Spreadsheet: 866990d1713894889-complex-scheduling-in-excel-scheduler-hydr-
Sheet: Schedule

 |  |  |  | TRAINEE SCHEDULING
 |  |  |  | AMER ONLY | Role | Salesforce | InContact | CSP | Objection Handling | Forecasting | Transformation Services | Implementation Plans | Pipeline Management | Calabrio | LC categories
 |  |  |  |  | CS Advisor |  | YES | YES | - | - | - | - | - | - | -
 |  |  |  | Rep 4 | CSM |  | - | - | - | YES | YES | YES | YES | - | -
 |  |  |  | Rep 7 | Technical Rep |  | - | - | - | - | YES | YES | - | YES | YES
 |  |  |  | Rep 10 | CS Specialist |  | YES | YES | YES | - | - | - | - | - | -
 |  |  |  | Rep 13 | [NAME] |  | - | YES | - | YES | YES | YES | YES | - | -
 |  |  |  | Presenter |  | Adam | Maria | Uma | Des | BB | Shao | Zyra | [NAME] | Chloe | Alaz
 |  |  |  | APAC ONLY | Role | Salesforce | InContact | CSP | Objection Handling | Forecasting | Transformation Services | Implementation Plans | Pipeline Management | Calabrio | LC categories
 |  |  |  |  | Renewals Rep |  | YES | YES | YES | YES | - | - | - | - | -
 |  |  |  | Rep 6 | LC Rep |  | YES | YES | - | - | YES | YES | - | - | -
 |  |  |  | Rep 9 | Sales Support |  | YES | - | - | YES | - | YES | - | YES | YES
 |  |  |  | Rep 12 | CSM |  | - | - | - | YES | YES | YES | YES | - | -
 |  |  |  | Rep 15 | CS Specialist |  | YES | YES | YES | - | - | - | - | - | -
 |  |  |  | Presenter
 |  |  |  | [NAME] ONLY | Role | Salesforce | InContact | CSP | Objection Handling | Forecasting | Transformation Services | Implementation Plans | Pipeline Management | Calabrio | LC categories
 |  |  |  |  | CS Specialist |  | YES | YES | YES | - | - | - | - | - | -
 |  |  |  | Rep 5 | [NAME] |  | - | YES | - | YES | YES | YES | YES | - | -
 |  |  |  | Rep 8 | Sales Rep |  | YES | YES | YES | YES | - | - | YES | - | YES
 |  |  |  | Rep 11 | Renewals Rep |  | YES | YES | YES | YES | - | - | - | - | -
 |  |  |  | Rep 14 | Technical Rep |  | - | - | - | - | YES | YES | - | YES | YES
 |  |  |  | Presenter
 |  |  |  | PRESENTER SCHEDULING
 |  |  |  | Presenter | Location | Salesforce | InContact | CSP | Objection Handling | Forecasting | Transformation Services | Implementation Plans | Pipeline Management | Calabrio | LC categories
 |  |  |  | Presenter 1 | AMER
 |  |  |  | Presenter 2 | APAC
 |  |  |  | Presenter 3 | EMEA
 |  |  |  | Presenter 4 | AMER
 |  |  |  | Presenter 5 | APAC
 |  |  |  | Presenter 6 | EMEA
 |  |  |  | Presenter 7 | AMER
 |  |  |  | Presenter 8 | APAC
 |  |  |  | Case: | Different trainees join the program with the different topics offered for their respective roles.  Since there are multiple topics, a lot of which are commonly offered to more than 1 role, we need a scheduling system in place so that it's easier to determine which sessions (topics) to offer for the month depending on which roles are joining.
 |  |  |  |  | We normally offer the sessions separately per geo but to maximize our resources (presenters), we combine 2 geos in 1 session in case there are only a few trainees joining in a certain geo for the month.
 |  |  |  | Problem: | We don't have allocated budget to pay a scheduling tool for this program so we will have to do manual scheduling but there should be a tracker to guide us which topics to offer in which geo (or which combined geo) for the month based on trainees roles joining.
 |  |  |  | The Ask: | Please help with formatting so that the trainee names will auto-populate in the above scheduling table based on entered roles under Trainees table