What i want to do
I'm not too sure how to formulate my question so here it goes.
I am helping with a big 20k+ rows excel spreadsheet, that has data sorted by ID. What I want to do is sort that data by company name and export to another excel file.
What I would like to know is - what are the best methods to do that with least manual job, sounds weird, however I am helping my fathers friend and he does this manually every quarter.
My idea of doing this is by importing that spreadsheet into database and then exporting it as I like, however I feel that there is more simple way of doing that.
I'm not sure if I understand your question: 20,000 rows in really not that much (the maximum is about one million), and as far as sorting is concerned, I've made a small screenshot of how to sort an Excel table, based on company value and ID (sorry for the Dutch language), you might record this and turn it into a VBA macro:
Is this what you are looking for or do you need extra information?
Related
I have to work with a large excel sheet that I get as our accounting program output. My job is to make it presentable for the CEO.
I made macros that get me this far but it's still not in the shape he wants it. As it is a very large table I would be very happy to find a way to automate it because it takes me a long time to make it presentable by hand.
The job has some logic to it so I hope someone has an idea how this could be solved.
What I have got so far:
Picture 1
And this is what I want it to be - separated by company name, and summed by saldo.
Picture 2
Your picture1 table is a good start. From that data source create a PivotTable. Put in rows of PivotTable every column name except SALDO, which you should put in values field. Now select PivotTable=>go to Design tab=>Report Layout=>Show in Tabular Form. After you changed layout to tabular, remove all Subtotals except Company Subtotal. If everything done correctly, you should have something similar to picture below.
I am trying to create a spreadsheet that allows me to keep track of a customer with general details (name, phone number, address...) bu then also keep a very specific list of all the products they have ordered. I want to be able to run reports on frequency of all details including what has been ordered. I have a bit of programming experience but not a whole lot of Excel experience so I know how I would write a program but not exactly how to do it in Excel. My thought is to have one sheet dedicated to the general specifications of the customer and then a second sheet that keeps track of the orders per customer. I want to be able to click on a hyperlink or something of the sort that will take me to the second sheet and automatically fill in the customer name. I want the first sheet to have the guest information running horizontally in rows but then the second sheet would have the names running horizontally on the top row and the orders would go down each column under the names. This way it keeps all of my sheets tidy and allows for me to run the type of reports I'm looking for. The main issue I'm having is figuring out a way to create a link that will do the action I want. I understand how to program but don't know Visual Basic very well but if someone was able to offer a similar code I would be able to decipher it and change it to my needs. Or if someone has a more efficient thought on how to set up the spreadsheet I'm all ears! Thanks a ton!
what you need is to create a pivot table with a data model.
The instructions are longer then what it actually takes!
here are few tutorials about the subject:
youTube video
MSDN instructions
PS don't write code in Excel unless strictly necessary. If it's a data issue, use data model
We get at least 20 queries a day on an average from our clients, where in we have to open and look at data on 4 to 5 Excel sheets to answer them. questions such as what is my available balance, am i eligible for this etc. All our clients are connected to our intranet and have access to internet. I was wondering is there a way where we can develop a front end app (do not have budget for MS VB or any other) either in excel or any other to connect these 4 to 5 excel sheets to retrieve the data in response to queries (e.g. using perhaps some if and true/false queries). I am not an advanced Excel user but would be great for an advice from tech experts.
Yes, i wouldn't call it an app but consider a worksheet like a dashboard. You can have a cell for entering client name, and then use formulas to look up relevant information of the name entered. The cosmetic and arrangement of the information retrieved and published on the dashboard is up to you and of course do consider investing some time in the looks and feel if you want to enjoy using it.
Things you may consider are:
Place the files are kept and file name convention
because your dashboard will look for information in external workbooks, ensure that the files are saved in a fixed directory and have a specific file name. if the external files are updated from time to time by other folks, let them know too that they have to save it in a particular folder with a specific name format.
Properly structure the source of data
Format you data source into tables so that it is easier for use with formulas. Throw away titles if any in the data source worksheet. Use tools like "Table" under the INSERT tab. When data are properly organized, they can be easily looked up using formulas such as VLOOKUP, SUMIFS, MATCH-INDEX, and COUNTIF.
