I have a list of 500+ entries with customer data and we possibly want to change the ID number for the customers, and to make it easier to work with I wanted to create an interactive spreadsheet that display one customer at the time.
So in a new spreadsheet I want to display the customer from the first row, and then have a button that change the references in the cells to instead display the values from the second row, then the third row etc.
Please have a look at the attached pictures since I think they will explain the desired outcome better, and let me know if you don't understand what I mean.
Thank you in advance for your input!
BR,
Eric
Customer list
Interactive part with buttons
Expanding on my comment. From the Developer tab, choose "Insert" and pick the Spin Button from the list. Put it on your second sheet. Then right click the Spin Button you just added and go to Format Control. In Cell Link pick a cell on the second sheet (somewhere you can hide it). The you can use this value an in Index() formula to look up values from the other page.
As an example, I have three rows and two columns that I want to "Display row-by-row using a button". These are in A1:B3. I am displaying values in Column E using the formula shown in column F. Which are based on the value 2 which was chosen by hitting the up/down button on the Spin Button.
If I hit the "Up" button on the Spin Button that yellow cell changes automatically to 3 and the formulas adjust:
Related
I have a problem solving something out in excel. I constantly have to manage financial informations from dozens of company as part of some startup acceleration programs.
In this context, as part of some analysis, I have to show, through graphs, the revenue information of the last twelve months of each company. However, some companies began operating 12 months ago, some other 8 months ago, and so on. Moreover, some companies report financial information each month, some others each quarter and so on.
However, if I select the same range of cells (same columns but different rows) for each company, the graphs will show the blank spaces when we don't have the monthly information of one company.
In this context, it is very inefficient to manually change the range of cells that each graph has to show for each company whenever we receive information from one company. Hence, I'm wondering if there is a way in which you could select a range of cells for a graph, but that the graph do not show the cells that are on blank, which could be some cells in the beginning or some cells at the end.
I'm attaching an image to explain more my problem, in which I point out with a red circle the blank cells that I don't want to have.
Directly copying #harrymc answer from here.
There are various methods for avoiding the zeroes, none of them are perfect.
Below are a couple of such methods.
Filtering the data set
Select the data range.
On the Data tab, click Filter in the Sort & Filter group,
to add a filter to all of the columns.
Click the drop-down arrow on the column's first row and uncheck 0.
Click OK to filter the column, which will filter the entire row.
Be sure to remove the filter when you're done.
Replace 0s with NA()
Select the data set
Click Find & Select in the Editing group on the Home tab and choose Replace,
or type Ctrl+H.
Enter 0 in Find what.
Enter =NA() in Replace
Click Options to display additional settings and
check Match entire cell contents.
Click Replace All.
Click Close and OK.
For more information see the article
How to suppress 0 values in an Excel chart.
My addition
One thing to note is that if these values are formulaic, then you can N/A them out via the formula bar. That would have the graph disregard the values.
I want to create a gantt chart summary that shows a person´s whole "busy" and "free" schedule by day and in a single row, from a detailed gantt chart with a list of activities of different people in multiple rows.
Basically go from this:
To this: (which I created Manually)
To be able to give a summary of people´s shifts free time between activities.
Right now I´m just using this formula to compare the start and end date in each row and produce a "1" if the condition is True, then I just condition formatted the whole Gantt cells.
=IF(AND(Q$8>=$N12,DAY($K12)<>DAY($J12)),1,IF(AND(Q$8>=$N12-0.00001,Q$8<$O12-0.00001),1,""))
I have no idea how to start. I was thinking of doing the nest things:
Create a table of the names of all the possible people to be added in the gantt chart.
Program the macro to create a new sheet with the same template.
Program a loop which starts iterating with each person´s name:
For each person´s name which exists in the gantt chart to be summarized, start creating new rows per each day they have activities scheduled (I can´t figure out yet how I´d iterate through this).
Within the each person´s loop, start iterating each row on the original sheet, evaluating each start and end date´s and pasting on the new sheet´s current person´s current day row a "1" if the condition was true in the corresponding hours.
Loop until all individual activities of each person are finished.
Continue with next person.
I´d like to know if this is the logical way to go and if you have any pointers or similar code to recycle, I am not proficient in VBA and Excel macros.
