I've been asked to create some sort of orgchart in Word. I have an Excel sheet with two columns, Employee_name and Dept_name that come from some HR database.
I've been hoping of doing this the simple way by (ab)using Word's Mergemail feature.
Before spending a lot of time on this (not having used this feature before), I was wondering whether this is actually possible: My main challenge is to group the names by department. There is a feature called "Directory" [1] that seems to be able to create lists of people, although it's listing people in alphabetical order, where I'd rather need to fill existing boxes (or circles in our case) with all the names that belong to that department.
Thanks for any help and pointers you can give.
[1] https://support.office.com/en-us/article/Create-a-directory-of-names-addresses-and-other-information-49afe95c-dc99-4cd3-85c7-3a80869cff90
PS: Not really a programming question, but I've seen Office-related questions on SO before. My apologies!
Related
I work for a home based education program and we are trying to find a way to make comparing our two tracking systems easier. Unfortunately due to limitations within the software we are using for this, we cannot combine it all into one place. I have two different data sets that share some fields but are for two different things. The first set is for documenting that a visit to the home occurred or not. The second set documents what happened during that visit. Both datasets have include a date field and a field for the child's name.
table_1 table2
I've included a sample version of each table. There are other columns but they are unique to each data set. The ultimate goal is to be able to ensure that the information is being documented into both systems. I had thought to utilize the name or date field to link the data sets together to identify discrepancies but haven't had much success as of yet.
Basically I need to make sure that if a visit occurred on 4/5/21 than it was documented to both places and if it wasn't, identify which area is missing the information. It would be nice to be able to also then summarize the information by child.
I've tried Power BI and Power Query in Excel but to be honest I'm not even sure how to phrase my question in order to find the proper way to do this from Google.
The platform I am working on has different sources of data
collection.
Sources:
E-commerce platform,
Payment Merchants(some bank tie-up),
In-house loyalty program and
Customer Demographics
Now we're trying to solve the Merge and Purge problem. But
in order to do that we need to integrate the data into one place.
The column have different names and there is no unique id to merge the data on. We need to create custom keys like Name + DOB + some other criteria.
We want to automate the process of finding the best keys to merge the data on.
I have tried looking for research papers targeting this problem but couldn't find much. My only luck has been Paxata
Could someone just point me in the right direction as in where to start?
I have table with employees. It contains some information and also date of birth. Is it possible to send notification/email (directly from excel) let's say 7 days in advance to know that he/she will have birthday soon?
I found some tutorials, but all require Visual Basic. Unfortunately, it is for my sister without any knowledge of programming.
Yes, it is possible to do this via Word's mail merge feature. But since this would require quite a few manual steps (presumably on a daily/weekly basis), I'm afraid it's not what your sister is after. You could code a similar feature in VBA but that would still require her to open the document regularly to run the macro so perhaps it would be quicker and simpler to just check a filtered employee list.
If you want a closer look at mail merge, try this. You could use a helper column to identify which birthdays are close (e.g. using this) and filter on that column, then you show only those whose birthdays are in the next x days.
Ok - so here's the preface. I realize that SharePoint isn't really the best solution for this, and if I have to use SharePoint, then coding this would be preferable. However, my wings are clipped due to IT policy, and they have no time to do this "for me".
I am developing a document control system for an Environmental Management System. The basic concept is that there is a list of 'General Responsibilities', which identifies a regulatory agency, some category info, links to laws, etc... There's a second list 'EMS Responsibilities', which basically just links (via a lookup) a particular site to a general responsibility, to identify which sites have which responsibilities. We have many sites, and most have most responsibilities so it doesn't make sense to combine the two lists and repeat all this stuff 10x. Finally, I have a document library (for simplicty sake I am ignoring the draft/published libraries aspect) which contains the actual documents. These documents should reference an EMS Responsibility, which in turn references a General Responsibility. The categorization from 'General Responsibilities' needs to propagate all the way to the document library.
Currently, I use workflow to automatically copy the secondary lookup columns referencing the 'General Responsibility' to a 'Single Line of Text' column in 'EMS Responsibilities' so that it is available to the lookup in 'EMS Documents'. However, despite the values being present in both responsibility lists, the values do not propagate to my final list.
This workflow-based approach is stupid. The lookup columns are stupid. There's no way to get this to work elegantly using out of the box components. I want to believe that the reason this isn't working is because I am missing something... but I have searched for hours and can't find any more effective relational capabilities.
First of all, any theories as to why the values do not end up in the final list despite referencing a single line of text column that is filled?
Second, is there a better overall approach that doesn't rely so much on workflows copying data back and forth, and these pathetic lookup columns?
Thanks in advance!
Given the requirements you gave above together with your answer to my question I believe you won't need a workflow to link all three items together. I have two options for you:
1st Option:
Create a General Responsibility list. This list should contain at least two columns. The ID and Title column.
Create an EMS Responsibilities list. This list should contain at least three columns. The ID, the Title column and a lookup column linked to the General Responsibility list.
Create a Document Library. Add a lookup column linked to EMS Responsibilities.
Since the lookup list you are using is already linked to General Responsibilities then there is no need to have another column solely dedicated to point to General Responsibilities. If however, you need to have specific columns in your document library so that it explicitly has columns for both General Responsibilities and EMS Responsibilities use option 2 below.
Option 2
Create a General Responsibility list. This list should at least contain the ID and Title column.
Create an EMS Responsibility list. This list should at least contain the ID, lookup column linked to General Responsibility and Title columns.
Create a document library. You should add two lookup columns. One pointing to General Responsibility the other to EMS Responsibility.
(now the fun part starts)
Follow the guide to edit both your NewForm and EditForm aspx in this link so that your lookup dropdowns will be a cascading dropdown. This will make sure that items from EMS dropdown will only be populated once you select a value from the General dropdown.
Let me know if you need any more clarifications.
This project keeps throwing new and exciting things that I am having a good deal of trouble with.
I am hoping that there is an easy solution but I am starting to suspect it may be a macro problem.
What I have is...a master list of products, 10,000 of them. It is now end of season and we are moving a range of products to a discontinued section.
So what I need to know is how can I delete all the SKU's I need to...and then as an added bonus feature...add the NEW SKU's for this season into the master list.
What I am hoping to do is create something that when we have to do this again in six months...we dont have to enter the data individually and just add a discontinued list...and a new list and it will auto update the main list.
I will have to add SKUS and the data they contain and my only knowledge of this is using Vlookup.
Thanks.
There are a lot of ways to tackle this, but you haven't given enough info to get a specific answer.
For example, if you have that list of discontinued product numbers somewhere, you could easily run a vlookup formula against that data source to the master data source. Then, just sort out the stuff you want and delete it or move it or whatever.
It also begs the question of why you have a 'discontinued' section. I loathe 'sections' in a database. If it's a real DB table, there shouldn't be any breaks anywhere....you'd deal with 'discontinued' versus 'active' with an additional field (column) and mark things as such there.
If the table and the data is organized well, you can easily do these tasks you are talkign about.