Col Span layout rule isn't working as expected - acumatica

I have a customization to the AP Bills and Adjustments screen (AP301000), where I'm trying to get the Description field to span the first two columns in the header (there are three columns). Unfortunately, it moves fields from the second column over to the first, and offset from the left a little bit. Here is my customization:
Here is the header before adding the column span layout rule:
And here is the header after publication of the customization:
I've tried many different approaches, but I can't get it to simply span the two columns, while leaving everything else alone.

In my version it is already spanning two columns:
The layout is broken because the description field overlaps some of the new fields you added in the second column. There needs to be some space available in the second column for description to expand otherwise it will move the fields that overlap in the second column below description like in your screenshot.
To avoid overlap you could add some dummy label controls above description layout rule so it pushes description down below the last field added in second column:
Add enough dummy labels to make sure description position is below the last field of second column.

Related

Aligning vertically a series of tables with text

Hi I need the text to be in a specific format in a spreadsheet to be able to upload it on a translation tool.
I have already used the text split function to separate the text in a cell with bullet points, moving each bullet point to a separate cell.
enter image description here
Then I used the transpose function to separate each set of data. For context, you are looking at fashion products.
The name of the product is on the first row, followed by a list of features (e.g. "Bracciale" means bracelet and it is followed by the list of materials)
enter image description here
Now for the last step, I need these sets to be vertical, not horizontal. Like this:
enter image description here
I would like to set up an automatic system so that every time we receive a list with hundreds of these products we do not need to copy-paste them one below the other.
With pivot tables maybe? Keep in mind that if it is too complex it might be hard to train the translators to do it each time. Please let me know your suggestions. Thank you!
I am not a programmer. I tried pivot tables but the data was in the wrong order and I am not sure how to get the data out from the pivot table with values only without the sub-menus.
My suggestion would be to use the 'Unpivot Columns' feature in the Power Query Editor - it would be really simple.
Steps:
Select the whole range
Go to Data // Get & Transform Data // From Table/Range
Uncheck 'My Table has headers' (unless it does - but doesn't look like it?)
Press OK. This will open Power Query Editor and will have actually given you column names Col1/2/3 etc, but ignore that.
Go to Add Column // Index column
Select all columns EXCEPT the new index column by Shift+clicking on those headers
Go to Transform // Unpivot Columns
Assuming the order is important, click in the Attribute column and Sort Ascending
Click in the Index column and Sort Ascending
Remove the Attribute and Index columns if you want (right click header)
Go to File // Close & Load
You will get a new table - dynamically linked to the first (ie. can be updated/refreshed) - in the unpivoted format.
Let me know if you need more details / screenshot?
Based of this trick, maybe the following is helpfull:
Formula in A5:
=DROP(REDUCE(0,A1:A3,LAMBDA(a,b,VSTACK(a,TEXTSPLIT(b,,HSTACK(CHAR(10),"^"),1)))),1)
TEXTSPLIT() will use a combination of newline chars and the circumflex to split the input directly into a vertical array;
Iteration in REDUCE() will allow for stacked results;
DROP() the initial value from results.

