Excel filtering on multiple columns - excel

Apologies if this has been asked and answered but I haven't managed to find a match.
I have built a spreadsheet that lists all the movies in my collection. In that I have two columns that contain the Genres and four that list up to that number of principle actors like this...
A given genre can appear in either of those two columns D & E. An actor's name in any one of columns G,H,I,J. What I want to be able to do is have a filter that shows all the values across all the relevant columns in a drop-down list, as you get when you filter a single column. In other words, when I click the filter for Genre it shows 'drama' in the drop-down whether 'drama' is in column D or E and if selected shows results where it's in either column. Similar for actors names.
Is it possible to achieve this? I know I can use advanced filter to build an 'OR' query across column D & E but as far as I can see there's no way of making that list the available values across the columns and allow a choice - you have to know in advance what you are looking for.
You should also know I'm running an old release (2007) of Excel so any answer ideally has to work in that version, although if there is a way of doing so in a later release I am still interested in hearing that..

I think you would need to separate genres into 2 columns. say Genres A and Genres B, therefore you could apply filter for these columns

Related

Excel sheets with scores by same ID of person (Kahoot) - How to extract and summarize scores from several quizzes?

I've used Kahoot in the classroom and have several excel files with scores from quizzes.
Students attended quizzes by using unique IDs. In each file, scores are visible for each ID (but ordered by success on each quiz). There are also some students missing or stating wrong IDs (I'll ignore it).
Now I would like to accumulate all scores for all student IDs in one sheet and summarize them by Student ID.
How can I do that most efficiently?
Any pointer or advice is appreciated.
Thanks,
B.
Here's a high level guide to getting what you want along with a sample in this file.
Step 1 - Combine Files to Sheet with Unified Columns
Objective
The goal here is to:
Combine all of your data from other files to single sheet
Merge the data to be in a single column for each field (i.e. Column A has ID, Column B has score).
No breaks in rows.
No formulas.
To illustrate, I made this fake list based loosely on your
description.
Method
You probably can do this manually, but a macro could also be used. If you expect to do this year over year, you might look into vba to open close files in a folder. However, since that wasn't part of question, you can do copy-paste (better yet make a kid do it!). Just make sure there's only one header for each column, and all of the data records align. Probably should do copy paste value if you have any formulas.
Step 2 - Show Summation
There's a couple ways this could be done. A pivot table is probably the most sensible because you could include each quiz as a column to see the total. You could also use a pivot table to do averages by student etc.
TO make a pivot table, I would recommend going on YouTube and they will do a better job of explaining than me.
On that same file I made as an example, I included some tabs to illustrate the power of pivot tables and a couple graphs.
Hope that helps. If you have specific technical questions on this, you might consider asking separately.

Is there a way to add a sort of "custom tags" and filter by them in Excel?

I have a table with a bunch of people in rows. On the columns are the skills that they have. There's a bunch of them.
Now all the people there work in different departments, sales, store, CS and etc. Some of them though work on several positions. There is no column for this.
What I need is a way to apply a filter that will give me all the people working in Sales department for example, but without a column there I can't use normal filter.
Is there a way that I can tag a row with say "Sales" tag and then filter the people having that tag? I would also like to add multiple tags to people not just one as they can work in different departments.
Add a new column, but hide it (right-clink on its header and select Hide).

Pivot Table with multiple rows all having the same level hierarchy

I have imported a bunch of data using PowerQuery into a single table and am building dashboard reporting. I have been using Pivot Tables to build my reports, which has worked fine so far.
However, I've come to a point though where I want to simply show the count of multiple columns (calculated fields). So I have column A,B,C,D, and want to show the count each of each. But, I don't want them to be subsets (or children) of one another, and I don't want to build a bunch of Pivot Tables (file is already getting pretty big, and I want them row by row for easy viewing). Any suggestions?
Also, I am using the "Columns" field already to show the counts by certain weeks (week one, week two, etc.).
Thanks,
-A
Thanks for the follow-up. Within PowerPivot, I have four calculated fields/columns that are True/False for each column. I want to know how many times each of those columns were marked "True" (I can rename the "True" field to distinguish between which field it's referencing). But I don't want four pivot tables. Right now I can only think of making four pivot tables, filtering out the false for each one, then hiding the rows so the "True" values stack on top of one another. If I put all the four fields together in the same Pivot, the three below the first become subsets. I don't want subsets, just occurrence counts.
Does this help provide clarification?
If I understand you correctly, here's an example that shows what you're trying to achieve:
The table on the left has the TRUE/FALSE entries and the PivotTable on the right just shows the number of true items in each of those columns.
The format of the DAX measure to produce these count totals is:
[Count of A]=CALCULATE(COUNTROWS(PetFacts),PetFacts[A]=TRUE)
(Apologies to any parrot owners who may get upset that I have inadvertently re-classified their pets as cold-blooded!)

