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Automatic assign team members to projects|Power Query|Excel Forum|My Online Training Hub

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Automatic assign team members to projects
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Vinh Nguyen

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May 20, 2023 - 4:03 pm
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Hi,

I would appreciate it if some one can help me with my excel question below.

I have 3 tables:
1. Table 1 contains staff names (350 members), names of team/squad each staff belongs to (about 10 teams), and their monthly rate => This list keeps getting updated due to leavers and new staff joining in.
2. Table 2 contains a list of 10 projects.
3. Table 3 shows which team spend how much time on which project(s) in each month of the year => This table keeps changing based on the changing business priorities

The table looks like this - January 2023, Team 1 - 30% Project 1, 30% on Project 2 and 40% on Project 3.
Team 2 is assigned to spend 50% of their time on Project 5 and 50% on Project 7
Team 3 is assigned to spend 70% of their time on Project 6, 20% on Project 8 and 10% on Project 10, etc.

My task is to show:

1. Each month, who is working on which project
2. The monthly costs of each project

I am wondering if there is a quick way to create a 5 column table that lists down which staff is working on which project based on data from Table 1 and Table 3 above.

For example:
Staff A - Team 1 - 30% - Project 1 - January 2023
Staff A - Team 1 - 30% - Project 2 - January 2023
Staff A - Team 1 - 40% - Project 3 - January 2023

Many thanks for your help.

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Philip Treacy
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May 21, 2023 - 10:22 am
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Hi Vinh,

Can you please supply a file with sample data so we don't have to recreate it and perhaps make mistakes with the table layouts.

Regards

Phil

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Vinh Nguyen

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May 28, 2023 - 2:43 pm
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Hi Philip,

Please find attached the sample data. The inputs are in Sheet 1, 2 and 3.

What I want to achieve is similar to data and format in Sheet 4. Also since the inputs keep changing, I want to find a way to have Sheet 4 updated automatically whenever data in Sheet 1, 2 and 3 are updated.

Thanks a lot in advance for your help.

Best regards,
V.

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