I have Excel Sheet with some data in it. Link will get you to the spreadsheet.
I need to build a report that extract information from each months worksheet. All the worksheet is under same workbook.
It can be done with VLOOKUP, INDIRECT and COUNTIFS but I am still new to Excel and do not have clear idea of implementing altogether.
https://www.dropbox.com/s/jruh09qfklntmqz/Book1.xlsx?dl=0
Apply the golden rule of spreadsheet design: Data in one sheet, reports in other sheets.
You are not doing yourself a favour by spreading the data entry over several sheets, one per month. This will make reporting very difficult.
Put all the data in one sheet and add a column for the date. Then you can build a pivot table with a few clicks and no formulas. Pivot tables allow filters, so you can filter by name and/or date.
The problem is that your data is not efficiently organized. You should have a table that looks more like this
Date Name Status
1-Apr-15 Keyur Working
1-Apr-15 John Disable
1-Apr-15 Jason Enable
1-Apr-15 Keyur Pending
1-Apr-15 Keyur Working
1-Apr-15 Maria Pending
1-May-15 Jason disable
1-May-15 John pending
1-May-15 Kane pending
1-May-15 Brook working
1-May-15 Kane enable
1-May-15 Maria pending
Using that you could create a pivot table. http://www.excel-easy.com/data-analysis/pivot-tables.html
With the pivot table you can organize your lists any way you want and count the pending, working and enable per month, quarter, year etc.
Related
I have a spreadsheet that contains truck load data. The spreadsheet contains each portion of the delivery cycle; Month-Year, Supplier(VDH_Columns) to Vendor Pickup(VPK_Columns) to Receiver(CUST_Columns) and Tons delivered(Tons). If the Vendor Pickup Columns are populated, the cycle goes VPK to CUST. If the Vendor Pickup Columns are not populated, the cycle goes VDH to CUST.
I want to maintain the spreadsheet exactly how it is and not make a CUST sheet, VPK Sheet, and VDH Sheet.
The ultimate goal is to have 1 Month_Year for each Receiver(CUST) and sum either the VDH or the VPK. Below is a piece of the spreadsheet(What it looks like now) and I manually created what I want it to look like.Spreadsheet Example
I tried a pivot table with a Month_Year filter but the problem is that I can't see once I try to add all the other columns it becomes so busy that I end up quitting. I've thought about Consolidate but I have no experience with that. I'm assuming VBA code would be able to accomplish it but I have no experience there either.
Thanks for any help
A Pivot Table is the way to do this. You need to drag all of your columns to the "Rows" field, and then drag the Tons column to Values. It should automatically use a SUM summarization:
Then, you would select a Tabular layout from the Design tab.
This will give you the desired output:
You can get rid of the (blank) values by using Conditional Formatting on the Pivot Table. Use custom number format ;;;
Is there any way to create salary payslip form just with power query and relationships between tables in excel instead of using a bunch of vlookup functions?
I intend to create a payroll accounting program in Excel and I need to create a payslip form (Salary slip).
On my first worksheet in the workbook, I have a large table of employees salary info with multiple columns and rows (roughly a 1000 rows and 10 columns) and in another worksheet (payslip sheet) I've already created a payslip form with the help of vlookup and drop-down menu of employees unic Id number but everytime I need to add a new column to employees salary info sheet everything is messing up and I have to edit every vlookup function from scratch.
I contemplate that every time I choose an employee's name from a drop-down list, then his or her data automatically shows the payslip report.
In the end, I'm really eager to know any creative solution or your special advice about this issue, Thank You.
Try using index/match in place of vlookup so that your formulas automatically adjust when adding new columns to the source data
In example below rather than using
=VLOOKUP("Bob",$A$1:$D$4,3,FALSE)
Use
=INDEX(C2:C4,MATCH("Bob",A2:A4,0))
If you added columns between B:D, it would not impact the index/match version, but the vlookup version would return the wrong value
Coming soon is XLOOKUP() function in certain versions of excel, which will replace the need for index/match
I have two separate workbooks that I am trying to link: Register and Budget.
The Register file is the source of data and contains only 1 table with columns Date, Category, Credit, Debit. The Budget file is the destination file and has 12 sheets named for each month of the year. Each sheet contains multiple tables named for the Categories. Each table contains columns in which I want to automatically populate from Register one at a time.
