I have an excel file that displays data about jobs and customers. One tab contains a list of bids and their dates of expected completion. This tab has conditional formatting applied that turns the job name font red if a certain cell contains an "X" (meaning "bid but not yet approved/denied"). Another tab pulls data from that list and turns it into a calendar for visual reference. It uses textjoin to create a list of jobs in a cell based on a date of expected completion.
ex:
{=TEXTJOIN(", ",TRUE,IF('2020 Background Data'!$H$2:$H$301=DATE('2020 Calendar View'!$E$1,'2020 Calendar View'!$B3,'2020 Calendar View'!Z$2),'2020 Background Data'!$I$2:$I$301,""))}
That is working fine to list them. However, I have not yet been able to find a way to bring the color along with it when I join it into the comma separated list. I want the text to carry its color along with it so it turns red on the calendar as a quick indicator that we need to call that customer back. Anyone have thoughts?
So i have the template layout in the picture attached below. I would like to know how to link the Spin button to able to show month by month when i click on the spin button.
Here is the formula i have so far, everything working fine except for the chart doesn't connect to the spin.
E4 formula : ="Monthly "&E5&" - Audit Sheet Delivery"
data for eat month for LATE row:=IFERROR(VLOOKUP(G3,$A$4:$C$6000,2,FALSE)," ")
Same for On-Time:=IFERROR(VLOOKUP(G3,$A$4:$C$6000,3,FALSE)," ")
Spin button link to cell $E$5
I have created define name for each Month, Late and On-Time and linked it to the chart but it doesn't work.
Please point out what i have to do in this case. Also, please show the code on here due to i am new to this. Thanks
Thanks you all for your help. I did figure out one way to make it work for me. However, i will more than happy to learn new way or a better way to use spin button and scroll button to changing my chart.
Changes data layout table
Using index formula and vlookup (Cell F19, G19,H19) formula included in picture below)
Changes define name formula to pull data from Cell (Cell F19, G19,H19).
Now i can click on my spin button and the chart changing month by month for me.
It is working fine for me. But i love to learn more if anyone can show me a better way to do it. Please include pictures and formula in your answer. It will help me and other easy to follow it. Thanks
How to do anything anything Excel can do, but with VBA code:
Virtually anything you can do manually in Excel (ie, via the ribbons/toolbars) has an equivalent in VBA.
If you are unsure of which VBA method or property to use, you can turn on the macro recorder and manually perform the action. The macro recorder translates your actions into Visual Basic code. After you record your actions, you can modify the code to do exactly what you want.
There are some limitations to recording macros, so if needed, certain actions have to be added after recording, such as conditional branches (eg., IF statements), variables usage loops, error handling, and text selections made with the mouse (however keyboard combinations do record).
Record an action:
For example, if you want to automate the process of saving the file with a new name, but you don't know which property or method to use, you could do this:
On the Developer ribbon, click
Change the default macro name to a name of your choice and click OK to start the recorder.
Hit F12 to open the Save As... dialog and save the file with a new name.
On the Developer ribbon, click
On the Developer ribbon, click Macros.
Select the macro name that you assigned (in Step 2) and click to view the VBA code within.
See the tips & resources at the links below to help get you started with automatizing Excel (and other Office applications) using VBA code.
More information:
Office.com : Assign a macro to a Form or a Control button
MSDN : Getting Started with VBA in Office
MSDN : Recording a Macro to Generate VBA Code)
MSDN : Revising Recorded VBA Macros
homeandlearn.org : Excel VBA For Complete Beginners
Stack Overflow : Overview of Form Controls and ActiveX Controls
Original Post:
How to filter a chart
The ability to filter a chart by month is built-in to Excel. After you create a chart, you can change the data series in two ways:
Use chart filters to show or hide data in your chart, or,
Use the Select Data Source dialog box to edit the data in your series or rearrange them on your chart.
Filter data in your chart
Click anywhere in your chart.
Click the Chart Filters button next to the chart.
On the Values tab, check or uncheck the series or categories you want to show or hide.
Click Apply.
If you want to edit or rearrange the data in your series, click Select Data, and then follow steps 2-4 in the next section.
Once you know how to use the filters, you can record a macro while filtering as required, an use the code for buttons or other controls.
More Information:
Office.com : Change the data series in a chart
MSDN : Recording a Macro to Generate Code
MSDN : Revising Recorded Visual Basic Macros
Steps
This is broadly similar to yours. Below is just meant to show you how to use dynamic named ranges as chart series sources. If you later decide to specify start and end ranges of months, you could use this same model and have the start and end indexes generate the height argument for Offset thus being able to plot ranges (though they would be aggregate).
Using the same data layout as in your answer.