Not sure if I understand properly, but it looks like you got a set of multiple records where you store the times In and Out of each worker, several rows for each worker.
And based on that, you would like to resume data, one row per worker, highlighting start and end time of each worker, but all in a single row.
I made a fake dataset like this:
I added 2 extra columns (you can even hide them if you don't want to see them)
Field START TIME got this formula:=B2-INT(B2)
Field END TIME got this formula: =C2-INT(C2)
In Excel, Dates are integers values and times are decimal values. I used both formulas to get only the decimal part of each start and end.
All this data is a table object named T_WORKERTIMES. I made a table object so if you add new records, the Gant Chart will autoupdate.
Then I made a simple (kind of horrible) Gant Chart:
The formula I've used in H2 and drag is:
=COUNTIFS(T_WORKERTIMES[Worker];$G2;T_WORKERTIMES[start time];"<="&H$1;T_WORKERTIMES[end time];">="&H$1)
Actually, all my data is in same sheet:
I added 2 Conditional Formating Rules to highlight cells in green/white if the result of the formula is 1/0.
Also, working with times sometimes can be hard, because decimals. 0,677083333335759 means 16:15. But 0,6770833333333333 too, so in Gant Chart I rounded up headers to 6 decimals.
My formula in H1 is =ROUND(7/24;6)
My formula in J1 and drag to right is =ROUND(H1+1/24/4;6)
So now everything works fine. Please, notice in worker 1, there is no activites from 07:00 to 08:00. So I add a new row with that data and everything updates:
I've uploaded a sample yo Google Drive you can see the formulas and hope you can adapt this to your needs.
https://drive.google.com/file/d/1KOuCAYsmlY9gfNUCUhIrihXu-tJz-K7t/view?usp=sharing
Biggest issue here is the decimal part of times, to make sure they fit the Gant Chart. An easy solution would be substracting just 1 minute to start time column (calculated, you can hide it) and sum 1 minute to end time column (calculated, you can hide it).
Hope this can guide you in your project.
It looks like you are trying to extract unique records per person and day to get a person/day summary of time availability but also want it to be automated as you add more people and days.
I was able to do this with a combination of powerquery and a pivot table. When new persons/dates are added or changed the report will update but you will need to refresh using CTRL+ALT+F5
you want to highlight your entire report or an area as big as you think it will get. While highlighted you will then utilize named range feature under FORMULAS tab -> DEFINED NAMES ribbon -> DEFINED NAME dropdown. We could name it REPORTAREA or something like that.
Make sure you change the conditional format formula in report to show 0 instead of "" so this can work properly
2 go to DATA tab -> GET AND TRANSFORM ribbon -> From other sources -> Blank Query.
This will open the power query editor as a blank query
3 In the formula bar type =Excel.CurrentWorkbook() case sensitive is important
4 From there you will see CONTENT and NAME column.
In the NAME Column select the drop down and go to TEXT FILTERS -> Equals... Type in the name of your named range so the query does not pick up anything else on accident.
5 Remove the NAME column by right click selecting it and then remove.
6 you will notice the CONTENT column has two curved arrows pointing left and right instead of straight down like you are used to in excel. Click these arrows and make sure you uncheck the "use original column name as prefix" option box and ensure that the EXPAND option is selected. Then click okay.
7 At this point it looks alot like your report. Go to the HOME tab -> TRANSFORM ribbon -> Use first row as headers.
8.Select only the columns that are NOT THE 24 hr STYLE TIME LABELS of your report and then right click -> Unpivot other columns
9 At this point you can start removing some of the columns you dont want by right click and remove. Also double click and rename the columns as you wish. You can right click the top of the column and change types to what you want.
Dont worry about the 24HR style time zones not looking correct as this will be fixed later, this column should be changed to decimal type and not time zone type.
select a column that has the date information you need and right click -> Duplicate column -> change type to date.
11.At the top left part of the screen there is a CLOSE AND LOAD drop down where you will load to a new worksheet.
That will produce a green table. Select the table and press ALT+D+P to produce a pivot table linked to the green table you produced from the query.
You may need to close the Queries and Connections box that opened in order to see the pivot table options that will appear on you right.
