I am not a programmer but I have to create an expense form for traveling. It has to be in PDF format (preferably Adobe Acrobat editable). I created the form with Excel and exported it to Adobe but, of course, the formulas do not transfer.
I have 3 pages that are identical for calculating travel expenses with the only difference being there is one extra cell on the first page that calculates totals from each page to a grand total. Sounds easy. All the pages calculate individually with no problem but I cannot reference the totals from the individual pages to the first page where the grand total is.
I am using Adobe LiveCycle because it "simplifies" the programming process for people like me. It has worked great so far but this is the only thing problem I am having and the only thing holding me from using the form.
All three pages are in the same document. When I use FormCalc for the totals within each page, it works great:
topmostSubform.Page1.P1TotalGrand::calculate - (FormCalc, client)
$=P1MileageTotal+P1TransAirTotal+P1CarRenTotal+P1HotelTotal+P1AllowTotal+P1PhoneTotal+P1MIETotal+P1BusMealTotal+P1OtherTotal
If I go to the next page, it looks like this:
topmostSubform.Page2.P1TotalGrand::calculate - (FormCalc, client)
$=P1MileageTotal+P1TransAirTotal+P1CarRenTotal+P1HotelTotal+P1AllowTotal+P1PhoneTotal+P1MIETotal+P1BusMealTotal+P1OtherTotal
I just want to be able to add them together. When I try, it doesn't recognize the 2nd page and I don't know why. The form is pretty basic and I would really appreciate any help. If you need any additional information, I'll be glad to oblige.
I believe you can do it. There should be many ways and I am a newbie too so here are two ways...
If you want grand total of 2 pages - does not matter on which page you want it, the formula should be like
topmostSubform.Page1.P1GREATTotalGrand::calculate - (FormCalc, client)
$=P1TotalGrand+P2TotalGrand
The trick is to select both by press and hold Ctrl Key, then select the field you want to select rather then type in. this should solve the problem.
If you want the total to be at page one.
Make the P2GreatTotalGrand to be a global data and create the same data field on page one and add this new one and one already on page one to get the grand total on page one.
Related
Ideally this file will take an Order number and based on certain column aspects feed it into the respective tab. (For Reference we will be taking data from a car repair shop to determine if the car being worked on has been scheduled for drop off, at the shop, or completed and left the shop.
For Example we will have an Order number for every Car we work on, this car will have a Date Started & date Completed. Based on these criteria it will take the Order Number and drop it into the correct Tab and the rest of the data will populate with xlookup (or up for something better to try). So as the life of the product is updated it flows to the appropriate tabs.
Data Tab --> Comprehensive List of all Cars(including cars not scheduled) --> Cars being worked on --> Completed Cars
I figured 90% of this can be solved using xlookup and IF statements but where I get stumped is how do I pull the specific Order Numbers into the respective tabs from the Data tab.
I am aware that I need to create a formula to check if a car has been scheduled for drop off vs it being finish so it doesn't find it's way into the complete tab but that should be easy once I am able to pull Order number's into the file.
Not Necessarily looking for an answer but some topics/videos to point me in the right direction:)
I have tried just pasting the data and xlookup the details from the Order Number but that just brings back the manual aspect of the workbook.
the way i am thinking about this is java terms would be:
If(order # = In Shop)
RO# Populates into "cars being Worked on" Tab
but for each tab
Am I going to need to use VBA/Macro to get the desired result or is there something simpler I am missing?
Not Necessarily looking for an answer but some topics/videos to point me in the right direction:)
If you don't want to build a VBA implementation, I'd look into using Power Query. I find Power Query to be a pretty low barrier tool as it has quite an intuitive UI and loads of material on the web.
This implementation would most likely have an input table on one tab and then the other tabs (WIP, Completed, etc.) would be connected to this input table.
Could somebody please help me create a search feature in Excel, intended as a contact lookup? I'm reasonably comfortable in Excel up to 2016 but have no VBA knowledge so I hope this can be done without it. Using Excel 365 and it will be published to Sharepoint to specific users. I know it's poor practice on here to rely on sample data so I'll do my best to explain with a couple of screenshots.
