I'm currently working on a spending tracker that looks like this:
Spending Tracker
As you can see, each transaction is sorted consecutively by date and assigned an index number, with each transaction receiving its own row. Each transaction is essentially made of a "Store/Business/Person" text comment, a general text comment, an amount and a category. While this is all helpful information, you can imagine how it would likely get tedious to scroll to each category to enter the correct value.
My question is, what formulas can I use to copy information from a list such as in this sheet... Input List
...into specific places within the main spreadsheet?
It is essentially a more complicated "='Input List'!C2" formula, however if the pasting destination can change based on if statements.
Any help with this would be greatly appreciated!
Assuming that you have both tables on the same sheet, you could try filling the value of each cell previously with the following formula according to the corresponding row in Spending Tracker table:
= IF('Input List'!F2="Option 1",'Input List'!E2)
where "Option 1" would be the selected category in the Input List table.
Related
I've been racking my brain how to accomplish this but what I am trying to do is use a a pivot table to identify how many IDs only have the 1 skill and by which site.
I also want to show if they have more than one skill. For example they have Maths and Writing, by site.
I am also trying to do this via a formula.
Might sound a bit silly and i'm sorry but was hoping someone may be able to help.
I have shared my Google sheet showing this (i'm assuming I can do the same in excel).
https://docs.google.com/spreadsheets/d/1btkhhYyVG_GYrz_SYXwO4wUsxq3ay3eZv5AOF7h95o4/edit?usp=sharing
As per the sample data provided, it seems that the ID's have just one site, so showing the order ID\Site\Skills, therefore I would suggest the PivotTable layout below, adding a subtotal to count the quantity of skills per ID, remove the Grand Totals as they are not required.
You may also want to sort the Data by the Skills count in ascendant order to show first the ID's with just one skill.
So this is your PivotTable:
Another Layout:
You can do it in excel. Either you make a PivotTable and make something like this.
or you can just copy the ID, site and insert the skills like I have done in this picture.
Then use these formulas in the field. In the first column No Skills (Number of skills) I use the following formula: COUNTIF(A:A;F2) Where A:A are the first column ("ID") in your original table and then in the rest cells I use the following formula COUNTIFS($A:$A;F2;$B:$B;I$1) where A:A are the same as above and B:B is the second column "Skills" in your original table and I1 is the Skills in the new table..
Is this the result you want?
If so, it was just a matter of moving "Site" above "skill" under the Column section of the Pivot Table Editor. See below:
I've a data set that shows;
employee name
date
time work started
time work ended
Now I am trying to have a report like sheet where I can select a certain employee name from a list of employees to view his/her time attended for a particular month.
I tried vlookup but went no where since I need to lookup by two columns plus a row.
Is this possible? without macros or vba.
Thanks
Since name and date are unique identifiers it is possible to use the sumifs function.
For ‘time in’ and ‘Rachel’ this will look as follows:
=Sumifs(column ‘time in’ from data set, column ‘name’ from dataset, “Rachel”, column ‘date’ from data set, “10/01/2017”)
Where Rachel and the date also can be a referenced cell.
=AGGREGATE(15,6,ROW(SHEET1!$A$2:$E$22)/((SHEET2!$B$1=SHEET1!$B$2:$B$22)*(SHEET2!$A4=SHEET1!$C$2:$C$22)),1)
The above formula will grab the row number that matches your criteria. to pull the information you want, you can place the row number inside an INDEX formula to get the following:
=INDEX(SHEET1!$D:$E,AGGREGATE(15,6,ROW(SHEET1!$A$2:$E$22)/((SHEET2!$B$1=SHEET1!$B$2:$B$22)*(SHEET2!$A4=SHEET1!$C$2:$C$22)),1),COLUMN(A1))
You can place the above in your first Time cell and copy right and down. You will see errors if criteria do not exist. ie no person of that name or no date data for that person. to avoid this you can wrap the whole thing in an IFERROR like the below:
=IFERROR(INDEX(SHEET1!$D:$E,AGGREGATE(15,6,ROW(SHEET1!$A$2:$E$22)/((SHEET2!$B$1=SHEET1!$B$2:$B$22)*(SHEET2!$A4=SHEET1!$C$2:$C$22)),1),COLUMN(A1)),"Nothing found")
if you would rather a blank than nothing found display change the "nothing found" to "" or 0 if you want 0 to be displayed.
Note: Aggregate is performing array like calculations in this case. As such you do not want to full column references as it will cause a lot of unnecessary calculations to be performed. Because you have unique entries, SUMIFS option given in another answer is a much better choice.
I think a pivot table will do the job for you.
Place the employee name in the filter, place date and
times in the rows.
Remove subtotals from the Pivot Table
Change Table layout to tabular and Repeat rows
Right click on the Time In and select Ungroup
Then you have the image below.
