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diarising work

 
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stevem71
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PostPosted: Mon Jun 11, 2012 5:09 am    Post subject: diarising work Reply with quote

Hi there everybody, I hope some can help or at least tell me it can't be done!

I'm a window cleaner and I have got all my work on a spreadsheet but I'm looking to make it a bit more interactive and have been trying to work out a way to organise my work so I can put the dates that the work has been completed and hopefully with a few calculations for the spreadsheet to tell me when it's due again.

If anyone can send me in the direction for this it would be much appreciated

Thanks, Steve
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jrkrideau
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PostPosted: Mon Jun 11, 2012 5:15 am    Post subject: Reply with quote

Quick and dirty answer: Paste work schedule in the search function which is cleverly hidden in the list of things at the top of the page. Select "search for all terms" and see what you get.

There are a number of discussions that should give you a bit of a start and let you come back with more concrete questions.
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jrkrideau
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stevem71
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PostPosted: Mon Jun 11, 2012 6:06 am    Post subject: Reply with quote

Thanks for that, I have been looking in search but still cant find what I need.

I'll keep looking unless anybody else can gave me a clue?

Cheers, Steve
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jrkrideau
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PostPosted: Mon Jun 11, 2012 9:05 am    Post subject: Reply with quote

stevem71 wrote:
Thanks for that, I have been looking in search but still cant find what I need.

I'll keep looking unless anybody else can gave me a clue?

Cheers, Steve


Hi Steve,

I think that what we would need is some example of what you have now and then a more specific list of things that you would like to have.

We would need some idea of what types of information you would like to have. For example do you charge an hourly rate, by window area or whatever?

Do you store things like contact names, addresses etc?

If you want a reminder system what do you need to know? Just that XYZ needs to dealt with on a specific day or is there more needed.

We may also suggest you consider using a database rather than a spreadsheet for al number of reasons or that you re-arrange your data for easier computations etc.

BTW how familiar are you with spreadsheets? It sounds like you are fairly new to them. If so, you might want to have a look at any old copy of an introductory book on spreadsheets. I don't think that there is one especially for OOo Calc but any one for Excel, Lotus123, or Quatro Pro, etc will do. Spreadsheet basics have not changed much in years.

We really need an example of the problem if possible. You can upload a file to someplace such as MediaFire for other forum readers to examine.
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jrkrideau
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stevem71
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PostPosted: Mon Jun 11, 2012 11:09 am    Post subject: Reply with quote

Thanks very much for the advice.

Basically I have the addresses of all my customers which i break down into different areas, I normally clean these every 5-6 weeks. It's fairly straightforward to keep track of when these are due. However I am getting new customers who like them cleaned at different intervals and in different areas and it is kind of difficult to remember when these are due without going backwards and forwards in my records.

I guess what I'd like to be able to do is set my spreadsheet ( or database?) up with a field for when the work was done and for it to automatically tell me when 5 or whatever weeks was up and the work was due again. I've kind of got the idea how I could work my finances out using a database, It's just this setting up of a work schedule I can't get my head round

Like I say I'm not sure if it is possible or whether it should be a database I'm looking for?

Thanks very much for your advice from a relative newbie!

Steve
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Villeroy
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PostPosted: Tue Jun 12, 2012 1:57 am    Post subject: Reply with quote

Of course, this is a 100% job for a relational database but most people feel an irresistible urge to try such things in spreadsheets.
So we need 4 normalized lists for clients, tasks, done jobs and may be a list of area definitions. Each task belongs to one client and each client belongs to a certain area while each done job belongs to one task.
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ozzie
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PostPosted: Tue Jun 12, 2012 4:20 pm    Post subject: Reply with quote

Hi Steve
I look at your question and I see a newbie asking about dates!?
If you go to a blank Calc sheet and type in the number 41090 and then change the formating of that cell to dates you will find that it changes to 30/06/12.
All dates are simply numbers (day '1' being 31/12/1899).
Calc remembers this number and as a secondary memory it remembers how you want this number to appear (ie. 30/06/12 or Saturday or a dozen different ways) but its the number that is it's main memory.
Because of this, if you have a column for 'next job dates', and place a formula such as this in it:
Code:
=D5+35

D5 being the cell that contains the date of your last completed work, 35 being 5 weeks of 7 days, you will get the answer of 04/08/12.
Is this what you were looking for?
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stevem71
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PostPosted: Tue Jun 12, 2012 11:06 pm    Post subject: Reply with quote

Ozzie, thanks very much!!

That's exactly what I was looking for.

Many thanks for giving a newbie some great advice.

I can get on with it now I understand how it works.
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jrkrideau
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PostPosted: Thu Jun 14, 2012 5:54 am    Post subject: Reply with quote

stevem71 wrote:
Ozzie, thanks very much!!

That's exactly what I was looking for.

Many thanks for giving a newbie some great advice.

I can get on with it now I understand how it works.


Hi Steve,

Villeroy is correct that this is a perfect job for a data base but I see that ozzie has answered your main question. I had not realized it was a date question.

If you have the time and patience is would be worth-while setting up a data base for this. It can give you a lot more flexibility in tracking customers, and it is a much safer way to handle the type of data that you are working with.

It is just too easy to mess up a copy and paste or a sort in a spreadsheet. The drawback, especiallyl for a beginner (I speak from experience as I am just starting to learn about data bases) is that it takes more time to set it up.

In the longer run, it gives you much more control over the data, more secure data and and the ability to generate some nifty reports.
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jrkrideau
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stevem71
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PostPosted: Thu Jun 14, 2012 11:33 am    Post subject: Reply with quote

Thanks for the advice, Like you say having thought about it a bit more I'm sure a database would be much better. Unfortunately I haven't got any experience of creating a database, but I'm keen to learn!

Thanks again.
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