PaulyK
Board Regular
- Joined
- Aug 27, 2015
- Messages
- 50
- Office Version
- 365
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Hi,
I have created a Project Summary Resourcing Report (with thanks to @Fluff ) which uses SUMIFS to get a total of the days worked by a person, per month, per project. The month is selected via a dropdown list.
The problem is have is that in the main report there are upwards of 100 Projects and the same for People, which is then hard to summarise easily.
I would like to be able to select a specific person and show the projects they worked on and the days worked for that month (or overall) I thought I could achieve this via a dropdown list of People and then the data would show and would change based on month / person. Additionally if the same could be achieved Selecting the Project to get a list of people...but that isn't a priority)
I understand using an XLOOKUP I can display a whole column as a result, so wondered if this was an option to display the results, but not sure where to start; or if an easier way!
Summary would look something like this (or similar - but don't mind how it looks, just need it to do what i want)
Summary By Resource
Source Data
I have created a Project Summary Resourcing Report (with thanks to @Fluff ) which uses SUMIFS to get a total of the days worked by a person, per month, per project. The month is selected via a dropdown list.
The problem is have is that in the main report there are upwards of 100 Projects and the same for People, which is then hard to summarise easily.
I would like to be able to select a specific person and show the projects they worked on and the days worked for that month (or overall) I thought I could achieve this via a dropdown list of People and then the data would show and would change based on month / person. Additionally if the same could be achieved Selecting the Project to get a list of people...but that isn't a priority)
I understand using an XLOOKUP I can display a whole column as a result, so wondered if this was an option to display the results, but not sure where to start; or if an easier way!
Summary would look something like this (or similar - but don't mind how it looks, just need it to do what i want)
Resource Allocation Tool - RAT.xlsx | ||||||
---|---|---|---|---|---|---|
A | B | C | D | |||
2 | Name | Person 1 | ||||
3 | Date | May | ||||
4 | Projects | Project 1 | 3 | |||
5 | Project 2 | 3 | ||||
6 | Project 3 | 1.5 | ||||
7 | Project 6 | 5 | ||||
8 | Project 10 | 2 | ||||
9 | ||||||
10 | Total | 14.5 | ||||
Summary |
Cell Formulas | ||
---|---|---|
Range | Formula | |
C10 | C10 | =SUBTOTAL(9,C4:C8) |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
B2 | List | =IT_Team |
B3 | List | =rngMonths |
Summary By Resource
Resource Allocation Tool - RAT.xlsx | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | |||
1 | Resource Summary (Demand / Pipeline) | ||||||||||||||||||||
2 | Select Period | May-22 | |||||||||||||||||||
3 | |||||||||||||||||||||
4 | Team | Resource | Project 1 | Project 10 | Project 11 | Project 12 | Project 13 | Project 14 | Project 15 | Project 16 | Project 2 | Project 3 | Project 4 | Project 5 | Project 6 | Project 7 | Project 8 | Project 9 | 0 | ||
5 | Team 1 | Person 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
6 | Team 1 | Person 2 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7.5 | 0 | 0 | 0 | ||
7 | Team 2 | Person 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8 | 14 | 0 | 0 | 0 | 0 | 0 | ||
8 | Team 1 | Person 4 | 1 | 0 | 0 | 0 | 0 | 11 | 0 | 0 | 2 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
9 | Team 2 | Person 5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18 | 4 | 0 | 0 | 0 | 0 | 0 | ||
10 | Team 3 | Person 6 | 0 | 0 | 0 | 0 | 11 | 0 | 0 | 0 | 0 | 0 | 10 | 0 | 0 | 0 | 0 | 0 | 0 | ||
11 | Team 1 | Person 7 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12 | 0 | 0 | 0 | 0 | 0 | 0 | ||
12 | Team 2 | Person 8 | 0 | 0 | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
13 | Team 2 | Person 9 | 0 | 0 | 12.5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | 0 | ||
14 | Team 2 | Person 10 | 0.5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
15 | Team 4 | Person 11 | 5 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
16 | Team 5 | Person 12 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
17 | Team 4 | Person 13 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | 0 | 0 | 8 | 7 | 0 | 0 | 0 | 0 | 0 | ||
18 | Team 1 | Person 14 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
19 | Team 1 | Person 15 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.5 | 20 | 0 | 0 | 0 | 0 | 0 | ||
20 | Team 1 | Person 16 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
