Writing data from one excel sheet to another - excel

I am creating a 'recruitment spreadsheet' in which I want to record employee interviews and outcomes. For convenience I have created a separate sheet called 'Failed Candidates'. I want this to act as an easy point of reference to let candidates know of their failure.
Tracking sheet - this is where all candidate info is stored, as well as outcomes.
This is the 'Failed Candidates' sheet - currently manually populated.
I would like Failed Candidates to auto generate.
WHEN OUTCOME ON 'TRACKER' SHEET = FAILED THEN COPY THE FOLLOWING FROM 'TRACKER' TO 'FAILED CANDIDATES'
First Name
Last Name
Email
Position
R1 Date
R1 Outcome
R1 Feedback
R2 Date
R2 Outcome
R2 Feedback

You cannot use worksheet formulas to copy data from one sheet to another. What you describe is basically a report on the table with all the data.
There are several ways to create such a report, including:
manually populate (as you are doing now)
use Power Query to query the original data, filter by outcome, remove unwanted columns and load into the report sheet. Refresh when the original data table changes
use a formula to generate a list of names that have the status "failed", for eg =FILTER(<Name column in Table>,ISNUMBER(SEARCH("failed",<Outcome column in table>))), then use lookup formulas to pull data from the desired columns for each name
use VBA and write code

Related

Create new table in Excel worksheet from filtered values of a table, or pull filtered set of data from Graph API or Power Automate

I am trying to create a table in a worksheet based on a filtered set of results from an existing table in another worksheet. I have the initial table in a worksheet entitled "Form1", and have created a second worksheet with the following formula in cell A1.
=FILTER(Form1!A:G,(Form1!C:C>=(TODAY()-1+12/24)),"No matches")
This formula works to display the results I am looking for, but not as a table. I need this to be a table so I can pull it via the Graph API or Power Automate. I have not worked much with Excel so I am sorry if there is already a solution to this and I am just not searching for the correct terms. Is there a way to accomplish what I need to do, either by making this a table or some other means using the Graph API or Power Automate?
Note that I can't just pull the data directly from the initial table and filter based on that, as this table contains 13K+ entries. This filtered data set will always contain less than 50 entries.

Excel Power Query - Save changes made to output table before refresh

I have a workbook with 2 sheets containing the same list of clients, but with different data relating to the client. Both sheets use LastName and FirstName as the first two column headers. Both sheets have about 10 additional columns, each being unique.
Sheet 1 is the "master list" table with 90 current names. We insert a row and add new names as
we get new clients.
I am trying to get sheet 2, with 65 of the 90 names, to update dynamically when a new row and name is added to Sheet 1.
After researching, I found I could use Power Query to merge Sheet 1 with Sheet 2 and Load the Output to a new Sheet. Let's call it Merged.
It looks great, so I hid the original Sheet 2 because it is now outdated. I no longer want to interact with Sheet 2, I want to interact with the new Merged Sheet. Now when I add a row to Sheet 1, Merged updates nicely with a new row and Names in place.
Problem: I can't add or change data on the Merged Sheet (Query output) without it disappearing as soon as I Refresh. It reverts back to the original.
Can I overwrite/add data to the Power Query output and save those changes? Somehow preventing Sheet 2 from clearing out the new data. Is that even a thing?
Can I Only update one of the connections - Sheet 1 and leave Sheet 2 dormant?
Am I using Power Query when I should be using something like XLookup?
I want to get rid of the original Sheet 2. It has become obsolete now that 30 new clients have been added to Sheet 1, and will continue to fall behind.
Thanks for the help.
Initially I was stumped on how to merge two sheets while shuffling the new names with the old, but a Power Query work for that problem.
Then I had the new table with the data in the correct position and order.
I found the quick tutorial from Jenn at this link; When a row is added to one sheet, automatically add a row to another sheet
This opened my eyes to the possibility that a Query can be only one connection. So I created a new sheet with the single query to the names on Sheet 1.
I copy/pasted the Merged info into the new sheet, and expanded the table range to include the new info and viola! I have a dynamically updating sheet based on the Sheet 1 list of names.
Now I can delete the original Sheet 2 and move forward and the original query.

How can I automatically refresh filtered data?

I have two sheets of data; 'Master' contains information about cargo and it's location, 'X ray' contains all rows matching the same location.
I've created a true/false statement that checks location and pulls all relevant data to 'X ray'. That is working perfectly. However, i have to re apply the filter to see the changes.
I want the filter in 'x ray' to auto refresh when a change is made in the 'master' sheet.
The column i'm filtering is 'IF True' in A1, When the data displays 'True, show row.
I've tried many of the different methods on stack overflow, but with no success. I have low level ability with VBA code.
I think you can have the "auto refresh" only by using Pivot tables. Try to create your second tables as linked pivot table using the data from the first table.

VBA Help to Copy Worksheet from Excel into Word

I am creating a service contract for a client. The document has an Appendix that is a table that changes depending on the product. All of the Appendix tables are in Excel, and I have created an INDEX MATCH function to return the name of a Named Range according to the product chosen, and now I need Excel to actually display that range.
This is my function:
=INDEX(References,MATCH(A2,Reference!A2:A30,0),MATCH(B2,Reference!B1:D1,0))
It returns a Named Range because that's the data I have in the table:
"References", but I want it to display the table and not just its name.
My ultimate goal is to have Word display the correct table depending on choices selected in form fields within the contract. Basically, I want to automate copying the correct table from Excel into Word. It needs to keep its original formatting. Pasting as an object or image is acceptable.

How can formula in another sheet automatically detect a new row in Excel?

So I have created a Microsoft Flow between MS forms and an excel workbook.
Every time a form is submitted, the responses are collected in a table in a single row (4 columns). Every time a new form is submitted, a new row is inserted at the bottom.
For example, my table has one row (Row 1). a new survey is submitted -> row 2 is created using MS flow.
Now I have another worksheet in the workbook that has some formulas looking at the row 1 in the table. The row in this new worksheet full of formula is also in A. Now when a new survey is submitted, I can't find a way to automatically detect the new row b and insert a new row into 2.
Is there something, like a macro that can do this?
Thanks in advance.
Some terminology: In an Excel spreadsheet, a row does not have a letter. Row "A" and row "B" is just wrong wording. Please use the correct terms. It should be row 1 and row 2, but since you are writing into an Excel table, row 1 will be the column titles (or table headers), so your first row of data returned by Forms will be in row 2.
An Excel survey or Forms reply is not created with Flow, the Forms reply is collected with the Forms engine and added to the Excel workbook. If you have another sheet in the workbook that wants to evaluate the original responses coming in through forms, you can use an Index function and pre-fill it for the expected number of replies.
You can use formulas to pull the last populated row from the original data table.
You can use Flow to do something if the workbook that stores the Forms data is modified, but as far as I know, Flow does not have any tools to look at the "last" entry made in a Forms survey.
You may want to check your expectations and spell out what you would like to achieve before focusing on tools that may or may not be able to deliver that outcome.

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