Creating a Rotating Schedule in Excel
1. Enter the dates for the first week of your schedule in the first row.
2. Enter the names of your employees for each shift in the second row.
3. Enter the days off for each group in the third row.
- For example, "Off" in cells B3 and C3 for Group 1, "Off" in cells D3 and E3 for Group 2, etc.
4. Use formulas to determine which employee from each group should be working on each day.
- For example, in cell B4, use the formula: =IF(B$3="Off","",INDEX(Group1,MATCH(B$1,Days,0)))
- Adjust the cell references in the formula to match the new location when copying it across the rest of the schedule.
5. Create named ranges for each group of employees.
- Select the range of cells containing the employee names for each group.
- Click in the Name Box and type a name for the range.
- Repeat for each group.
6. Use conditional formatting to highlight the cells for each group's days off.
- Select the range of cells for the first group's days off.
- Go to the Home tab and click on Conditional Formatting New Rule.
- Choose "Use a formula to determine which cells to format" and enter a formula like =B$3="Off".
- Choose a formatting style and click OK.
- Repeat for each group's days off.
7. Use the fill handle to copy the entire schedule for the rest of the year.
- Select the range of cells containing the first week's schedule.
- Drag the fill handle down to fill in the rest of the dates.