I want to generate new entries as two tables say how.
It could be like a vlookup but I need more than one "result entry" per "original entry"
I would like to know if there is a single formula, or I should use macros or maybe even python.
I really also didn't know how to search this, maybe a link would be useful.
This example will explain better than me what I need.
Example:
Table 1. SALES
Table 2. Tells which primary materials are used in each product (product components)
Result table: Tells the amount of primary materials by product and client
You could use Excel Power Query if you are looking to keep things simple.
We use Office 365 in our office and we frequently use Power Query for things like this.
I tossed your data into two tables and configured the power query to output the aggregated data per client, per material.
The output will be updated if you modify the tables and click the refresh button on the data tab.
Excel example (using Office 365)
Related
I have to work with data CSV file. They look like this
sample
It represents products with options/cars etc. at the web-store.
It has a lot of columns with duplicated values and in my work in often need to copy some part of this data to another sheet, deduplicate it, edit and then paste it back by matching it for one of the columns that were untouched. More this purpose I'm using Ablebits Excel suit.
Is it possible by any excel function to automate this process or maybe there is some other software that could handle this? Something not so complicated as relational databases like Access, but something close to spreadsheet editor with relationships
I already tried Power Query in Excel and Power Bi, but they seem to be more analytics tools and not the data edit
2nd edition:
Data has a layer structure with duplicates.
Title1|Part number 1|Car1
Title1|Part number 1|Car2
Title2|Part number 2|Option1
Title2|Part number 3|Option2
I want to have opportunity to:
Edit values that duplicate without using "Replace All" or at least have more flexible "Find&Replace".
Extract columns with deduplicating them and saving a reference to the place they were taken. So if you edit some data there it was changed in the 1st place. For example, I have titles(a lot of titles) but need to edit it. Instead of copying it with some id to reference it I want to open it like they appears in filters, edit it, confirm and get it edited in all column
I would use Power Query (aka Get & Transform on the Data ribbon in Excel 2016). The only limitation I see with what you want to do is that Power Query will deliver a new Excel Table with the output of a Query - it can't update existing cells.
If you can get past that, Power Query is very flexible, easy to learn (WYSIWYG query editor), scales well and is integrated with other Microsoft products (as well as Power BI, there is integration with SQL Server Analysis Services in preview and hopefully SQL Server Integration Services one day).
I'm using an up-to-date version of Excel 2016 (via O365 E3 license) and using Power Query / Get & Transform Data. I can successfully create queries and load them to the page. I have also successfully created Power Pivot reports.
I would like to query single data points from the data loaded via Power Query. For instance, imagine a dataset called DivisionalRevenue with:
Date Division Revenue
2016-01-01 Alpha 1000
2016-01-02 Alpha 1500
2016-01-01 Beta 2000
2016-01-02 Beta 400
I could easily load that to an Excel workbook or include it in the data model and create a power pivot. However, Power Pivot doesn't always meet my requirements, particularly around how the data is displayed on the page. In order to achieve my goal I may want to be able to query individual data points.
I would like to have a cell on the page with a formula in it that I can use to query individual data points. If it was in a pivot table I could use something like:
=GETPIVOTDATA("Revenue",$A$3,"Date",DATE(2016,1,1),"Division","Alpha")
The lookup values (date and division) could be retrieved from a cell on the page or hard-coded into the formula. This is a requirement for several reports I'm working on.
Or, I could add a combined lookup column with Date and Division concatenated and use a vlookup to pull the values like:
=VLOOKUP("42371Alpha",I9:L13,4,FALSE)
Finally, I could use a combination of INDEX and MATCH to identify the correct row number and then pull the data.
All of these solutions require the data to be loaded onto a sheet. One requires a pivot table that has to be refreshed to work properly. The other two require creating arbitrary lookup columns so that you can match a row based on more than one field (date and division in this example), and you have to ensure that that lookup field's formula is properly extended down the length of the data table. In both cases I would have concerns when sharing this workbook with my colleagues in case someone affects the rather fragile setup of the pivot table or the lookup.
So, what I truly want to find is something equivalent to pivot table querying against a dataset.
** This doesn't exist, but I would like to know if something like it does **
=GETQUERYDATA("Revenue","DivisionalRevenue","Date",DATE(2016,1,1),"Division","Alpha")
Does such a thing exist? Can such a thing be done? Can I retrieve arbitrary data points from the dataset created through Power Query / Get & Transform Data?
I think that what you want are cubefunctions:
Some Background
How to easy create cubefunctions from a pivot table
There is a feature in Excel that allows you to query off of a PowerPivot model, but it's not highly advertised for some reason.
Once you have the data in your PowerPivot model, go to your Excel -> Data tab -> Existing Connections -> Tables tab
From there, choose the table that you want to start with. Once that table's data is on your excel sheet, you can actually right click that table -> go to "Table" -> "Edit DAX"
From there you can enter the following DAX function, as an example
EVALUATE
FILTER(SampleData,[Date]=DATE(2016,1,1) && SampleData[Division]="Alpha")
Make sure to choose Command Type=DAX in the drop-down. Here's how it looks on my screen:
To further improve your querying power, you can install the optional "DAX Studio" plugin for Excel, which allows you to write custom DAX queries and then export the results directly back to an Excel sheet.
