I have two sheets of data; 'Master' contains information about cargo and it's location, 'X ray' contains all rows matching the same location.
I've created a true/false statement that checks location and pulls all relevant data to 'X ray'. That is working perfectly. However, i have to re apply the filter to see the changes.
I want the filter in 'x ray' to auto refresh when a change is made in the 'master' sheet.
The column i'm filtering is 'IF True' in A1, When the data displays 'True, show row.
I've tried many of the different methods on stack overflow, but with no success. I have low level ability with VBA code.
I think you can have the "auto refresh" only by using Pivot tables. Try to create your second tables as linked pivot table using the data from the first table.
Related
I am creating a dashboard within Excel to display the outputs of tabled data. I have set up certain graphs, but i cannot seem to get some working as desired.
I have used data validation drop downs (Sheet = Dashboard Cell = N10) to help improve the interactivity of the dashboard, where the use can select which set of data (based on dates) i.e. data from 01/01/22 to display. However, I would also like to show an option where the user selects all and the graph shows all data from all dates as separate entries.
Currently, i have used a help column called "Data source" as the source for the chart data, which is an XLookUp formula to look up the corresponding data based on the users selection. However, this does not allow me to show All Data.
Note, this will be dynamic as more dates will be added, so i initially thought to use named ranges that changes based on the selection in the drop down file. Is this possible, as when entering this formula in the named range manager it does not work as wanted.
=IF(Dashboard!$N$10="All",OFFSET(Archives!$K$2,0,0,Archives!$G$1,Table6[Data Source]))
The current data table
I am using Power Query in Excel 2016 to combine data from 12 different workbooks within the same folder system into one table, and need to add an additional column in the master table that tracks the status of each row. However, when I refresh the data, the Status column does not follow the rows to which it is initially applied.
I have already looked at [ Inserting text manually in a custom column and should be visible on refresh of the report ] but this solution only works with a unique ID column. Because each of the 12 workbooks is edited separately and because there is no single column that can be guaranteed to have unique values between all of the different spreadsheets, I don't have a key to join the data to the additional column.
I believe there is always a way of finding a Unique ID. If you can get your head around this, it is not that difficult to solve your problem.
See my below example, I used three sample workbooks saved in a Test folder. Depends on the way you add them to the query editor, in my example I used From Folder and follow the prompts without making any changes and combined the tables automatically. Once combined there is a Source.Name column automatically added. I suggest to leave this column in your output table as it can form part of the Unique ID if your data is highly identical across the workbooks.
An optional step (not in my screenshot) is to add an Index column and concatenate the index number with a product/task name so it can make that specific line of data entry even more unique.
Once you added the Status column with data entered manually on the master table, load the master table back to query editor.
Then go back to the original query (Test (Input) in my example) and merge it with the reloaded output query. See my screen-shot for how to 'uniquely' merge the two tables.
The rest is self-explanatory. I think the key is finding elements of the Unique ID and incorporate it in the merge part.
Let me know if you have any questions. Cheers :)
I have an Excel Workbook with two tabs - soon to be more.
The first tab is a large table containing a lot of data, the additional tabs (what I am calling view tabs) will essentially be selected data from the first tab - a sub-set of the table's columns - with various ordering.
To achieve this I am currently using a couple of pivot tables on the second tab - as I say this is the first of the 'view' tabs.
The pivot table does not need to do any summing or counting or anything like that so everything is just shown in tabular format.
The pivot table sorts alphabetically on the first column automatically - which is perfect for my needs.
I also have the following code inserted into this first view tab so that the pivot table is updated with the latest data from the 'Data' tab whenever the view tab is opened.
Private Sub Worksheet_Activate()
Me.PivotTables(1).RefreshTable
End Sub
When I edit a value in the data in the Data tab that is displayed in the first column of a pivot table in the view tab and then I view the view tab, the edited value is shown as updated in the view tab BUT it is moved to the bottom of the list - i.e. any edited value moves out of the alphabetical ordering in the first column and moves to the end of the list.
Editing data in any other column on the Data tab works fine.
I have an example xlsx demonstrating the problem, but it seems you can't attach files to SE posts (I hadn't noticed that in all these years!) - if anyone can point me to somewhere online that I could upload the example then I can link to it here.
As per #pnuts comment, this was simply a case of applying a sort to the first column of the pivot table via the filter menu.
Now whenever the pivoted source data changes, the data in the pivot table updates and the data order is preserved - exactly as required.
(It still seems odd, however, that Excel automatically sorts the data into the pivot table in the first instance - rather than listing in source data order - but does not maintain that ordering unless the pivot table data itself is explicitly sorted).
I currently have a pivot table on one sheet and a list of data on another sheet. I wanted to put both next to each other so I moved the pivot table to the left of the data set without a problem. However, every time I use a filter on the pivot table, it prompts me to ask if I want to delete all the other data on that sheet. Clicking okay clears the whole sheet but clicking cancel doesn't apply the filter. Any idea how I can get around this?
The only way around this is to make sure they do not overlap at all ... because if the pivot expands / contracts it affects the sheet and thus the table. I do think a possible work around at least in my quick testing is too keep the table on another sheet, but create another pivot of that table on the same sheet. Then Simply put the columns as columns so it looks like a table.
Ugh,
I'm not a hero when it comes to Excel...
I have an Excel file with one sheet that contains all data. It's basically a list of tickets, displaying the ticket ID, type, value and 5 dates per row.
I'm looking for a way to have new sheets in the Excel that actually display only tickets of a specific type. So on the sheet Bug Tickets I want to diplay like a filtered sub-set of the raw data in the first sheet.
However, this new sheet needs to refresh it's data automatically when I add new data to the main list.
Is this possible in Excel?
Ok here is a way using a Pivot Tables and Tables.
You should set it up like below: (in the SS, I put the pivot in the same sheet but you can put it in another).
Steps:
You need to create a table out of your data. See here on how to do it.
Then create a Pivot Table out of your table. See here on how to do it
After that you just need to format it the way you want.
The Pivot table will update everytime you add data on your table.
It will display what you've filtered.(in my example I filtered type A).
Notice: Apologies I cannot create a step by step procedure for you(very tedious). I wouldn't have posted this as answer if only it would fit as comment.