Part 2: Ultimate roster in Excel - Qualification matrix
Welcome to Part 2 of the Ultimate Excel SHIFT SCHEDULE - In this video, I'll show you how to create a skills matrix in Excel to assign skills to your employees and ensure that each shift is optimally staffed. With this tool, you can: • Assign and manage skills • Specify how many employees with certain skills should be present on each shift each day • Automatically check whether your shift scheduling is appropriate For this, we'll use the COUNTIFS functions in combination with XLOOKUP for Excel 365. But don't worry, for those using older versions of Excel, I'll also show you a solution using COUNTIFS in combination with INDEX and MATCH. This video will help you optimize your work processes and minimize the effort required for personnel planning. Whether for small businesses or large organizations - this Excel tool is just right for you!
Don't miss Part 1, where we created the basic structure of the roster: • Excel DIENSTPLAN: Effiziente Schichtplanun...
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Have fun planning and optimizing!
⏰ Timestamps:
00:00 Introduction
01:44 Overview on the homepage
04:43 Preparing the qualification matrix
07:24 COUNTIF with XLOOKUP
09:20 Formatting the qualification matrix
10:47 COUNTIFS with INDEX MATCH