Drag the 24hr style column to the columns area.
Drag the People to the Rows area and after Drag the Column you made in step 10 to the Rows area.
Drag the conditional format column to the Values area.
Your pivot table wont look exactly like what you want. while pivot table is selected go to DESIGN tab -> REPORT LAYOUT -> Tabular and also SUBTOTALS -> DO NOT SHOW SUBTOTALS while in the same tab.
13 Highlight all of the 24hr style time labels and format them and after highlight the inside of the pivot table where all the 1 and 0 will be and apply the conditional formatting you applied previously. Dont forget you changed the formula originally so your if statement does not end with "" but instead with 0.
If you would like i think it is easier to switch around the ROWS and COLUMNS area of the pivot table fields so that the report is easier to read. I have chosen to do so in the pictures. If you want to keep the report the way you are used to you can follow previous instructions.
I put the above comment down here as a complete answer.
I call those cells after "Finish date" column as "Chart cells". To extract a unique list of names, please refers to: here
If each name, you can use the followings formula and format for cells value >0 to show the bars.
=SUMIF([name range], "[each name]", [for each column of the chart cells])
If you further needs to filter by dates, you need to use sumifs() instead:
=SUMIFS([each column of chart cells], [name range], [unique name obtained from above], [Finish date range],"<=" & DATEVALUE("[target date]")+1,[start date range],"<=" & DATEVALUE("[target date]"))
This is the Excel formula solution, which is good if your table is not huge.
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:
I need some help, coz Im not an expert.
CASE:
I have 10 workers in my little company, I want to make a schedule for them.
Each month they send me which days are they available for work.
I made table (2) for this. Verticaly the names, horizontally the days 1-31.
If someone is available the cell for that day is EMTPY or GREEN, otherwise RED.
So, I want table (1) the "final schedule" to contain a dropdown list for each day with the AVAILABE workers so I can choose. (maybe the choosen ones cell automatically goes red on specific day in table (2). Is this possible, or partly possible? enter image description here
Last thing: is it possible to add a colordropdown option for the cells?
i will give you a better idea. Goto ur mail and click on Google Drive then add a new sheet.
in that sheet u can add employee names and u can show them datewise, is they are availbale or not with desired colors.
am also attached a pic for easy understand.
enter image description here
I want to pull a list of people assigned to a particular trainer. In column A I have the trainer name, In column B the Last Name, In Column C the First name. I'd like a list in a different column which sorts the names under the name of their trainer. I've attached a picture of what I'd like. I typed in the information manually, so don't be fooled into thinking that I've already got what I want. I'm thinking that I might need to use Vlookup, but I'm not sure that's right or exactly how to do it in this case.
Thanks!
Here's the array formula to go into cell N2:
=IFERROR(INDEX(Table1[[#All],[Full Name]],SMALL(IF(Table1[[#All],[Trainer]]=N$1,ROW(Table1[[#All],[Trainer]])),ROW()-1)),"")
For this to work, you need to:
First turn your data into a table. Click any cell in your data then click on Insert > Table.
Copy the formula, then double click into cell N2, paste the formula and instead of pressing just Enter to save the formula, you need to press CTRL+SHIFT+ENTER. If saved correctly the formula will appear with {Curly Braces} in the formula
Fill the formula down enough rows to include all trainees. Then fill the formula across the columns for the other trainers.
It can be done a few ways:
Repeated applications of the Advanced Filter that saves the results to different locations. This is tedious to update.
Write VBA. This takes a while to learn.
Use an array formula. This is complicated to understand.
Use a Pivot Table. Doesn't give the exact layout you want, but is very simple to create and to update.
I'd suggest trying the Pivot Table using following steps:
Click on a cell in your data.
Insert > Table (using a table means the Pivot Table with automatically include all new lines added to your data)
Insert > Pivot Table and click OK
Add Trainer to Row Labels
Then Add Full Name to Row Labels
You can adjust layout if you want from the Pivot Table Tools > Design tab. I prefer changing Report Layout to "Show in Tabular Form" and changing Subtotals to "Do Not Show Subtotals"
After adding new rows to your table, right click on the Pivot Table and select Refresh.