Employee Roster
Hi Team!
I am trying to create a FIFO roster within Smartsheet so we can move away from the manual Excel spreadsheet. Any ideas how I could do this?
Best Answer
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Hi @Clare C
I would suggest setting up your Smartsheet sheet in an opposite way, where your Names are the columns and the first column is a Date-type of Smartsheet column where you list out the Dates/Months. See: Column Type Reference
Perhaps something like this:
In this sheet the "Month" column is the Primary Column, which would allow you to minimize each month section as needed:
However if you want to use the Calendar View, what I would do in this instance is have the Month column be a regular Text/Number column (or even only use the Date column and adjust the formatting), then use a formula to return the name of any person who has data in that row into the Primary Column.
For example, something like this:
That way their names will show up in the Calendar View, so you can quickly see exceptions per-day:
Cheers,
Genevieve
Answers
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Hi @Clare C
I would suggest setting up your Smartsheet sheet in an opposite way, where your Names are the columns and the first column is a Date-type of Smartsheet column where you list out the Dates/Months. See: Column Type Reference
Perhaps something like this:
In this sheet the "Month" column is the Primary Column, which would allow you to minimize each month section as needed:
However if you want to use the Calendar View, what I would do in this instance is have the Month column be a regular Text/Number column (or even only use the Date column and adjust the formatting), then use a formula to return the name of any person who has data in that row into the Primary Column.
For example, something like this:
That way their names will show up in the Calendar View, so you can quickly see exceptions per-day:
Cheers,
Genevieve
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Thanks Genevieve they are some great ideas! I'll give it a go!
