I have a fairly large excel Table (30x5000) that houses entries for all different types of equipment. I would like to be able to create custom views that only show the specific data for a given equipment type.
For example, if I were to select "Pumps" for custom views it would show meaningful description columns like Flow Rate, Capacity, etc. and hide those columns that apply to other equipment. Ideally this could be done on the table and not a separate tab as this would also make entry of these equipment items vastly simpler as right now I am scrolling through non-related columns when entering in new equipment.
My problem is that Custom Views don't work with excel tables. Any workaround I have found requires formulas that would separate the data for viewing purposes - I need to be able to edit in new views.
Any solutions to this would be GREATLY appreciated as I am truthfully stumped.
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I am currently managing invoice payments in Excel and was wondering if there is any way to create multiple editable tables that display the exact same (synchronized) data.
Essentially, I want multiple filters active on the same table at once so I can (for example) open up all transfers from a single creditor to the right one side of my screen, while looking through all bank statements on the other (while being able to edit the data in both tables).
I have looked into excel Data Models but I am not sure if what I am asking for is possible.
Excel allows you to view two windows of the same sheet. Give this a try. https://www.excelcampus.com/tips/new-window/
I have a table with LOTS of columns, however, to separate these columns into smaller tables would increase the manual processes.
What I would like to achieve is to have a table that is linked to 3 other views of the same data.
I created this on Coda however with the sort of numbers we are using it was too laggy and the company is already familiar with excel.
But to show the functionality, here is a link to view;
https://coda.io/d/LAP-Sheets_dGgLPS7V1d8/_sudZF
Basically, I have the first table, which shows every column.
Then, there are 'on market', 'referencing' and 'rent collection', which are all linked views of the first table, just with a lot of hidden columns so it is more manageable.
When you update one of the tables, it updates on the other 3, and if you press the button to change the status, it moves it to the next table.
This is perfect - except moving it across to excel is proving very difficult.
I have built out the first table - but I don't know how to achieve the different views of it.
Thanks.
I have a dozen spreadsheets with identical structure and formulas, essentially tables, only the data differ, say one spreadsheet per country.
For example there is a spreadsheet to manage the US employees, another for the UK employees, and another for the Canada employees.
They are exactly the same except that each will store a different set of employees.
The spreadsheets act both as a database to store data and a user-interface to interact with data.
Each change (updating or adding a formula, updating some drop-downs values, changing style...) has to be replicated in all the spreadsheets which is time consuming and error-prone.
As an example I could change the formula to compute the seniority of each employee by editing the 3 spreadsheets.
I was wondering if there was a reasonably simple way to avoid duplicating the common parts, only having different data.
I'd like to avoid a full-blown development with plenty of VBA code, a complete database, some user input forms... but if really necessary I can write some VBA and build some database to fill in the blanks if there is no out-of-the-box solution.
With a full-blown development I would do something like:
store all the employees in a single SQL database table
develop a single spreadsheet
when opening the spreadsheet ask the user to choose a country to only load the this country's employees
save the data changes to the database
If you're effectively talking about an efficient way to handle version control so that input sheets that have previously been distributed to users match a master template, then I'm afraid there is no out-of-the-box solution.
I use something along the lines of http://datapigtechnologies.com/blog/index.php/building-version-control-in-excel/ to force users to download the latest template should they be using an older one.
In addition, I also place a big note at the top to prompt users to download a new template each time, rather than recycle an old one, because if a user didn't enable macros the automatic download of the latest template won't kick in.
Note that the above screenshot shows a form that I've built in Excel's grid itself, using shudder merged cells. (i.e. It is not a userform)
If the templates need to preserve user-submitted data that isn't held centrally, then you're probably going to need to develop an add-in along the lines of what the authors do in the book Professional Excel Development.
The objective I am trying to achieve is to have 2 slicers in PowerPivot, ClientID and CSQName. When a ClientID is selected only the CSQnames that are related to that ClientID show up ,and vice versa
Relationship diagram link: https://goo.gl/photos/PnCZrnsXXTx3oFGh8
I am having a problem linking a many to many relationship in PowerPivot. A brief background on the application I am trying to build...
I am trying to combine a SQL database (IDM) and Informix SQL database (Cisco Call Data). The IDM database includes the Client Data and TBAS Open Case Data. Each Client has a specific ClientID. The Cisco database includes Call Detail Info and CSQNames(queue names). A many to many relationship exists, for example, a clientid can have multiple CSQname (clientid 3 has CSQ names of "A" and "B"). Also a csqname can have multiple clientids (csqname "Z" includes clientids "99", "98" and "97". Therefore I created an innerjoin table to create the many to many relationship called "Clients_CSQ".