Match and Conditional Formatting from Matrix Table

I am looking for some decent help with my matrix table, and is there a good or best approach to properly match dependent instances in certain matrix using drop downs.
This picture represents my matrix table (Picture 1):
As you can see there are a lot of instances, but horizontally and vertically they got the same number of "headers". Those "1`s" are representing not compatibility in my case but lets call it simply "match". That is on one sheet that is gonna be populated with some new values from time to time.
On another sheet which is actually sheet for showing the data and their compatibility possibilities is equipped with drop downs. There you got "Groups (Group1, Group2...)" in a sense of main parts and "dependent groups (AA1, BB2..)" as small components that are part of main parts. To avoid misunderstanding here you have explanations, I used for the sake of this example fictional values:
Groups aka. Main Parts
Dependent groups aka. components
As you can see beneath, is my fictional table but exactly the same concept as I should use in my real case.
I PUT AN EXPLANATION IN THE PICTURE 2 SO YOU CAN FOLLOW ALONG AND SEE EXACTLY WHERE/WHAT I DID!
What I used firstly there are =match functions, one for vertical position (A3) and one for horizontal (B4). This boolean row is done using =or(index) but reffering to the match positions as you can see. And from there I should use true/false for coloring my group boxes in a case compatibility is possible - thats all the science.
So, my question is if there is another approach to this problem? As you can see I have 3 different rows of functions at one place, or imagine if I will have more "groups" that can rise in many more rows and calculations.
Picture 2
EDITED:
This is screenshot of the original sheet, I just hid some rows that were with Infos that is reason the number is not consistent. As you can see it is almost the same as dummy example I provided above. Underneath every "box" you got three rows of calculations as I mentioned before. The two times number "2" that you see here is the position of some value that I found using =match function, one is for horizontal and another for vertical lookup. In this case it is model type, 070FX is position 2, 100FX is 3 and 200FX is 4th position in the matrix table, and so on for all the other groups. And those groups (Model, Endpoint, Gas sensor...) are defined separately on another sheet where I had to make unique list and dependent list so I can reference those to my drop down list.
EDIT Nr 4! So this formula I used for true/false:
=SUMPRODUCT(('0359-matrix'!$A$2:$A$101=F10)*(('0359-matrix'!$B$1:$CW$1=$B$10)+('0359-matrix'!$B$1:$CW$1=$C$10)+('0359-matrix'!$B$1:$CW$1=$D$10)+('0359-matrix'!$B$1:$CW$1=$E$10)+('0359-matrix'!$B$1:$CW$1=$F$10)+('0359-matrix'!$B$1:$CW$1=$G$10)+('0359-matrix'!$B$1:$CW$1=$H$10)+('0359-matrix'!$B$1:$CW$1=$I$10)+('0359-matrix'!$B$1:$CW$1=$J$10)+('0359-matrix'!$B$1:$CW$1=$K$10)+('0359-matrix'!$B$1:$CW$1=$L$10)+('0359-matrix'!$B$1:$CW$1=$M$10)+('0359-matrix'!$B$1:$CW$1=$N$10)+('0359-matrix'!$B$1:$CW$1=$O$10)+('0359-matrix'!$B$1:$CW$1=$P$10)+('0359-matrix'!$B$1:$CW$1=$Q$10)+('0359-matrix'!$B$1:$CW$1=F13)+('0359-matrix'!$B$1:$CW$1=G13)+('0359-matrix'!$B$1:$CW$1=H13)+('0359-matrix'!$B$1:$CW$1=I13)+('0359-matrix'!$B$1:$CW$1=J13))*'0359-matrix'!$B$2:$CW$101)>0
I copied only last part, or when it starts from second row..Because it is too long to write whole funciton - it cuts down automatically.
('0359-matrix'!$B$1:$CW$1=$Q$10)+('0359-matrix'!$B$1:$CW$1=$B$13)+('0359-matrix'!$B$1:$CW$1=$C$13)+('0359-matrix'!$B$1:$CW$1=$D$13)+('0359-matrix'!$B$1:$CW$1=$E$13)+('0359-matrix'!$B$1:$CW$1=$F$13))*'0359-matrix'!$B$2:$CW$101)>0
But on marked cells I am getting the same results: B22 - F22 has the same as B21 - F21 (boolean) what shouldnt be like that but to follow color, green is False, it has to be something with an array reference.
Checkout the following. A1 to E5 is the matrix that shows which pieces are incompatible (=1). The others have to be empty or 0.
In cell I8 I used the following formula (and copied it down up to I11):
=SUMPRODUCT(($A$2:$A$5=H8)*(($B$1:$E$1=$H$8)+($B$1:$E$1=$H$9)+($B$1:$E$1=$H$10)+($B$1:$E$1=$H$11))*$B$2:$E$5)
The formula result shows you the amount of incompatibilities a part has. Eg AA1 has one incompatibility with BB2 but BB2 is incompatible with 2 AA1 and CC3.
To get the TRUE/FALSE use the same formula and append >0: like =SUMPRODUCT(…)>0
For any additinonal "group" (Model, Endpoint, …) you need to add another +($B$1:$E$1=$H$12) where $B$1:$E$1 points to your matrix data and $H$12 to your selected group value.
Overview of the formula ranges:
Note that this kind of calculation can only tell the amount of incompatibilites a part has but not the names of the parts that are incompatible.
Edited horizontal version
Formula in the selected cell is
=SUMPRODUCT(($A$2:$A$5=G8)*(($B$1:$E$1=$G$8)+($B$1:$E$1=$H$8)+($B$1:$E$1=$I$8)+($B$1:$E$1=$J$8))*$B$2:$E$5)
you can pull it to the right.

Spotfire: How to use trellis to show 4 elements: 3 years + set of records older than 3 years?

Lets say I have the data about some kind of requests.
I have column determining request's creation date.
I wish to show the requestes Trellis'ed by this date but not the standard way.
I wish all the requests with creation date older than 2013-01-01 to be grouppped in one trellis graph.
I also would like to retain the possibility to have information on both year and quarter level as it is available for typical date column.
The image below show sth similar to what I need but the Empty section comes as the last one and I need it with different label and on the left hand side rather than as it is now on the right hand side.
Any ideas ?
my suggestion is to make two visualizations. you can duplicate the one you've already created and then limit its data by editing the properties for that vis, viewing the Data page, and using the Limit data using expression field, giving an expression like [Date Column] < "2013-01-01". you'd do the same on the second vis except use an expression like [Date Column] >= "2013-01-01".
the easiest way to change (Empty) to "something" is to not leave it empty :) you can create a calculated column with the expression If([Column] is null, "Custom Empty", [Column]) and then use that on the horizontal axis. alternatively you can hide (Empty) values from a visualization by limiting the visualization by an expression like [Column] is not null.
you can adjust the order which values are shown by going to the Edit menu and choosing Column Properties. choose the column, click the Sort Order tab, select Custom Sort Order, and click Configure.