So basically, as I manually populate the Register workbook with values in Date, Category, Credit, Debit, I want the Budget workbook to automatically update itself based on these values. The main problem I have is how do I get the Date entered as 01/01/2016 in Register to be recognized as the January sheet in Budget workbook? In addition, I want the correct Category to be recognized in Register as each table's name in Budget. I have changed the table names in Budget based on the category. Finally, I would like the amounts Credit or Debit to be copied from Register into columns in each table of Budget after finding the correct sheet and table in Budget.
Register,
Budget
I looked into Vlookup and it works except for the fact I would have to manually change the formula each time the category or date changes. Sum and Count don't work because I don't want to sum columns nor count data. I simply want to copy and paste from columns Credit or Debit in Register into each table's columns in Budget. I have a feeling I'd have to go into VBA coding to achieve this daunting task which I'm not familiar with.
There are many ways of getting information from other workbooks / sheets etc.
It depends on what you want to do with that information and how it's laid out.
Have a look into VLOOKUP / MATCH / SUMIF / SUMIFS / COUNTIF / COUNTIFS
Which you use will depend on how you want it to work.
If you edit your question to include specifics then I / others can advise further.
Generally this would be a simple task, however, I am working between two sheets. The first sheet is my Summary sheet, the sheet I am using to summarize my data that I will later use to build some charts.
The other sheet I am working in is "Kickstarterscrape_06-02-201", this sheet contains all of my organized data.
My goal is to pull the data from my data sheet: Kickstarter scrape, for number of projects by location and summarize it on the summary page under the country table. I have already done this with a few locations. For example, I have been pulling the values as such: =COUNTIF('kickstarterscrape_06-02-201'!X:X,"Afghanistan"). However, I have 144 locations. Is there a way to summarize this data without having to copy, paste, and edit the function =COUNTIF('kickstarterscrape_06-02-201'!X:X," ") every single time? Thanks!
Just placing this answer here so the question is mark answered for future visitors.
=COUNTIF('kickstarterscrape_06-02-201'!X:X,B24)
Then drag down the country list
My previous post seemed to have been unclear so I am posting this again and will try to explain the problem more clearly using screenshots.
https://www.dropbox.com/s/4x8wktbdo7jc21m/excel-screenshot.jpg?dl=0
Now, let me explain the screenshots.
Let's take just one of the raw materials in the table, say Rosin (Column B).
Whenever we buy more rosin, I mention the quanity bought and the date(Column A)
and I have the total quantity of rosin bought at the bottom using the formula "=sum(b80:b91)".
You will also notice that the number of rows at present is 11 i.e. 80 to 91.
But we will still be buying more rosin, even when I have entered the data in these rows. i.e. when I enter the dates and the quantity bought.
The problem is that I'll have to keep inserting more rows in there after every few days.
And if I keep doing that then the column for Rosin(as well as for the other raw materials) will become so long that I'll be scrolling forever.
So, is there a way that I could just enter the amount of rosin bought and the date without having to insert more rows.
Here's a link to the excel sheet that I created - https://www.dropbox.com/s/iod5y7jae6grmyz/brc%20goods%20received%20STOCK11.xlsx?dl=0
If you think MS Excel is not the right tool for this, then please recommend the correct tool for this.
I was learning some python and know some programming basics - just for your information.
P.S. Hope I have been able to explain the problem clearly this time.
I admit that the excel sheet looks very confusing and haphazardly done, but I wanted to start doing the calculations and improve the looks of the sheet later on.
basically, you need to use pivot tables to organize and sum your data.
here is an example sheet done for you to illustrate how it is done in your case.
therefore, you need to put each distinct data type in different sheets. In my example, I have put all of the incoming chemicals into one sheet and created a pivot table for it in another sheet. you need to repeat this for chemicals used in a separate sheet, and create a pivot table in the same/separaate sheet. And finally, in another sheet, you can make a table of total chemicals at present, simply by refering to the data in your pivots tables.
Every time you update your data sheets, come back to its pivot table and click refresh to get the latest and update your data across the table.
you can look up some help across tutorial sites on how to create a pivot table, here is one from microsoft
the best solution here would be not to keep multiple tables which you plan to extend on the same sheet, i looked at your file and it is way too confusing and clogged up, separate all the datasets you have into separate sheets, give good descriptive names to these sheets. I noticed you use total rows below each dataset, what you can do(as long as you are in Excel 2007+), create the dataset and then format it as a table from the menu, which makes your data a lot easier to read and handle, it also gives you the option of total row, more to read up on these tables you can here: Format an Excel table