I am new in SharePoint. I have multiple lists with lookups. In list A (target) I have multiple columns from the list B (source). Currently I have data in both lists.
Now I need to change some values for some items (rows) in list B (source). I am curious if I change the rows in list B, will it affect other lookup data in list A (where previous (old) row data is used)?
I am sorry if it is a trivial question. I am new and data is quite critical data to make a mistake.
Can changing (some) data in the source list cause issue in the target list?
Change (some) data in the source list, the source data selected by the lookup column will automatically change accordingly. But no error will be reported:
Related
I have a data table based on a query -> tblPrimaryProducts
tblPrimaryProducts has many columns, some of which are Category, SubCategory and Item.
If I were to use a filter on Category I would of course be able to see the SubCategories and Items in that Category. Likewise if I were to apply a filter to SubCategory in turn I would see a list of on the items in that specific Category + SubCategory selection. Ultimately this is the goal of data validation I am trying to implement.
There is a data entry table -> tblPackages
tblPackages has many fields, but importantly the three listed above need to be implemented in a controlled way via data validation so that each row can have the correctly selected Category + SubCategory + Item
I am unable to change the data table into an array or simple (or dynamic) named range because it will be refreshed any number of times and the column positions will potentially alter. This means that I have to use the table based naming system for both tables.
What I have so far is the following for a data validation formula using XLOOKUP:
XLOOKUP([#[Primary Category]] & [#[Primary SubCategory]], tblPrimaryProducts[Category] & tblPrimaryProducts[SubCategory], tblPrimaryProducts[Item],,0)
[#[Primary Category]] and [#[Primary SubCategory]] are fields in the tblPackages data entry table. The other fields listed come from tblPrimaryProducts. So far I have entered data by hand to test this out.
In the XL Formula window (where you can 'see' what your formula is doing while you fill in the fields) this seems to work and provides the output expected.
When I try to implement this as data validation it complains about an error in formula. If I place an INDIRECT at the beginning I get the syntax error popup. I have had issues in the past with INDIRECT that have been solved with the careful use of quotation marks. I cannot seem to find a way here to do this.
Does anyone have any ideas on how I might implement some data validation based off of a data table (as opposed to an array), or the query that the table is based on in this situation? Under normal circumstances I would use dynamic named ranges but here I cannot.
Any help or ideas greatly appreciated
In Office365 the following formula will get you the list of "Items" that satisfy the "Category" and "Subcategory" conditions.
=FILTER(tblPrimaryProducts[Item],(tblPrimaryProducts[Category]=[#[Primary Category]])*(tblPrimaryProducts[Subcategory]=[#[Primary Subcategory]]),"")
It will give you a #SPILL! error if inserted in a Table and it returns multiple items that match the two criteria. You may have to redesign your output table.
If you are intending to display just the filtered values, you can then use two dropdowns with list of categories and subcategories. The filter function can then use these cells to filter the Items from source data and display as a list below.
I'm working on a project for work, and I'm attempting to move data from a database with multiple references to different tables.
My question is; is it possible to move the data and be able to have a list that references different lists? For example, when I click on an element in the list, can I create another "link" to take me to another list?
I am not sure but if I understand the problem well You would like to create some kind of column in one list which will store reference to item from other list, correct?
If so then You are looking for lookup columns. When adding column to a list You may select lookup column type, after that You need to select which list You would like to 'reference' and which column should be present from the second list in the lookup column from the first list. Please check the reference link
OOB lookup column(similar concept as database foreign key) will be good, while CSR will be helpful for complex scenario also.
When I pull data from a SharePoint list into Power BI, the values are pulled incorrectly for columns having the data type -
Person or Group - instead of names, numerical values are pulled. I guess these are the IDs of the values
Lookup - instead of the actual values, '[list]' is pulled in a nested column. When I expand, numerical values are shown. Again, seems like IDs
All other data types are pulled properly.
