Assuming I have a worksheet with the following information:
Manager Division
Gustavo 1
John 2
Jack 2
Paul 1
Simona 2
I have a data validation list that allows the user to select a division.
If the user selects 1, then in another data validation list I want to list Gustavo and Paul. IF the user selects 2, then in another data validation list I want to list John, Jack and Simona.
Moreover, the data might scale. What I mean is: maybe below Simona another user can be added, let's say: Berry 1. Then if the user selects 1, then Gustavo, Paul and Berry will be the options for the other data validation list.
I have already implemented the first validation list. The problem I am having is with the second part of the problem. Most solutions out there uses name managers. This is a problem for me because the way my data is laid out and because I need to keep constantly updating name managers. I would like to make it more dynamic, when a user adds or remove data, it always shows the current list for that division. I will have a third validation list afterwards, however, if I can learn how to do this one, then I should be able to solve the rest of the problem.
OK, so you can do this in a couple of steps with a working range to hold the validation list:
Somewhere in your workbook, you create an array formula in multiple cells
select cells e.g. F2:F6 (I'm using 5 possible Managers per division in the example, but you can change that)
With them all selected, enter the ARRAY formula (i.e. use Ctrl+Shift+Enter to enter it) =SMALL(IF($B$2:$B$6=$D$4,ROW($B$2:$B$6),""),ROW(INDIRECT("1:5"))) - the managers' divisions are in B2:B6 - the selected one is in D4... the 1:5 is a effectively a counter, going up to our 5 possible managers.
This should give you a list of row numbers where the Division is the same as selected and then some #NUM! errors
In the next column (G2:G6) enter the (normal) formula =IFERROR(INDIRECT("A"&F2),""). This will give you a list of the names of Managers in the selected division.
In the cell you want the selection, use the source =OFFSET($G$2,0,0,COUNT($F$2:$F$6)) - this references the list of names, but gets rid of the blanks at the bottom
Hope this makes sense! Here is a picture of the layout:
Related
I am looking for some decent help with my matrix table, and is there a good or best approach to properly match dependent instances in certain matrix using drop downs.
This picture represents my matrix table (Picture 1):
As you can see there are a lot of instances, but horizontally and vertically they got the same number of "headers". Those "1`s" are representing not compatibility in my case but lets call it simply "match". That is on one sheet that is gonna be populated with some new values from time to time.
On another sheet which is actually sheet for showing the data and their compatibility possibilities is equipped with drop downs. There you got "Groups (Group1, Group2...)" in a sense of main parts and "dependent groups (AA1, BB2..)" as small components that are part of main parts. To avoid misunderstanding here you have explanations, I used for the sake of this example fictional values:
Groups aka. Main Parts
Dependent groups aka. components
As you can see beneath, is my fictional table but exactly the same concept as I should use in my real case.
I PUT AN EXPLANATION IN THE PICTURE 2 SO YOU CAN FOLLOW ALONG AND SEE EXACTLY WHERE/WHAT I DID!
What I used firstly there are =match functions, one for vertical position (A3) and one for horizontal (B4). This boolean row is done using =or(index) but reffering to the match positions as you can see. And from there I should use true/false for coloring my group boxes in a case compatibility is possible - thats all the science.
So, my question is if there is another approach to this problem? As you can see I have 3 different rows of functions at one place, or imagine if I will have more "groups" that can rise in many more rows and calculations.
Picture 2
EDITED:
This is screenshot of the original sheet, I just hid some rows that were with Infos that is reason the number is not consistent. As you can see it is almost the same as dummy example I provided above. Underneath every "box" you got three rows of calculations as I mentioned before. The two times number "2" that you see here is the position of some value that I found using =match function, one is for horizontal and another for vertical lookup. In this case it is model type, 070FX is position 2, 100FX is 3 and 200FX is 4th position in the matrix table, and so on for all the other groups. And those groups (Model, Endpoint, Gas sensor...) are defined separately on another sheet where I had to make unique list and dependent list so I can reference those to my drop down list.
