How complicated is this? I am using an excel userform to take RSVP for a dinner event. Each table seats 10. When a reservation is taken, they have the option to give up to 4 other names to be seated with any of those families. I want to automate Excel to optimally seat everyone without having many empty seats at each table taking in account their preferred seating requests. Also as each family is seated, their name comes off the list to avoid seating them at another table also. Can this be done with code and to add a twist have some graphical representation of the seating plan.
I haven't tried anything because I dont even know where to start and I am faily new to coding. Im using Excel 365.
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Ideally this file will take an Order number and based on certain column aspects feed it into the respective tab. (For Reference we will be taking data from a car repair shop to determine if the car being worked on has been scheduled for drop off, at the shop, or completed and left the shop.
For Example we will have an Order number for every Car we work on, this car will have a Date Started & date Completed. Based on these criteria it will take the Order Number and drop it into the correct Tab and the rest of the data will populate with xlookup (or up for something better to try). So as the life of the product is updated it flows to the appropriate tabs.
Data Tab --> Comprehensive List of all Cars(including cars not scheduled) --> Cars being worked on --> Completed Cars
I figured 90% of this can be solved using xlookup and IF statements but where I get stumped is how do I pull the specific Order Numbers into the respective tabs from the Data tab.
I am aware that I need to create a formula to check if a car has been scheduled for drop off vs it being finish so it doesn't find it's way into the complete tab but that should be easy once I am able to pull Order number's into the file.
Not Necessarily looking for an answer but some topics/videos to point me in the right direction:)
I have tried just pasting the data and xlookup the details from the Order Number but that just brings back the manual aspect of the workbook.
the way i am thinking about this is java terms would be:
If(order # = In Shop)
RO# Populates into "cars being Worked on" Tab
but for each tab
Am I going to need to use VBA/Macro to get the desired result or is there something simpler I am missing?
Not Necessarily looking for an answer but some topics/videos to point me in the right direction:)
If you don't want to build a VBA implementation, I'd look into using Power Query. I find Power Query to be a pretty low barrier tool as it has quite an intuitive UI and loads of material on the web.
This implementation would most likely have an input table on one tab and then the other tabs (WIP, Completed, etc.) would be connected to this input table.
Could somebody please help me create a search feature in Excel, intended as a contact lookup? I'm reasonably comfortable in Excel up to 2016 but have no VBA knowledge so I hope this can be done without it. Using Excel 365 and it will be published to Sharepoint to specific users. I know it's poor practice on here to rely on sample data so I'll do my best to explain with a couple of screenshots.
Situation:
I have a raw data sheet containing 50,000 rows (CustomerName, ID, City, Country, EmailAddress etc). Our sales team need to look up contact details but only if they know the customer's name, or part thereof.
I need to hide the underlying data but a rudimentary system is acceptable, we just don't want to serve it up on a platter. The basic shove-it-under-the-mattress method by making it all white text; lock all cells; hide all rows and columns; password protect and hide the sheet is fine for now - no one will be determined enough to start picking that apart.
I've searched here and while there are similar results, nothing really fits perfectly. The most suitable so far was on extendoffice which doesn't quite suffice (will put link in attachment). It utilises SEARCH, RANK, ROW and VLOOKUP functions, the interaction of which I don't entirely understand, but it works.
Interim steps for the lookup function on sheet "Search"
Issues with current concept:
There's no discernable order to the results. The RANK and ROW functions seem to randomly assign ranks, and when you get 50+ results with no way of sorting it will be frustrating.
Whenever one person queries it undoes the last person's search. Expected, but not nice
Partial string search with results unsorted
Additionally:
This doc will be on Sharepoint, directly accessible by ~20 people. Ideally, when one person searches it won't change on someone else's screen
Results should appear alphabetically by customer name
Nice to haves:
Add another criteria to search by. Eg City or Account Manager - doesn't have to stack
Select and copy the contents of a cell (eg email address), but not allow editing of the value or formula. If not possible I'll leave the cells completely locked as the trade-off of accidentally overriding a formula is not worth it.
Any help would be super appreciated
I've never created a Pivot Table before. Back when I learned how to get around in Microsoft Excel, there was no such thing.
I'm trying to follow the tutorial in this post:
How to create a bar graph in Excel 2010 by counts?
But my Pivot Chart is blank.
I'm just trying to create a simple Bar or Pie Chart to show how many tickets each of our members have sold.
The tickets are numbered. At first, it started simple: Everyone was assigned a consecutive number of tickets (like 1-20, 21-40, etc), then some of our group started outselling others.
Now, tickets 1-7 might have been sold by the same person, but 8, 15, 18, and 19 were handed off and sold by someone else.
I can keep up with it in my Excel spreadsheet, but coming up with a way to display how many tickets each person has sold is proving tricky.
I could probably have this done already if I'd use my fingers and toes, but I want this to be done on the PC, and using Excel.
Here's a screenshot showing how far I've gotten. I had to blur the names, because a lot of our members think the Internet is the devil. Maybe it is, but that's a different topic. :)
Could someone walk me through how to get a chart to show all of our members (like Wade with 40 or so, Allan with 20, and Dennis with 0)?
If a VBA solution is more suited for this, I'd be happy to see how to go about getting one of those to work as well.
Just drag Sold into the Values (assuming that it is a 0 or 1 for if the ticket they have is sold or not)...
(Pivots are a great tool - I recommend playing with a Pivot Table and then making a Pivot Chart... it is easier to see what is going on, in my opinion)
I have two view, one is sorting 2011 data and the other one is sorting the 2012,
2013 is coming and I think, create another view is not good. Then I tried to code a formula to call the data in my database and send to view but it's not working .
please help me :)
I think your best option is to create another view. Notes doesn't do well with dynamic view selection formulas.
Another alternative to consider is to use categories to group data by year. You could then set up an embedded view that shows only a single category, which could be determined by a drop-down field that shows the available years.
A solution I have used when dealing with weekly or monthly date is to use an agent to create a new folder every week and to put the correct documents in the folder. But this is a lot of work and if there is a high volume of data you can run into problems with some of the internal limits of the Notes database structure. Someone with expert level knowledge of Notes can probably manage this, but I do not recommend it as a general solution -- and certainly not for yearly data.
Adding a view once a year is really not that bad. It's two minutes of work every 12 months, just copying and renaming the previous year's view and changing the selection formula.
This project keeps throwing new and exciting things that I am having a good deal of trouble with.
I am hoping that there is an easy solution but I am starting to suspect it may be a macro problem.
What I have is...a master list of products, 10,000 of them. It is now end of season and we are moving a range of products to a discontinued section.
So what I need to know is how can I delete all the SKU's I need to...and then as an added bonus feature...add the NEW SKU's for this season into the master list.
What I am hoping to do is create something that when we have to do this again in six months...we dont have to enter the data individually and just add a discontinued list...and a new list and it will auto update the main list.
I will have to add SKUS and the data they contain and my only knowledge of this is using Vlookup.
Thanks.
There are a lot of ways to tackle this, but you haven't given enough info to get a specific answer.
For example, if you have that list of discontinued product numbers somewhere, you could easily run a vlookup formula against that data source to the master data source. Then, just sort out the stuff you want and delete it or move it or whatever.
It also begs the question of why you have a 'discontinued' section. I loathe 'sections' in a database. If it's a real DB table, there shouldn't be any breaks anywhere....you'd deal with 'discontinued' versus 'active' with an additional field (column) and mark things as such there.
If the table and the data is organized well, you can easily do these tasks you are talkign about.