Setting Color for Category Lines

I have a view that displays data from several categories, where the category (bug severity in my case) is color-coded into the background color of individual entries. Now I'd like to apply the same background color to the category line itself.
As the column setting the background color for the rest of the line isn't displayed in category rows, the setting isn't applied. Is there a workaround for that?
Taken from: http://www-10.lotus.com/ldd/nd6forum.nsf/0/2765b9380021c666852572d800589f9d?OpenDocument
Here is an awkward method that works to color your category rows
differently.
Put a column before all the categorized columns. This will be your color column. Check the Use Value as Color property of the column
properties.
Use one of the functions below:
#If(#IsCategory("any")="any";any;1:1:1)
#If(#IsCategory("x")="y";z;1:1:1)
Note: in the function above, where the word "any" appears, or "x" "y"
and "z", it can be anything, matching or not. It will always evaluate
to false. If you try just #IsCategory, it will error out because that
doesn't return true. And no match you try will ever cause a true
comparison.
That said, the result is that all rows will be colored black if they
are not categories. This overrides the default text color. If you want
another color than black, then adjust the 1:1:1 accordingly
(red:green:blue up to 255 for each position, red= 255:0:0)
Now go to any column and set the text color to the row you want your
categorized rows to appear in, and click Apply to All. Voila!
I was trying to figure out how to do this programmatically and then I wondered, why not just borrow from the mail template? I'd like to suggest you check into how the ColorProfile is used there to allow users to change their color preferences based on a field value (sender name) and see if it can be done for your case.
Or, have them either access the view via a browser client or XPages in the Notes client and assign a class to that dependent on the severity.
You could build the category column formula with HTML such that when it is severe the value is "<tr class='severe'><td>CategoryNameValueHere</td></tr>" or something along those lines, right?

Can I get relational data into an Excel Pivot Table

I have a sheet (let's go with wines as an example) that lists every bottle of wine in my cellar, when I bought it, how much I paid etc.
There's a column that describes the wine in comma-separated tags such as "Fruity, White".
I've created a pivot table from that data, with the description as a filter column. However I can't filter it by "White". I have to find every description that contains "White" such as "Dry, White", "White, Crisp" etc.
Being from an RDBMS background, my natural inclination is to put the tags in their own table keyed against the wine row so there's zero-or-more tag rows per wine row.
How, how on earth can I use that to filter the wine rows?
Yes you can do it within Excel and the description fields can remain as "Dry, White" etc as you do not need to split the comma separated values.
Lets say the Table source comprises a text column for Description, a number column for Value and a number column for Year Bought.
Your pivot is setup with the the following
Fields: Description, Value and Year Bought.
Column labels: Year Bought
Row Labels: Description
Sum of values: Sum of Value
There is a drop down label filter on the row labels - click on this and there should be an option to select Label Filters. Select this and then select Contains. You can enter say "White" which will select all your descriptions that contain white e.g. "Dry, White", "White, Crisp". The filter includes ? to represent a single character and * to represent any series of characters.
There are similar label filters for "begins with" and "ends with" as well as there negation.
I tried this in Excel 2007 and it should also work in 2003. I think in Excel 2003 you could even combine the filters e.g. contains "White" and does not contain "Dry" but in 2007 I could not find a way of doing this.
Forgive me if I'm stating the obvious, but the reason you're having problems here is that the description column is not in 1NF, and the Excel pivot interface isn't flexible enough to allow pattern-based searching.
The simplest option will be to normalise the CSV into a series of columns, each of which represents a single attribute - one column for wine colour, one for sweetness, one for country of origin and so on - and apply the filter across multiple columns. However, if (as your comment on the question suggests) wine is a metaphor for your real problem, you may not have the luxury of revisiting the design of the source data.
Another possibility might be to use a macro (or a database query - I'm not clear from your question whether you have implemented the tag system already) to pre-filter the input data on the pivot table's source sheet based on the tag values you want to search for, then re-refresh the pivot table based on that data.
A third possibility is the VBA used in this question, which looks like it will custom-filter the pivot table's visible rows.
=IF(ISERR(FIND("WHITE",UPPER(B5))),0,1)
create an extra column and add a formula. There are 2 tricks to this. One is to search for WHITE in the description column using upper - to beat the fact that excel find is case sensitive. Two is that it returns a value error if the string does not exist - so iserr will allow you to trap that and return in this example 0 if it doesn't or 1 if it does. You could substitute white and blank for 1 and 0.
you could write a script that loops through the data and adds new lines for each comma separated item in the description column. This would allow the pivot table to filter better.

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