I have an issue that I know is solve-able, I just cant find the setting or work out how to do it. I have a report where I have merged two columns. Lets say these are columns a and b. I want that when the report is exported to excel that you can click into column A, and it does not merge with column b. this would allow you to filter etc by the data under column a. The reason column a and b are merged in the first place is that the heading needs to go across two cells due to size.
I know this is do-able as it exists on a report i inherited, just i can't find the setting.
This is usually due to the misalignment of your header cells with your table cells. The Excel export tries to have everything formatted the same as in the report so it will sometimes use two columns for the table cells and merge them so it can align the columns to the header columns. This is problematic when it comes to manipulating, filtering and sorting the spreadsheet.
The best way to avoid this is to create an Excel renderer that doesn't render the header part of the report as described in my answer here.
However, if the cells need to be merged in your report deliberately then you aren't going to be able to do what you want to do using your current report as Excel will duplicate the formatting, including the merged cells.
Probably the only way to get something like what you are after is to create another report that is formatted the way you would like it to be in Excel. In the header of your original report put a text box (or an image with an Excel icon) with an Action on it to open the new, properly formatted, report in Excel, passing across parameters as appropriate. Now the user just need to click on the Action link in the original report to open the more user-friendly report in Excel.
Related
I have an excel file with two sheets. The second sheet (Report) contains data validation cells based on the first sheet (Data). From the second sheet, the drop-down list that displays in the Select XXX depends on the selection in the Generate Report. When the Generate Report is set to anything beyond the first five in its list, the "Select XXX" displays year as a default list (no problem with this) via the code ...INDIRECT("Year").... The problem is that excel does not allow for addition of more code (seems I hit the limit). The question is - how can I manipulate this code to accommodate every option in the Generate Report? or perhaps, is there another method to implement?
The data validation source code for the drop-down list is =IF($B$4=Data!$Q$5,INDIRECT("Client"), IF($B$4=Data!$Q$6,INDIRECT("Month"), IF($B$4=Data!$Q$7,INDIRECT("Product_Service"), IF($B$4=Data!$Q$8,INDIRECT("Sector"), IF($B$4=Data!$Q$9,INDIRECT("Trans_Type"),INDIRECT("Year"))))))
Please, see the sample file at https://drive.google.com/file/d/1VKkGHjlJzLQqx4J9kyd_bCKG4r0Q7HkG/view?usp=sharing
What you could do is put the range names in column R, and VLOOKUP them:
=IFERROR(INDIRECT(VLOOKUP($B$4,Data!$Q$5:$R$9,2,FALSE)),INDIRECT("Year"))
You could then have as many item lists as you wish.
I have built a table with a lot of columns. I would like to create a user form to show a majority of the information in the columns so I can hide the columns in the spreadsheet so there isn't so much to look at. A lot of columns can be overwhelming when looking at it. I know some of the most popular ways to write VBA so that data in the user form makes it into the table. However I noticed that if I ever needed to add a column I then have to edit the vba code to make sure the data still goes in the correct cells.
So my question is this. Is there a way to write the code using the table column headers so the code uses the header label as a point of reference instead of the column number?
I have an excel file that I need to read into Power BI. Unfortunately I have no control over this file as its auto generated from another person.
Some of the cells in this file are just filled with colours and I want to be able to translate these colours when importing the data into Power BI.
For example if the colour is green in excel then show true in the corresponding power BI cell. At the moment it's just blank.
Does anyone know of a way to get cell "meta" data like colour from excel in Power BI?
Don't give up just yet...
I found an example that works in a roundabout way using Power Query in Excel. It will give you the meta data associated with each cell by its address (e.g. A1 is highlighted with color FFFFFF00). I relied on some Excel functions to associate the highlighted cell addresses with the cell values. Pulling the cell data with Power BI might take some additional work.
The technique is to use Power Query to open the Excel .xlsx file, which is basically a .zip file containing .xml documents. The color information for each cell can be extracted into a table. From there I was able to use INDIRECT() statements to read from the .xlsx workbook and extract the values from the colored cells. It worked quite well for me.
You can find a working example in the forum in the link below. The user defined DecompressFiles function in the sample uses the Binary.Decompress command to access the XML files within the .xlsx file.
https://www.excelguru.ca/forums/showthread.php?7047-Extract-Cell-Color-with-M&p=28875&viewfull=1#post28875
In my situation, I had a database export of about 7,000 rows and 50 columns into Excel. Working offline, users then went through Excel and made changes, highlighting every cell they had changed. Then they wanted me to update the database with only the highlighted cells. The background color used by each person varied but I didn't care what the color was, just that it was colored.
For each changed cell I was able to generate SQL statements to update the database and also insert into a transaction log table. The main database table was mostly flat but the few foreign key lookup values that were modified I had to update manually.
Column F uses the Indirect formula to pull data from the source workbook. Note that the source workbook must be open for the Indirect formula to read from it.
=INDIRECT("'[" & Import_Filename & "]" & Sheet_Name & "'!"&[#[SheetCellRef.2]])
Column G refines the data in Column F by putting quotes around strings or NULL if the cell is blank.
