Building a Workbook for Work - Help!

[amandaj871619]

Hi All,

I am currently working on building an activity workbook for my department. I am posting in the general topic forum, as I am not sure which formulas/functions/macros I should be using to get the best outcome. The Activity workbook consists of a list of situations and what actions need to be performed by the employee as a result. I work in the Human Resources Department for my company, specifically in employee benefits and leaves, and there are a lot of steps we have to follow for certain job tasks. For example, if an employee wants to add a spouse or dependent to their insurance plan (situation named "add/remove spouse or dependent") I would like to have excel populate a list of the steps or tasks that need to be completed in order to do so.

My idea to accomplish this, would be to create a list of "situations" and then have an "action list". I want to be able to select a situation and then have excel provide me with the correlating list of actions I need to complete. I am just not sure which formula/function to use for this.... or if this is something i can build a macro for? I have a decent understanding of Excel, but this feels more advanced than I am. Any suggestions are much appreciated!

[cubangt]

Providing a sample file with some generic data may help others chime in..

One possible solution would be to have each situation on its own sheet hidden, then from the list of possible situations, when they select one, that sheet is unhidden and focus set on that sheet.... (maybe)

Another possible option would be to structure all your situation steps in a consistent format and on the main page where they make they selection, just have cells that point/equal the equivalent data from the specific situation.

[Logit]

Your workbook is confusing.

Best to describe a sample situation, using the attached workbook.

What do all those grey blocks mean and how do they apply to your new goal ?

[amandaj871619]

The "actions_table" tab has a list of situations. The greyed out or white blocks are what need to be done for that situation. For example, the situation "ENROLL Certificated --40646A" has 10 white squares in its row. Those white squares are the tasks that need to be done.

[amandaj871619]

Thank you for suggesting that I add a sample. I have done so.

I like the idea of a section unhiding itself, but I failed to mention in my original post that I need to be able to have a tab for each month of the year. As these situations reoccur each month and this will be our way of tracking what has been done.

[Logit]

So if an employee is changing from PT to FT (Row 14) the following applies ?

Row 14 : CHANGE Cert PT to FT --40646A (Already Enrolled in Health Ins)

Need to complete :

Tyler Deductions ... / ... Leaves ... / ... Hep B Form

AFEnroll ... / ... Benefits Letter

[FDibbins]

Administrative Note:

Welcome to the forum.

We would very much like to help you with your query, however the thread title does not really convey what your request is about. Tell us what you are trying to do, not how you think it should be done.

Please take a moment to amend your thread title. Make sure that the title properly explains your request. Your title should be explicit and not be generic (this includes function names used without an indication of what you are trying to achieve).

Please see Forum Rule #1 about proper thread titles and adjust accordingly. To edit the thread title, open the original post to edit and then click on Go Advanced (bottom right) to access the area where you can edit your title.

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