How do I create 4 of the same excel table (i.e different views) that update simultaneously - excel

I have a table with LOTS of columns, however, to separate these columns into smaller tables would increase the manual processes.
What I would like to achieve is to have a table that is linked to 3 other views of the same data.
I created this on Coda however with the sort of numbers we are using it was too laggy and the company is already familiar with excel.
But to show the functionality, here is a link to view;
https://coda.io/d/LAP-Sheets_dGgLPS7V1d8/_sudZF
Basically, I have the first table, which shows every column.
Then, there are 'on market', 'referencing' and 'rent collection', which are all linked views of the first table, just with a lot of hidden columns so it is more manageable.
When you update one of the tables, it updates on the other 3, and if you press the button to change the status, it moves it to the next table.
This is perfect - except moving it across to excel is proving very difficult.
I have built out the first table - but I don't know how to achieve the different views of it.
Thanks.

Related

Alternative for Custom Views on Excel Tables

I have a fairly large excel Table (30x5000) that houses entries for all different types of equipment. I would like to be able to create custom views that only show the specific data for a given equipment type.
For example, if I were to select "Pumps" for custom views it would show meaningful description columns like Flow Rate, Capacity, etc. and hide those columns that apply to other equipment. Ideally this could be done on the table and not a separate tab as this would also make entry of these equipment items vastly simpler as right now I am scrolling through non-related columns when entering in new equipment.
My problem is that Custom Views don't work with excel tables. Any workaround I have found requires formulas that would separate the data for viewing purposes - I need to be able to edit in new views.
Any solutions to this would be GREATLY appreciated as I am truthfully stumped.

Is there a way to create a dynamic form that generates questions based on rows in an Excel table?

I have an Excel table that has data added to it periodically. I have a second table that describes the connection between the items in the first table. For the sake of an example:
First table with data:
and
second table with connections.
I would like to create a form that allows you to pick multiple item pairs from table 1, write a "connection" for each pair, and then submit that into table 2. Since table 1 has new data added periodically, the form would have to be somehow linked to table 1 to always allow a connection to be made with all the items.
I've looked everywhere for a solution, but none of the forms I found that could be integrated with Excel had this "dynamic" functionality. Is there a workaround or a way to achieve this.
(In reality, the tables and names are more complex, and everything is hosted on Sharepoint online.)

Excel 2010: Automatically combine multiple tables into one dataset

I thought there would be a simple way of doing this, but unfortunately I have not come across one. My company has an Excel workbook with 12 sheets (1 for each month), into which I enter sales data as accounts are written. I reformatted each month's data into tables, thinking that this would provide an easy reference to gather the data into a pivot table that joins all the months and would be updated as I enter data; however, a pivot table based on multiple sets of data allows highly limited manipulation.
So what I want to do is create a new table that is automatically populated as I enter data in any of the 12 current tables, to combine them into a master listing. I have tried doing a query, but when I try to set up the data sources, it doesn't recognize my tables. I tried Power Query, but I couldn't get it to update the data as I updated the source. Consolidate also was not a useful feature, as it required all the data to be somehow calculated, and my columns need to simply be copied over, not summed or averaged.
As you can probably tell from my explanations and terminology, I'm no Excel expert. I don't know what VBA even is, let alone know how to use it, but I've seen it mentioned a lot, so I figure at some point in my life I should learn it.
Is there a formula or some other Excel 2010 feature that can automatically copy all of this data onto one running list, and keep it updating as I enter data in the source tables? It would have to run automatically.
I believe your end goal is to have a pivot table which consolidates data from each of the individual 12 sheets/tables and not really to have the intermediate "single running list which is an aggregation of all the 12 sheets".
If so, I suggest to create an Excel Pivot table directly based upon the 'Multiple consolidation ranges'.
To start, create a new spreadsheet and select a cell (say A3) and use the click sequence Alt+D+P, this will bring up the PivotTable and PivotChart Wizard, and proceed further using the third option - 'Mulitple consolidation ranges'.
I will have to refer you to the below site for a detailed step by step instructions on the above: http://www.contextures.com/xlPivot08.html
Please be aware that the Difficulty level for this solution is Medium, suggest you to bookmark the solution from maintainability reasons, in case you choose to implement it.

Cannot delete a column that contains multiple tables

Whenever I have two tables in the same column, I get this error.
Create a table in columns (ie B1:C3)
Create another table below that table (ie B5:C7)
Right-click on column B
Is the "Delete" option grayed out (unavailable)?
Convert the second table (B5:C7) back to a normal area
Right-click on column B
Is the "Delete" option active (black) now?
It is for me.
I don't understand why it happens but I'd really appreciate if someone could confirm that I'm not alone on this one. This actually seems like a bug.
Unfortunately this is 'behavior by design'. A ListObject (aka structured ) table has many internal mechanisms. The Delete (column) command is not designed to enumerate through all of the ListObjects on the worksheet to see if any intersect with the column being deleted and then spawn subprocesses that deal with deleting table columns specifically while simultaneously keeping in mind how that will affect other ListObject tables. Instead, it simply does not allow the Delete command when more than a single ListObject table is involved.
This is not allowed may be because deleting a column will Shift Cells Why Dont you try deleting by selecting one column of a Table Like this
see the screenshot you can do it if you select one column of a table at a time
Thanks
Try organizing your data in a different way, so these problems don't occur.
There is no compelling reason to have several tables on ONE sheet. If table placement presents a problem with row/column management, consider moving tables to separate sheets.
Tables can be referenced in formulas by the table name. Ditto for table columns, so there really is no reason to keep several tables on one sheet if you need flexibility with row and column management.
Edit after comment The fact that users are working with several tables and cannot be expected to change sheets to maintain data on different sheets can be addressed in different ways:
Educate your user. I'm a big fan of teaching people how to use software. If they understand what they are doing, they feel positive. If you keep them dumb and tell them to "just click there and shut up" they may feel negative.
You may want to re-consider your data architecture. Provide your users with an interface to add/edit/delete records that is independent of where the data is stored. This is 2016. Data input and data storage are not married to the same page.
You are posting your question in a site for enthusiast programmers. A little bit of VBA will separate your data entry/data storage issues, if you are interested to work it out.

Macro using Dynamic Pivot table values

I get a lot of data every day with one of the columns being the name of stores. These stores are divided into two regions, say north and south. So , I have a superset with store names including both storesN and storesS. Everyday I get reports from a subset of these names. I use Pivot tables to display the data.
I want to write a macro which will show me just the data from storesN or storesS. If all the stores reported everyday, I could write a fixed macro. But every day the stores that report changes. So is there a way, I could write a macro, which will automatically detect and which names are present and adjust accordingly.
I am using
With PivotTables("PivotTable30").PivotFields("Name")
.PivotItems("Store1").Visible=False
The names are always a subset of the superset.
I hope the question is clear.
Just refresh your pivot table:
ActiveSheet.PivotTables("PivotTable30").PivotCache.Refresh
Good Luck.
If you are deleting all the old rows, just make sure that "Show items with no data" is turned off in the Field settings. Then refresh the table.
If you are only replacing the updated rows, then the easiest solution is probably to just add a "last updated" column and have that filtered for "today" (Or PivotFilters.add2 Type:=xlDateToday if you build your table via code)

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