I am trying to use this innerjoin table for both the "TBAS Open Cases" and "Call Detail". When I use this table for my filters, PowerPivot is stating that no relationships exist. Are there any solutions? If this does not make sense please let me know and I will try to specify. I have ready many posts but am unable to grasp how to make the DAX many to many relationship work with the calculate function. If someone can shed some light on the issue I am having it would be greatly appreciated. Thank you.
This really depends upon the data you are looking to report on.
When you add two slicers to a PowerPivot table, the available selections in each slicer will be affected by the selection in the other slicer IF and ONLY IF all of the fields in the Values section of the Pivot Table are reliant on the entries in both of the slicer fields.
In your case, it is possible to make this work (as an example) by creating 3 measures:
[Call Total]=SUM('TBAS Open Cases'[Case duration])
[Number of Calls]=COUNTA('Call Detail'[appname])
[Calls by Duration]=SUMX('Clients_CSQ',DIVIDE([Call Total],[Number of Calls]))
Place the last of these 3 measures in a pivot table with the slicers set to use 'Clients_IDM'[ic_client_id] and 'CSQ Name'[csqname] and "Hey Presto!"
The first two measures are straightforward enough. The third one is cycling through each entry in the only table that these two slicer fields have in common (Clients_CSQ) and performing a calculation using the data from your FACT tables. I have no idea if the [Calls by Duration] measure that I've come up with makes any sense with your data set, but hopefully the example will help you reach the solution you want. Again depending on what data you want to show it doesn't really matter if this measure returns junk, the important thing is that it's pulling your two data sets together.
Remember that as soon as you add any raw field from either of the fact tables to this 'unifying pivot table', the inter-relationship between the slicers will break. !!!BUT!!! there is nothing to stop you from linking the csqname slicer to another pivot on the same sheet which contains fields from your Call Detail table and likewise linking the ic_client_id slicer to a pivot that contains TBAS Open Cases data. In fact, the 'unifying pivot table' could be on a different sheet from your slicers, so you only see the two sets of data that you are interested in.
And ignore that warning about no relationships existing!
I am creating a tracking document for artists' accommodation as part of an arts festival and would like to automate part of my work flow. Whilst we use event management/scheduling software for confirmed bookings, it's nice to do all my working in Excel.
I would like to have a master sheet (sheet 1), with a full list of artists and their respective accommodation - that can then be sorted into individual sheets (sheet 2, 3 etc) based on the name of the accommodation. The automatic sorting would also capture the other pieces of information in the row.
This would allow for each different sheet to show a report on who is staying in each type of accommodation and would be rather handy!
I would recommend one or more PivotTables as a simpler solution. Here a PT and two clones are shown on your Master Sheet, but they could each be on their own sheet:
Accom is in Report Filter, Company is in Row Labels and PAX (as Sum) is in Σ Values. Once having clicked on PivotTable in Insert > Tables - PivotTable and having chosen you range ('Master Sheet'!$A$2:$C$7A2:C7) and Location just drag the fields from the big box to the little ones.
This is feasible using Excel, but I don't recommend it; it is creating a maintenance nightmare in the long run.
From the question I can't gather whether the data is available in some kind of event management software package; if so you can use that one as a data source. Or create an Access or SQL database with a few tables. After that, you can use one of the following options to make the necessary overviews and as many more as you think up during the project:
Use Excel with ODBC or web query to retrieve data aggregated and
sorted as you like. Make changes in the event management package
allowing others to see the same facts. Or do it in Access. When you
change one thing, it automatically propogates also into the Excel.
Similarly, you can use an Excel add-in such as Invantive
Control (caution I work at a supplier) to retrieve the data from
the database using SQL or a webservice, change it from within Excel and
then synchronize the changes back assuming you have write access.
A similar solution is available as SQL*XL. Probably there are others too.
If the solution must be Excel only, I would recommend using vertical/horizontal lookups with the Excel function vlookup / hlookup (Dutch: vert.zoeken, horiz.zoeken). These function perform reasonable with a small amount of data and performance can be improved by sorting. And they resemble SQL joins, so the database you get within Excel more easily conforms to the relational model.
I hope the event is successfull and the people enjoy it.