I have a team that has to collect data outputs from various inputs (all the data will have the same format). They collect this info in a notebook, and then input it and format it in Excel. I want them to be able to input this info from tablets on an interface, maybe a web page via a POST form, maybe a Excel form, maybe use SharePoint; and send it to the Excel sheet, and format it to match the current format.
Is there a way to do this? There will be multiple people using the interface at the same time, I don't know if this is going to be a problem.
Thanks in advance!
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I would like to create an Excel Tool that would act as a Monitoring Tool for our agents on the floor.
Right now we don't have an exclusive WFM tool that would monitor and call out agents with their activities and productivity, the only thing we have is a dashboard to view all agents status and the durations of their status or calls. This is a web-based viewer of our dialer that would only shows agents with their current status but they won't trigger or notify if an agent is going over our set thresholds for their wrap up time, over breaks or lunch.
Currently, I have an existing excel file that would look up values from another sheet to populate the table with information that I need such as the name of agent, their current status and current duration of the call.
The another sheet I've mentioned above is a blank sheet where I would simply paste all the data from the webpage of our dialer. So basically I am just doing copy-paste method where I am selecting all the contents from this webpage which is our dialer and pasting it in on the blank excel sheet that I created and the table that I made will find all the values that I setup from that blank sheet.
I really don't have enough knowledge but I still tried Data>Get Data>From Web and I am not getting anything.
I tried pasting the web link, but I don't seem to pull up any data.
I know as I've mentioned, I don't really have enough knowledge and maybe I need some basics doing this method.
What I would like to happen is if there's a way to link a webpage, sync its data to an excel sheet and is it possible to make it real-time so that way I can have an improvised WFM Tool that would help me monitor our agents activities?
Thank you in advanced!
Getting data from the Internet through a standard mechanism (Data >Get Data > From Web) is not always successful. Excel can recognize tables on a web page, but not always in the way that the human eye recognizes them.
Actually, there are two options here:
write a macro that parses specifically those pages from which you are currently getting data manually (“…I am just doing copy-paste method…”).
prepare web pages so that data from them can be automatically downloaded via Data >Get Data>From Web via standard Excel functionality.
Both require programming specifically for your task.
For example, I could write a parser, but for this I need access to the web page from which you are copying and pasting.
Or the programmer who wrote the web page can create new pages with the same data, but in a format that Excel understands. But this programmer needs to specify exactly how to design web pages.
I have been tasked with creating Power BI KPI reports and the data to feed those reports comes from different sources and is collected manually.
There is one person responsible per KPI. That person collects the KPI's data monthly and puts it in an Excel file. Then, that person sends the xlsm file to another person, who is responsible of organizing multiple KPI's into one Excel file. Ultimately, that person sends it to me and I use that xlsm file to create the report. The same process goes on per area of the company (6 in total) every month.
As you can see, there is a lot of copy/paste going on which can indice errors.
What is the best way to approach this?
I can't comment, so I will explain here what I think you can do.
I will ignore the collecting of data by person responsible per KPI.
You can use a database connection, using plugins or VBA, to send the Excel data to a database. Create a VBA Excel file with a script to send the data to a database and there you can do whatever you want. The most important thing that you need to do, is limit the 'columns' of data that Excel will have, or find a way to get the data directly from the source, using an API or whatever you find.
Another approach is creating a web form to send data directly to you, but i don't know if this is possible in your case.
It's the only thing I can think, given the limited options.
Currently, I'm connecting Jotform to Google sheets where information with the submissions are uploaded. We primarily use excel for the bulk of our operations and would like to connect the submissions uploaded from google sheets to excel. I can use import data from web which excel offers but it more so just copies the entire table even if you delete some rows on excel.
I want to do something similar to what zapier offers where the connection is not just a copy of the entire table and it only uploads new rows uploaded to google sheets onto excel and refreshes frequently.
Is there a way I can do this? My best bet is to use Google sheets API's? But i'm not sure where to get started.
What are "new" submissions? Excel need to know that.
You can directly import the data from jotform to Excel, no need to do it via google sheets.
Yes, even then all submissions are downloaded, that will always be the case. But not all need to be displayed. You can choose in and with Power Query what shall remain and loaded to Excel.
If you don't use a date for what you consider new, you have to store all old data in Excel as well, so Excel can see whether a submission is already downloaded before or not. You could load all data to the Data Model, where it uses very little space.
You need to learn PowerQuery for this. It is very worth it, because with little learning you can do a lot of fantastic things to your submissions and other data.
I have a transaction in SAP - ZHR_TM01 (possibly built by our IT department) that prints the timesheets of our employees that are swiping a card.
I need all this data in excel format but the problem is that the only option I know is to type "PDF!" in the command bar when I'm on the print preview menu of the timesheet, so it will convert all selected timesheets to pdf format. In order to have this data in excel format i need to use acrobat converter. This option is somewhat unprofessional and working with the sheet becomes very "convert dependent" because every time I use this method the conversion is slightly different compared to previous conversions: the columns/rows are not consistent etc.
What I ask is is there a way to directly retrieve the data in some readable consistent format since it is obvious that the data exists.
If there is a analogous command like the PDF! to convert to excel format or any other?
It will help me big time.
Thanks!!
If the function code PDF! works, the printout is most likely implemented using a Smart Form. In this case, it should be possible to create an alternative download function, e. g. SALV. I'd recommend contacting the person who originally developed the transaction to get an estimate - I'm not qualified to get into the details of HR...
See if you can convert to a .csv or .txt file. Once you have it in either of those formats you should be able to import them into Excel and delimit the columns with greater accuracy.
I have this application called IRESS that has data that I then manually copy and paste to a spreadsheet to do certain calculations. I was wondering if there is any possible way of automating this process.
There is a web services interface to IRESS which you can find more about here. So if you send a correctly formatted message to IRESS, it will respond with a message containing the data you requested and you can then update your spreadsheet with that data