I'm unable to automatically populate range of cells based on the month chosen from the drop-down menu.
I have 2 sheets (dashboard and data dump). In the dashboard tab I have a drop-down menu with a list of months (from June to March 2020). Below that I have 5 columns, list of material, start date, end date, cost, and received/not received (Y/N). The data dump also contains the same columns/info as the dashboard tab.
The objective was to choose a specific month from the drop-down menu, which then in a data dump tab, finds all of the materials that are anticipated to be received in the same month and automatically populate the list. The end date would be the 'anticipated to be received' date and all corresponding material would be automatically populated in the dashboard tab.
I've tried to use INDEX(MATCH) formulas in Excel but I realized 2 problems:
The drop-down menu months' dates are always the 1st day of the month whereas, End Date column in data dump tab has different dates. I found a workaround with this by subtracting End Dates to always equal the 1st day of the month
Because there are no unique formulas or IDs, the Excel stops at the first material it finds using INDEX(MATCH) which meant if I copied this formula to a range of cells underneath the first row, the results were always the same material.
I've watched some Youtube instructors use UNIQUE/FILTER functions but apparently these functions are not available to the public yet. I have entered the info manually for now but what I would like to do is to choose the month in the drop-down menu and have the equipment list below automatically populate.
Related
I am attaching the macros, and desired result as an image.
So, I am running a macro to find differences (amounts) between dates that are selected from the slicer, using 'previous' as the base item in 'difference from' and it works perfectly. Now, I want to run another macro where the difference should be from the oldest of the selected dates. I hardcoded it once with a set of dates where the oldest date will always be 31-12-2021. But if I want to compare the data from 2021 then I need to find differences from 31-12-2020, basically the end of previous year. How do I make this base item dynamic so that it's either last end of year date or the oldest chosen date if someone is manually choosing the dates from the slicer?
My Macros
The desired pivot table result
Can I have the user enter the oldest date in a cell and have the vba code refer to that cell or something?
Any help would be appreciated. Thanks!
I have a unique situation where I have a list of values with corresponding dates in excel. These dates however can shift and each week I have to manually check through each item and check for date changes. The challenge is that these values are used on a confluence page to build a timeline (a simple table) and it is a tedious task for me to check each value in the timeline against the excel sheet. See examples below:
Excel:
Values
Date
Apple
4/7/2021
Orange
4/8/2021
Timeline:
4/7/2021
4/8/2021
Apple
Orange
Looking for ideas to automate this where the values are populated live from excel to confluence.
Firstly you should format your Values-Dates as table. Then just write the dates horizontally. Write this formula under each date as I wrote it in my cell E18:
=FILTER(Table1[Column1],Table1[Column2]=E17)
(Of course, you can name the table and column names by yourself.)
By doing this, you ensure that every time you add a new row to your Values-Dates table or change any value, the FILTER formula updates itself and gives you all available results.
Ok I have a 2-fold problem that is basically the same thing. I'm building a standard monthly Calendar in an Excel sheet for tracking attendance. The layout is the same as you would see in Outlook, where it has 6 rows and 6 columns. I have the calendar setup and it accurately alters the dates based on the month which is selected from a Data Validation list.
I also have another sheet that tracks 3 pieces of data for attendance, employee's name, the attendance 'type' and the date it occurred.
Now my task is to setup Conditional Formatting based on 2 types of criteria.
Firstly, I want to setup formatting to "gray out" dates that don't belong to the currently selected month.
I setup a Conditional formula as such:
=MONTH(B9)<>MONTH(DATEVALUE(D5&"1"))
Where the calendar range is named as 'Calendar' and is a range from B9:H14.
D5 is the cell that contains the currently selected month which I then convert in the formula into it's numerical value to compare it with the value returned from the calendar cell.
This works, for the first cell B9. But it does not cause highlighting on any other cells within the range that match the criteria.
Secondly, I want to setup Conditional Formatting for each calendar cell to reflect based on the attendance Type.