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.
Coming from the corporate data warehousing solutions world I found Power Pivot to be surprisingly functional tool that could help to bring BI into small bussiness. In order to educate myself in this area I'm doing a small project for a friend who is a building contractor and asked me to help analyse his costs against different projects. The issue is that some data needs to be provided by user and here is where my narrow knowledge of Power Pivot is starting to show up.
My base data is coming from accounting system. I have access to company books via SQL Server connection, I can import Invoices, Clients, Suppliers, Accounts and all other entries. I made all
the connections and can present data in an easy way in a Pivot table which alone impressed my friend a lot. I was impressed myself how easy and straightforward it was compared to some reporting tools like Microstrategy or Business Objects which I use every day.
What is missing in the accounting system is Project information, say Client has 3 houses which my friend is working on, each of them should be treated as a separate project that we want to calculate profit on. Do do that I need some manual input such as assigning Project to Cost invoice add a category (Materials, Services) etc.
Initially I wanted to create a two lookup spreadsheets:
Projects where project name, valid from/to, etc. would be entered manually (or imported from CRM application in the future) and Client which would be selected from a dropdown list (ideally sourced directly from the power pivot Client table)
QUESTION 1: how to add a dropdown list of Clients coming from Power Pivot table?
Invoice relation table which would hold some data from power pivot Cost Invoice table (invoice number, supplier, date etc.) and then a dropdown list with projects (from the first spreadsheet) and cost type. Tricky part is that I would like invoice list to be refreshed automatically when new invoices are registered but I don't want to loose any data added manually against them!
QUESTION 2: how to design such spreadsheet to be populating new invoices automatically but maintaining data linked with it? I was thinking PivotTable with some data next to it but it seems like a very volatile solution, say invoices are sorted by invoice number (which is different system or each supplier) and a new one can show up in the middle of the table, then all projects that were manually added after would start pointing to the wrong invoices.
Last resort for me is to create an MS Access database for storing/updating lookups but then all the mess with creating ODBC connections etc. comes into play and in my opinion it's defeating the idea of neat PowerPivot Excel spreadsheet...
Any ideas are welcome!
in general you can design an excel table that holds manual input data and feed that table into PowerPivot (via linked table).
as for the drop down info based on database data i suggest using power query. this tool lets you connect to various sources, do some data wrangling and then output that data into excel. these outputs can then serve as data range for excel based drop downs.
take a look at Power Query e.g.here: https://support.office.com/en-in/article/Introduction-to-Microsoft-Power-Query-for-Excel-6e92e2f4-2079-4e1f-bad5-89f6269cd605 or here https://www.youtube.com/watch?v=LACjRvxl_2w.
I am creating a tracking document for artists' accommodation as part of an arts festival and would like to automate part of my work flow. Whilst we use event management/scheduling software for confirmed bookings, it's nice to do all my working in Excel.
I would like to have a master sheet (sheet 1), with a full list of artists and their respective accommodation - that can then be sorted into individual sheets (sheet 2, 3 etc) based on the name of the accommodation. The automatic sorting would also capture the other pieces of information in the row.
This would allow for each different sheet to show a report on who is staying in each type of accommodation and would be rather handy!
I would recommend one or more PivotTables as a simpler solution. Here a PT and two clones are shown on your Master Sheet, but they could each be on their own sheet:
Accom is in Report Filter, Company is in Row Labels and PAX (as Sum) is in Σ Values. Once having clicked on PivotTable in Insert > Tables - PivotTable and having chosen you range ('Master Sheet'!$A$2:$C$7A2:C7) and Location just drag the fields from the big box to the little ones.
This is feasible using Excel, but I don't recommend it; it is creating a maintenance nightmare in the long run.
From the question I can't gather whether the data is available in some kind of event management software package; if so you can use that one as a data source. Or create an Access or SQL database with a few tables. After that, you can use one of the following options to make the necessary overviews and as many more as you think up during the project:
Use Excel with ODBC or web query to retrieve data aggregated and
sorted as you like. Make changes in the event management package
allowing others to see the same facts. Or do it in Access. When you
change one thing, it automatically propogates also into the Excel.
Similarly, you can use an Excel add-in such as Invantive
Control (caution I work at a supplier) to retrieve the data from
the database using SQL or a webservice, change it from within Excel and
then synchronize the changes back assuming you have write access.
A similar solution is available as SQL*XL. Probably there are others too.
If the solution must be Excel only, I would recommend using vertical/horizontal lookups with the Excel function vlookup / hlookup (Dutch: vert.zoeken, horiz.zoeken). These function perform reasonable with a small amount of data and performance can be improved by sorting. And they resemble SQL joins, so the database you get within Excel more easily conforms to the relational model.
I hope the event is successfull and the people enjoy it.