① Add a forms control spin button, assign its linked cell as K3, then put the font to white so it is not visible. Its values run from 1-12 with increment 1.
② I then create two dynamic ranges:
LATE with formula =OFFSET(Sheet1!$G$4,Sheet1!$K$3-1,0,1,1)
OnTime with formula =OFFSET(Sheet1!$H$4,Sheet1!$K$3-1,0,1,1)
You can add these via name manager (Alt+F3)
Name manager:
③ I then insert a bar chart and add two series which use these dynamic named ranges as their source:
The above is for Late and this is repeated for OnTime. Note that the workbook name goes before the reference to the dynamic range.
④ In J2 I enter the chart title text "Monthly - 5 KPI Delivery" and point the chart title at this with = J2 in formula bar whilst chart title is selected on the chart.
⑤ K2 has the formula =INDEX(F4:F15,K3) and is used to retrieve the Month name from the list of months via Index with row argument the linked cell value from the spin button.
I then edit the chart X axis source with formula =Sheet1!$K$2 so the month name appears on the bottom of the chart.
⑥ Finally, any other chart sprucing you like. I chose to group and lock the chart and spin button together so they will move as a unit and to ensure data point values where shown.
Final result:
In action:
I have seen a article on the net with below address
http://www.contextures.com/xlPivot14.html
For continous running total in a pivot table.
but in this article it removes "year" and "month" field for doing this job. But i would like to work with new feature like time line, so when according to this article i removed "date" field i can not work with "time line" , please help how i can solve this problem
The example from your link and the timeline functionality work together just fine. You do not remove the date field
Example
Below is a detailed example of building the Pivot Table and using the Time Line feature, Using Excel 2016. It should be the same in 2013, and possibly 2010. This example follows the example in your link closely, but adds the timeline at the end.
1) Raw data. Below is a snippet of the raw data used to build the table. It shows 2 years of daily data of orders made by a handful of customers.
2) Insert a Pivot Table to a new worksheet, using the Raw Data from Step 1.
3) From the Analyze Ribbon, choose PivotTable -> Options. On the Display tab of the PivotTable Options dialog box, check the box for Classic PivotTable Layout.
4) Drag the Date field to the Rows area. Three fields appear - Year, Quarter, Date. Remove the Date and Quarter fields. Select the Year field and choose Field Settings. On the Layout & Print tab of the Field Settings dialog box, choose Show item labels in outline form.
5) Drag the Customer field to the Rows area.
6) Drag the Date field to the Columns area.
7) Drag the Orders field to the Values area. Select the Orders field and choose Value Field Settings. On the Show Values As tab of the Value Field Settings dialog box, choose Show Values as Running Total In, and Choose Base Field: Date.
8) On the Design ribbon, choose Grand Totals -> On for Columns Only. Choose PivotTable Style Light 14. The Pivot table now looks like the following ...
9) From the Analyze Ribbon, choose Insert Timeline. On the Insert Timelines dialog box, select Date.
10) In the Date Timeline, change the display to show Quarters. Select the third quarter 2015. The PivotTable now looks like the following ...
11) The numbers are different than the table shown in Step 8, because now it is showing a running total for the 3rd quarter of 2015, instead of a running total for the year.
I have my custom made calendar where I emphasize special events using formulas in conditional formating:
=NOT(ISERROR(MATCH(G14;EVENTS;0)))
where EVENTS is a range of dates with some event occurance.
EVENTS Description
08.05.2014 Anniversary
10.05.2014 Meeting
Now, I would like to create a mouse rollover efect within the calendar area, which would show the description of the event (something like a dynamic comment) when moving the mouse over emphasized date in calendar.
I was thinking of using hyperlink and help of How to Create a Rollover Effect in Excel: Execute a Macro When Your Mouse is over a Cell , but I am not sure how to match the dates with description.
Thanks a lot
Take a look at these tutorials:
http://www.clearlyandsimply.com/clearly_and_simply/2012/11/roll-over-tooltips-and-web-actions-on-a-microsoft-excel-dashboard.html
http://optionexplicitvba.com/2013/09/13/handling-excel-rollover-popups/
I am the author of the blog cited above, so please let me know if you have trouble implementing the tutorials above.
After selecting calendar in campaign form , I need to set text field only display Month/Year
instead of Day/Month/Year. How can I do this?
I attached a screen shot below:
Here its Day/Month/Year, but I need Month/Year.
I suspect that the date-time field is formatted according to the system settings (be that picked from CRM or the user's computer). Not sure if it's editable other than that. I'll take a look at it later today.
In case it's not possible to customize the date format of a single field you've got three options (listed in increasing order of control but also of implementation workload).
Set the system settings according to your wishes.
Add custom fields and control the looks in these.
Create a web resource that behaves exactly as you wish.