+ Reply to Thread
Results 1 to 10 of 10

Conditional Formatting(?) Based on Multiple Factors

  1. #1
    Registered User
    Join Date
    05-31-2016
    Location
    Canada
    MS-Off Ver
    2013
    Posts
    4

    Question Conditional Formatting(?) Based on Multiple Factors

    Hello,

    I'm attempting to assemble a Spreadsheet for work that helps to organize training requirements for employees.
    The idea is that when a new employee starts working for us, we will know which training he/she needs based on his job title.

    Below is a VERY simplified table example. We currently have 28 job titles/positions and 13 training sessions.
    I would like the cells that the employee does NOT need to become a dark grey colour. So that we can fill in the trainings that they DO need with the date of completion.

    Employee Training Matrix:
    Name Job Title Training 1 Training 2 Training 3 Training 4
    Jon CEO grey
    Richard Quality grey grey
    Ryan Sales
    Jessica Weekday Manager grey grey
    Tiffany Customer Service grey grey grey
    Cole Driver grey grey

    Job Requirement Table: (X = This is a required training for this specific job)
    Job Title Training 1 Training 2 Training 3 Training 4
    CEO X X X
    Quality X X
    Sales X X X X
    Weekday Manager X X
    Customer Service X
    Driver X X


    What I have attempted:
    I attempted to do a conditional format for a column and use an AND list of all the positions that did not meet my requirements, so that they would be grey. However, you are limited by the number of characters in a formula apparently. Is there a simpler/more elegant method? With 28 Job Titles, it can make my formulae pretty long.

    I do have a Worksheet with the Training Matrix and another Worksheet with the Job Requirements. Is it possible to make them play off of each other?
    Like... If Job Title = "Driver" , Compare Job Requirement Worksheet for "Driver" and if an "X" is in the spot, turn grey?

    If something is unclear, let me know. I can try to make a mock spreadsheet to post later if needed.

    Thanks,
    Sieraaden

    Attached an example spreadsheet. (May 31st, 2016 @ 15:13PM CST)
    Attached Files Attached Files
    Last edited by Sieraaden; 06-01-2016 at 01:12 PM.

  2. #2
    Valued Forum Contributor
    Join Date
    01-08-2011
    Location
    Portsmouth, England
    MS-Off Ver
    Excel 2007 to 2016
    Posts
    456

    Re: Conditional Formatting(?) Based on Multiple Factors

    A mock up workbook would be really helpful so we can see what you've already tried in your conditional formatting.

    To upload a sample, go to the Go Advanced button, then choose Manage Attachments which will open a new window. Select your file and click on the Upload button.
    Excel is a constant learning process and it's great to help each other. If any of us have helped you today, a click on the "reputation" star on the left is appreciated.

  3. #3
    Forum Expert
    Join Date
    05-20-2015
    Location
    Chicago, Illinois
    MS-Off Ver
    2016
    Posts
    2,103

    Re: Conditional Formatting(?) Based on Multiple Factors

    This sounds possible, but it would be very helpful if you could post a desensitized workbook containing the two sheets in question (Use: Go Advanced > Manage Attachments).

  4. #4
    Registered User
    Join Date
    05-31-2016
    Location
    Canada
    MS-Off Ver
    2013
    Posts
    4

    Re: Conditional Formatting(?) Based on Multiple Factors

    I've added an example spreadsheet.

    So, the Training Matrix sheet should grey out the ones that do NOT have an X on the next page.
    (Or we could reverse it so that the X's on the 2nd page mark pages that should be grey'd out, what ever is easier)

  5. #5
    Forum Expert
    Join Date
    05-20-2015
    Location
    Chicago, Illinois
    MS-Off Ver
    2016
    Posts
    2,103

    Re: Conditional Formatting(?) Based on Multiple Factors

    Select C2:O21, then choose conditional formatting, format by formula, and use the formula below:

    =OFFSET('Job Requirements'!$A$1,MATCH($B2,'Job Requirements'!$A$2:$A$10,0),MATCH(C$1,'Job Requirements'!$A$1:$N$1,0)-1)<>""

    Then pick grey. Did that do the trick?