EDIT Nr 4! So this formula I used for true/false:
=SUMPRODUCT(('0359-matrix'!$A$2:$A$101=F10)*(('0359-matrix'!$B$1:$CW$1=$B$10)+('0359-matrix'!$B$1:$CW$1=$C$10)+('0359-matrix'!$B$1:$CW$1=$D$10)+('0359-matrix'!$B$1:$CW$1=$E$10)+('0359-matrix'!$B$1:$CW$1=$F$10)+('0359-matrix'!$B$1:$CW$1=$G$10)+('0359-matrix'!$B$1:$CW$1=$H$10)+('0359-matrix'!$B$1:$CW$1=$I$10)+('0359-matrix'!$B$1:$CW$1=$J$10)+('0359-matrix'!$B$1:$CW$1=$K$10)+('0359-matrix'!$B$1:$CW$1=$L$10)+('0359-matrix'!$B$1:$CW$1=$M$10)+('0359-matrix'!$B$1:$CW$1=$N$10)+('0359-matrix'!$B$1:$CW$1=$O$10)+('0359-matrix'!$B$1:$CW$1=$P$10)+('0359-matrix'!$B$1:$CW$1=$Q$10)+('0359-matrix'!$B$1:$CW$1=F13)+('0359-matrix'!$B$1:$CW$1=G13)+('0359-matrix'!$B$1:$CW$1=H13)+('0359-matrix'!$B$1:$CW$1=I13)+('0359-matrix'!$B$1:$CW$1=J13))*'0359-matrix'!$B$2:$CW$101)>0
I copied only last part, or when it starts from second row..Because it is too long to write whole funciton - it cuts down automatically.
('0359-matrix'!$B$1:$CW$1=$Q$10)+('0359-matrix'!$B$1:$CW$1=$B$13)+('0359-matrix'!$B$1:$CW$1=$C$13)+('0359-matrix'!$B$1:$CW$1=$D$13)+('0359-matrix'!$B$1:$CW$1=$E$13)+('0359-matrix'!$B$1:$CW$1=$F$13))*'0359-matrix'!$B$2:$CW$101)>0
But on marked cells I am getting the same results: B22 - F22 has the same as B21 - F21 (boolean) what shouldnt be like that but to follow color, green is False, it has to be something with an array reference.
Checkout the following. A1 to E5 is the matrix that shows which pieces are incompatible (=1). The others have to be empty or 0.
In cell I8 I used the following formula (and copied it down up to I11):
=SUMPRODUCT(($A$2:$A$5=H8)*(($B$1:$E$1=$H$8)+($B$1:$E$1=$H$9)+($B$1:$E$1=$H$10)+($B$1:$E$1=$H$11))*$B$2:$E$5)
The formula result shows you the amount of incompatibilities a part has. Eg AA1 has one incompatibility with BB2 but BB2 is incompatible with 2 AA1 and CC3.
To get the TRUE/FALSE use the same formula and append >0: like =SUMPRODUCT(…)>0
For any additinonal "group" (Model, Endpoint, …) you need to add another +($B$1:$E$1=$H$12) where $B$1:$E$1 points to your matrix data and $H$12 to your selected group value.
Overview of the formula ranges:
Note that this kind of calculation can only tell the amount of incompatibilites a part has but not the names of the parts that are incompatible.
Edited horizontal version
Formula in the selected cell is
=SUMPRODUCT(($A$2:$A$5=G8)*(($B$1:$E$1=$G$8)+($B$1:$E$1=$H$8)+($B$1:$E$1=$I$8)+($B$1:$E$1=$J$8))*$B$2:$E$5)
you can pull it to the right.
I have 50 states to assign to three sales directors.
Using Excel I have tried, and failed to use nested IF formulas.
When a new sales lead is added, I want the appropriate sales director for the state to be assigned. For example, lead in NJ gets assigned to director X, lead in CO gets assigned to director Y.
I have the states broken down on the spreadsheet in their own columns.
Ex W3-W20 for Sales Director X, but I can't get the formula to work. I keep getting a #Value! error.
Here is what I have tried:
Attempt 1
=IF(B844=(W3:W20),"Rosado",IF(B844=(X3:X24),"Votaw","Snorty"))
Attempt 2
=IF(B844=W3:W20,"Rosado",IF(B844=X3:X24,"Votaw","Snorty"))
Attempt 3
=IF(B844="W3:W20","Rosado",IF(B844="X3:X24","Votaw","Snorty"))
Attempt 4
=IF(B844=(NJ,CT,NY,VT,DC,VA,MD,ME)"Rosado",IF(B844=CO,MT,CA,NV,AZ,OK,KS,UT,TX)"Votaw","Snorty"))
I've tried about 10 other versions of the above but can't get anything that works.
