Excel Formula assistance please...

medicnick83

Paramedic
Joined
Aug 23, 2006
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Hi all,

I've been tasked to create a excel document for my shift which has all our information so it's easy for my officer to get information.
I've pretty much done most of it by myself but now I want to make it 'better' and need some assistance with some of the formulas please.

How I've layed it out is as follows:

Index page: This page has all the surnames of my shift on it and each one links to it's own staff page.
Staff member pages: Each staff member has a page (workbook) which has a basic layout, on that page it has a link to the index page.

1 issue: Each person must have PDP so on the page in question, I have cell called "PDP" with the expiry date (DD/MM/YYYY) in the cell next to it (so it's not interrupted with any unnecessary text) - I want to make a spot on the index page where it says how many staff members are coming close to expiry date of the PDP's (1 - 2 months pre-warning) so that my officer can call them in and inform them - so basically PDP EXPIRY: 2 (2 coming to a date in question) and then she can look for it and notify the staff.

2 issue: Each year we have to renew our HPCSA licenses - I'd like to create a count down on the same index page that warns the officer of how many days till the HPCSA renewal comes, so she can warn staff - this date in question is always the 1st April of every year.

3 issue: Every person has a ID number in, if possible, I'd like to have a spot on the index page where it also warns of birthdays coming up, this if, at all possible.

Please if anyone can assist, that would be great.

The main HR has their own way of doing things but this is my officer doing her own thing in her own way and I am just trying to assist her - with that said, I'd like to obviously expand on the document at a later point; for example, I'd like to add the ability to link directly to PDF files which contained scanned files of each staff members drivers license but I'll do that later (easy to do) along with HPCSA cards (latest) which we must all have handed into the officer.

Thanks guys! :)
 
Willing to assist but I'm not doing this via forum explanations...mail me the file (havocxphere at gmail ---- and send me a PM to notify). Plus it would have to contain at least some data (even if fake) so that I can see what things look like.
 
Willing to assist but I'm not doing this via forum explanations...mail me the file (havocxphere at gmail ---- and send me a PM to notify). Plus it would have to contain at least some data (even if fake) so that I can see what things look like.

Thanks boet, I'll send you a DM now. :)
 
Another example you may want to look at.

It does not have a separate tab for each employee but working with your data is easier. It is easy enough to add additional tabs and link with data.
Pity that I'm not allowed to attach *.xlsx file. The file doesn't make use of any macros although it would have preferable.
 

Attachments

Good, can now use conditional formatting on the personnel records tab to highlight individuals also.
 
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