Be good with formulas
Since we have no budget for VB, then good formulas will be needed. There are plenty of help on the internet for this I think you'll have no problem in it.
Employ sanitary check measure
It is difficult to tell if our formula isn't functioning properly when we have no counter check measure. Certainly you want to give your clients accurate information. One way to check is, think of alternative ways to get the information wanted and check if it matches to the first way. Another way is to retrieve a sequence of related information to be put on the dashboard, then do simple calculation to check if the numbers add up. Use conditional formatting to highlight errors if necessary.
I think these are key consideration, there may be more, but this is what i can think of for the moment.
I am looking at formatting a report which has been automatically generated by a 3rd party system. As we have no access to the Database directly i would like to build a Macro which would format the report into a more readable format.
I had initially thought about ingesting this raw data into a database as i am pretty competent a writing the SQL queries, however i think it would be easier if someone could run this through a macro.
The initial report shows which users have attempted which training modules and their completion status.
N.b. A user may have completed a module several times, therefore will appear multiple times.
The link below is the spreadsheet with two sheets, sheet 1 is the raw data and sheet 2 is how i would like things to appear.
https://www.dropbox.com/s/p1hipx17q3mf3dm/Learning-Report.xlsx
Any help / ideas would be much appreciated as i am pretty new to the whole macro's in excel thing.
Many thanks
Ian
I am answering in the same manner the question is phrased so please bear with me...
Identify all unique employees (for rows)
Identify all unique courses (for columns)
Find all the attempts and compute
a. Highest Score
b. Status
Put the data in the second sheet.
See if the question has been precise... the answer would also be to the point.
My current employer (to remain nameless) has a collection of incredibly sophisticated Microsoft Excel 2003 worksheets (developed by contractors, also to remain nameless).
The employer is replacing the Excel-based solution with a SalesForce-based solution (developed by other contractors, likewise to remain unnamed). The SalesForce solution is also very complex using dozens of related objects and "Dynamic SOQL" to contain the data and formulas which previously was contained in the Excel-based solution.
The employer's problem, which has become my problem, is that the data from the Excel spreadsheets needs to be meticulously and tediously recreated in .CSV files so it can be imported into SalesForce.
While I've recently learned I can use CTRL-` to review formulas in Excel, this doesn't solve the problem that variables in Excel have cryptic names like $O$15. If I'm lucky, when I investigate $O$15, I'll find some metadata explaining if n cells up and/or some other data m cells to the left, and/or (in rare instances) there may be a comment on the cell.
Patterns within the Excel spreadsheets are very limited, rarely lasting more than 6 concurrent rows or columns and no two sheets which need to be imported have much similarity.
Documentation of all systems are very limited.
Without my revealing any confidential data, does anyone have any good ideas how I might optimize my workflow?
It's not clear exactly what you need to do: here are 3 possible scenarios, requiring increasing knowledge of Excel.
1. If all you want is to convert the Excel spreadsheets into CSV format then just save the worksheets as CSVs.
2. If you just want the data and not the formulae then it would be simple (using VBA) to output anything that isn't a formula (the cell.Formula won't start with =).
3. If you need to create a linkage excel-->csv-->existing Salesforce objects/SOQL then you will need to understand both the Excel Spreadsheets and the Salesforce objects/SOQL that have been created. This will be difficult unless you have good knowledge and experience of Excel and also understand what the salesforce App requires.
Brian, if you're still working on this, here's one way to approach the problem. I use this kind of process often for updating data between SFDC and marketing automation apps.
1) Analyze the formulae that you're re-creating in Salesforce.com to determine what base data fields you need (stuff that doesn't have to be calculated from something else.
2) Find those columns/rows in your spreadsheets and use Paste Special -> Values in a new spreadsheet to create an upload file with values instead of formulae that you need for each data area (leads, prospects, accounts, etc.)
3) If you have to associate the info with leads or contacts or accounts and you have already uploaded or created those records in Salesforce.com, be sure to export them with their ID numbers. That makes it easy to use the vlookup formula in Excel to match up fields that you need to add and then re-upload the data into Salesforce.
Like data cleaning, this can be a tedious process. But if you take it step by step it shouldn't be too hard. Good luck.