I have created an excel file to keep record of worked hours and revenue for each customer and each employee, also i created a sheet with projects for each customer that also keeps record of the total worked hours per project etc.
I create a project and choose the customer (Sheet 2)
I go back to my hour registration sheet and set the starting time and choose the customer from a dropdown menu (Sheet 1; A2) (data validation)
Then i would like to filter the second cel (Sheet 1; B2) with a dropdown menu containing the projects so it only shows projects for that specific customer.
When i finish a project i mark the project as finished by choosing "Yes" in the last cel of the row. (Sheet 2)
Then i would like the project dropdown menu to also filter the finished projects. (IF="Yes" dont show on data validation)
I've tried all kinds but nothing works with my current setup.
Any suggestions?
Are you using some kind of VBA or doing it through Formulas? if you are using vba then show the code here.
Related
I am creating a table to allow a user to add employees to a project and I wish to protect it from user error as best I can.
The table looks like the following
The user adds an employee to a project and then enters the dates they wish them to be on it. I'd like to catch if the date entered in to the Start Date is within the project start date and end date (On the Project Info sheet) and show a warning message if not. I'd also like to have an additional check to determine if the start date is within the employee start date (on the Staff Details sheet) and employee end date (this could be blank) and show a different message if it isn't.
Project Info Sheet Layout :
Staff Details Sheet Layout :
Is it possible to trigger a warning message straight after the user has input some data into a specifc column cell and if so, how would I go about it?
Assuming your Project Info sheet is a table I've named ProjectTable and your main table is on Sheet1.
With cell F2 selected create this Name I've called ProjectStartDate - (Formulas > Name Manager)
=XLOOKUP(Sheet1!$B2,ProjectTable[Project Name],ProjectTable[Start Date])
This will return the Start Date for the specified project.
Sheet1!$B2 should reference the Project Name.
In Data Validation add this Custom validation:
=$F2>=ProjectStartDate
Now do the same for the end date -
=XLOOKUP(Sheet1!$B2,ProjectTable[Project Name],ProjectTable[End Date]) and
$G2<=ProjectEndDate
I am quite new to power apps and trying to determine the best course of action for my below scenario. I want to identify which users submitted to List A and which haven't based on each new monthly file.
I have a List(List A) on Sharepoint I created where users go in and input information, I want to come up with a list of users who have submitted to this list.
I want to reconcile with this monthly file excel that is dropped into a sharepoint link by another user with updated information. So essentially it would be doing a Vlookup into List A to determine who has submitted a record. .
So what I have done:
Created List B manually (from the excel file dropped)
using Power automate/Flow do a vlookup from List B to A whenever a record is created in A.
I created a column in List B that is not within the standard excel file (Column name Submitted, answers would be either Yes/No based on the vlookup) , Vlookup is something like if A.ProjectID = B.ProjectID then B.Submitted = Yes otherwise No.
Problem:
What are my options to get around the fact this file is uploaded monthly? I dont want to recreate List B each month and have to setup the "Submitted" Column each time. I want this to work in an automated fashion.
Some Questions/Ideas:
Is there a way I can overwrite List B and keep the "Submitted" column each month automatically? It is dropped into a new folder each month on SP. ie "Aug 2021" , "Sept 2021", etc.
Can I do the recon in the sharepoint excel file itself automatically each month? Ie When the excel file is created run a macro to create the new column and do a vlookup?
Can a 3rd List be created as some master tracker page to hold all project status'?
Any ideas or suggestions are welcome. Looking for the best way on how to do this. Thanks
I think you should approach this from PowerAutomate.
I'd start off by creating a flow with a SharePoint trigger to catch when the Excel file is uploaded.
You should then get the content from the Excel with Excel Online / List Rows in a Table
Use 'Apply to Each' to loop over each user in the table. Inside the loop do the lookup.
Write back the result to the Excel with Excel Online / Update a Row action.
