Combining Columns in a Lotus Notes View - lotus-notes

Is there an equivalent of GROUP BY statement in a Lotus Notes view?
Currently my table is laid out like this:
| JOB # | SHIP DATE 1 | MODULE 1 | SHIP DATE 2 | MODULE 2 |
| 111 | APRIL 2013 | 123-XYZ | APRIL 2013 | 654-ABC |
to this (/ stands for a twistie):
\/|SHIP DATES|
|MODULE 1|
|MODULE 2|
The final output would look something like:
\/|April 2013|
123-XYZ (this record would be from MODULE 1)
654-ABC (this record would be from MODULE 2)
\/|June 2013|
876-DEF (this record is from MODULE 1, since there is no ship date for MODULE 2 in this month/year only one job appears)
Is there any way I could merge the ship date columns together?

Categorization of views is the closest equivalent to "Group by" in a Notes view. So you're on the right track using a categorized view (i.e. the categories are the rows at the twistie level)
You should be able to achieve this using the setting "Show multiple values as separate entries" in your view. Set the Module column's formula to be
Module1:Module2
That means the value of that column is a multi-value list with two entries, the value of module1 and the value of module2.
For your categorized column formula, you should be able to use
#Unique(ShipDate1:ShipDate2);
to get the column to show the ship dates.

In the Ship Dates column you can "merge" the two fields by combining them with a colon. So if the two fields are called ShipDate1 and ShipDate2 the column formula is:
ShipDate1:ShipDate2
You also have to mark this property on the column:

Related

Dual criteria data validation in Excel

Unlike the other questions posted with this topic, my criteria are not simple comparators. I want a dropdown list that includes all values in one named table excluding those values that meet another criteria. For instance a table includes employee names in one column and vacation dates in another column. I want the data validation to allow a list of employees who are not on vacation for a variable date drawn from another cell. The general method seems to be to create additional tables where the secondary criteria (in this case date) is the column header populated by items from the first list that satisfy some criteria. It seems impractical to create 365 tables named for each date and populated by rows of employees from the first table that have not requested that date off. Is there another way to accomplish this?
Sample Data:
| Employee| Vacation Dates | | work on 1/26/20 |
_____________________________ ___________________
| Bob | 1/26/20, 1/27/20| | <allow only |
| Mike | 2/20/20, 2/21/20| | Mike or Cindy> |
| Cindy | 2/20/20, 1/28/20|
Had to transpose my thinking. Rather than a table for each date, I can have a vacation table for each employee. The validation formula has to be a custom validation rather than a list, so no drop down selection list is available, but it will work. Error message also cannot discriminate which criteria is being violated -- name not on employee list versus name from employee list who is on vacation. Would be great if validation worked like conditional formatting with different rules applied in sequence.
| Employee| Bob | Mike | Cindy | | 1/26/20 |
____________________________________| ___________
| Bob |1/26/20| 2/20/20 |2/20/20| | |
| Mike |1/27/20| 2/21/20 |1/28/20| | |
| Cindy |
The validation formula for the "1/26/20" column (F in the scheme above) would be
=AND(COUNTIF($A$2:$A$4,F2)>0,COUNTIF(INDIRECT(ADDRESS(2,MATCH(F2,$B$1:$D$1,0)+1)):INDIRECT(ADDRESS(3,MATCH(G2,$B$1:$D$1,0)+1)),F1)<1)

Excel: how to group and then sort groups in a custom order?

I have a table of data, I want to group this data and then sort the groups of rows in a custom way.
Example:
I have a table of data like this:
key | group
-------------
BC.AA | BC
AA.AA | AA
CC.DE | CC
AA.CD | AA
And a list of groups like this
group | no. of items
-------------------
BC | 1
CC | 1
AA | 2
How do I create a new table where the rows of the first table are grouped and ordered in the same way the second table is ordered. So like this:
key | group
-------------
BC.AA | BC
CC.DE | CC
AA.CD | AA
AA.AA | AA
I like to do this with excel formulas, so it updates automatically when the original table is changed. I hope to avoid using macros, but I could write a custom excel worksheet formula.
You could add a column to your first table of =MATCH(B1, GroupSheet!A:A), which will just return the corresponding row in GroupSheet that matches your group column, and sort by that.
You can do this in Excel 2010 by selecting the data you want to sort, going to the Data tab, clicking the Sort icon and then choosing Custom List... under Order. This will be fine for small sorts, but you might need something more powerful for longer lists...

