I have been absolutely stymied by Sharepoint lookups and the complete lack of information anywhere that relates to my problem so one last stab at seeing if anyone has a clue if not I am going to find another job which doesnt involve the use of this very good but highly complicated system.
My problem is that I want to add a column in list 1 that looks up a column in list 2, all very easy you may think and the nice videos on you tube make it seem very easy. So imagine the frustration when I create the column choose the appropriate list from "get information from" drop down and then go to the "in this column" drop down to find the fields i want are missing. I have tried this many ways and could not resolve it. So I decided to start again and set up a brand new list 2 which contains just 4 columns each created manually one column is "just single line of text" called Financial year the other three are a "number" and called Population, Dwellings and Non Domestic. Now having done that I would expect to see thos 4 columns (Financial year, Population, Dwellings and Non Domestic) all appear in the "in this column" drop down when setting up the lookup. But no of course not bloody Sharepoint will only show: Title, Financial year, ID , Content Type, version, and Title (linked to item) none of which I am the slightest bit interested in. I want to look up Population, or Dwellings or Non Domestic. Why is this so easy to do in Excel but in Sharepoint it seems as if Bill Gates has decided he's in charge of what people lookup!! in a word its crap.
I should have added that the same happens whatever list I select to look up from.
Related
I'm trying to find a resource or explanation for how to determine how a field will display in the criteria or results dropdown of a saved search. For instance, in the results I would like to see the PO# field (fieldId:otherrefnum). But when looking through the drop down, I see neither of these as options. This has been a serious source of frustration for me with many other fields, I'd like to find a definitive way to avoid wasting time on this in the future.
Thank you!
There are a number of contributing factors to this.
The field names you see on forms may have been re-labeled by form customizations
Netsuite normalizes transaction searches to which leads to some (IMO) odd column name re-use.
A lot of old fields or fields tied to functionality (e.g. transaction status fields) don't follow the regular pattern of numeric id and text name.
The records browser helps quite a bit. You can search here and see that otherrefnum is named 'PO/Check Number' in the search editor. (An example of field name normalizing referred to above)
If you look at transaction you'll see it is just search filters and columns. If you compare to Sales Order you'll see something perhaps more familiar in terms of fields.
Even armed with the records browser experience is still needed. e.g.
A sales order has an items sublist and one of its fields is itemtype. In order to get that value in a search you need to select Item fields and then choose Type. A Sales Order's items.description column becomes the line level memo field in search results.
Hope this helps
I am creating an attendance tracking form for work and require someone with more advanced knowledge of excel. This is to track employee tardy's and unplanned absences (UPT). When employees get too many tardy's or UPT's it is called an "Occurrence", when the number of occurrences increase it will increase the "Action Level". I input new data every 2 weeks and then send out emails to notify employees and their managers of increased action levels due to these attendance issues, I want this spreadsheet to do some of the work for me since I am working with hundreds of employees and so the process can sometimes take multiple days to complete.
My objective is to populate the Employee overview cells with the correct details from the Attendance Details page. The challenging part is that there are three rules that dictate which dates I need to populate the Employee Overview with.
Rule 1: Four tardies (TAR) makes an occurrence.
Rule 2: One UPT makes an occurrence, but if there can be multiple UPT's that only make one occurrence as long as they are within 5 days of each other.
Rule 3: Tardies and UPT's disappear after 365 days.
The increase of occurrences will increase the action level (See table in Employee Overview Screenshot).
In my example screenshots, the details should produce the hardcoded Employee overview I made for Bob Smith. I am not expecting anyone to have all the answers, but please help me by suggesting tips or tools available for accomplishing what I require. Please ask any clarifying questions if you wish to help but don't understand what I am requiring.
Screenshot of Attendance Details
Screenshot of Employee Overview for Bob Smith (Hardcoded)
I propose :
break the task/evaluation
Each rule may generate a set of new cell/data/table. thus, work with 1 rule first.
Repeat for another rule.
