I am trying to automate a report, but I am running into some errors when trying to use index match to report data for matching dates between to excel sheets.
In the pictures below, I want the table to be populated when data is pulled in another tab and the dates in the table match the ones in the tab where the data is pulled. For instance, where it says 'Mar-18', i want to report the data from the 'ACT STND PRODUCTION' line in the SPI Performance tab where it says '03.2018'.
Graph tab
SPI Performance tab
The first tab is called Graph and the second is called SPI Performance. Right now , I have =INDEX('SPI Performance'!C6:C14,MATCH('SPI Performance'!$B$10,'SPI Performance'!$B$6:$B$14,0),MATCH(Graph!D26,'SPI Performance'!K5,0)) for the Mar-18 box in the table, but i am getting an error.
Thank you for any feedback you may have!
Please try this formula to see if the cell will populate correctly:
=INDEX('SPI Performance'!$C$10:$K$10, MATCH('Graph'!D26,'SPI Performance'!$C$5:$K$5,0))
If you enter that formula in cell D27 on the "Graph" Sheet then drag it to the right through column M the answer should populate based on the ACT STND PRODUCTION line in the 'SPI Performance' Sheet.
You can alter the ranges $C$10:$K$10 and $C$5:$K$5 as needed depending on how large your range needs to be.
Related
I run a customer service department (I'm new to this so need to learn quickly) and I'm trying to get some analytics on our customer service requests. I have a table in excel documenting every individual service request and I would like a graph showing the total number of requests per customer.
I could write this manually (see below) but I would like it to automatically update as more service requests are entered.
I have tried looking for answers to this but can't find any that update automatically or that don't require a table elsewhere to be manually updated with each new customer. We often get new customers and I dont want to have to go back to this every time to update a reference table or customer list.
Surely there must be a way in excel to "Count all entries of each occurrence of a name in a column" in some kind of smart way?
I would really appreciate help with this!
Thanks in advance!
If you have 365 you could take advantage of spilled ranges.
On your second image put =UNIQUE(Table1[Customer]) in cell B3.
Put =COUNTIF(Table1[Customer],B3#) in cell C3 - this formula will
spill to all your unique customers.
Create two names ranges:
One called XAxis which references =Sheet1!$B$3#
One called ChartValues which references =Sheet1!$C$3#
Create your chart:
Set series value to =Sheet1!ChartValues
Set axis to =Sheet1!XAxis
Change Sheet1 to whatever your sheet is called remembering to wrap with ' if it has a space in the name.
Better to use pivot tables.
If below is your data,
Go to Insert > PivotTable
A popup will show like below
Specify the Table/Range
Specify also the Location (anywhere in the Existing Worksheet)
The view below will be displayed
Click the Customer checkbox and also drag the Customer field to fill the VALUES box as shown in the image below
You desired table will be displayed as below
Please vote up if okay.
Thank you everyone for your suggestions. I found a solution from multiple answers and comments.
I ended up going to my original table that I am using to create new service records. I added a column called "1" and just entered the number 1 in that column, for every row. I then "Hid" this column in the usual fashion.
I then created a pivot table from this table and selected to display columns "Customer" and "1" and used these columns to produce a bar graph. Here is the result (With the column "1" unhidden):
tl;dr:
Excel is unable to do this in any smart way, create a column in the original table contianing the number 1 so when a pivot table is made, it will auto sum the 1's for entries from the same customer. Create a plot from this.
It disgusts me . . . but it works.
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.
So basically, I have been trying to make excel scan one column and print out the row for cells which have specific letters.
For example I have the following data in my sheet.
What is required is to be have excel search for the values which contain T and I, and then print the new rows. Kind of like separate the two into two different tables, because then so that I can do further analysis on them.
So far I have been trying to use the VLOOKUP() function, but the problem with VLOOKUP() is that excel required a proper match and not just a letter in the cell. I had tried with both FALSE and TRUE. Then instead I tried to use the =INDEX($B$4:$K$9;MATCH($A$17;$A$5:$A$9;0);COLUMN(A4)) to make it work. But that also does not work, since it also requires a full match. Also another problem which I didn't realise before is that how can excel recognise each cell, because I will have different number after the letters everytime and then so how can one make excel not repeat the same row twice?
I have used another approach where I copy the data in a separated sheet and then I simply filter out the Ts and then copy/paste the Is into another sheet and vice versa. it is time consuming and so it would be much better if I can simply copy/paste my new data and it would generate the division on its own.
any suggestions or link would be really helpful.
