Currently at work I am trying to create a task sheet system. Basically for each job there will be a Master sheet with a variety of tasks for several different people, from this I'm looking to create a task sheet specific to each person. I would like to be able to add a task on the Master sheet and it appear on the respective person's page. As well as this, if the person makes a note on their personal sheet then it would appear on the Master.
However the complicated part is that there is constantly multiple job's with their own Master sheet and I want each of these to contribute to the persons overall task list.
Could anyone please suggest how I go about this? I have attempted using Google Sheets but I can't get the two way sync to work. So I was thinking of using a combination of Microsoft Access to store the data and Excel to present it.
Any help would be great!
well I'm a database app designer; so for a database - any data set which includes a field for a person ID - - is then easily queried by Person ID so that you have another 'view' or set of data just for that person...….. so in the database world this is very straight forward.... as to linking sheets in google docs or even the implementation in excel I have no idea.....
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I seek expert advice of all of you in accomplishing my work related task.
Task : Task it to perform Analysis on reports obtained to WorkSafe Monthly and weekly and getting valuable information out.
For example :
Number of injuries on monthly basis drilled down by department and divisions.
Total days lost in year
Count of type of claims
Possible return date.
So i receive these reports and i add some modified columns to it. Like Correct employee names and their ID's just to create a relationship between Employee database in Powerpivot so that i could get their position, dept and division.
Now every month in new report there could be 2 or 3 new claims added to it, and some existing claims with updates info. like Updated return to work date, Short term disability days etc.
Currently i go through them manually and it's really time consuming and tiring. if there there was older claims weren't getting updates i could've just imported from a folder using power query and added steps to remove duplicates. However, if i remove duplicate claims using powerquery now, basically i'll be removing same claims with updated info.
Could anyone you here suggest an efficient way to do it with power query or with other approach?
Thanks in Advance. I'd appreciate your time and effort.
If you use PowerQuery and select your source From File -> From Folder, when you choose to combine and edit you will get a table with its first column named Source.Name; which you could use to differentiate the updates.
For instance: If I start with two excel files in the same folder (theoretically, they could be different date source files for you)...
WS1.xlsx:
WS1 - Copy.xlsx:
Then I use the folder they are both in as the source...
(Navigate to your folder as appropriate.)
...and select Combine & Edit...
...and select the worksheet...
Then I get this:
...and it is clear what information came from what source file.
I am trying to build a better structure for creating product specifications for our products, Currently everything is done in excel, as a result every time a value is changed, it takes numerous man hours to make that change to all the specifications. Additionally, our inventory of products continues to grow. I am trying to introduce a new system for developing specifications that will allow me to manage the snowball effect of growing specs and increasing work for simple changes to the entire product line.
My question is, if I build a database with all the necessary values for the template we already use (an excel sheet), is there a way I can enter a part number in the excel template and have all the other values populate into the template at their appropriate locations?
I have posted images of the template and a sample of what the Access database could look like.
Thank you for your help.
I have two related lists in SharePoint that I would like to export to Excel so that the information can be viewed in a nested scenario as it is a one to many situation where list 1 has client information and list 2 has all the purchases related to the client. These are already linked using the OOTB Related Lists functionality in SharePoint. Is this even possible? I have already been able to export each list independently, but was hoping for a scenario where users could go to one Excel sheet and see all the clients and then expand/collapse the purchases.
Thanks!
K.
Use excel to create two worksheets and link them to those lists.Then create a third worksheet to join the other two worksheet. You can find more info : https://superuser.com/questions/420635/how-do-i-join-two-worksheets-in-excel-as-i-would-in-sql.
If you want to go further, instead of lists, you can have the data on an sql server (external content types/lists and BCS), so the join could be done to server and the excel would get all the data. It depends on the amount of data.
I am trying to work on a shared Google Spreadsheet workbook.
The problem is that on every filter I do on my side, my friends' book is also been filtered.
I would like to know if there is any possibillity we can work together, but with diffrence "filtering" for the same book.
Tnx
Use the new spreadsheet feature "Filter Views" your filter parameters can be saved, and they do not automatically apply to other sheet users as is explained in this excerpt from Google sheets help...
Filters vs. Filter Views
Adding a filter will change the view for anyone viewing the spreadsheet, while filter views need to be explicitly turned on by each person. Each person in a spreadsheet could be viewing a different filter view at the same time.
In this case your friend does not actually have his or her own copy, it is shared, with you as the owner. If your friend creates a copy of it to work with, then you can each make changes to your own documents without affecting the other.
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.