Consolidate.
these are just my head thinking out loud... hope it helps in anyways.. (care to comment? :)
Rule 1 : =if(countif(<TarRange>,"TAR")>=4,1,0) OR =countif(<TarRange>,"TAR")/4
Rule 2 : make a new list of "UPT"& its date, work from there. arranged the data by date, and use =if((day(<NextEntryDate>-day(<previousEntryDate>))<=5,<currentEntrydate>,"")
Rule 3 : every date cell values can be extracted using year(),month() and day(). Also look in to days calculation in excel help. I see that you'll need an extra column (beside the Rule 2 list) to do a moving summation. An example of moving summation is in the column H & I inside this post :
it uses if(<Day1>=<Day2>,<Count>,<DontCount>) Syntax. it can be change to year1/year2 in your case.
IMHO. Do share with us if you are stuck/successful. (:
I have a long list of products (+20,000 items) of surgical instruments. Sometimes I receive requests for different names of these products which is impossible to manually match in my list.
I was thinking of a formula to find or suggest the closest result of match for the common words in each cell.
I have created this formula:
=INDEX('Products'!G:G,MATCH((("*"&LEFT(A2,5),'Products'!G:G,0))
(where Products G:G refers to my long list.
it gave some results correctly but more than 80% of the result came back with false results.
please see the attached image to show you the result.
is there is a way I can get more accurate result?
or I was thinking of finding major category of each item such as:
Category 1: Scissors, Retractors, Knives, etc.
Category 2: Straight, Curved, Angeled, etc.
Category 3: Sharp, Blunt, etc.
Category 4: 10mm, 130mm, 24cm, etc. (size)
which is easy for me to do it.
then use the same formula but with referring to the common words..
something like:
=INDEX(Products!G:G,MATCH("*"&LEFT(E2,5)&"*"&F2&"*"&G2&"*",Products!G:G,0))
where E2, F2, G2 refers to the categories..
I tried but it gave false results as well.
I urge you in the strongest sense of the word to spend some time creating a good quality master table and then spinning off 1 table for each category.
make use of clean(), trim(), proper(), heck, if you need to copy the data in notepad++ and enable view all symbols then switch between ansi utf utf8 wtf omgwtf or any other encoding to ensure you dont have any hidden special characters than do it.
you have 4 categories, so that's 4 1 column tables. name them. no duplicates. no trash. no junk. sort your data. nice clean names/words/whatever you categorize by. if you absolutely must add an index or key column then go ahead but do yourself a favor and stop there. use a different table to deepen your relationships.
next step is to to create comboboxes. i'm not sure why but the combobox in excel is not the same combobox in the vba editor. you want the one in the editor. you can make a fancy user form or you can make a minimalist text box design. whatever you fancy. just make sure the combobox has a field for RowSource in the properties. for whatever reason i don't get that option if i am not in the vba editor when i create the box.
you're almost gauratneed to want drawmodal = false on every user form you make for these boxes
you probably really don't need more than 4 boxes but it depends what you're doing so that's up to you. name your combo boxes.
verify each box has: matchentry = 1-fmMatchEntryComplete
i recommend: style = 0 - fmStyleDropDownCombo
this will allow you to begin typing and autocomplete the first match and also let you select from a drop down list, starting with the the first match of the name you've typed.
you can set the number of elements in the list. default is 8. if you have a slow computer than i wouldn't push it much. if you have a best then give it a shot.
you can also change fonts for easier reading and a bunch of other format changes.
now the this is the most important part - RowSource will be one of those 4 tables
now that i've given instructions, let me explain why. some businesses don't have the best practices and i'm currently with one that's using an oracle erp solution for data management but the front end isn't used. data entry is done in excel and loaded into oracle using batches. lookups in oracle continue to be a psychological barrier for the ap/ar teams so i did exactly what i suggested here but took it a few steps farther.
i pulled the vendor master and i pulled teh customer master
i cleaned the data and compiles simple pure clean 1 column tables
then i created a form for the comboboxes
first came ap with vendor name
then vendor number
then vendor remittance location
our orderering facility number
selecting a vendor name populates the vendor number box with the possible vendor numbers. same for remittance location and ordering facility
i pulled a year's worth of transaction data and created a gl table. some vendors have only ever used 1 gl acount. some several. there's a % number next to each gl. that represents the value of transactions posted from that vendor to that gl for the last year.
next up a date picker and text boxes for invoice fields.
get it nice and tight on a form, set the tab stops, add a commit button and all of a sudden we have a front end excel platform that performs better than oracle - because people use
i haven't finished the ar side but it'll get done and i'll the angels will be rejoicing and singing my name for years to come.
