This is a multi-tiered project. Let me give a quick overview. I have attendance data, card/ timestamp punches. I would like to have a pivot table with slicers in Excel. Ideally you'd be able to choose a department / last name / associate number. And also a period of time. Ideally this would be a table with the company period/week. And maybe default to last weeks.
I can get at timecard data in two ways:
(1) generate a CSV that automatically performs the timecard math, to figure out how many hours someone worked and it is smart enough to understand 3rd shift workers. The format of that CSV is:
Last Name, First Name, Personnel Type, Associate Number, Facility, Department, TimeIn, TimeOut, Total Hours
The problem with this method is that I would have to manually append the information to the CSV tables. Or come up with some autoIT script.
(2) Get at the raw data via sql/odbc. This way the math is not done. It is just all of the associates timestamps. I would have to figure up the daily hours myself and figure out a 3rd shift formula too. It is not a set schedule, many people swing shifts and others get called in a lot.
Lastly, I would like to be able to filter the dates by using our company fiscal calendar. I have a spreadsheet that goes from 2000 to 2093. With everyday listed and it's corresponding year/period/week.
Example period info spreadsheet:
date Year Period week WeekTotal Period Total
12/3/2007 2008 1 1 2008.1.1 2008.1
12/4/2007 2008 1 1 2008.1.1 2008.1
I know there is a lot going on here, but what would be the best way to approach this project?
First I have not been able to post any script however the last I tried it I used two options 1. Was a php conversion where the time was numbers ( which makes it easier for calculations)
2. Was in the tables where I deliberately entered the values places the time in different columns or fields for hours, mins, and seconds this meant that while the input is eased I still have to calculate the output in php especially for totals, averages and differences.
Hope it helps a bit
Related
I have a workbook containing several thousand records. Each day the raw data is refreshed by downloading a master file from a central system and saving over the existing file. I need to create something that will count the number of records that match a certain criteria (i.e. how many belong to my department) and store the number in a table each day, i.e. Monday X, Tuesday Y, Wednesday Z etc.
Many years ago a colleague developed a macro to do this by opening the source file and copying the source data into a new file, but it is also programmed to produce several other MI reports within the same macro that are no longer needed, the VBA code is extremely long and complex and the whole process takes around 2 hours each day.
I'm fairly new to Power Query, but I know I can import the data in seconds and use a simple Countif to tell me what I need to know, but obviously once the data refreshes the following day the value from the Countif will update too. Instead, I need to store the values of the previous days and weeks to retain the count in one cell and the newly refreshed value in another. It also needs to be something very simple that a complete beginner could update at the click of a button to automate the process.
Can anyone suggest the best way to do this? Thank you in advance
I work for an organization and I am working on a way to better organize our part numbers that have expiration dates. I've started off by making an Excel sheet that has the part number multiple times based on the expiration date and then had the matching quantities of that expiration date. What im trying to do is what you always do in life, if something is going to go bad use up the one that will expire first. But now trying to do this in an excel table automatically. This is my Ex: my master log where they will put in the Part#, expiration date, and quantity, this is where most info will be pulled from.
I am now on to taking away our companies forecasted usage of these parts away from these quantities to show an overall usage over the months and pairing the intersecting expiration dates. I’ve got the Usage by using a pivot table to total these part numbers quantities. And I’ve made a chart mapping the overall usage to part quantity forecast with it being flagged if the expiration date interferes with the actual date. This is the forcasting for what we plan to use of each part #
This is me subtracting the usage number from the inventory of those part numbers and it being flagged when it expires.
=IF((IF((VLOOKUP($F60,Expires!$1:$1048576, 10, FALSE))<Sheet1!G$58, "Bad", "Good"))="good", T33, "Expired")
I used this function, my vlookup pulling from my first sheet and pulling the part numbers expiration date and if it is <the date up top (9/1,10/1 etc.) then it will be flagged as expired and wont even show the usage. T33 is simply pulling the fromual from another table which is just quantity- usage. Please lmk if this looks right my vlookup turns out pulls the latest expiration date from the multiple part #s.
But that is with total quantities, not separated based on the part number expiration dates. What I am wondering is how can I make a table like this but subtracts the usage from quantity of the part number that will expire first? Then after that quantity hits zero it takes away the usage from the next one due to expire? But also I want the Numbers to be able to auto populate from the sheet where the user enters the data (master log).
So this is what it will be doing and will look like the table above multiple of the same part number. Whats happening now
But needs to look like this Final table and add the part number to the list and quantity as they are entered in the master log. I was trying to do a Vlookup(MIN and take the part number from the other table based on the lowest expiration date first but I don’t think excel is capable of that, I’m not sure here.
Please help, thank you!
