I have one list of accounts that I pull at the beginning of the month. There is only one entry in this list per account number. I have another list which I compile throughout the month. I need for Excel to take the first list and list the entries that match to each account number. There will be a large majority that have two or more matches on the second sheet. I am currently using VLOOKUP, but it only returns the first match to each instead of listing all matches. HELLLPPPPP!!!!!!
Simple query in excel like the one you are using is the most excel can do, without using VBA.
Does Excel work like a database? It can work with many limitations, but Excel is not a database app. If you need to use many query and you do not know how to program in VBA, I would highly recommend you to use MS Access. There are many tutorial that you can find online, that will fulfill your needs easier and more efficiently than Excel would ever do.
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I am trying to make a list in Excel that has as its output a list of unique items that appear multiple times in different sources of the excel sheet. Ideally, the list should be automated automatically as more data is inputted in the sources, but no additional sources will be added. I used a formula I found here, but it only works for a single source of data (and this data then needs to be adjacent).
I attached a picture of my document with circles enclosing the sources and pointing to where the list should be created. I highlighted in yellow a cell in the top row that does not get outputted (because I don't know how to do this). Picture for reference
I can provide the excel document if need be.
I am thinking of consolidating the sources to a single source, but I would like to solve this in a more sophisticated way that does not involve creating more tables.
As per your screenshot it seems you are using tables. Then try below formula-
=IFERROR(INDEX(FILTERXML("<t><s>"&TEXTJOIN("</s><s>",TRUE,Table1[Machine],Table2[Machine])&"</s></t>","//s[not(preceding::*=.)]"),ROW(1:1)),"")
Please note: TEXTJOIN() is available to Excel-2019 & Excel-365 and it has limitation to 50,000 data only.
To learn more about FILTERXML() read this article from JvdV.
I am trying to create a spreadsheet that allows me to keep track of a customer with general details (name, phone number, address...) bu then also keep a very specific list of all the products they have ordered. I want to be able to run reports on frequency of all details including what has been ordered. I have a bit of programming experience but not a whole lot of Excel experience so I know how I would write a program but not exactly how to do it in Excel. My thought is to have one sheet dedicated to the general specifications of the customer and then a second sheet that keeps track of the orders per customer. I want to be able to click on a hyperlink or something of the sort that will take me to the second sheet and automatically fill in the customer name. I want the first sheet to have the guest information running horizontally in rows but then the second sheet would have the names running horizontally on the top row and the orders would go down each column under the names. This way it keeps all of my sheets tidy and allows for me to run the type of reports I'm looking for. The main issue I'm having is figuring out a way to create a link that will do the action I want. I understand how to program but don't know Visual Basic very well but if someone was able to offer a similar code I would be able to decipher it and change it to my needs. Or if someone has a more efficient thought on how to set up the spreadsheet I'm all ears! Thanks a ton!
what you need is to create a pivot table with a data model.
The instructions are longer then what it actually takes!
here are few tutorials about the subject:
youTube video
MSDN instructions
PS don't write code in Excel unless strictly necessary. If it's a data issue, use data model
We get at least 20 queries a day on an average from our clients, where in we have to open and look at data on 4 to 5 Excel sheets to answer them. questions such as what is my available balance, am i eligible for this etc. All our clients are connected to our intranet and have access to internet. I was wondering is there a way where we can develop a front end app (do not have budget for MS VB or any other) either in excel or any other to connect these 4 to 5 excel sheets to retrieve the data in response to queries (e.g. using perhaps some if and true/false queries). I am not an advanced Excel user but would be great for an advice from tech experts.
Yes, i wouldn't call it an app but consider a worksheet like a dashboard. You can have a cell for entering client name, and then use formulas to look up relevant information of the name entered. The cosmetic and arrangement of the information retrieved and published on the dashboard is up to you and of course do consider investing some time in the looks and feel if you want to enjoy using it.
Things you may consider are:
Place the files are kept and file name convention
because your dashboard will look for information in external workbooks, ensure that the files are saved in a fixed directory and have a specific file name. if the external files are updated from time to time by other folks, let them know too that they have to save it in a particular folder with a specific name format.
Properly structure the source of data
Format you data source into tables so that it is easier for use with formulas. Throw away titles if any in the data source worksheet. Use tools like "Table" under the INSERT tab. When data are properly organized, they can be easily looked up using formulas such as VLOOKUP, SUMIFS, MATCH-INDEX, and COUNTIF.
