I want to create a customizable column where a value can be passed by linking another column (default setting) but can be overwritten manually.
Example:
For every month of a year there’s a column. For every month there’s a fixed budget that doesn’t change in standard cases. Sometimes it might happen that there a changes for a single month so it’s necessary to change that single value of that column manually.
When I choose a calculated value as default value I receive an error message because of a reference to another column. When I choose to only have values linked to another column I can’t do any manual changes afterwards.
Is there any trick to resolve this problem?
Use a workflow. Here is the concept:
create a new list item. Leave the month values blank, but put a value into a key field
run a workflow that triggers when a new item is created
let the workflow copy the value from the key field into the months
Now the month values have a variable amount pre-entered and they can be changed if required.
Related
I run a customer service department (I'm new to this so need to learn quickly) and I'm trying to get some analytics on our customer service requests. I have a table in excel documenting every individual service request and I would like a graph showing the total number of requests per customer.
I could write this manually (see below) but I would like it to automatically update as more service requests are entered.
I have tried looking for answers to this but can't find any that update automatically or that don't require a table elsewhere to be manually updated with each new customer. We often get new customers and I dont want to have to go back to this every time to update a reference table or customer list.
Surely there must be a way in excel to "Count all entries of each occurrence of a name in a column" in some kind of smart way?
I would really appreciate help with this!
Thanks in advance!
If you have 365 you could take advantage of spilled ranges.
On your second image put =UNIQUE(Table1[Customer]) in cell B3.
Put =COUNTIF(Table1[Customer],B3#) in cell C3 - this formula will
spill to all your unique customers.
Create two names ranges:
One called XAxis which references =Sheet1!$B$3#
One called ChartValues which references =Sheet1!$C$3#
Create your chart:
Set series value to =Sheet1!ChartValues
Set axis to =Sheet1!XAxis
Change Sheet1 to whatever your sheet is called remembering to wrap with ' if it has a space in the name.
Better to use pivot tables.
If below is your data,
Go to Insert > PivotTable
A popup will show like below
Specify the Table/Range
Specify also the Location (anywhere in the Existing Worksheet)
The view below will be displayed
Click the Customer checkbox and also drag the Customer field to fill the VALUES box as shown in the image below
You desired table will be displayed as below
Please vote up if okay.
Thank you everyone for your suggestions. I found a solution from multiple answers and comments.
I ended up going to my original table that I am using to create new service records. I added a column called "1" and just entered the number 1 in that column, for every row. I then "Hid" this column in the usual fashion.
I then created a pivot table from this table and selected to display columns "Customer" and "1" and used these columns to produce a bar graph. Here is the result (With the column "1" unhidden):
tl;dr:
Excel is unable to do this in any smart way, create a column in the original table contianing the number 1 so when a pivot table is made, it will auto sum the 1's for entries from the same customer. Create a plot from this.
It disgusts me . . . but it works.
I just created a spreadsheet with a list of names that all have their own individual unique ID associated. The purpose of this sheet this spreadsheet track to keep track of a point reward system. This is a running entry sheet which means each a individual may be re-entered several times whenever a point(s) are entered. What I would like to do if possible, is to automatically add the accumulative points based on the unique id's as they are entered. Current this is down manually.
Use SUMIFS with a variable range.
=SUMIFS($B$2:B2,$A$2:A2,A2)
Pay attention to what is and what is not an absolute reference. As this formula is dragged/copied down the sheet the relative range references will change leaving the absolute anchored.
I have a List that stores Monthly highlights but they aren't put into the List until the following month. The users would like it to automatically assign the previous month to each List item so for example if they put the highlights into the database in June, they want each item to say May because they are the monthly highlights for May. I know they could just make each item say May, manually, but they would like it to be automatic.
Thanks in advance for any responses!
If I understand you correctly then the list item is created in, say June, but you want the column to show previous month i.e. May.
In that case you can create a calculated column in your list with following formula:
TEXT(DATE(YEAR([Created]),MONTH([Created])-1,DAY([Created])),"mmmm")
I have created a calculated column that pulls the text from another site column so I can display just the text. To achieve this I have created a SharePoint 2010 workflow which sets column B with colum A value. I then have a calculated column that will take the text from column B and strip the unnecessary characters and leave just what I want.
I have a workflow which finally takes the two calculated columns and replaces the value inside the Title column for the current item. I have the workflow kick off whenever a new item is created, changed etc. When I create an item it will change the title but the title displays Error;#256 - Error;#256. If I then run the workflow on the item again the correct values are inserted. So I thought the workflow wasn't waiting until the calculated columns were calculated before setting the Title so I modified my workflow as below but I still have this issue.
Laptops is passed onto LaptopString which then LaptopTextOnly is the calculated column that uses LaptopString to get the intended value I am looking for.
This was awhile ago but for anyone else having the issue, I resolved it by having the workflow wait for the calculated column to not contain the word 'error.'
I am having the list named "XXX". In that list i have two columns named Status, which is the choice column and StatusLookup, which is lookup column. The both column should have the same choices values namely Open, Pending Approval, Cancelled. If add new item in sharepoint list, if i choose "Open" in Status column it should be automatically updated in StatusLookup column without any manual entry.
I need to know whether there is any way to update the StatusLookup column by choosing the value in Status column in Sharepoint list by using Event Receivers?
Can you please reply me as soon as possible?
Thanks,
Sugu.....
Sorry this is late but I think instead of a lookup column you want the second column to be a computed column. Then you want to make the formula be "=[choiceColumn]". The computed columns should then always automatically update to the value in the choice column.
Supposedly you can then create a lookup column on the computed column from another list but that didn't work for me (computed column wasn't availalbe for a lookup column) which is how I ultimately found this post. Let me know if you solved your problem.
-Rob