I'd recommend you create a separate thread for the project master list problem and elaborate your goals thereto.
I have set up a set of forms on excel that can append or update information to an access database.
Due to their being multiple forms, I want to create a spreadsheet, which acts as a hyperlink centre to the form the user needs.
Their are only to ‘branches’ of forms the users can use:
Add new data forms
And
Update Existing data forms
Each of these branches has say, 5 forms (so 10 in total)
The spreadsheet I’ve set up has two tabs
Tab 1 - user end sheet (‘user’)
Tab 2 - list and hyperlinks (‘info’)
On the user end sheet there is a list to select which branch of forms the user wants the link to (Cell D11)
Add
Or
Update
From there a secondary dependant drop down list shows the forms available from that branch (Cell D16)
Finally, there is a cell which I’d like to display the hyperlink to the form they have selected.
I’ve searched around a lot, however I can’t find the fix.
The formula in full is:
=IF(user!D16=“”,””,IF(user!D11=“Add”,HYPERLINK(“#”&INDEX(info!$D$9:$E$13,MATCH(user!D16,info!$D$9:$E$13,0)),(VLOOKUP(D16,info!$D$9:$E$13,2,0))),HYPERLINK(“#”&INDEX(info!$G$9:$H$13,MATCH(user!D16,info!$G$9:$H$13,0)),(VLOOKUP(user!D16,info!$G$9:$H$13,2,0)))))
The hyperlink formulas:
HYPERLINK(“#”&INDEX(info!$D$9:$E$13,MATCH(user!$D$16,info!$D$9:$E$13,0))
And
HYPERLINK(“#”&INDEX(info!$G$9:$H$13,MATCH(user!$D$16,info!$G$9:$H$13,0))
The result simply returns #N/A
I’ve tried:
INDEX
“#&INDEX(…)”
“#”&”INDEX(…)”
And knocking all of the if statements out, leaving only the hyperlink function there.
The hyperlinks work fine in the info tab.
Any help would be massively appreciated, thanks in advance.
Solved.
Issue was that the hyperlinks id set up already had a ‘friendly name’, changed to raw link and then was able to replace index match simply with Vlookups.
I am freshly new to userforms and trying to further streamline an already VB "automated" process through a selection of possible reports I validate on a report-to-report cadence.
The process includes pulling reports from two separate folders, the old reports and the new reports, then validating them per report (by-country). I have this process down in VB script, but I have to constantly change the dates according to the "last pull date" and "new pull date", the countries affected, and the project I am working within.
The idea would be to type in the dates, check off what project I am working on, and then check the countries I will be working within. Below I have outlined the steps to complete.
Select Project (Only a single selection allowed)
Select Country Report (Multi-Selection)
Type last pull date to navigate to last pull directory folder format.("yyyy-mm-dd")
Type new pull date to navigate to new pull directory folder format.("yyyy-mm-dd")
Example:
Projects-- in single selected listbox
A , B , C (I choose B)
Countries -- can be a multi-selection listbox or can be checkboxes
AR, BR, CA, SA, WD (I choose BR, CA, & WD)
Last Pull Date -- typed in
2019-06-23
New Pull Date -- typed in
2019-11-07
--> Question: How do you assign the variables selected in steps 1-4 to be entered dynamically into a subprocess? The list i believe i can get down, but how do I assign the check list to a variant and then to a variable within a subprocess to be executed?
I am an Advanced Emergency Medical Technician and am trying to make a user friendly excel workbook to keep track of our inventory on our Ambulance. I want to be able to allow users to add new items to a specific cell range or delete items from specific cell ranges by using a form only as some of the individuals I work with are no were savvy with excel. I would potentially a have sheet with items from every cupboard and at the bottom of every cupboard list have a button that would open a userform that would allow items within a specified named range to be deleted or new items to be added based on a user selecting something like place item above or below the row of an item they have selected. I am currently working from scratch on this one as I cant find anything to even start with.