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To create a shift planner in Excel, begin by opening a new spreadsheet and organizing your data with columns for employee names, dates, and shift details. Utilize dropdown menus or input validation to simplify shift selection. For a rolling roster in Excel, implement formulas to automatically update dates and shifts, ensuring seamless rotation. To craft a team roster in Excel, structure your spreadsheet with sections for team members, their roles, and any pertinent information. Employ filters and sorting functions for easy customization. For a scheduling tool in Excel, integrate features like conditional formatting to highlight conflicts or overtime, and leverage functions such as VLOOKUP or INDEX-MATCH for efficient data retrieval. Regularly update and refine your Excel tool to meet evolving scheduling needs.
Get Unique Shifts
=SORT(UNIQUE(H5:H24))
Filter List
1) Select cell D7
2) Data ~ Data Tools ~ Data Validation
3) Setting tabs
4) Allow = List
5) =$J$5:$J$8
6) Enter
7) Enter
Filter Based On List
=FILTER(G5:H24,H5:H24=D7)
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