Excel Management for Inventory

Okay, hope this question will be clear enough that I can get an answer. Thanks for the help.
The situation is that I am downloading some information into two different spreadsheets which contains orders from two different stores.
The problem is that between these two stores the model numbers (SKU#) for a lot of items are different even though the product is the same. There is no changing that now. I do have a list of equivalencies. For example, I know that 00-XX-55 is the same in Store 1 as 22-FF-33. There isn't a logical equivalency so I would be setting them manually.
My question is if there is any way I can combine data from two sheets and set up manual equivalencies while doing this? Would excel allow me to manage the data in that way I can join the two unequal SKUs
You need a two-column translation table. Once you have this you can manage combined inventory because you can then determine the total inventory of a single item in both stores.
So in a solution do you want to translate all to the store 1 sku, the store 2 sku, or a third warehouse sku? I guess what I am driving at here is that there needs to be a superior synonym to sort of design around.
To build a translation table you would put the original sku (the sku that you will convert from, sort of the inferior number you do not want to go by for purposes of the summarization) into column A and the master sku into column B. We will call this sheet "converter".
You could either have:
A, B
00-XX-55, 22-FF-33
This could normalize everything to the 22- sku. Or you could do this:
A, B
00-XX-55, 123abc
22-FF-33, 123abc
This way if you want to normalize to a third value rather than either of the stores values.
In your inventory page col C is the sku column so in column D put =iferror(vlookup(C, converter!A:B, 2, false), C) and populate that all the way down. Now in each row you have the original and the master sku next to each other in C and D. If the sku was not found in the converter table then it would just use whatever value was in C. You can then build pivots tables using D to group them on.

Can I create a COUNTIF calculated column in SharePoint?

Is there a way to create a SharePoint calculated column that returns a count of the number of entries in a list? So If I have 3 customers in my list with the company "Starbucks" I'd like the field to return "3"
(Edited some wording for clarity per suggestion from dariom).
You may be able to get what you want with another list using a not-so-well-known variation of a lookup column.
Let's say you have a list called Companies with values in the title column like "Starbucks", "Peets", etc. Now you also have the Customers list you refer to, but the "Company" column is a lookup column pointing to the title column in the Companies list.
You can add a count very similar to what you described to your Companies list. Go to your Companies list, add a column of type "Lookup" referring to the Customers list and you'll notice that in the drop-down area where you define the lookup if you point back to the Customers list, you'll have a new option called "Count Related". This is here automatically because it recognizes that the Customers list has a lookup pointing back to this one. Select that Count Related option and now your Companies list will have a column counting how many customers are associated with that company.
No coding, Javascript hacks, or anything. Just hidden SharePoint auto-magic.
No, I don't think there's a way to do this using the out-of-the-box calculated column.
Some other ways you could accomplish this are:
Create a view for your list that with a group by on the company field and include the total count. This is easiest, but might not be exactly what you're looking for.
Create a custom column type that executes a CAML query to find items that you're interested in. There is a learning curve if you've not done it before and if the list that you're adding this custom column to has lots of rows, you'll be executing a query for each row which is inefficient - it'll be OK for a small number of rows.
Use an event handler on the list that updates a column value each time a new item is added or removed from a list. This is easier, but can also be inefficient if you have a large number of items in your list.
As dariom said (damn my slow typing skills, +1!), only the current row can be operated on with calculated columns by default in SharePoint. There are a couple of documented workarounds involving SharePoint Designer or jQuery, though.
You can get a Count of specific list items in an XSLT Data View
To do this you will need SharePoint Designer.
Right click on your SharePoint List view (ensure the list view contains the field you want to filter by) select convert to XSLT Data View. Then in the Data Source Windows select Data Source Tab and drag and drop the field you want to get a total on for the specific items into where you want it displayed in your XSLT Data View. Click on the numerical value that is showing you should get a lightening bolt icon, select the drop down and choose Count, then select again and choose Filter. Select "Click here to add a new clause" then choose your field name again and enter your unique value as Starbucks and click OK, you can repeat this process for other fields you want the totals on. You will now see the total number of Starbucks items in the list.
I got something similar to work in a way similar to Niall. Basically, I:
Based on the source list, created a Data View Web Part (DVWP) on a "test" web
part page.
Added the footer column, which gives a count.
Set the filter for my conditions (i.e., the items I want to count).
In the code, deleted the recurring items row.
I was left with just the footer, which displayed a filtered count for all the list items. I further customized the footer by taking out the shaded background. Finally, I exported this web part and imported it onto the page where I wanted users to see a total of items in the list (which met the criteria).

Resources