Be good with formulas
Since we have no budget for VB, then good formulas will be needed. There are plenty of help on the internet for this I think you'll have no problem in it.
Employ sanitary check measure
It is difficult to tell if our formula isn't functioning properly when we have no counter check measure. Certainly you want to give your clients accurate information. One way to check is, think of alternative ways to get the information wanted and check if it matches to the first way. Another way is to retrieve a sequence of related information to be put on the dashboard, then do simple calculation to check if the numbers add up. Use conditional formatting to highlight errors if necessary.
I think these are key consideration, there may be more, but this is what i can think of for the moment.
I have written some pretty lengthy VBA code in excel for the comparison of 2 worksheets. My code does the following:
Lets you import 2 sheets for comparison
arranges the columns
removes departments which require different comparisons into a new worksheet
In sheet 1 checks if the id's appear more than once then checks, which row of data to use for comparison based on the latest update, and deletes the old rows
compares the sheets based on the header and then the cell contents as header names are different, for different values it then highlights them red
finally giving me a breakdown per column per department of differences and any id's that are missing
I have now found that my data set is becoming to big and looking to use MS Access, is it possible to copy my VBA code over to access? What do you guys suggest for this?
Any advice would be helpful.
From the nature of your question it sounds like you may not have used a database before. If you were using access, you would need to totally re-write the code using SQL statements. eg An Aggregating SQL SELECT statement to find the most recently updated update and ignore the rest.
You can use conditional formatting in an access form, but it's no better than using it in excel. How many rows does your data have? Will it fit in an excel sheet?
You might use access to pre-process the data to remove the unwanted rows that you use in excel. OR use power query or sql directly from excel to remove them.
You have a way to go.
Harvy
My current employer (to remain nameless) has a collection of incredibly sophisticated Microsoft Excel 2003 worksheets (developed by contractors, also to remain nameless).
The employer is replacing the Excel-based solution with a SalesForce-based solution (developed by other contractors, likewise to remain unnamed). The SalesForce solution is also very complex using dozens of related objects and "Dynamic SOQL" to contain the data and formulas which previously was contained in the Excel-based solution.
The employer's problem, which has become my problem, is that the data from the Excel spreadsheets needs to be meticulously and tediously recreated in .CSV files so it can be imported into SalesForce.
While I've recently learned I can use CTRL-` to review formulas in Excel, this doesn't solve the problem that variables in Excel have cryptic names like $O$15. If I'm lucky, when I investigate $O$15, I'll find some metadata explaining if n cells up and/or some other data m cells to the left, and/or (in rare instances) there may be a comment on the cell.
Patterns within the Excel spreadsheets are very limited, rarely lasting more than 6 concurrent rows or columns and no two sheets which need to be imported have much similarity.
Documentation of all systems are very limited.
Without my revealing any confidential data, does anyone have any good ideas how I might optimize my workflow?
It's not clear exactly what you need to do: here are 3 possible scenarios, requiring increasing knowledge of Excel.
1. If all you want is to convert the Excel spreadsheets into CSV format then just save the worksheets as CSVs.
2. If you just want the data and not the formulae then it would be simple (using VBA) to output anything that isn't a formula (the cell.Formula won't start with =).
3. If you need to create a linkage excel-->csv-->existing Salesforce objects/SOQL then you will need to understand both the Excel Spreadsheets and the Salesforce objects/SOQL that have been created. This will be difficult unless you have good knowledge and experience of Excel and also understand what the salesforce App requires.
Brian, if you're still working on this, here's one way to approach the problem. I use this kind of process often for updating data between SFDC and marketing automation apps.
1) Analyze the formulae that you're re-creating in Salesforce.com to determine what base data fields you need (stuff that doesn't have to be calculated from something else.
2) Find those columns/rows in your spreadsheets and use Paste Special -> Values in a new spreadsheet to create an upload file with values instead of formulae that you need for each data area (leads, prospects, accounts, etc.)
3) If you have to associate the info with leads or contacts or accounts and you have already uploaded or created those records in Salesforce.com, be sure to export them with their ID numbers. That makes it easy to use the vlookup formula in Excel to match up fields that you need to add and then re-upload the data into Salesforce.
Like data cleaning, this can be a tedious process. But if you take it step by step it shouldn't be too hard. Good luck.