Hi - I am trying to build a resource capacity tool but having problems with referencing and updating tables when new records are added.
1) Named Resources are added to the resource tab
2) Resources are loaded as a drop down in the Allocations tab, where they are matched with Initaitives, which includes their utilisation, Start & End dates
What I would like to show, is:
- list of all resources across a weekly timeline with how many days they have been allocated to that initiative
So far, I am trying to load all the resources into a daily timeline that plots out their allocation (IF (start and end date are between this week then give 1*utilisation). So if I am 50%, it would show 0.5 every day between start and end dates. I have then named each week as a named range (Week1, Week2) and then trying to look up SUM(FILTER(Week1, List of resources=name in this row).
My issue - when new names are added (or deleted) the referencing gets screwed up and all my named ranges change. I have tried a macro to clear the fields and reapply the formula but this does not seem to work.
How can I make the tables expand with the correct formulas - I have spent a week trying and cannot find any solution.
Any help would be greatly appreciated
Allocations:
Daily View:
Weekly View:
1) Named Resources are added to the resource tab
2) Resources are loaded as a drop down in the Allocations tab, where they are matched with Initaitives, which includes their utilisation, Start & End dates
What I would like to show, is:
- list of all resources across a weekly timeline with how many days they have been allocated to that initiative
So far, I am trying to load all the resources into a daily timeline that plots out their allocation (IF (start and end date are between this week then give 1*utilisation). So if I am 50%, it would show 0.5 every day between start and end dates. I have then named each week as a named range (Week1, Week2) and then trying to look up SUM(FILTER(Week1, List of resources=name in this row).
My issue - when new names are added (or deleted) the referencing gets screwed up and all my named ranges change. I have tried a macro to clear the fields and reapply the formula but this does not seem to work.
How can I make the tables expand with the correct formulas - I have spent a week trying and cannot find any solution.
Any help would be greatly appreciated
Allocations:
ResourceManagement vXBKK.xlsx | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
C | D | E | F | G | H | I | J | |||
4 | Full Name | Line Manager | Initiative | Domains | Utilisation | Start Date | End Date | Work Days | ||
5 | Jack Watson | Christine Agart | Wireless Survey | Infrastructure | 50% | 01/01/2022 | 10/03/2022 | 49 | ||
6 | John Jones | Christine Agart | Wireless Survey | Infrastructure | 100% | 01/02/2022 | 30/04/2022 | 64 | ||
7 | Katie Marsh | Christine Agart | EBS Workday | Procurement | 50% | 01/03/2022 | 01/04/2022 | 24 | ||
8 | Katie Marsh | Christine Agart | New Salesforce App | Sales | 100% | 15/01/2022 | 15/02/2022 | 22 | ||
9 | Sarah Beecher | John Davies | EBS Workday | Procurement | 100% | 01/01/2022 | 31/12/2022 | 260 | ||
10 | Jack Watson | Christine Agart | EBS Workday | Procurement | 100% | 01/02/2022 | 01/04/2022 | 44 | ||
11 | Bill Jean | Ash Barrett | ISIM 2.3 | Procurement | 100% | 01/04/2022 | 01/06/2022 | 44 | ||
12 | John Jones | Christine Agart | Digital trends | Digital | 100% | 01/01/2022 | 01/06/2022 | 108 | ||
13 | Florence HB | Jack Watson | LAN Modernisation | Infrastructure | 100% | 01/01/2022 | 22/04/2022 | 80 | ||
14 | Florence HB | Jack Watson | LAN Modernisation | Infrastructure | 100% | 10/01/2022 | 10/02/2022 | 24 | ||
Allocations |
Cell Formulas | ||
---|---|---|
Range | Formula | |
D5:D14 | D5 | =VLOOKUP([@[Full Name]],Table9,2,FALSE) |
F5:F14 | F5 | =VLOOKUP([@Initiative],Initiatives,2,FALSE) |
J5:J14 | J5 | =NETWORKDAYS(Allocations!$H5,Allocations!$I5) |
Named Ranges | ||
---|---|---|
Name | Refers To | Cells |
Initiatives | =Initiatives!$D$4:$E$12 | F5:F14 |
List000 | =Table9[Full Name] | D5:D14 |
ListInitiatives | =Tbl_Initiaitives[Initiative] | F5:F14 |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
