I'm not a developer but I'm supposed to create a report by C.R., so excuse me in advance if it is an obvious question for you, and please keep in mind that I'm a real beginner.
I have a job composed of 3 different workings (3 out of 5, which is the maximum workings I can have for a job).
In my SQL database, the table.field corresponding to those workings is job.phase, so when I put, in my report details, the field "job.phase", I get 3 rows for that job.
The point is that my report printout always has to show 5 different text objects (one below the other), corresponding to the descriptions of all the 5 possible table.field-records, and a 'X' should appear next to text objects when each one of the workings listed there is a part of my job (otherwise nothing should appear).
What I have done is the following:
- created a subreport containing the "job.phase" field
- put it near my first text object
- specified in my subreport the following "show string" formula:
if job.phase = 'working1' then 'X' else ''
and it works: a X appears if working1 is part of my job, nothing appears if working1 is not part of my job.
Then I have created 4 subreports more, equal to the first one, and specified the same for job.phase = working2, working3, working4 and working5, BUT, after doing that, no X is shown (even though working 1, 2 and 3 are part of my job)...
Is there anybody who can help me, please? It's so frustrating...
Using subreports for something like this is overkill for what you're trying to do and could be causing any number of things to behave badly. I'd recommend you abandon that idea. Here's how I would do it:
The first thing you'll want to do is group by job (if more than one will appear in your report, which I'll assume it will). The Group Footer section is where you can display the labels and Xs. You'll need to create 5 formulas as you did before if {job.phase} = "working1" then "X", one for each of the phases/workings. Drop all 5 of those formulas into the Details section of the report and then suppress that entire section so that it doesn't display.
To show the Xs, you can use a Maximum summary in the Group Footer for each of the five formulas you created. To do this, right-click each of the formulas in turn, select Insert -> Summary. Choose Maximum as the summary, and "Group 1" (Your job ID or whatever field you are using to group the job) as the Location. That will insert a field into the Group Footer that will display an X when that particular working is specified for the job, otherwise it won't display anything. Move them to display next to the appropriate label/text field and you're done.
Related
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 been working on a small project. I am trying to display all the results in the same row without NULL values. I've written a small expression to remove the Null values already "=IIF(IsNothing(Fields!RegisterNo.Value),True,False)". However, the rows seem to be moving one level down as it is displayed in the picture ResultMatrix1. I want the results to be on the same level. Can you please tell me if this is possible and how I can achieve it. Is it something to do with the groupings or something else?
Design Groupings
By default, when you create a table, there is a Row Group called "Details" that is not actually grouped by anything. This causes it to produce one row for each row from the dataset. Since you are trying to group these, you need to make sure that innermost group is grouped by your Staff Ref No.
In the lower-right cell, you may need to change the expression to use a Max function. This will simply avoid arbitrarily showing blanks when they happen to be sorted before a real value within that group.
I'm not a coder, just someone who uses excel for basic estimating functions at work. However I've found myself in need of a complex list or index system.
Background/Intent: (Skip below if doesn't matter.) In an apartment building construction they build buildings like opened books - mirror images of 2 bed 2 bath apartments, for example. There is a standard "typical" unit and then the mirror image across the hall, the "reverse" unit. The door swings are all opposite from one to the other. My job is to figure out how to give each door a unique identifier code based on: Bldg No., Unit Type, Door No., Door Swing (left or right.) The raw data tables are provided below.
I've attempted to clean this up as much as possible, but there are two steps (I think) to this process.
Step 1:
The raw data table is on the left. My output field is on the right. I want to be able to select a drag down box, like data validation list, and select the building. Then a formula (which one?) spits out a list of every unit type per building. For example, Bldg 5 has 2 each of "A1 Typ." How do I get the formula to recognize that if there are 2 of them, to produce 2 separate lines for "A1 Typ." And so on and so forth until all 41 occurences/units have been accounted for and labeled appropriately. Some occur once, some multiple times, and some zero.
Step 1
From there, Step 2.
I want to use this output field again to automate another sequence, this time pulling from a different table, see picture. Now, depending on the unit type under the "type" column, I want it to expand each unit type showing each indivudual door number (1,2,3 etc through 12) and if it's an L (LH) or R (RH), and if there is more than one, to list out each occurence. (what formula?)
Then the decriptor text that will pop up under "DOOR LABEL" column would just be a joining of several fields to give a unique identifier. (suggestions?)
Step 2.
Easy right? Is this too much for excel, or can this be done?
Thanks so much for considering helping me out!
Lets say I have the data about some kind of requests.
I have column determining request's creation date.
I wish to show the requestes Trellis'ed by this date but not the standard way.
I wish all the requests with creation date older than 2013-01-01 to be grouppped in one trellis graph.
I also would like to retain the possibility to have information on both year and quarter level as it is available for typical date column.
The image below show sth similar to what I need but the Empty section comes as the last one and I need it with different label and on the left hand side rather than as it is now on the right hand side.
Any ideas ?
my suggestion is to make two visualizations. you can duplicate the one you've already created and then limit its data by editing the properties for that vis, viewing the Data page, and using the Limit data using expression field, giving an expression like [Date Column] < "2013-01-01". you'd do the same on the second vis except use an expression like [Date Column] >= "2013-01-01".
the easiest way to change (Empty) to "something" is to not leave it empty :) you can create a calculated column with the expression If([Column] is null, "Custom Empty", [Column]) and then use that on the horizontal axis. alternatively you can hide (Empty) values from a visualization by limiting the visualization by an expression like [Column] is not null.
you can adjust the order which values are shown by going to the Edit menu and choosing Column Properties. choose the column, click the Sort Order tab, select Custom Sort Order, and click Configure.
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.