Situation:
I have a raw data sheet containing 50,000 rows (CustomerName, ID, City, Country, EmailAddress etc). Our sales team need to look up contact details but only if they know the customer's name, or part thereof.
I need to hide the underlying data but a rudimentary system is acceptable, we just don't want to serve it up on a platter. The basic shove-it-under-the-mattress method by making it all white text; lock all cells; hide all rows and columns; password protect and hide the sheet is fine for now - no one will be determined enough to start picking that apart.
I've searched here and while there are similar results, nothing really fits perfectly. The most suitable so far was on extendoffice which doesn't quite suffice (will put link in attachment). It utilises SEARCH, RANK, ROW and VLOOKUP functions, the interaction of which I don't entirely understand, but it works.
Interim steps for the lookup function on sheet "Search"
Issues with current concept:
There's no discernable order to the results. The RANK and ROW functions seem to randomly assign ranks, and when you get 50+ results with no way of sorting it will be frustrating.
Whenever one person queries it undoes the last person's search. Expected, but not nice
Partial string search with results unsorted
Additionally:
This doc will be on Sharepoint, directly accessible by ~20 people. Ideally, when one person searches it won't change on someone else's screen
Results should appear alphabetically by customer name
Nice to haves:
Add another criteria to search by. Eg City or Account Manager - doesn't have to stack
Select and copy the contents of a cell (eg email address), but not allow editing of the value or formula. If not possible I'll leave the cells completely locked as the trade-off of accidentally overriding a formula is not worth it.
Any help would be super appreciated
I have a calculated column in SharePoint On-Premises that shows the number of days till a due date which works perfectly for a day or so then stops calculating, but if I go to the list settings and click the column and click ok then it calculates again?
Has anyone experienced an issue similar to this. I had this issue in both 2013 but within a few weeks moved to 2016 and still the same issue.
I've tried " " blank and also "" empty so not sure if that is causing the issue??
Is it a problem with the formula?
Here is the formula:
=IF(ISBLANK([Due Date])," ",
IF(ISERROR(DATEDIF(NOW(),[Due Date],"d"))," ",DATEDIF(NOW(),[Due Date],"d")))
Calculated columns cannot contain volatile functions, which includes those that depend on the current date.
The values in SharePoint columns--even in calculated columns--are stored in SharePoint's underlying SQL Server database.
The calculations in calculated columns are not performed upon page load; rather, they are recalculated only whenever an item is changed (in which case the formula is recalculated just for that specific item), or whenever the column formula is changed (in which case the formula is recalculated for all items).
If you need to show a dynamic value that changes with the passage of time, you have a few alternatives.
Client-Side Rendering
Consider using client-side rendering which lets you use JavaScript to dynamically determine how records in a list view are displayed. This JavaScript runs upon page load, so it can handle current time-dependent values much better than a calculated column.
To use client-side rendering, you create a JavaScript file that controls how the view displays. You upload that file to somewhere on SharePoint where people will have at least Read access to it, then edit the list view web part that you want to display differently and set its "JSLink" property to point to your JavaScript file.
Check out this answer for an example of using a JSLink file to spoof a dynamic date field.
Microsoft also provides some documentation here but I think they do more work than is necessary (creating an entire new list definition project in Visual Studio for their example instead of just creating a JSLink JavaScript file for an existing list).
Other Options
A few other options are mentioned in the older question linked above:
Conditional Formatting: You can apply conditional formatting to highlight records that meet certain criteria. This can be done using SharePoint Designer or HTML/JavaScript.
Filtered List views: Since views of lists are queried and generated in real time, you can use volatile values in list view filters. You can set up a list view web part that only shows items where Created is equal to [Today]. Since you can place multiple list view web parts on one page, you could have one section for today's items, and another web part for all the other items, giving you a visual separation.
A workflow, timer job, or scheduled task: You can use a repeating process to set the value of a normal (non-calculated) column on a daily basis. You need to be careful with this approach to ensure good performance; you wouldn't want it to query for and update every item in the list if the list has surpassed the list view threshold, for example.
