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Need help with generating 3 reports from one file

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    Need help with generating 3 reports from one file

    Dear All,
    Greetings! This is my first post here and I will admit am a total novice with excel as far as macro or vba and all the other high end stuff is concerned. Please take a look at the attached spreadsheet. I need help in generating the below 3 results/reports from the attached file. Would it be possible to run an exception report that would return the below three results/reports.

    • An exception report that reflects those candidates that are missing training.
    • An exception report to reflect those positions that are missing the mandatory training for the positions listed on the REQUIREMENTS tab. The REQUIREMENTS tab reflects the list of positions if mandatory training is required or not.
    • Would it be possible to format the names in such a way so that the name turns red in colour a month before his training expires? The validity of the training is mentioned under the REQUIREMENTS tab against the names in the first row.

    Any help will be greatly appreciated, thank you so very much.
    Kind regards,

    Jan
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    Forum Contributor arlu1201's Avatar
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    Re: Need help with generating 3 reports from one file

    You will need to help us help you.

    You need to explain how to create those reports. Or do you mean that you need to get this info but dont know how? Or you know how and just need help with automating?
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    Re: Need help with generating 3 reports from one file

    Dear Arlette,
    I need to get this info, but dont know how and will need help in automating it. Basically the end result has to be an automated report with the three results. I am not sure how cause I do not have any other excel skill besides the basics. Thank you very much for taking the time and looking into my file, much appreciated.
    kind regards,
    Jan

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    Administrator FDibbins's Avatar
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    Re: Need help with generating 3 reports from one file

    i have made a start in the identifcation process, but you have not indicated when the certificates would be due or were last earned? i added a new sheet, see if this is heading in the right direction for you?
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    Re: Need help with generating 3 reports from one file

    Many thanks FDibbins, certainly in the right direction, however my apologies, I should have been a bit more specific in my original request. The training muster list tab will be updated as and when the person is trained/gets certified. If you take a look at A85 Robert Macpherson, I have inserted the dates for him. The dates reflect the day he was certified in that particular training or the day that the certificate was earned. So basically the training muster list tab will be constantly updated as and when the crew member renews his certificated or is issued a new certificate. Please let me know if you need more info. I truly appreciate any help.

    • An exception report to reflect those names that are missing the mandatory training for the positions listed on the REQUIREMENTS tab. The REQUIREMENTS tab reflects the list of positions if mandatory training is required or not. Each name is associated with a position/rank and madatory certification required per the position.
    • A report that reflects the names in such a way so that the name cell turns red in colour a month before his certificate expires. The validity of the certificate is mentioned under the REQUIREMENTS tab against the names in the first row.

    Kind regards,

    Jan
    Last edited by RD350B; 10-21-2012 at 02:34 PM.

  6. #6
    Administrator FDibbins's Avatar
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    Re: Need help with generating 3 reports from one file

    ok, take a look at sheet2 now, i have modified the formula and applied conditional formatting to make the training needs easier to see.

    I have a feeling you will next need to compare when the last training was, with how long the certificate is valid for, and flag when it is due again?

    i think this will be a "1 step at a time" thing, so this is the 1st step
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    Re: Need help with generating 3 reports from one file

    Many thanks FDibbins. This is indeed the first step.
    -The training Muster list will be the primary tab that will be updated constantly to reflect new crew that join as and when, new certificates issued and so on. All that will be entered manual in this tab is the name, employee id, position and the date the certificate was issued.
    -The date inserted into the cell for each candidate will reflect the validity of the certificate and the validity of the certificates are in the requirement tab. So this narrows down to two results
    1.[I] Report that tells me which candidate is missing the mandatory training.
    2. Report that gives me the names of the candidates whose certificates will expire one month in advance before the actual expiry of the certificate. Could this be made automatic on the training muster tab itself where the name will turn red in colour a month before his certificate expires?[/
    I]-The requirement tab will pretty much stay the same, it will only be updated if there is a change in the validity of the certificate or a new training, requirement or positions added.


    Kind regards,

    Jan

  8. #8
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    Re: Need help with generating 3 reports from one file

    Many thanks FDibbins. This is indeed the first step.
    -The training Muster list will be the primary tab that will be updated constantly to reflect new crew that join as and when, new certificates issued and so on. All that will be entered manual in this tab is the name, employee id, position and the date the certificate was issued.
    -The date inserted into the cell for each candidate will reflect the validity of the certificate and the validity of the certificates are in the requirement tab. So this narrows down to two results
    1.[I] Report that tells me which candidate is missing the mandatory training.
    2. Report that gives me the names of the candidates whose certificates will expire one month in advance before the actual expiry of the certificate. Could this be made automatic on the training muster tab itself where the name will turn red in colour a month before his certificate expires?[/
    I]-The requirement tab will pretty much stay the same, it will only be updated if there is a change in the validity of the certificate or a new training, requirement or positions added.


    Kind regards,

    Jan

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