E4:E14 | List | =ListInitiatives |
C4:C14 | List | =List000 |
Daily View:
ResourceManagement vXBKK.xlsx | ||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | |||
2 | Mon | Tue | Wed | Thu | Fri | Mon | Tue | Wed | Thu | Fri | Mon | Tue | Wed | Thu | Fri | Mon | Tue | Wed | Thu | Fri | Mon | |||||||||
3 | 03/01/2022 | 04/01/2022 | 05/01/2022 | 06/01/2022 | 07/01/2022 | 10/01/2022 | 11/01/2022 | 12/01/2022 | 13/01/2022 | 14/01/2022 | 17/01/2022 | 18/01/2022 | 19/01/2022 | 20/01/2022 | 21/01/2022 | 24/01/2022 | 25/01/2022 | 26/01/2022 | 27/01/2022 | 28/01/2022 | 31/01/2022 | |||||||||
4 | Full Name | Line Manager | Initiative | Domains | Utilisation | Start Date | End Date | 03/01/2022 | 04/01/2022 | 05/01/2022 | 06/01/2022 | 07/01/2022 | 10/01/2022 | 11/01/2022 | 12/01/2022 | 13/01/2022 | 14/01/2022 | 17/01/2022 | 18/01/2022 | 19/01/2022 | 20/01/2022 | 21/01/2022 | 24/01/2022 | 25/01/2022 | 26/01/2022 | 27/01/2022 | 28/01/2022 | 31/01/2022 | ||
5 | Bill Jean | Ash Barrett | ISIM 2.3 | Procurement | 100% | 01/04/2022 | 01/06/2022 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
6 | Florence HB | Jack Watson | LAN Modernisation | Infrastructure | 100% | 01/01/2022 | 22/04/2022 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | ||
7 | Florence HB | Jack Watson | LAN Modernisation | Infrastructure | 100% | 10/01/2022 | 10/02/2022 | 0 | 0 | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | ||
8 | Jack Watson | Christine Agart | Wireless Survey | Infrastructure | 50% | 01/01/2022 | 10/03/2022 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | ||
9 | Jack Watson | Christine Agart | EBS Workday | Procurement | 100% | 01/02/2022 | 01/04/2022 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
10 | John Jones | Christine Agart | Wireless Survey | Infrastructure | 100% | 01/02/2022 | 30/04/2022 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
11 | John Jones | Christine Agart | Digital trends | Digital | 100% | 01/01/2022 | 01/06/2022 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | ||
12 | Katie Marsh | Christine Agart | EBS Workday | Procurement | 50% | 01/03/2022 | 01/04/2022 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
13 | Katie Marsh | Christine Agart | New Salesforce App | Sales | 100% | 15/01/2022 | 15/02/2022 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | ||
14 | Sarah Beecher | John Davies | EBS Workday | Procurement | 100% | 01/01/2022 | 31/12/2022 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | ||
ResourcebyDay |
Cell Formulas | ||
---|---|---|
Range | Formula | |
J2:AD2 | J2 | =TEXT(J4,"ddd") |
J5:AD14 | J5 | =$G5*IF(AND($H5<=J$3,$I5>=J$3),1,0) |
Weekly View:
ResourceManagement vXBKK.xlsx | |||||||||
---|---|---|---|---|---|---|---|---|---|
C | D | E | F | G | H | I | |||
4 | January | ||||||||
5 | Full Name | Line Manager | 03/01/2022 | 10/01/2022 | 17/01/2022 | 24/01/2022 | 31/01/2022 | ||
6 | Jack Watson | Christine Agart | #VALUE! | #VALUE! | #VALUE! | #VALUE! | #VALUE! | ||
7 | John Jones | Christine Agart | #VALUE! | #VALUE! | #VALUE! | #VALUE! | #VALUE! | ||
8 | Katie Marsh | Christine Agart | #VALUE! | #VALUE! | #VALUE! | #VALUE! | #VALUE! | ||
9 | Katie Marsh | Christine Agart | #VALUE! | #VALUE! | #VALUE! | #VALUE! | #VALUE! | ||
10 | Sarah Beecher | John Davies | #VALUE! | #VALUE! | #VALUE! | #VALUE! | #VALUE! | ||
11 | Jack Watson | Christine Agart | #VALUE! | #VALUE! | #VALUE! | #VALUE! | #VALUE! | ||
12 | Bill Jean | Ash Barrett | #VALUE! | #VALUE! | #VALUE! | #VALUE! | #VALUE! | ||
13 | John Jones | Christine Agart | #VALUE! | #VALUE! | #VALUE! | #VALUE! | #VALUE! | ||
14 | Florence HB | Jack Watson | #VALUE! | #VALUE! | #VALUE! | #VALUE! | #VALUE! | ||
15 | Florence HB | Jack Watson | #VALUE! | #VALUE! | #VALUE! | #VALUE! | #VALUE! | ||
ResourcebyWeek |
Cell Formulas | ||
---|---|---|
Range | Formula | |
E6:I15 | E6 | =SUM(FILTER(Week1,ResourceNameDay=$C6)) |
Named Ranges | ||
---|---|---|
Name | Refers To | Cells |
ResourceNameDay | =Table_Query_from_Excel_Files_12[Full Name] | E6:I15 |
Week1 | =ResourcebyDay!$J$5:$N$11 | E6:I15 |