I have the following layout:
In B11 write this formula and drag down:
=INDEX($B$2:$E$5,MATCH($B$7&$A11,$B$2:$B$5&$C$2:$C$5,0),3)
In C11 write this and drag down:
=INDEX($B$2:$E$5,MATCH($B$7&$A11,$B$2:$B$5&$C$2:$C$5,0),4)
Note that these are Array-Formulas, so you need to enter them with CTRL + SHIFT + ENTER instead of the normal Enter.
You will get a #NV error if the employee hasn't worked on one of the dates A11 and A12. So you could surround the Formula with IFERROR to avoid this.
I hope everyone is having a great day. I have an excel file where the employees ID number is in column A. Then I have 4 other columns that tell me if an employee filled out data for Degree, Work Experience, Experience Level and Languages known. The employee may appear more than once therefore creating several lines for the same employee.
I need to know of a formula that will detect how many of the lines the employee has filled in. The trick here is for example if an employee has already filled in the four columns in any one of the rows to just appear as complete.
I tied using an IF formula but its not working for me.
There is no need for VBA. As I suggested in my comments above, add a helper column (Let's say in B) and put the formula mentioned below in cell B2 and pull it down.
=IF(COUNTA(C2:F2)=4,"Complete","")
Output
Try the UsedRange property.
E.g.,
ActiveSheet.UsedRange.Columns.Count
This is possibly a tough one so forgive me while I spell out the exact circumstances and what is needed:
We have a workbook which is populated with data from our support calls (most of it is text) which is then analysed for certain criteria which are just Yes/No options (i.e. incorrect information received, late notice, etc). One of the columns is the date the support call was raised, formatted as dd/mm/yyyy. All of this data is on sheet 2.
What I have been asked to do is to have a management-friendly interface on sheet 1:
two boxes on sheet 1 labelled 'Month' and 'Year' - a manager can enter say January in Month and 2014 in Year and if they match the dd/mm/yyyy of any calls which were raised, this will then extract the whole row of values and place on sheet 3.
On sheet 1, a graph will then be populated from the data on sheet 3 to show things like how many support calls had incorrect information.
Any ideas? I've tried going through VLOOKUPS, MATCH and INDEX and can't find anything which makes any sense to me.
UPDATE
Thanks for all the input in such a short time frame. Apologies for not providing more information first time around - was on a tight deadline and had limited time to write the original post. Many thanks to both user2140261 and Scott Gall for the hints and explanations concerning pivot tables. I think that has given me enough information to head in the right direction (I ended up having to do the first graph manually, but seem to have some promising results with my first attempts with pivot tables and charts) so thank you once again.
When I have this properly worked out, I'll post some dummy information showing how it works in case anyone with a similar problem finds it useful.
May I suggest the use of a pivot table?
First break the Date Field into multiple columns on sheet two (which do not need to be visible btw).
Formula for Month: = Text(,"mmm")
Formula for Year: = Text(,"yyyy")
Then insert a pivot table on Sheet 1 using the whole data range on sheet two as the source.
Set the two new Columns (Month and Year) as Filters and the user can simply pick a month and year to view (multi select should also be available)
You will need to play around with what to put in the rows and columns and values a bit...
Keep in mind the default "Value" calculation excel will do is Count this is rarely the desired measure for the "Values" usually want SUM.. this can be changed by clicking the small down arrow for the value field and editing the field properties.
Note your graph can then be fed from the resulting pivot table.
Hope you find this helpful... if so please vote up.
I am having some difficulty writing a specific Excel formula. I have a summary sheet that pulls data from various other sheets extracted from a database. One of these is a PivotTable whereby using the Item Number in the first column and the dates along the top row as a reference I can pinpoint the data I need. eg:
To address the highlighted cell I would normally manually write:
=GETPIVOTDATA(HighPiv,"SPN010977-204 11333")
HighPiv is the name I gave to the pivot table as I am referring to it from my summary sheet.
This works, however the Week numbers along the top will continuously be changing in the pivot every month and therefore this formula will not pick up the values accurately once the pivot is updated. I have been looking into a way to make the referencing more dynamic. This is the summary where the data is required:
Rather than within the quotation marks of the formula (adding the specific Item number and Week number word for word), I was hoping to refer to the cell references of the summary sheet. (So if I wanted Item number, say A55, and Week number, say H50). The dates in the summary sheet change according to the pivot so referring to the dates on the summaries to get the data would be a better way for it to be kept up-to-date.
The problem here is I don't know how to go about it. I have tired to refer to the cells in question but it doesn't seem to work giving me #REF! or #VALUE! errors.
I think what you would like is:
=GETPIVOTDATA("Qty",HighPiv,"Item",A55,"Week",H50)
I find the easiest way to write such a formula is to start by ensuring that Pivot Table Tools > Options > PivotTable – Options, Generate GetPivotData is checked then in the desired cell enter = and select the required entry from the PT (here63). That would show (for example) “SPN010977-204” and 11333 or ”11333” but these can be changed to A55 and H50.