Excel extract all rows from another dynamic workbook with criteria - excel

I have a excel master list (Master.xls) which is updated regularly with tons of rows of data example it has unique column A,B,C,D,E. I need to create a new workbook (Report.xls) with reference to the master list (without editing or adding filter in master list) and extract all the rows that fulfill criteria example, get and display all the rows that column C = 300. In way where by when i update the master list, this report will update after refresh.
I tried online using Index but is not working and trying to minimise the use of macros or vba

What you describe is the perfect scenario for Power Query. Use it from a new workbook, load the master workbook into the query editor, filter and clean the data as you need and save to a sheet.
When the data in the master file changes, all you have to do is refresh the query. All this can be done without writing a single line of code, just clicking icons in the user interface.

Related

Power Query Load table-type data to individual Excel Worksheet

Hi I am trying to load table records of a power query table to my Excel Workbook.
I have this transformed table in Power Query wherein Table in the Records column are table objects that contains data fetched from a REST endpoint.
I want to load the Tables to worksheets which I will be naming based on the WorksheetName column.
I have a worksheet that will contain the payload for the request and in the VBA which will be triggered by a click of a button, the Worksheet creation + population will occur.
Is there a way of doing that in VBA? I tried searching for a comprehensive way of doing that but I cant find any.
Thank you very much.
Are the sheetnames variable based on userinput? I had a similar issue, I just created the sheets, loaded the query to them and removed all but the first two rows (to prevent the file not getting slow).
Then when a user clicks the button, the VBA will unhide the sheet and refresh the query.

Excel populate table from same workbook

I have a table on Sheet1. I want to pull in data into this table based on entry in another tab.
For example, I have a table
based on information in other tabs, I want to populate the Score column.
Can this be accomplished using SQL query or Powerquery (pseudocode- Select "Score" from other tab where Name = Jack )
I can look for events in VBA when if data is entered in the other tabs it can grab it and paste it in this table but it seems messy.
The reason I want to do this is, there are multiple tabs where people can enter their Scores. They cannot enter this in the main tab otherwise I wouldn't have a problem.
Load all datasets from your worksheet to PowerQuery and keep them as connections only (w/o loading to worksheet) except the one that you want to populate with the data in the end. After loading you can merge different datasets using selected columns as the key for joining. The result of the merge would be a table from which you could retrieve particular columns of interest.

How can I automatically refresh filtered data?

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.

Automatically updating data across multiple worksheets

I'm trying to create an excel workbook where updates to a master spreadsheet will be automatically reflected onto worksheets within the same workbook which derive from filtered data from the master spreadsheet.
I tried resolving this issue by creating links between rows from the master spreadsheet to the derivative worksheets. Since they are tables, however, they will constantly be filtered which I have discovered breaks the links. Since the links were row-dependent, I cannot think of a way to be able to link all of them without constant breaks. Is there a way around this issue despite the fact that there are many variables at play?
Consider using PivotTables.
Drag all relevant fields to the row area (turn off all (sub-)totals) and the field you wish to filter for as the page filter.
Select the Options dropdown on the Pivot table Analyze contextual ribbon tab and choose "Show report filter pages".

Excel : Selecting data and keeping it up to date

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.

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