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Weekly changing roster to track changes while maintaining data regarding completed assessments.
Our take
Managing a dynamic client roster requires an efficient system to track assessment completion amidst constant changes. To streamline this process, consider utilizing spreadsheet W, which provides a weekly update of clients, to automatically update spreadsheet T, your assessment tracker. By implementing conditional formatting, you can easily highlight completed assessments from the "Old List" and transfer that information to the "New List." This approach not only simplifies data management but also ensures that your assessment records remain accurate and up-to-date each week.
Alright, I will try to explain this as clearly as i can.
There is a constant movement of clients in and out of my job. I need to track whether or not an assessment has been done for each client, but the population is constantly fluctuating.
There is a weekly roster that comes out to compare last week's clients to this week's.
What I would like to do is take information from spreadsheet W (the weekly roster sent out), and update spreadsheet T (the one to track my assessments).
The attached picture is spreadsheet T. The yellow highlight on the "Old List" indicates that the assessment is done, the "New List" was directly pasted from spreadsheet W.
Column K is as far as I got with conditional formatting as the formulas is:
=IF(ISERROR(MATCH(I3:I113, C3:C113, 0))=TRUE, "New", "Old")
I want to the highlight to automatically transfer over to the "New List" and then going forward that would be copy/pasted to the "Old List" the following week.
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