(C5,60),"00"),"M")) |
E6 | E6 | =IF(C5>=Setting!C2,CONCATENATE("MUST USE: ", TEXT(ROUNDDOWN(((C5-Setting!C2)/(60*7)),0),"00"),"D ",TEXT(ROUNDDOWN((C5-Setting!C2-ROUNDDOWN(((C5-Setting!C2)/(60*7)),0)*60*7)/(60),0),"00"),"H ",TEXT(MOD(C5-Setting!C2,60),"00"),"M"),"") |
G4 | G4 | =CONCATENATE("Estimated as of AY Ending on ",TEXT(E2,"DDD, MMM, DD, YYYY")) |
G5 | G5 | =IF(C5<1,CONCATENATE("NO ",UPPER(B5)," AVAILABLE"),CONCATENATE( TEXT(ROUNDDOWN((C5/(60*7)),0),"00"),"D ",TEXT(ROUNDDOWN((C5-ROUNDDOWN((C5/(60*7)),0)*60*7)/(60),0),"00"),"H ",TEXT(MOD(C5,60),"00"),"M")) |
G6 | G6 | =IF(C5>=18900,CONCATENATE("MUST USE: ", TEXT(ROUNDDOWN(((C5-18900)/(60*7)),0),"00"),"D ",TEXT(ROUNDDOWN((C5-18900-ROUNDDOWN(((C5-18900)/(60*7)),0)*60*7)/(60),0),"00"),"H ",TEXT(MOD(C5-18900,60),"00"),"M"),"") |
C9 | C9 | ='UNSCHED PLAN'!G6 |
E9,E17,E13 | E9 | =IF(C9<1,CONCATENATE("NO ",UPPER(B9)," AVAILABLE"),CONCATENATE(TEXT(ROUNDDOWN((C9/(60*7)),0),"00"),"D ",TEXT(ROUNDDOWN((C9-ROUNDDOWN((C9/(60*7)),0)*60*7)/(60),0),"00"),"H ",TEXT(MOD(C9,60),"00"),"M")) |
G9,G17,G13 | G9 | =IF(C9<1,CONCATENATE("NO ",UPPER(B9)," AVAILABLE"),CONCATENATE(TEXT(ROUNDDOWN((C9/(60*7)),0),"00"),"D ",TEXT(ROUNDDOWN((C9-ROUNDDOWN((C9/(60*7)),0)*60*7)/(60),0),"00"),"H ",TEXT(MOD(C9,60),"00"),"M")) |
C13 | C13 | ='SICKLEAVE PLAN'!G200 |
C17 | C17 | ='COMPTIME PLAN'!G200 |
Leave_Use_Plan_FY2021.xlsx | |||||
---|---|---|---|---|---|
A | B | C | |||
1 | Days | Minutes | |||
2 | Annual Leave Cap | 45 | 18900 | ||
3 | |||||
Setting |
Cell Formulas | ||
---|---|---|
Range | Formula | |
C2 | C2 | =B2*7*60 |
Leave_Use_Plan_FY2021.xlsx | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | H | ||||
1 | SICK LEAVE | Leave Type | NOTE | D | H | M | SICKLEAVE BAL | |||
2 | Monday, August 31, 2020 | SL | BALANCE | 121 | 1 | 5 | SL BAL: 121D 01H 05M | |||
3 | Wednesday, September 30, 2020 | SL | Increment + | 1 | 4 | 40 | SL BAL: 122D 05H 45M | |||
4 | Saturday, October 31, 2020 | SL | Increment + | 1 | 4 | 40 | SL BAL: 124D 03H 25M | |||
5 | Monday, November 30, 2020 | SL | Increment + | 1 | 4 | 40 | SL BAL: 126D 01H 05M | |||
6 | Thursday, December 31, 2020 | SL | Increment + | 1 | 4 | 40 | SL BAL: 127D 05H 45M | |||
7 | Sunday, January 31, 2021 | SL | Increment + | 1 | 4 | 40 | SL BAL: 129D 03H 25M | |||
8 | Sunday, February 28, 2021 | SL | Increment + | 1 | 4 | 40 | SL BAL: 131D 01H 05M | |||
9 | Wednesday, March 31, 2021 | SL | Increment + | 1 | 4 | 40 | SL BAL: 132D 05H 45M | |||
SICKLEAVE PLAN |
Cell Formulas | ||
---|---|---|
Range | Formula | |
H2:H9 | H2 | =CONCATENATE(B2, " BAL: ", TEXT(ROUNDDOWN((G2/(60*7)),0),"00"),"D ",TEXT(ROUNDDOWN((G2-ROUNDDOWN((G2/(60*7)),0)*60*7)/(60),0),"00"),"H ",TEXT(MOD(G2,60),"00"),"M") |
A3:A9 | A3 | =EOMONTH(A2,1) |
Cell Formulas | ||
---|---|---|
Range | Formula | |
G2 | G2 | =(D2*7*60)+(E2*60)+F2 |
H2:H42 | H2 | =CONCATENATE(B2, " BAL: ", TEXT(ROUNDDOWN((G2/(60*7)),0),"00"),"D ",TEXT(ROUNDDOWN((G2-ROUNDDOWN((G2/(60*7)),0)*60*7)/(60),0),"00"),"H ",TEXT(MOD(G2,60),"00"),"M") |
I2:I42 | I2 | =IF(G2>=Setting!C2,CONCATENATE("MUST USE: ", TEXT(ROUNDDOWN(((G2-Setting!C2)/(60*7)),0),"00"),"D ",TEXT(ROUNDDOWN((G2-Setting!C2-ROUNDDOWN(((G2-Setting!C2)/(60*7)),0)*60*7)/(60),0),"00"),"H ",TEXT(MOD(G2-Setting!C2,60),"00"),"M"),"") |
G3:G42 | G3 | =G2+IF(AND(NOT(ISBLANK(D3)),NOT(ISBLANK(E3)),NOT(ISBLANK(F3))),(D3*7*60)+(E3*60)+F3,0) |