1:1 matching with autofill and drop down functionality you can't beat it. that's what you get with my suggestion.
best of luck!
I have recently asked this question of google's spreadsheet page.
I a significant data comparison problem I would like to solve. It relates to purchasing books for a Library. We have a catalogue of over 11,000 books. When we order new books we need to compare our proposed purchases to the current stock. Currently we can manually compare them to our catalogue, very laboriously book by book.
We need to do 3 things to make our life easier -
1 easily clean out bad data/characters in the ISBN's - these are either spaces, - (hyphen's) or . (period mark or full stops). A simple formula to run over all ISBN fields would be great.
2 I need to compare data between 1 spreadsheet with 11,000 books in it (current library stock), a second with up to 1000 books in it (currently on order) and finally the third currently active one (about to be ordered) with 50 to 200 books listed in it.
All spreadsheets use the same column configuration as below
Library orders
Title Author Publisher ISBN (long version) US$ UKgpd HK$ Other$ P/O no. Date ordered
UNNATURAL SELECTION MARA HVISTENDAHL Public Affairs Publishing; Reprint edition (May 1, 2012) 978610391511
Finally, the out put of these comparisons should quickly and easily identify on what lines we have matches. and what type of match it is, Author only, Author and Title, or Author, title and ISBN etc for all the possible combinations. To make this easier assume spreadsheet 1 is an unalterable master table, with spreadsheet two similar. It is really only on Spreadsheet 3 we need to be clear if we are starting to reorder materials.
If it is possible to have these as different sheets in a workbook it would be ideal. The only additional feature is that any scripts that run need to be able to cope with spreadsheet 1 increasing in size as new acquisitions arrive and are included. Both spreadsheets 2 and 3 will vary (increase and decrease) as the ordering process proceeds.
Finally the absolute ideal would be for this comparison process to be instant (live) and ongoing as data is included.
If anyone would like to take this on 3 Library staff will be eternally grateful.
regards
Nick
This would be very much easier had you one sheet rather than three (simply add a column to each existing sheet to show whether in stock, on order or to be ordered – three individual letters would be sufficient, then append each of the smaller two files to the largest). Then for example you could apply Conditional Formatting to highlight duplicates one column at a time (Author, Title etc). Apart from the initial data cleansing it would mean in the future switching ‘between sheets’ would merely involve changing a one-letter flag. Filtering would allow you and your colleagues to appear to have three separate sheets and if anyone asks for a particular Title the search would be one-time, not in triplicate.
Also, http://www.microsoft.com/en-gb/download/details.aspx?id=15011 may be of interest, also =SUBSTITUTE.And with data validation you would prevent entry of a new ISBN that already is in your list.
It is quite an in depth excel sheet (to me) so here is a link to it: https://dl.dropboxusercontent.com/u/19122839/Movies.xlsm
On the Filters sheet, I have a search feature. This allows you to put in different genres, years, etc. and will pull up results.
The genre part does not seem to be working correctly for some reason.
In the movie_genres sheet, there is a Genre Equals and Genre Count column that seem to be marking the information correctly, but when you go to the movies sheet, the Matches Genre column does not. I use this function:
=INDEX(Genres[Genre Count],MATCH(Movies[[#This Row],[ID]],Genres[ID],0))
Which, to me, should pull the Genre Count, but in the case where there are more than one genre (I used Blank Check as an example in this case), it doesn't mark it as a 1. How can I make it so that this gets corrected.
For example, if you add the Comedy as a second genre, it pulls up more results than if you only have Family. I think I just need a fresh pair of eyes looking at this and it is probably something dumb, but any help would be great.
I believe I need to make it so that the index/match function I use in Movies[Matches Genre] will work as long as there is a 1 in Genres[Genre Count] for that ID. It only seems to work if there is a 1 in the first instance of the ID.
EDIT: I have added in a COUNT feature to better explain what I am talking about. With only Family as a genre, it shows there are 10 results, but when you add Comedy as a second genre, you get 40 results. This number should never go up as you add genres.
Perhaps try using SUMIF like this
=SUMIF(Genres[ID],[#ID],Genres[Genre Count])
If one movie might have several 1s but you only want 1 maximum then change to
=IF(SUMIF(Genres[ID],[#ID],Genres[Genre Count])>0,1,0)