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Track attendance points for a rolling year

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    Track attendance points for a rolling year

    I've started with an Attendance tracking template that I found in Excel. My company has implemented an attendance policy where each employee is allowed up to 10 points before they are terminated. A 1/2 point is given for arriving late or leaving early and a whole point is given for an unscheduled absence. The points stay on the employee's record for one year, after that time period it drops off their record. We want to monitor each employee's cumulative points.

    So, I'm looking for a way to look back 1 year from the current date and add up the cumulative points over that period.
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    Re: Track attendance points for a rolling year

    Here is a different way of doing things (not fully developed but enough to give you an idea) involving a table and Pivot Table to give summary reports.
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    Re: Track attendance points for a rolling year

    Thank you newdoverman. You have shown me a new way of capturing and analyzing this data. My concern about this format is that it doesn't keep a history of each employee's points because it will update the values based on the date the file is opened. We have increasing levels of actions at 2, 4, 6, 8 and 10 points. I would like a way keep track of each employee's points over time as well as their current 12-month rolling point accumulation. For example, if an employee got up to 8 points on a particular date, I would like to keep a record showing that. With this format, I believe I could change the "Today ()" formula with historical dates on a trial and error method and watch calculations, but that would be a difficult approach. I hope I'm making sense.

    Wade

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    Re: Track attendance points for a rolling year

    The reason for keeping records in this format is that there is a complete record of the leave taken and reports can easily be developed from it both from an individual perspective and a corporate wide perspective. The records are in TABLE format so records can be extracted using the filtering feature on each column. There is also the ADVANCED FILTER which is well worth the trouble learning.

    As a simple example, I have added a small area that will compute the points for an individual between the dates specified.

    As long as you keep the main data, you can create reports covering any date period and for any type of leave taken. With your original format, this isn't very easily done especially if reporting periods cover more than what is in a calendar year.

    A relational database is a much better tool for this kind of record keeping.
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    Re: Track attendance points for a rolling year

    @newdoverman,

    I am aware this thread is more than a year old, but this spreadsheet for point tracking is excellent, and with a few tweaks, I believe it could be exactly what I'm after for our company. With that said, I am a novice on Excel, but catching on quick. I'm curious as to how you automatically produced the Tables you did on Sheet 1. And, to make this more effective, on the summary page, the point SUM, would a formula not allow it to to track "1 year ago - Today()"

    Again, thanks to the both of you, for this excellent spreadsheet.

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    Re: Track attendance points for a rolling year

    Welcome to Excelforum.

    I see that you have a question regarding a solution to a problem posted previously by another member. You should post your own thread and if necessary paste a link back to this thread. This will ensure that you actually get traffic to your question. A lot of people don't keep subscriptions to solved threads and would therefore not see your question.

    I will this time answer your questions if I can. If you have further questions, start a new thread of your own so that the general membership have a chance to help you.
    1. There are two tables on Sheet1. The top table is just a normal Excel table where data is entered. The other table which is a little further down the worksheet and more toward the center is a Pivot Table. If you click in this table, a pane opens on the right side showing the Fields for the table, The placement of the fields in different areas at the bottom of the pane. This placement determines how the table is presented.

    2. If the dates in the Pivot Table were grouped by not only by year but by year, and month with possibly day, a different set of statistics could be drawn by filtering to get the time period required. This would in my opinion render the summary worksheet redundant.

    I recommend that you take this workbook and "play around with it" to see where it meets requirements and where it doesn't. Eliminate the parts that don't meet requirements and design what you think would work for you. Make a mock-up showing what you want if you have to. If you run into problems, create a new thread of your own posing questions that you need answers to and upload your workbook minus sensitive data so that a solution can be worked out.

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    Cool Re: Track attendance points for a rolling year

    Very helpful. This thread saved me countless hours of design and maintenance.

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    Re: Track attendance points for a rolling year

    Thank you for the feedback.
    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

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    Re: Track attendance points for a rolling year

    What formula should I be using for 1/2 a point for Unscheduled Absence?

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    Re: Track attendance points for a rolling year

    Welcome to the forum.

    You should create a new thread of your own stating what problem you are facing. Posting in an old thread may not give your problem the exposure required to get a satisfactory solution. Posting your problem in someone else's thread is called "hijacking" which is against the rules.

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data. (Remove private or sensitive data that shouldn't be published)

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    Click on Browse under Upload Files from your Computer and then find the file on your computer using the dialogue that opens. Click on Open then click on Upload. Click on Close this Window. Click on Submit.

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    Re: Track attendance points for a rolling year

    I can't believe this sheet. It will help me immensely. I would like to add a few more columns and create the naming on the Data Validation
    sheet. I can't figure it out. I am an(old)new user but love to learn more.
    If you are willing to teach I here to learn.
    Dk

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    Re: Track attendance points for a rolling year

    Hi Dk & Welcome the Forum,

    Please reference the below which also applies to your question.

    Quote Originally Posted by newdoverman View Post
    Welcome to the forum.

    You should create a new thread of your own stating what problem you are facing. Posting in an old thread may not give your problem the exposure required to get a satisfactory solution. Posting your problem in someone else's thread is called "hijacking" which is against the rules.

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data. (Remove private or sensitive data that shouldn't be published)

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    Click on Browse under Upload Files from your Computer and then find the file on your computer using the dialogue that opens. Click on Open then click on Upload. Click on Close this Window. Click on Submit.
    HTH
    Regards, Jeff

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    Re: Track attendance points for a rolling year

    can you help with downloading the excel version?

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    Re: Track attendance points for a rolling year

    Welcome to the forum.

    It appears that you have a similar problem as was posed at the start of this thread.

    You should create a new thread of your own stating what problem you are facing. Posting in an old thread may not give your problem the exposure required to get a satisfactory solution. Posting your problem in someone else's thread is called "hijacking" which is against the rules.

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data. (Remove private or sensitive data that shouldn't be published)

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    Click on Browse under Upload Files from your Computer and then find the file on your computer using the dialogue that opens. Click on Open then click on Upload. Click on Close this Window. Click on Submit.

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    Re: Track attendance points for a rolling year

    I'm so Green, I can't even spell Piviot Table. I have played around with them in the past, but I cannot put my brain around them. This is an attendance only thing for me. I changed the points around and plan on giving up to 12 points
    before termination.
    You guys are awesome. Anything to help my day is highly appreciated!

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    Re: Track attendance points for a rolling year

    dkcollierjr welcome to the forum

    Unfortunately your post does not comply with Rule 2 of our Forum RULES. Do not post a question in the thread of another member -- start your own thread.

    If you feel an existing thread is particularly relevant to your need, provide a link to the other thread in your new thread.

    Old threads are often only monitored by the original participants. New threads not only open you up to all possible participants again, they typically get faster response, too.
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

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    Re: Track attendance points for a rolling year

    Hello everyone!

    The Excel sheet posted is what I'm looking to use to track my employee's attendance... How can I use this same one and edit the point deduction for Unscheduled Absence..etc..?

    I need to have four different options.
    Can you please assist?
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    Re: Track attendance points for a rolling year

    Hello lgsikaffy. Welcome to the forum.

    As a new member you may not be familiar with our forum rules.

    One of them is Rule 4:
    [/I]RULES. Do not post a question in the thread of another member -- please start your own thread.

    If you feel an existing thread is particularly relevant to your need, provide a link to the other thread in your new thread.

    Old threads are often only monitored by the original participants. New threads not only open you up to all possible participants again, they typically get faster response, too.
    Dave

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