In the calendar sheet I have a Data Validation list that allows the selection of a specific employee. Thusly, the sheet reflects the attendance of a specific employee for a specific month.
Again, using the named Calendar range B9:H14. I want to set it up so its searching the attendance list on the second sheet and highlights the days on the Calendar based on the employee name, the date it occurred and the type.
So for instance if there is an entry in the Attendance List, that John Doe was Sick on 1/2/2018. Then on the calendar it will highlight the cell with the date 1/2/2018 in red if the employee selected in the Data Validation list cell D4 is John Doe.
FYI: The Attendance List sheet is laid out in this order:
Name
Type
Date
And all three columns are named in order: TrackNames, TrackTypes, TrackDates.
I was looking at something along the lines of:
=COUNTIFS(TrackNames, D4, TrackDates, B9, TrackTypes, Data!$D$4)>0
Which again, does work, but it only works on cell B9. Not on the entire range of cells.
Fixed:
=MONTH(B9)<>MONTH(DATEVALUE($D$5&"1"))
=COUNTIFS(TrackNames, $D$4, TrackDates, B9, TrackTypes, Data!$D$4)>0
I'm trying to create a weekly calendar showing times of availability for a team. Header is "Monday"/"Tuesday"/"Wednesday" etc., with the time of day and availability of each team member to meet, as shown in the image:
In the header containing the day of the week, I want to create a drop down box where I can select other days and have the calendar automatically change to that day's availability. E.g. if I select "Wednesday" from the drop down box, the calendar updates the cells showing the data for Wednesday, but the calendar format still remains. I'm not sure how to do this using Data Validation; I know that Data Validation can create a drop-down list of values, but I don't know how to link the selection from that list to a group of cells that change based on the list selection.
Thanks!
There are various ways to accomplish this, but this is my favorite.
Create your list, as in the image, cells E2 to E8.
Click Data Validation under Data, Data Tools. Select List in the Allow: window and select your range in the Source: window. I did this for cell A2 in the example.
When done you can select the cell and see the values you can select from.
I recommend that the list be on another sheet and you can make it a table, but basically that is it.
As #Forward Ed pointed out, you still need the formulas in every cell referring to this value and whatever your data fields are in the background. Probably need INDEX/MATCH or VLOOKUP.
OBTW, you can also type in the values like this:
Say I have a spreadsheet, as shown below:
Is there some kind of tool, add-in or formula, that would allow me to take all of the rows that are in 'July', and put them in a table in a separate tab:
In such a way that if I changed say 'COA' (the first row in the first picture) from January to July, it would automatically update the separate table to include this?
(Or at least be updateable with a click of a button or by refreshing)
My boss has asked me to see if this is possible, and I have no idea of how to go about it.
Thanks
It is possible.
In order to extract multiple items from a list you can use the INDEX function with SMALL to create an array formula.
Try the formula below. It assumes that the first column is A and column F contains the months.
=IFERROR(INDEX($A$2:$F$300,SMALL(IF(($F$2:$F$300="July"),ROW($A$2:$F$300)-1),ROW(1:1)),1),"")
IMPORTANT: use CTRL+SHIFT+ENTER when entering this formula to make it an array formula. You then need to auto fill down to get all the July records. This formula pulls data from column 1 (that's the last 1 in the formula). If your code in column 1 is unique to each row you can use a VLOOKUP to get the other columns. If it's not then you can copy the formula to the next column. And change the 1 at the end to 2..3 etc.
Instead of putting July in the formula you can reference a cell that contains July and then duplicate the sheet and change the cell to August or simply change the cell whenever you like to see data for different months.
It's not an easy formula to follow but it does work.
You could try doing a Pivot table with all the columns expect month in the rows section, using tabular view, no subtotals, and repeat item labels. Then put month in the filter section. Then you can update the pivot table by right click refresh or by clicking the refresh all on the data tab