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30 days- auto deduction; 6 months roll-off: question

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    30 days- auto deduction; 6 months roll-off: question

    Hello,
    2questions

    1) I have 300 employees on an attendance point system. If you are absent or late, then a certain point is issued to the employee. However, after a 30 day period without incident then 1 point is removed from the total until zero or another point is added.

    I need: A formula that would remove 1 points every 30 days from the total until zero (if they are lucky).

    Example:

    A1_____|______A2_____|______A3________|___A4
    EE#____|_____Name____|__Date of violation__|__Points

    1256___|_____John D.___|___4/15/10_______|___2.0


    With the formula, a half point should come off automatically after 30 days if no further incident is recorded. In this example a point should be removed on May 15, 2010 and having a balance of 1.0. Then another one point in other 30 days and the balance then should be 0.0

    Each violation is recorded in a separate line.

    2) In the same excel sheet, after 6 months whatever value whether 0.25 or 0.5 or 1 or 2 is there, it become zero (0) and the total points also reflect this change automatically.

    Thanks for your help.

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    Re: 30 days- auto deduction; 6 months roll-off: question

    Ok, so let me make sure I understand this: Employees get points for violations and, if they've gone 30 days without one, one point is removed. Otherwise, I assume nothing is removed and the new violation points are simply added on, correct?

    I'm confused on what happens every six months. Is it six months from the date of each violation that its effects are erased or is it every six months, you completely wipe the slate clean for all employees?

    What I'm envisioning now is having your list of violations and then a separate table that totals them for each employee. I'd also have to add a fifth column called Points Remaining. Could you please upload what you have already (with dummy data)? It would help me give you precisely the solution you need with regards to your exact layout. Thanks.
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    Re: 30 days- auto deduction; 6 months roll-off: question

    You sometimes were sutracting 1/2 point, and sometimes 1 point.
    Your data said A1:A4 which is a column. I assume it is really in A1:D1 which is a row.

    This puts points remaining for each offense.
    It subtracts 1/2 point every 30 days, and return 0 if over 180 days.
    Cell E2: =If(Today()-C2>180,0,D2-(0.5*Floor((ToDay()-C2)/30))) copied down the column.

    This puts the total points remaining for all offenses on the row contining the first offense for each name.
    Cell F2: =if(Row()<>Match(A2,$A:$A,0),0,SumIf($A:$A,A2,$E:$E) ) copied down the column.


    It's possible to put all the names at the top of another column with no empty cells, and alphabetized if desired, with 2 or 3 more helper columns, which you would probably want to hide.
    Last edited by foxguy; 11-25-2011 at 01:16 AM.
    Foxguy

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    Re: 30 days- auto deduction; 6 months roll-off: question

    I am out of office for the time being and will be getting back to you on this on Monday.

    Ok, so let me make sure I understand this: Employees get points for violations and, if they've gone 30 days without one, one point is removed. Otherwise, I assume nothing is removed and the new violation points are simply added on, correct?
    Yes, you are right.

    Thank You.

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    Re: 30 days- auto deduction; 6 months roll-off: question

    Sorry due to unforeseen circumstances, could not post earlier.
    To continue the original poster question: I am attaching an Example.

    In this example, you will see:
    1) Points roll off 6 months after the incident.
    ex. 10/24/2010 ,11/20/2010, 1/22/2011 : no points.
    This should reflect in Total points.

    2) If no incident in 30 days, one point will be deducted automatically from total points
    ex. From 8/28/2011 till 9/30/2011, there is no incident ( call out, late or early release)
    Say that agent had 2.0 Total points before, now it became 1.0 Total point as one point is automatically deducted.

    Please suggest how to accomplish this automatically.
    Currently adjusting the points manually and it is tedious.

    Thanks in advance.
    Attached Images Attached Images
    Last edited by newbie20; 11-30-2011 at 10:41 PM.

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    Re: 30 days- auto deduction; 6 months roll-off: question

    Newbie20;

    What didn't you like about my solution?

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    Re: 30 days- auto deduction; 6 months roll-off: question

    foxguy, I have similar situation. My thread is here: http://www.excelforum.com/excel-gene...ttendance.html
    How to apply your formula for my situation.

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