I expect that when a state is entered in one field (ex:J844) that the correct sales director assigned to that state auto-populates in another field(ex:L844)
One way, In a separate sheet (ideally) you have a lookup table of states, say in column A, and the Director's Name associated with each state in Column B.
Personally I'd create a named range for this table and then the equation in L844, per your example, is a simple VLOOKUP(J844, TheNamedRange, 2, FALSE) where TheNamedRange could be defined as, for example, Sheet2!A1:B50 or whatever your needs may be.
So, shown both methods here, index with match for the director and vlookup for the abbreviation:
I would have the table of data (cells A1 to C8 for me but larger for you) on a separate sheet (or even a separate workbook) - the functions will still get the results...
I have created a questionnaire that consists of around 100 questions. Participants are asked to fill them in online, where the items are shuffled each time. These items are separated into 6 domains where, for the sake of easier understanding, let's just call them Domain 1 - 6.
I have them typed in one specific table called "Correspondence", with format like below:
(An example)
Question No.|Domain
1 |Domain A
2 |Domain C
3 |Domain A
4 |Domain B
5 |Domain A
6 |Domain C
I used Google Form to generate a spreadsheet of RAW data of respondents, where it will help me mark the RAW Scores, for each item on a separate column:
(An example)
Submission ID|Question 1|Question 2|Question 3|Question 4|Question
5|Question 6
Participant 1 | 2 | 3 | 5 | 1 | 2 | 4 |
Participant 2 | 5 | 4 | 5 | 3 | 5 | 1 |
Participant 3 | 1 | 1 | 1 | 2 | 2 | 2 |
The next thing I need to do is generate another table that sums up the Domain totals for each participant. So from the example above, I need to sum 1,3,5 as Domain A, 4 as Domain B and 2 & 6 as Domain C:
(An example)
Participant 1
|Domain A|Domain B|Domain C|
Total | 9 | 1 | 7 |
The hardest thing is to find a proper method to kick start this process. Can anyone point me in the right direction? Either formulas or VBAs would be fine too. Thanks!
This can be done if you are able to create a helper row.
First, I created a table to link the question to domain. That is named in my example as "Correspondence". This table is somewhat the answer key. From your description of the problem, you need a table like this to establish which question is associated with the domain/category/point system you want to use.
I then created a helper row for the survey results shown on row 9. This has =INDEX($B$3:$C$8,MATCH(B$10,$B$3:$B$8,0),2) in cell B9 as the code to reference the question to the domain. This is immediately above the questions in the example, but you can put it on a separate sheet if needed.
Then you can just sum them up.
=SUMPRODUCT(SUMIFS(INDIRECT(MATCH($E3,$A:$A,0)&":"&MATCH($E3,$A:$A,0)),$9:$9,F$2))
This formula uses MATCH, which returns an integer, inside INDIRECT to be used as a dynamic row reference. This will fail if the participant names are not unique. The SUMIFS inside the SUMPRODUCT allows the row to be treated like an array without using an array formula. So you can recreate the example I have and copy/paste or drag and paste the formulas as you wish.
A different approach may be that you want to sum up the points to the questions first and then do the conversion from question to domain. That way you don't ever have to manipulate the raw data, just the reports. That may be the better approach for you, actually.
Edit: Added information about the formulas and the example.
Many times, I am required to provide some type of break-down to the customers - an example is shown in the attached figure.
I have a table of data ("TABLE DATA" - which is some type of pivot) + Customer provides its official form, its structure must be preserved (highlighted in yellow ). Basically, I need to separate the cost details of CODE "A" and CODE "B" into 2 separated sections.
Customer requires me to provided details for each individual Part (example shows Part A - "Break-Down Part A)
Is there anyway to put a"ITEM" from "TABLE DATA" into Code A and Code B ? the rests can be solved by Vlookup (Price, Quantity) - note: "ITEM" is non-duplicated values . Thank you very much
Number your rows in the breakout using =1 and =A1+1 and then just use the formula ="B-ITEM"&TEXT(A1,"000"). If you want to skip making a counter column you could use ="B-ITEM"&TEXT(ROW()-1,"000") to just use the current row number (minus 1 or however many you need).
If your items aren't sequentially like that, but still unique, I would recommend adding counters on the original tab similar to what you have, which would let you quickly find the 5th A or 7th B, something that counts the previous instances of your current type, and then adds 1. For Row 6 you could do =COUNTIF(A$1:A5,A6)+1.
Is it possible to parse/cast text (like "=A1+A2") as a formula in MS Excel? I want to build a formula from pieces of text - some of which will only be typed in later by a user.
