I am trying to do sector classification for GICS sector. GICS structure consists of 11 sectors, 24 industry groups, 69 industries and 158 sub-industries. the below link gives the sector classfication
https://en.wikipedia.org/wiki/Global_Industry_Classification_Standard
can i create a drop down list like the attached image using data validation and name range function ?
like this with a vba button to refresh
On the web there are many step-by-step guides to create interdependent validation drop-downs. This is one of them. Working your way through the instructions is serious work. To help you on your way I have created a starting point for you.
The picture shows a table named Industry_Groups. It has one column for each group, and in this column are listed all the industries in that group. Now you can create a drop-down with all the column captions which would enable you to select any of the industry groups. This drop-down would have the list specification
=INDIRECT("Industry_Groups[#Headers]")
A dependent drop-down would have the list specification given below.
=INDIRECT("Industry_Groups["&A10&"]")
As you see, it takes the referenced table column name from cell A10, which is occupied by the first drop-down. Therefore the list in the second drop-down will change depending upon the selection in the first.
Of course, whatever can be selected in the second drop-down is nothing but the name of another list in another table. Each of them would name a table like the one shown above - literally hundreds of them. They have to be created before you can start on the programming.
Talking of programming, it seems that you tried to create a VBA based system that would generate the lists on the fly. No doubt that is possible but it would require some serious programming for which your attempts do not show an aptitude. The advantage of the system I show you here is that you can create and implement it with your own resources. You know, it's the story of the sparrow in your hand and the pigeon on the roof.
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.
My problem is the following.
I have two tables.
The first table is a guest list where the information on who is the guest and how many beds he need is stored. Screenshot
And the second table contains the Apartment names and the number of provided beds.
Now I want to make a dropdown list in the guest list table where only Beds are shown that provide the right amount of beds. And after a Apartment is selected it cant be picked a second time.
Can someone provide me a code for this solution?
Thank you very much!
There is functionality in Excel to use Dropdowns, to do this you need to identify your drop down requirements as shown below. Only include items the dropdown list if these not going to change.
I recommend to create a new tab in your excel workbook for list, then you can reference this in cell you want -https://support.microsoft.com/en-us/office/video-create-and-manage-drop-down-lists-28db87b6-725f-49d7-9b29-ab4bc56cefc2
Dropdown list
Guest 1
Guest 2
Guest 3
Assumptions:
Sound like you need know if bed a is available based off guest drop down list. If bed is available or not it can't be selected again.
I will let you attempt this but you can try and use IF Statement or VLOOKUP.
I am currently trying to display some manager/employee names based on business unit.
Each Business Unit could have multiple managers and multiple employees.
My question is can VLookup or any other method return a drop down list to select a certain manager/employee based on the Business unit selected?
Please see image below to see the layout and expected output.
I am hoping to use 3 drop down menus which when the business unit is selected to be able to auto populate first employee and manager in the list but also be able to have drop down menu for both to select other employees/managers etc.
Thank you.
screenshots
screenshots
screenshots
Please find my Excel-sheet in which I modulated a possible solution via the following link (shared on OneDrive):
https://cronos-my.sharepoint.com/:f:/g/personal/oortsja_cronos_be/EuUIF6pW95xGtcA0gQjwtIkB_x4LCc8oWks9VwoVTfrhJA?e=7fO6Dz
To summarize how I got to this solution:
I made different tables based on the data you provided (Business Unit > Manager > Employee). Using Name manager (see example), I gave those tables specific names that relate to their respective Business Unit > Manager > Employee.
Using =INDIRECT(), I reference those tables based on the names I gave them. E.g. table Ireland (Business Unit) contains values "John" and "Keith". Based on that output, using =INDIRECT(), "John" for example references table John (Manager) which contains the value "Mary" (Employee)
Basically, in my solution the key is using =INDIRECT() referencing multiple tables, VLOOKUP doesn't suit your needs in this specific case.
I'm not sure if the title is a proper descriptor of what I'm trying to achieve here, hopefully it's close enough. I'm not a SharePoint expert, but I'm comfortable with creating forms and workflows as necessary to get something like this to work.
Basically, I need to have two separate SharePoint lists that are linked together, but one list needs to have row level security to hide data from other users that shouldn't see it. I need the column that is being linked to be an editable text box though, rather than a simple lookup field.
For example:
List A
Customer (text)
Description (text)
Sales People (person, multiple selections allowed)
Expenses (linked field)
List B
Customer (text)
Expenses (number)
Created by (just a reference that the sales people would actually "create" each row here)
Essentially, multiple people can be assigned to a customer in list a. The "sales people" are assigned by another user who actually creates the item for list a. I need to be able to have the people who are assigned as "sales people" to have a text box where they can enter their expenses, but on an individual basis, that would then be stored in list b with row level permissions to prevent them from seeing each others expenses totals.
List B would be able to show each sales person their full list of expenses across all the customers they are connected to, but not be able to see each others expenses. It's not a problem if the person creating the item for List A ends up with items in List B that are 0, but I need to be able to have the Expense field be an editable text box from a form that allows the sales people to enter their total expenses for that customer.
If I was building a custom application, this wouldn't be difficult to do, but I can't for the life of me figure out how to do this in SharePoint, or if it is even possible.
This is possible, but it will require custom development, using the SharePoint Object Model. Create your two lists and then you can either create a javascript/HTML based solution using libaries like jQuery and SPServices, or you can create a custom web part and use C# to update the lists. There's lot of examples out on the internet on how to do this. Write some code, and bring any problems you have with the code back to StackOverflow.
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.