UPDATE
I had a new idea on how to approach this problem. I was thinking that is it somehow possible to have VBA code running for filtering the data. Is there a way to specify in VBA code to filter the data by "Starts With" and Make the results be printed in another cell block?
Looks simple enough. First step is to make sure you have headers over your data and that it is in proper table format similar to my picture. Then select Data set and press CTRL+T. That should turn you data in to table object with stripes. Use the Formula =LEFT(C2,1) to take out the first letter which will be L or T.
Select the table and press ALT+D+P which will generate a pivot table based off original data set.
Drag the column with the formula I suggested over to the FILTERS area of the pivot table ID column to ROWS and all others to VALUES. Simply refresh and as new data is added you will get new pivot tables. Do not put the pivot tables on top of each other as I did that is only for the picture so you can see it. If you have too many filters to apply you can right click the helper column in the pivot table fields area to produce a slicer which is a button that helps you change the report quickly. Any other questions do ask.
I am currently using Index,Match to match records from one sheet to the other. Works great, except when I have multiple records with the same identifier. Let me explain:
The sheet named Open Leave Report contains the raw data (lookup values), while the sheet named Open Leave Capture contains the scrubbed data. So my formula looks like this
=INDEX('Open Leave Report'!O:O,MATCH('Open Leave Capture'!C9,'Open Leave Report'!B:B,0))
Works great, except when I have the following:
Column B Column O
Employee ID Continuous or Intermittent
1646484 Intermittent
1646484 Continuous
So when I type the Employee ID in the Open Leave Capture it always brings back the first row, but it ignores the second record. It looks like this:
Employee ID Type
1646484 Intermittent
1646484 Intermittent
Is there any way I can format my Index/Match formula to bring back both records?
I hope I explained this well
Don't use INDEX and MATCH for this...use PivotTables instead.
Whenever I want certain records from a list to appear in a different place, I turn my source data into an Excel Table, and make a PivotTable out of it, and then filter that PivotTable to show just the items I'm interested in.
No formulas, and as soon as you refresh the PivotTable it will automatically pick up any changes to your source data. Unlike formulas, which can be overwhelmingly complex to pick apart, and rely on you remembering to drag the formula down the page in order to ensure you capture any new data.
The solution is far simpler if you convert the source data into a table. Select the source data then use Insert > Table.
This solution has the following assumptions:
Source data has columns named "Employee ID" and "Type"
In the destination, the IDs to be looked up start from cell A2
In the destination, the values to be returned start from cell B2
This is formula to put into cell B2. This is an array formula. You need to double click into the cell, paste the formula, then save it by pressing CTRL+SHIFT+ENTER. You can then fill it down as far as you need to go.
=IFERROR(INDEX(Table1[Type],SMALL(IF(Table1[Employee ID]=A2,ROW(Table1[Employee ID])-ROW(Table1[[#Headers],[Employee ID]])),COUNTIF($A$2:A2,A2))),"Not that many")
I am having some difficulty writing a specific Excel formula. I have a summary sheet that pulls data from various other sheets extracted from a database. One of these is a PivotTable whereby using the Item Number in the first column and the dates along the top row as a reference I can pinpoint the data I need. eg:
To address the highlighted cell I would normally manually write:
=GETPIVOTDATA(HighPiv,"SPN010977-204 11333")
HighPiv is the name I gave to the pivot table as I am referring to it from my summary sheet.
This works, however the Week numbers along the top will continuously be changing in the pivot every month and therefore this formula will not pick up the values accurately once the pivot is updated. I have been looking into a way to make the referencing more dynamic. This is the summary where the data is required:
Rather than within the quotation marks of the formula (adding the specific Item number and Week number word for word), I was hoping to refer to the cell references of the summary sheet. (So if I wanted Item number, say A55, and Week number, say H50). The dates in the summary sheet change according to the pivot so referring to the dates on the summaries to get the data would be a better way for it to be kept up-to-date.
The problem here is I don't know how to go about it. I have tired to refer to the cells in question but it doesn't seem to work giving me #REF! or #VALUE! errors.
I think what you would like is:
=GETPIVOTDATA("Qty",HighPiv,"Item",A55,"Week",H50)
I find the easiest way to write such a formula is to start by ensuring that Pivot Table Tools > Options > PivotTable – Options, Generate GetPivotData is checked then in the desired cell enter = and select the required entry from the PT (here63). That would show (for example) “SPN010977-204” and 11333 or ”11333” but these can be changed to A55 and H50.