I have a spreadsheet which has employee working times, listed as Sat-In and Sat-Out for a specific date. The employee shift spans several ours and each "In-Out" period is recorded as a separate line which means the time between the Sat-Out and the next Sat-In means the employee is on a break. I also calculate the time, in minutes of each "sitting" period.
What I can't seem to figure out is how to add a formula which takes the data and further refines it in this manner:
1. I have a core period of 1030-1530, as an example, which is the busy time and requires the maximum employee coverage. The shifts of employees generally spans this core, but in some cases their shift may start or end in the core.
2. I want to calculate how many minutes the employee worked within the core only. I can obviously do this manually using the data, but a formula would be preferred, if possible.
3. As an example, if a person sat-in at 1445 and sat-out at 1545, the core time calculation would be 45 minutes (1445-1530).
I've attached a snapshot of the data to help my explanation.
FYI - the information is pulled from a database as JSON data and converted to excel. I'm not very familiar with JavaScript, but if someone knows a way to do it programatically, I'm willing to give it a try and learn.
Thanks!
![excel]: https://photos.app.goo.gl/dRSTE72CXNa18RzP8
In below example I've used: =MAX(0,MIN($O$2,H2)-MAX($O$1,G2)), and formatted like [mm].
In Excel, units are days, so if you want to calculate the amount of minutes between two timestamps, you need to subtract both and multiply the differencee by 24*60 (being the amount of minutes in one day).
E.g. You start working at 09:07 (cell B2), and finish at 18:07 (cell B3), having a 45-minutes break. Then the time you worked in minutes, is:
=(B3-B2)*24*60-45
Make sure the cell formatting is correct (general), you'll get : 495.
How do I filter data for specific individual dates in a PivotTable? The input is changed on a weekly basis and therefore the specific desired dates will change every week. I have data for every business day. And I want to retrieve data from the most recent business day, 5 business days before that, 30 business days before that and 90 business days before that. How do I go about this?
Sound like you want an 'Aging Report' If you Google on 'Excel Aging Report', you should be able to find something. use of TODAY() in formula is part of answer. I also did something similar here. It didn't involve Pivot tables.. But it should help you on your way.
You might want to check out the code in my answer at Filtering pivot table with vba
That code lets you programatically filter a Pivot RowField or ColumnField by specifying an interval type (e.g. days, weeks, months, quarters, years) as well as an interval count (e.g. 7, -7). It has an optional argument vRelativeTo field which counts back/foward from the youngest/oldest item depending on whether lNumber is positive/negative.
It leverages off the inbuilt DateFilters functionality, and as such does not
work on RowFields.
I have a table that tracks the dispatching of personnel. The table has the employee name and the date the person went out and the date they returned.
The table has hundreds of entries from 1988 to current.
In Excel I track the cumulative count per day (of the year) of how many people have been sent out, and I also track the number of people out on any given day. The table lists the Month & Day in the first column (every day of the year, including leap days) and the years on the first row. There is data for every date (a zero is entered until the first person is sent out that year, then starts counting up as there are more dispatches, or in the case of the number of people out each day, it will show zero if no one is out that day or if there were, say 5 people out, it would show "5" for that day). I then use the data in Excel to construct a graph that shows the number of dispatches on the y axis and the day of the year on the x axis (along with the current year’s number, the average number and the max over the 27 year history). Currently I just track this manually (I just keep a running count of each and enter it in manually in Excel.) I would like to build a query of my Access data that would return the same information that I could import into my Excel spreadsheet. One query that would show the day & month in the first column and the years along the top row and for each day show a cumulative count for that year of how many people have been sent out. Another query that has the day & month in the first column and the years along the top and a count of how many people were out for that particular day for that particular year. There shouldn't be any gaps (every day has data, even if it is "0"). I would then import those queries into Excel to replace my manual tracking that I am doing now.
I know how to construct the Excel stuff (I have that running already), and how to import info from Access to Excel, what I need to know is how to construct these 2 Access queries.
Any help/ideas on how to construct those 2 queries would be greatly appreciated!
I'd recommend that you migrate this app to a web based solution that uses a real database - SQL Server or MySQL, not Access.
"Desk drawer software" is what I call homegrown apps that someone creates for themselves to perform some small task that eventually become integral to running a business and grow out of hand. Your truck factor is 1: if anything happened to you, no one would know how to do this function. The software may not be backed up or checked into a source code management system. There's no QA. There's no way to migrate new features to production: if you alter the app, then that is what you have.
I'd recommend a web app to mitigate all the risks I've described:
You have to deploy a web app to a server, which takes it off your desktop and puts it in a central place where anyone who's authorized can access it.
Separates database from display issues.
Makes you think about how to archive historical data. Partitioning by year makes sense.
Likely you'll put this in a source code management system like Subversion or Git.