PivotTable allows Skill filter and shows distribution of each Skill level

I have an Excel sheet set up basically with the first two columns as a person's name and their ID. Then the rest of the columns are title of a skill. The values of the table are basically the skill levels (0-4). So it looks like:
| Name | ID | Skill 1 | Skill 2|
| Jane | 01 | 3 | 4 |
I was wondering how I can use pivot tables to make it so that I have a column where I can I select in the dropdown the "Skill" and in that column would be 0, 1, 2, 3, 4 then the column next to it shows the Count of how many people put 0 for that skill etc.
Right now I have it like that but only one skill and if I wanted to change to a different skill, I have to manually change the pivot table row label. I was hoping to just change it within the pivot table itself.
I could rearrange the data to make this work but I'm having trouble conceptualizing how the data should be organized for this.
Is this doable in Excel?
Normally for pivot tables you want the data in a format more like this
Name ID Skill# Skill Value
Jane 01 1 3
Jane 01 2 4
Then you would be able to show what you want in the pivot table. You could then use report filters or column labels (with filters) to only show skill# 1 or skill#2.

Recreating a non-straightforward Excel 'vlookup'

I'm looking for some thoughts on how you might recreate a 'vlookup' that I currently do in excel.
I have two tables: Data contains a list of datetime values; DateConverter; contains a list of calendar dates and their associated "network dates." Imagine for a business - not every day is a workday, so if I want to calculate differences in dates, I'm most interested in the number of work days that elapsed between my two dates.
Here is what the data might look like:
Data Table DateConverter Table
================= ===================
| Datetime | | Calendar date | Netowrk date |
| ------------- | | ------------- | ------------ |
| 6-1-15 8:00a | | 6-1-15 | 1000 |
| 6-2-15 1:00p | | 6-2-15 | 1001 |
| 6-3-15 7:00a | | 6-3-15 | 1002 |
| 6-10-15 3:00p | | 6-4-15 | 1003 |
| 6-15-15 1:00p | | 6-5-15 | 1004 |
| 6-12-15 2:00a | | 6-8-15 | 1005 | // Skips the weekend
| ... | | ... | ... |
In excel, I can easily map in the network date for each date in the Datetime field with a variant of vlookup:
// Assume that Datetime values are in Column A, Calendar date values in
// Column C, Network date values in Column D - this formula fills Column B
// Headers are in row 1 - first values are in row 2
B2=OFFSET($D$1,COUNTIFS($C:$C,"<"&A2),)
The formula counts the dates that are less than the lookup value (using countifs because the values in the search array are dates, and the search value is datetime) and returns the associate network date.
Is there a way to do this in Tableau? Will it require a calculated field or can I do this with some kind of join?
Thanks in advance for the help! Let me know if there is anything I can clarify. Thanks!
If the tables are on the same data server, you have the option to use joins, which is usually the most efficient way to combine information from different tables. If the tables are on different servers or platforms, then you can't use a single query to join them.
In either case, you can use Tableau data blending, which is sort of like a client-side join of aggregated results from multiple queries. Its a pretty useful technique, but a little more complex and restricted and also usually less efficient than a server side join.
So if you have the option to have both tables on the same server, start with that. It will be simpler and likely faster.
Note if you are going to use a date as a join key, you probably want to define it is a date and not a datetime.
#alex-blakemore's response would normally be adequate, but if you can change the schema, you could simply add the network date to the DataTable. The hourly granularity should not cause excessive growth and you don't need to navigate the joining.
Then, instead of counting rows and requiring a sorted table, simply subtract the Network date from each other and add 1.

Export records to excel sheet

I've got a table in access looking like this,
Category | Subcategory | Userdate (mm/dd/yyyy) | Color
I want to export this to an excel file where the Categories and Subcategories will be placed in column A and B respectively. However the Colors will be placed by month (Userdate), 12 months meaning Columns from C to N. So what I want to do is place the records from colors in different columns depending on the month (Userdate).
What is the best way to go about doing this? Create a recordset and loop through it? I reckon this will be a bit slow when rows exceed the 40k which is possible.
I could also make the table have Month columns like:
Category | Subcategory | January | February | etc...
So I could just export it just like that but seems to me that's just a bad way of making a table.
it sounds like you want a crosstab query:
TRANSFORM First(Table1.Colour) AS AColour
SELECT Table1.Category, Table1.Subcategory
FROM Table1
GROUP BY Table1.Category, Table1.Subcategory
PIVOT Format([Userdate],"mm-mmm");
You can transfer to Excel programmatically with DoCmd.TransferSpreadSheet

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