21 | Team 5 | Person 17 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 0 | 0 | 10 | 0 | 0 | ||
22 | Team 1 | Person 18 | 0 | 0 | 0 | 0 | 0 | 0 | 10 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
23 | Team 2 | Person 19 | 0 | 0 | 0 | 16 | 0 | 0 | 0 | 0 | 0 | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
24 | Team 2 | Person 20 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
Summary (Pipeline) by Resource |
Cell Formulas | ||
---|---|---|
Range | Formula | |
C4:S4 | C4 | =TRANSPOSE(Lists!H2#) |
B5:B24 | B5 | =UNIQUE(Lists!G2:G21) |
C5:S24 | C5 | =SUMIFS(INDEX(TblNewProjAlloc[[Jan-22]:[Sep-22]],,MATCH(TEXT($B$2,"mmm-yy"),TblNewProjAlloc[[#Headers],[Jan-22]:[Sep-22]],0)),TblNewProjAlloc[[WHO]:[WHO]],$B5#,TblNewProjAlloc[[PROJECT NAME]:[PROJECT NAME]],C4) |
A5:A20,A22:A24 | A5 | =IFERROR(INDEX(NameTbl[Team],MATCH('Summary (Pipeline) by Resource'!B5,NameTbl[Name],0))," ")&"" |
A21 | A21 | =IFERROR(INDEX(NameTbl[Team],MATCH('Summary (Pipeline) by Resource'!B21,NameTbl[Name],0))," ") |
Dynamic array formulas. |
Named Ranges | ||
---|---|---|
Name | Refers To | Cells |
'Project allocation (Pipeline)'!IT_Team | =NameTbl[Name] | A5:A24 |
'Summary - Pipeline (Days)'!IT_Team | =NameTbl[Name] | A5:A24 |
'Summary (Pipeline) by Resource'!IT_Team | =NameTbl[Name] | A5:A24 |
IT_Team | =NameTbl[Name] | A5:A24 |
Cells with Conditional Formatting | ||||
---|---|---|---|---|
Cell | Condition | Cell Format | Stop If True | |
C6:S24 | Cell Value | >0 | text | NO |
C5:S5 | Cell Value | >0 | text | NO |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
B2 | List | =rngMonths |
Source Data
Resource Allocation Tool - RAT.xlsx | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | G | H | I | J | K | L | ||||
2 | STAGE | PROJECT NAME | WHO | Jan-22 | Feb-22 | Apr-22 | May-22 | Jun-22 | Jul-22 | Aug-22 | Sep-22 | |||
3 | Demand | Project 1 | Person 8 | 4 | 4 | 4 | 2 | |||||||
4 | Demand | Project 1 | Person 18 | 3 | 2 | 2 | 2 | 1 | ||||||
5 | Demand | Project 1 | Person 10 | 5 | 0.5 | 12 | 12 | 12 | 2 | |||||
6 | Demand | Project 1 | Person 1 | 5 | 4 | 4 | 4 | 2 | ||||||
7 | Demand | Project 1 | Person 11 | 5 | 5 | 5 | 5 | 5 | ||||||
8 | Demand | Project 1 | Person 16 | 5 | 5 | 5 | 0 | 0 | ||||||
9 | Demand | Project 1 | Person 4 | 1 | 1 | 1 | ||||||||
10 | Demand | Project 1 | Person 2 | 5 | 0 | 1 | 0 | 0 | ||||||
11 | Demand | Project 2 | Person 4 | 1 | 10 | 2 | 2 | 2 | 2 | |||||
12 | Demand | Project 3 | Person 14 | 2 | 3 | 4 | 2 | |||||||
13 | Demand | Project 3 | Person 19 | 3 | 3 | |||||||||
14 | Demand | Project 3 | Person 12 | 1 | 1 | 1.5 | 1.5 | 1.5 | 3 | |||||
15 | Pipeline | Project 4 | Person 13 | 8 | 8 | 8 | 8 | 8 | ||||||
16 | Pipeline | Project 4 | Person 3 | 8 | 8 | 8 | 8 | 8 | ||||||
17 | Pipeline | Project 4 | Person 15 | 1.5 | 12 | 12 | 12 | 10 | ||||||
18 | Pipeline | Project 4 | Person 5 | 7.5 | 18 | 20 | 20 | 20 | 20 | |||||
19 | Pipeline | Project 4 | Person 6 | 7.5 | 10 | |||||||||
20 | Pipeline | Project 4 | Person 7 | 7.5 | 12 | |||||||||
21 | Pipeline | Project 5 | Person 13 | 7.5 | 7 | 0.5 | ||||||||
22 | Pipeline | Project 5 | Person 3 | 7.5 | 1.5 | 14 | 0.5 | |||||||
23 | Pipeline | Project 5 | Person 15 | 7.5 | 20 | 0.5 | ||||||||
24 | Pipeline | Project 5 | Person 5 | 14 | 2 | 4 | ||||||||
25 | Pipeline | Project 5 | Person 17 | 2 | ||||||||||
26 | Pipeline | Project 6 | Person 13 | 1 | 5 | 2 | 2 | 2 | ||||||
27 | Pipeline | Project 7 | Person 2 | 5 | 7.5 | 11 | 11 | 11 | 11 | |||||
28 | Pipeline | Project 8 | Person 17 | 0.5 | 10 | 10 | 10 | 10 | ||||||
29 | Pipeline | Project 9 | Person 9 | 9 | 5 | 5 | 7.5 | |||||||
30 | Pipeline | Project 10 | Person 20 | |||||||||||
31 | Pipeline | Project 11 | Person 8 | 4 | 4 | 4 | 4 | 4 | ||||||
32 | Pipeline | Project 11 | Person 9 | 9 | 12.5 | 5.5 | 5 | 5 | ||||||
33 | Pipeline | Project 12 | Person 19 | 0.5 | 16 | 20 | 20 | 10 | 10 | |||||
34 | Pipeline | Project 13 | Person 6 | 0.5 | 11 | 11 | 11 | 7.5 | 7.5 | |||||
35 | Pipeline | Project 14 | Person 4 | 0.5 | 11 | 11 | 11 | 7.5 | 7.5 | |||||
36 | Pipeline | Project 15 | Person 18 | 9 | 10 | 10 | 10 | 10 | 10 | |||||
37 | Pipeline | Project 16 | Person 1 | 11 | 20 | 16 | 16 | 16 | 16 | |||||
38 | Pipeline | Project 16 | Person 13 | 11 | 5 | 5 | 5 | 5 | 5 | |||||
39 | Pipeline | Project 16 | Person 20 | 11 | 15 | 9 | 8 | 11 | ||||||
40 | ||||||||||||||
Project allocation (Pipeline) |
Cells with Conditional Formatting | ||||
---|---|---|---|---|
Cell | Condition | Cell Format | Stop If True | |
A3:L40 | Expression | =$A3="Pipeline" | text | NO |
A3:L40 | Expression | =$A3="Demand" | text | NO |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
C3:C39 | List | =IT_Team |