I work for a home based education program and we are trying to find a way to make comparing our two tracking systems easier. Unfortunately due to limitations within the software we are using for this, we cannot combine it all into one place. I have two different data sets that share some fields but are for two different things. The first set is for documenting that a visit to the home occurred or not. The second set documents what happened during that visit. Both datasets have include a date field and a field for the child's name.
table_1 table2
I've included a sample version of each table. There are other columns but they are unique to each data set. The ultimate goal is to be able to ensure that the information is being documented into both systems. I had thought to utilize the name or date field to link the data sets together to identify discrepancies but haven't had much success as of yet.
Basically I need to make sure that if a visit occurred on 4/5/21 than it was documented to both places and if it wasn't, identify which area is missing the information. It would be nice to be able to also then summarize the information by child.
I've tried Power BI and Power Query in Excel but to be honest I'm not even sure how to phrase my question in order to find the proper way to do this from Google.
Related
Ideally this file will take an Order number and based on certain column aspects feed it into the respective tab. (For Reference we will be taking data from a car repair shop to determine if the car being worked on has been scheduled for drop off, at the shop, or completed and left the shop.
For Example we will have an Order number for every Car we work on, this car will have a Date Started & date Completed. Based on these criteria it will take the Order Number and drop it into the correct Tab and the rest of the data will populate with xlookup (or up for something better to try). So as the life of the product is updated it flows to the appropriate tabs.
Data Tab --> Comprehensive List of all Cars(including cars not scheduled) --> Cars being worked on --> Completed Cars
I figured 90% of this can be solved using xlookup and IF statements but where I get stumped is how do I pull the specific Order Numbers into the respective tabs from the Data tab.
I am aware that I need to create a formula to check if a car has been scheduled for drop off vs it being finish so it doesn't find it's way into the complete tab but that should be easy once I am able to pull Order number's into the file.
Not Necessarily looking for an answer but some topics/videos to point me in the right direction:)
I have tried just pasting the data and xlookup the details from the Order Number but that just brings back the manual aspect of the workbook.
the way i am thinking about this is java terms would be:
If(order # = In Shop)
RO# Populates into "cars being Worked on" Tab
but for each tab
Am I going to need to use VBA/Macro to get the desired result or is there something simpler I am missing?
Not Necessarily looking for an answer but some topics/videos to point me in the right direction:)
If you don't want to build a VBA implementation, I'd look into using Power Query. I find Power Query to be a pretty low barrier tool as it has quite an intuitive UI and loads of material on the web.
This implementation would most likely have an input table on one tab and then the other tabs (WIP, Completed, etc.) would be connected to this input table.
The platform I am working on has different sources of data
collection.
Sources:
E-commerce platform,
Payment Merchants(some bank tie-up),
In-house loyalty program and
Customer Demographics
Now we're trying to solve the Merge and Purge problem. But
in order to do that we need to integrate the data into one place.
The column have different names and there is no unique id to merge the data on. We need to create custom keys like Name + DOB + some other criteria.
We want to automate the process of finding the best keys to merge the data on.
I have tried looking for research papers targeting this problem but couldn't find much. My only luck has been Paxata
Could someone just point me in the right direction as in where to start?
I am trying to build a better structure for creating product specifications for our products, Currently everything is done in excel, as a result every time a value is changed, it takes numerous man hours to make that change to all the specifications. Additionally, our inventory of products continues to grow. I am trying to introduce a new system for developing specifications that will allow me to manage the snowball effect of growing specs and increasing work for simple changes to the entire product line.
My question is, if I build a database with all the necessary values for the template we already use (an excel sheet), is there a way I can enter a part number in the excel template and have all the other values populate into the template at their appropriate locations?
I have posted images of the template and a sample of what the Access database could look like.
Thank you for your help.
Ok - so here's the preface. I realize that SharePoint isn't really the best solution for this, and if I have to use SharePoint, then coding this would be preferable. However, my wings are clipped due to IT policy, and they have no time to do this "for me".
I am developing a document control system for an Environmental Management System. The basic concept is that there is a list of 'General Responsibilities', which identifies a regulatory agency, some category info, links to laws, etc... There's a second list 'EMS Responsibilities', which basically just links (via a lookup) a particular site to a general responsibility, to identify which sites have which responsibilities. We have many sites, and most have most responsibilities so it doesn't make sense to combine the two lists and repeat all this stuff 10x. Finally, I have a document library (for simplicty sake I am ignoring the draft/published libraries aspect) which contains the actual documents. These documents should reference an EMS Responsibility, which in turn references a General Responsibility. The categorization from 'General Responsibilities' needs to propagate all the way to the document library.
Currently, I use workflow to automatically copy the secondary lookup columns referencing the 'General Responsibility' to a 'Single Line of Text' column in 'EMS Responsibilities' so that it is available to the lookup in 'EMS Documents'. However, despite the values being present in both responsibility lists, the values do not propagate to my final list.
This workflow-based approach is stupid. The lookup columns are stupid. There's no way to get this to work elegantly using out of the box components. I want to believe that the reason this isn't working is because I am missing something... but I have searched for hours and can't find any more effective relational capabilities.
First of all, any theories as to why the values do not end up in the final list despite referencing a single line of text column that is filled?
Second, is there a better overall approach that doesn't rely so much on workflows copying data back and forth, and these pathetic lookup columns?
Thanks in advance!
Given the requirements you gave above together with your answer to my question I believe you won't need a workflow to link all three items together. I have two options for you:
1st Option:
Create a General Responsibility list. This list should contain at least two columns. The ID and Title column.
Create an EMS Responsibilities list. This list should contain at least three columns. The ID, the Title column and a lookup column linked to the General Responsibility list.
Create a Document Library. Add a lookup column linked to EMS Responsibilities.
Since the lookup list you are using is already linked to General Responsibilities then there is no need to have another column solely dedicated to point to General Responsibilities. If however, you need to have specific columns in your document library so that it explicitly has columns for both General Responsibilities and EMS Responsibilities use option 2 below.
Option 2
Create a General Responsibility list. This list should at least contain the ID and Title column.
Create an EMS Responsibility list. This list should at least contain the ID, lookup column linked to General Responsibility and Title columns.
Create a document library. You should add two lookup columns. One pointing to General Responsibility the other to EMS Responsibility.
(now the fun part starts)
Follow the guide to edit both your NewForm and EditForm aspx in this link so that your lookup dropdowns will be a cascading dropdown. This will make sure that items from EMS dropdown will only be populated once you select a value from the General dropdown.
Let me know if you need any more clarifications.
I have two view, one is sorting 2011 data and the other one is sorting the 2012,
2013 is coming and I think, create another view is not good. Then I tried to code a formula to call the data in my database and send to view but it's not working .
please help me :)
I think your best option is to create another view. Notes doesn't do well with dynamic view selection formulas.
Another alternative to consider is to use categories to group data by year. You could then set up an embedded view that shows only a single category, which could be determined by a drop-down field that shows the available years.
A solution I have used when dealing with weekly or monthly date is to use an agent to create a new folder every week and to put the correct documents in the folder. But this is a lot of work and if there is a high volume of data you can run into problems with some of the internal limits of the Notes database structure. Someone with expert level knowledge of Notes can probably manage this, but I do not recommend it as a general solution -- and certainly not for yearly data.
Adding a view once a year is really not that bad. It's two minutes of work every 12 months, just copying and renaming the previous year's view and changing the selection formula.