Column H grabs the column heading to know what field to update.
Column K grabs the Record ID value from the row specified in Column E.
I have had to run this process three different times for the users so my time invested paid off quickly. All I have to do is put their latest highlighted Excel file in the local folder and refresh the Power Query to generate new SQL statements.
Sorry I don't have a 'solution' posted right here. The process is still a little fragile and I'm trying to make a more robust example I can share. Stack Overflow doesn't seem to be set up for ongoing development of a solution. The point of this answer is to give hope to some of you who are desperate for a solution and won't take 'No' for an answer.
Sigh.
Color is not data. Unfortunately, many people color-code cells and then expect to be able to do things based on the color of the cell. But it's not that simple.
Although Excel now provides some ways to filter by cell color, it still cannot identify cell color with a worksheet formula.
Hence, you will need a VBA routine that evaluates all cells and records their colors in another table, which you will then need to push into your Power BI data model.
In the long run, it might be easier to talk to that other person who produces the color coded cells, and teach them a better way of doing things. Show them how to use conditional formatting based on cell values for color coding. The logic used for conditional formatting can also be applied to classify the data in Power BI.
From a data architecture point of view, the best solution is to address the problem at the source, instead of creating tools to handle bad data input.
Just sayin'.
I have got two adjacent tables. When I apply data filter on first table, it filters the whole row hiding rows from 2nd table as well. How do I restrict filter to only the first table range?
To answer your direct question How do I restrict filter to only the first table range? the answer is - you can't.
Reading the comments it seems what you need is to display the filtered table data next to a chart and another table. There is a little know tool in Excel that you can use to achieve this - the Camera Tool. With this you can create a dynamic image of a range and place it where you want. The image updates when a filter is applied to the source range, without affecting the rows on the Dashboard sheet.
Screenshots to demonstrate:
Setup with tables on seperate sheets, and camera images beside chart on dashboard sheet
With Filter applied to Table A
The Camera tool is not on the Ribbon (Excel 2010) or the standard toolbars (Excel 2003). You need to add it using Customisation. (Add to Qucik Access Toolbar in 2010 or Tools/Customisation Menu in 2003)
Unfortunately you won't be able to do that. When you filter, it filters the entire row (something to think about would be how the row number would display if that weren't the case). You will need to restructure your setup if you wish to prevent that (not sure of your particular use case, so sorry I can't give a more specific suggestion).
I had a similar issue, where i had a table I wanted to remain static - like a key, but wanted to filter the main table.
To get around this, I copied the static table, and pasted it as an image. This way, when you filter on the main table, the image remains where you have put it.
A simple workaround for this general issue that others may have mentioned (but I don't see here):
You can't filter just a range (e.g. a few columns in a spreadsheet), but you can sort just a range. And by sorting the range, then deleting some blocks of unwanted cells in the range, then sorting the range back to the original order, you can fake a filter.
A bit clunky, but easy for some jobs if you're careful.
I am having an issue is that while exporting a report to excel sheet, there are lots of spaces and empty cells between the data, as well as, the cells are merged.
Is there is a way to export the report and each field will be in a cell or to control that exportation, suppose my report looks like this:
No Trans_No
1 123
2 333
In my excel sheet, I would like
A B
No Trans_No
1 123
2 333
, But currently it is showing a merging of the cells and spaces , so instead of Trans_No will be in CELL B, it is in D.
So, is there is a way to control o export that?
mohs, welcome to StackOverflow.
Crystal Reports and Excel have very different methods and data structures. When exporting a .rpt into .xls format, Crystal has to make many compromises and judgement calls. Here are some suggestions:
Do you absolutely need to use Crystal in this process?
A. You can import data directly from your data source into Excel (without using Crystal) using Data->Import External Data.
B. You can export from Crystal into CSV format. If the Excel file is being made just for a machine to read it, CSV is a better option.
Keep your Crystal Report very simple.
A. After you drag & drop fields onto your design, do not resize or overlap them.
B. Make sure in your options, you have snap to grid checked.
C. Are your fields horizontally aligned? If not, they will probably be put on different rows.
D. If you are grouping data, you may want to suppress the group headers & footers.
If you are finding empty rows between your data, you can filter these out in Excel:
Select column
Data > Filter (Excel 2010)
Dropdown > uncheck 'Blanks'
I don't use Crystal Reports, but could you export to a CSV file, then import into Excel. The import will allow you to specify the delimiters and should format your data better.
From experience with exporting from older versions of Crystal to Excel, a couple of options:
(1) Export to CSV and open the CSV file in Excel.
This had the disadvantage that instead of appearing at the top of the report above the data values, the column headings would appear on every line of the output before the column values - like so:
No Trans_No 1 123
No Trans_No 2 333
This issue may have been resolved in CR XI - if not, the workround we used for this was to suppress column headings (so that only the values were included in the output), then copy and paste a standard spreadsheet heading for the report into the output in Excel.
(2) Consistently format all fields to the same, minimum size (typically, two grid widths), with columns aligned by snapping the left edge of fields to guidelines.
This produces output which is almost unreadable in the standard report viewer, but which should align correctly in Excel.