To work around this problem, I first pull the data from the list to Excel and then to PBI. However, I want to eliminate this manual step as the list will have frequent updates and I will need to pull the list data into Power BI regularly.
What should be done to pull the actual values as they appear in the list?
For the lookup columns: You need to pull in the lists where the lookup values are being looked up from and then create a relationship based on ID.
For the People: Look here:fully explained how to deal with Person object
I did some looking around and was able to find a solution.
Using the FieldValuesAsText column in the Query Editor, I got the values in the table. values for both column types were available. Since, I only needed the text values it solved the purpose.
I have mismatched data lines in a power query so I am attempting to renumber/reorganize the data then merge the information to realign.
Here, I want the data in Column Answer 2 to go into column Answer, cells 6,7,11,12.
I've indexed each of my files and merged the queries. However, when I expand the merged queries, PQ seems to randomize my data.
I'm new to PQ so I don't really write the 'code', just use the user interface.
As you can see from the second image, the data comes out in the wrong order.
I merged two tables, then added index column and moved it to the beginning, then expanded the merged table and deleted index column. The order of rows has left the same, as in the source table.
Is there a way to create a SharePoint calculated column that returns a count of the number of entries in a list? So If I have 3 customers in my list with the company "Starbucks" I'd like the field to return "3"
(Edited some wording for clarity per suggestion from dariom).
You may be able to get what you want with another list using a not-so-well-known variation of a lookup column.
Let's say you have a list called Companies with values in the title column like "Starbucks", "Peets", etc. Now you also have the Customers list you refer to, but the "Company" column is a lookup column pointing to the title column in the Companies list.
You can add a count very similar to what you described to your Companies list. Go to your Companies list, add a column of type "Lookup" referring to the Customers list and you'll notice that in the drop-down area where you define the lookup if you point back to the Customers list, you'll have a new option called "Count Related". This is here automatically because it recognizes that the Customers list has a lookup pointing back to this one. Select that Count Related option and now your Companies list will have a column counting how many customers are associated with that company.
No coding, Javascript hacks, or anything. Just hidden SharePoint auto-magic.
No, I don't think there's a way to do this using the out-of-the-box calculated column.
Some other ways you could accomplish this are:
Create a view for your list that with a group by on the company field and include the total count. This is easiest, but might not be exactly what you're looking for.
Create a custom column type that executes a CAML query to find items that you're interested in. There is a learning curve if you've not done it before and if the list that you're adding this custom column to has lots of rows, you'll be executing a query for each row which is inefficient - it'll be OK for a small number of rows.
Use an event handler on the list that updates a column value each time a new item is added or removed from a list. This is easier, but can also be inefficient if you have a large number of items in your list.
As dariom said (damn my slow typing skills, +1!), only the current row can be operated on with calculated columns by default in SharePoint. There are a couple of documented workarounds involving SharePoint Designer or jQuery, though.
You can get a Count of specific list items in an XSLT Data View
To do this you will need SharePoint Designer.
Right click on your SharePoint List view (ensure the list view contains the field you want to filter by) select convert to XSLT Data View. Then in the Data Source Windows select Data Source Tab and drag and drop the field you want to get a total on for the specific items into where you want it displayed in your XSLT Data View. Click on the numerical value that is showing you should get a lightening bolt icon, select the drop down and choose Count, then select again and choose Filter. Select "Click here to add a new clause" then choose your field name again and enter your unique value as Starbucks and click OK, you can repeat this process for other fields you want the totals on. You will now see the total number of Starbucks items in the list.
I got something similar to work in a way similar to Niall. Basically, I:
Based on the source list, created a Data View Web Part (DVWP) on a "test" web
part page.
Added the footer column, which gives a count.
Set the filter for my conditions (i.e., the items I want to count).
In the code, deleted the recurring items row.
I was left with just the footer, which displayed a filtered count for all the list items. I further customized the footer by taking out the shaded background. Finally, I exported this web part and imported it onto the page where I wanted users to see a total of items in the list (which met the criteria).