To expand on the Filtered List Views option, you can have a view that shows only items that are due within a certain number of days. For example, you can display all the items due within 7 days by filtering where the Due Date field is less than [Today]+7 and Due Date is greater than or equal to [Today]. You could also sort the view to show the items with earlier due dates closer to the top.
I may be trying to do the impossible. What I need is to dynamically set the PrintTitleRows for each printed page in Excel. My worksheet is created dynamically and there are multiple (yet similar) sections of different row lengths and I want to show the section name and description titles on the top of the following page if the section overflows to multiple pages. The section names will not always be the same though the column titles will. The section name is on the row above the description titles.
Section name and description titles
Currently, I am calling my PageSettings sub and then executing the ExportAsFixedFormat, so I am guessing this can't be done.
I have spent the last few hours searching the Microsoft site, Stackoverflow.com and the web in general with no questions or hits related to this question.
Thanks in advance for any insight you may have.
The answer in no and is based on my experience. The PrintTitleRows and PrintTitleColumns are a one time setting which I did in my PageSettings sub. Once ExportAsFixedFormat starts running, it never hits the PageSettings sub again.
PrintTitleRows is a one time setting that places the same row (or rows) at the top of every printed page but I needed different rows.
The best I found way to achieve this is to add the necessary rows to the worksheet after each page break to make the report look the way I want when printed. I then hide these header rows from the user and display them when I print.
I am retrieving a list of values from a sharepoint list, which works well but my problem is that it only retrieves the first 100 records. there are currently 500 records that should be available.
Scenario: I have two comboboxes on an infopath form:
A List of Locations
A list of areas within the locations
the list of locations will filter the list of areas but as infopath seems to only retrieve the first 100 records so most of the locations do not show any areas as there is nothing to filter.
By design, the query will only return the first page of results from the default view for the list. Change the item limit for the default view in SharePoint, and you'll change the returned values for InfoPath.
EDIT (links from my comments, here for greater readability):
Here are sources describing this fix in MSDN forum (scroll to the bottom), a blog comment that describes the SharePoint setting step-by-step, one with a screen cap of the somewhat counter-intuitive interface, and another describing performance implications on the server side.
Hope this helps.
Just documenting what I have discovered trying to resolve the problem. I have not been able to change the default view as yet as I dont have the permission to. That should change though.
One possible workaround I have found is that you can export the list to Excel which contains all the data that I was looking for. the file that sharepoint produces is an Excel Query file like "export.iqy". You can save and open the file in notepad. which will look something like the following
WEB
1
http://SharepointSite/_vti_bin/owssvr.dll?XMLDATA=1&List={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}&View={8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}&RowLimit=0&RootFolder=%2fLists%2fSharepoint%20Sites
Selection={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}-{8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}
EditWebPage=
Formatting=None
PreFormattedTextToColumns=True
ConsecutiveDelimitersAsOne=True
SingleBlockTextImport=False
DisableDateRecognition=False
DisableRedirections=False
SharePointApplication=http://SharepointSite/_vti_bin
SharePointListView={8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}
SharePointListName={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}
RootFolder=/Lists/My list
You can take the third line which is -
http://SharepointSite/_vti_bin/owssvr.dll?XMLDATA=1&List={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}&View={8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}&RowLimit=0&RootFolder=%2fLists%2fSharepoint%20Sites
And use that to retrieve the complete list. I added an new receive data connection, selected an xml document and added the above URL.
It is not formated particullary nice but it will return all the data that I was expecting.
I think that Argalatyr solution is much simpler at this point, but it depends on if i am able to get the default view changed.
there is yet one workaround of this without such hardcoding. If you open Query editor, then you have there available ribbon with menu items. Open "Home" -> "Select top rows" and enter there some realy high number (I have in my list 596 rows, so I entered there as limit of top rows 20000 and I got whole list).
Sorry, I don't have available English version of Excel, so I cannot add screenshots.
enter image description here