If the INDIRECT() function did not only work for referencing cells, then I could have typed this =INDIRECT("=A1+A2").
I know you can a work around this problem by simply adding a lot more hidden columns to do sub calculations. But for the sake scalability and efficiency, I would rather do something like the above.
I found a similar questions here and here, yet they don't solve my problem.
The Real-world problem:
Read on for a better understanding as to why you would want to do the above
Scenario
Each item in the list consists of a string, which contains anywhere from 1 to 5 account names each. Each account name is followed by an account number in brackets. The length of the number determines the type of account. Part of the account number is a date, of which the date format depends on the type of account. Further more, each account type may have more that 1 account-number length associated with it, although each number-length[*] is only associated with 1 account type.
Objectives
Extract account-names and their respective account-numbers and account-types from a list.
Make an assumption as to the account-type from the account-number
Validate this assumption by inspecting the build of the number and elements in the name
Check the validity of the account-numbers depending on their type.
The tricky part (this is where my problem lies)
The account-types and their respective account-number-lengths are not known before hand, and are typed into a table by the user of the sheet, specifying a type of account and the number-lengths associated with this account-type. The user should type this into a list - not go and tinker around with delicate formulas
Done so far
Column A: Contains the raw data (each cell has up to 5 names and numbers)
Columns B..F: Each column extracts 1 name, remains empty if all are already extracted
Columns G..K: Each column extracts 1 number corresponding to its name in columns B..F, remains empty if all are already extracted
Columns L..P: Each column calculates the length of the corresponding number in columns
G..K
Now the user would type the following details into a table which assigns certain number-lengths an account type:
TYPE2, BUSINESS, (OR(length=13,length=6))
where length will later be replaced with the cell address which contains the calculated account number-length.
What I want to do now
Columns Q..U:
Should all indicate the account-type of the corresponding account-number in columns G..K. The idea is to build a nested if-elseIf-elseIf formula using the criteria typed in by the user as specified above. Example of one of the elseIF statements:
SUBSTITUTE(CONCATENATE("=IF(",criteria,",",type,",",errCode)),"length","O10"))
All of these elseIf statements will then be concatenated together to form a master formula which will then need to be parsed/cast as a formula to calculate the account-type
This proposal uses only 5 columns (1 for each account-number, containing the master formula) and a table specifying account-types and criteria, also keeping the user away from formulas. Editing 1 line of code (the criteria) will update all formulas. Efficient & Scalable.
Since the user should never tinker around with the formulas under the hood, a simple 1 column if-elseIf-elseIf is out of the question. The alternative to the above would be to make a separate column to test for each account-type for each account-number. Separating/Abstracting out each test to its own column results in much better readability, easier editing & much less debugging - Unless you like multi-screen-wide-formulas. Example: 5 account-numbers * 10 possible account types = 50 extra columns.
Each edit to any criteria needs to copied to 4 other non-adjacent columns and drag-filled down 10,000 rows (columns can not be adjacent since it is effectively a 5x5 array of columns). Not Efficient nor scalable. Unless I'm missing some elegant way of updating non-adjacent formulas in a single click
The rest of the validations error indications are trivial.
Sample data
Tshepo Trust (6901/2005) Marlene Mead (8602250646085)
Great Force Inv 67 Pty Ltd (200602258007)
Jane (870811) Livingstone (6901/2005) Janette Appel (8503250647056) James (900111)
I know all this would probably be much easier to achieve with clever usage of VBA, eliminating all the need to simulate abstraction, encapsulation, multi-dimensional arrays and functional programming on a spreadsheet. But until I can program in VBA, worksheet formulas will be my refuge.
[*]: account number-length could also be described as the amount of digits in the number or as indicated by this formula: LEN(accNumber)
In VBA you have access to Cell.Formula.
I usually used Range to peek a cell by address.
I'm not sure if this would answer your question(it's a very detailed question!), but if your user was entering the account numbers in a table (I'm calling it 'RefTable') , that was:
Length of account number | business type
----------------------------------------
6 | Accountant
8 | Advisor
Then you could just use a vlookup on the length of the account number, given you've already separated them out.
=vlookup(len(accNumber), Reftable, 2, false)
Make sure that you either use a dynamic range name, or specify plenty of space below in RefTable, so that when your users add types, they don't get lost.
Also, if you have two different accounts with the same length, this could get you into trouble.