    EDIT: The versions below do the exact same thing on your sample, but are eversoslighty more versatile:

    =OFFSET('Job Requirements'!$A$1,MATCH($B2,'Job Requirements'!$A$2:$A$10,0),MATCH(C$1,'Job Requirements'!$B$1:$N$1,0))<>""

    =OFFSET('Job Requirements'!$A$1,MATCH($B2,'Job Requirements'!$A$2:$A$10,0),MATCH(C$1,'Job Requirements'!$B$1:$N$1,0))=""
    Last edited by CAntosh; 05-31-2016 at 05:19 PM.

  6. #6
    Forum Expert
    Join Date
    05-20-2015
    Location
    Chicago, Illinois
    MS-Off Ver
    2016
    Posts
    2,103

    Re: Conditional Formatting(?) Based on Multiple Factors

    My last effort greys the cells with "X"s, to reverse it, go with:

    =OFFSET('Job Requirements'!$A$1,MATCH($B2,'Job Requirements'!$A$2:$A$10,0),MATCH(C$1,'Job Requirements'!$A$1:$N$1,0)-1)=""

  7. #7
    Registered User
    Join Date
    05-31-2016
    Location
    Canada
    MS-Off Ver
    2013
    Posts
    4

    Re: Conditional Formatting(?) Based on Multiple Factors

    Thanks cantosh!

    I tried one of your formulae! And it worked on the example spreadsheet!
    Thanks

    Now I'll attempt to add it to the actual thing, and I'll let you know how it goes!

    Thanks Thanks Thanks!

  8. #8
    Forum Expert
    Join Date
    05-20-2015
    Location
    Chicago, Illinois
    MS-Off Ver
    2016
    Posts
    2,103

    Re: Conditional Formatting(?) Based on Multiple Factors

    Fingers crossed!

    The alternate formulae in post #5 should be easier to adapt.

  9. #9
    Registered User
    Join Date
    05-31-2016
    Location
    Canada
    MS-Off Ver
    2013
    Posts
    4

    Re: Conditional Formatting(?) Based on Multiple Factors

    Hmm,
    Still working on it... for some reason it's not greying out anything at the moment.
    I must have made an error somewhere...

    =OFFSET('Required Documents'!$A$1,MATCH($F3,'Required Documents'!$A$2:$A$29,0),MATCH(G$1,'Required Documents'!$B$1:$N$1,0))=""

    What does the $A$1 refer to?


    ---


    In the "real deal"
    The Training Matrix has the:
    training titles from G2 --> S2
    job titles from F3 --> end of sheet

    Required Documents has the:
    training titles from B1 --> N1
    job titles from A2 --> A29


    Edit:
    Whoops! I had put G$1 in the formula, when it should have been G$2!
    It looks like it has worked. but I need to run out of the house for a bit. and I'll check back in a few hours to confirm!
    Thanks cantosh!


    Edit 2:
    It works! Thanks again!
    Last edited by Sieraaden; 05-31-2016 at 10:32 PM.

  10. #10
    Forum Expert
    Join Date
    05-20-2015
    Location
    Chicago, Illinois
    MS-Off Ver
    2016
    Posts
    2,103

    Re: Conditional Formatting(?) Based on Multiple Factors

    My pleasure, I'm glad you could work it out!

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 0
    Last Post: 03-20-2013, 11:18 AM
  2. [SOLVED] Conditional Formatting based on multiple strings in multiple cells
    By lily_ruiz_06 in forum Excel Formulas & Functions
    Replies: 5
    Last Post: 01-27-2013, 04:23 PM
  3. Replies: 5
    Last Post: 12-28-2012, 02:06 PM
  4. Help - How to delete based on multiple factors..
    By Amalbri in forum Excel Formulas & Functions
    Replies: 0
    Last Post: 09-25-2012, 09:39 AM
  5. Replies: 0
    Last Post: 02-17-2012, 07:33 PM
  6. Replies: 2
    Last Post: 08-26-2010, 07:46 AM
  7. [Cricket] Selecting scores from list based on multiple factors.
    By cricket_stoner in forum Excel General
    Replies: 5
    Last Post: 03-26-2010, 11:15 PM
  8. Generate result based on multiple factors
    By LoveWarrior in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 04-18-2008, 08:55 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1