Setup A New Workbook

Setup A New Workbook #

For a workbook there are only two specific sheets required to use this app: Rules and Schedule.

Schedule Sheet #

The Schedule sheet contains a single table with timeslots across the first row and classes in the first column. The table is then filled with cohorts. A cohort is any group of students or individuals that would want to participate in a class at a time.

Important requirements:

  • Timeslots must be in the format “Day, Period” for the FINDCOHORTCLASS function to work
  • The sheet must be named Schedule

Example:

Monday, 9am Monday, 10am Monday, 11am-11:45am Monday, 12pm More Times..
Latin Cart 1st 4th
Lunch Cart 1st 2nd
Preschool Art 3rd 4th
PE Gym Section A 1st 2nd
More Classes… 1st 2nd

The time period can be in any format. Example: 9am or 9:45am-10:45am.

A class represents any activity or location where a single cohort would participate. This isn’t limited to traditional classes or specials. Examples include:

  • Pre-school Art
  • PE in Big Gym A
  • PE in Big Gym B (create separate sections for multiple cohorts in the same space)
  • Latin Cart (mobile activities that travel to cohort homerooms)

Rules Sheet #

The Rules sheet contains your list of scheduling rules. Each rule has its own column and is configured using the rows below it.

  • This sheet must be named Rules

Example:

AllCohorts ClassRequiresTravel More Rules…
1st Latin
2nd
3rd 1st
2nd
3rd

For a complete list of available rules, see the Scheduler Rules page.

Other Sheets #

There are functions that will help set up additional sheets that can be used as views, providing more user-friendly ways to read the schedule.

Cohort Schedule #

To view a schedule for a single cohort in a more traditional calendar format, the FINDCOHORTCLASS function can be used. This sheet can be customized in any way needed, but here is an example of how it might be set up.

Search PKA
Monday Tuesday Wednesday Thursday Friday
8am Gym PK3 Room No Class No Class No Class
9am PK3 Room Music No Class No Class No Class
10am No Class No Class No Class PE No Class
11am No Class No Class No Class No Class No Class
12pm Outside Lunch No Class No Class No Class No Class
1pm No Class No Class Art No Class No Class
2pm No Class No Class No Class No Class No Class
3pm No Class No Class No Class No Class No Class

With this setup, if you change the value in the cell next to “Search,” it will update the page with the latest schedule for the selected cohort. If data validation is set up for that cell using the values from the “AllCohorts” rule, there will be a dropdown menu that lets you select the desired cohort.

The formula =CLASSSCHEDULER.FINDCOHORTCLASS($B$1,B$3,$A4) is used in each schedule cell to look up the class.

It references three pieces of information:

  • The cohort name from cell B1 (which stays constant for all lookups)
  • The day of the week from row 3 (which remains the same for each column)
  • and the time from column A (which stays the same for each row).

The dollar signs ($) in the formula lock specific cell references so they don’t change when you copy the formula across the schedule grid. This single formula can be copied to all cells in the schedule, and it will automatically adjust to show the correct class for each time slot and day.

For more details on how to use the provided functions, see the Functions page.