I'm looking for a way to create a hyperlink on a tracking sheet that will recognize a part of a document name to link to.
for example if I have a list of forms that needs to be audited (numbered 1 thru 10) in one column of a sheet that refer to docmuents that are saved in another folder, can I use a formula that will recognize the name of the forms to be audited as they are created and automatically link them?
It would like this (in an excel format)
(folder 1, excel workbook1)
Column 1 -- Column 2
Doc 1 -- Mr. Auditor
Doc 2 -- Mrs. Auditor
Doc 3 -- Dr. Auditor
(folder 2, individual workbooks)
Financial Doc 1.xlxs
Financial Doc 2.xlxs
Financial Doc 3.xlxs
.
The tracking sheet will be initially be numbered 1-80 regardless of how many docs exist in the other folder, but as the Financial Docs are added if they keep a consistant naming convention I would like their respective position in column 1 of the tracking sheet to automatically link to that doc.
If this is possible, or if it requires a different method I would be eager to learn it. I would be able to use this to organise a large amount of information on simple sheets.
Thank you all.
Related
Overview:
We’re in the process of switching to a new CRM. Importing Contacts and Companies - Easy. Importing the notes associated with those Contacts - Not so easy. For reference, there’s over 100,000 Contacts.
The Problem:
When I export Contacts from our old CRM, I get a .csv file that includes all Contact info and Note info for that Contact. Every Note that was created for a Contact is logged on a new row that includes: Contact First Name / Contact Last Name / Note Author / Note Create Date / Note. This is what a current export would look like:
Current .csv Export Example
This means that if a Contact had 8 Notes in the CRM, this Contact is duplicated for every Note.
If I upload this file to the new CRM, this contact is created 8x in the new CRM. Meaning I would have to merge this Contact 8x to merge all notes into one instance. This is clearly isn’t a sufficient solution.
What I’ve Tried:
I figured out how to combine comments from multiple rows into one cell on multiple lines using a =TRUEJOIN formula.
Ex: =TEXTJOIN(CHAR(10), TRUE, U12:U18)
I also figured out how to merge and combine data from 2 cells using a =CONCAT formula.
Ex: =CONCAT(TEXT(R4, "mm-dd-yyyy h:mm AM/PM")," - ",S4,": ",U4)
Goal:
What I’d like to do is identify the duplicate names, merge the Notes for that Contact into 1 Cell on multiple lines, while maintaining Note Creator and Create Date per comment. So I would have 1 Contact with all associated comments loaded to the new CRM. I would like to achieve something that would look like this:
.csv Example of What I Think it Should Look Like
I need help with a formula that would:
Identify duplicate names and remove all of the duplicate data from comment rows while maintaining the separate Note Creator, Note Create Date, and Note associated with that Note Creator.
There’s over 100K Contacts so conditional formula seems like the only way to achieve this.
So basically in Excel, i have rows and rows of data. I have created this search facility which allows users to search for a product code. I am now trying to have a button in the column which then transfers this over to a word document.
So the word document will be a product specification - and will have this information from the row inserted in different locations. And will need to be updated each time a user searches a different product code.
Any help please
Shane
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 have Excel sheet representing a survey that shall be dispatched to different departments (based on one department field). How can this be done with the help of SharePoint? Note that each department can only see the result (charts) pertinent to it.
You could host the Excel file in non-searchable document library and create some chart web parts that relate to different department.
This can't be done with a full security based on the excel contents, so if you want to have full security you must create multiple files.