Been banging my head against the keyboard on this one.
I'm trying to create a dynamic Line Graph based on the below data and I'd like to avoid using VBA, if possible:
The "Title" column is the clients to display and the Date values make up the lines. There could be 3 clients or there could be 12. It varies. There are formulas going 30 rows down from the title row all the way through to "26-Dec" pulling from a raw data list, so those blank rows below TMKOMS actually have formulas in them.
I want a dynamic range that includes only the clients that are visible in the Title column.
On the Line Graph, I want a way to be able to select which client(s) to display (ie. drop-down boxes, check boxes or something).
I also need the Date range of values to dynamically capture "3-Jan" up to the year-to-date (eg. "21-Mar"), so that the Line Graph will only display up to 21-Mar. It would also be nice to have a way for users to select any one of the dates from a drop-down, but if the drop-down is blank, the dynamic range reverts to the year-to-date automatically.
Any help would be greatly appreciated.
I ended up solving all this by breaking down and using VBA to set autofilters.
Related
I created a pivot table in SQL that has report names along the left side, and hours (00:00, 00:01, etc.) along the top. The values in the table are the number of times each report has been used during that hour over the past three months. I've imported the table into SSRS, and I'm trying to create a heat map of sorts. I want to color the cells darker or lighter across the row based on the number in each cell compared to the value of cells across the row (cell that has the highest value will be the darkest colored).
I've tried following this guide to color the cells, but here the entire row is one field, while I have separate fields for each column. Is there a way to achieve this?
EDIT: Added picture of table design, and preview where coloring is done incorrectly
I understand your problem better now...The function uses the min and max values of a column to determine the range from lightest to darkest, then it probably looks at what fraction of the range your actual value is. In your case where you have each column's data coming from a different cell it'll be a pain unless your columns are fixed and even then it's more trouble than it needs to be.
I would suggest the following.
DON'T PIVOT your data in SQL, we can do that really easily in SSRS, your dataset will be simpler too something like
ReportName Hour UsageCount
ReportA 0 8
ReportA 1 4
ReportC 22 18
and so on...
Create a new report and add a matrix with reportName as the row group and hour as the column group. The data values will be UsageCount.
That's it for the report design, then just set the cells back ground based on your function but this time you can pass in Max(Fields!UsageCount.Value) etc as per the sample.
I've rushed this a bit so it if not clear, let me know and I'll post a clearer solution.
I am having an issue running a label filter on a column (classic view) within my pivot table. I am trying to weed out the items in the data that are less than 180 days old. I can't adjust the data because it is used to feed multiple worksheets and I don't wish to copy the data and manipulate it for just this worksheet. Below is the line that I am running.
ActiveSheet.PivotTables("PivotTable5").PivotFields("Ageing").PivotFilters.Add _
Type:=xlCaptionIsBetween, Value1:="180", Value2:="9999"
This is a "between" filter. I have tried greater than and greater than or equal to but the same result occurs. After this line is run, I can click into the pivot table soft/filter down arrow and see that the filter is there as a between and even the days are inputted but the data does not reflect this. If I hit "OK" on the filter it then applies itself but I do not wish to have to do this manually.
Yes, "PivotTable5" is the pivot table in question. Can anyone help me automate this process?
Currently we use an excel spreadsheet with 4 tabs (as tab for each team), each tab is a planner/diary that week, each day has 4 "slots" for jobs that are planned in.
The people type in the information for each job into one of the 4 slotsfor the day. Each slot contains information in different cells; Job No., Address, Duration, Notes, etc...
The issue/time consuming aspect of this method is when jobs have to be moved about between teams or moved to a different day it involves lots of copying, pasting and deleting.
What I am trying to achieve is some form of drag/drop interface (similar to the way the calendar in Outlook works), where the people who use the spreadsheet can input details for the job in a form and then have a drag an drop "tile" to be able to drag into one of the "slots.
The data contained in these slots needs to be able to produce a report which is a linear list of all the jobs planned that week.
I am at a loss to figure out what method I should use to create this, it seems it is beyond the reach of Excel from what I can find, also beyond the reach of Access, so I suspect it will involve some form of programming. I have basic understanding of VBA, but that's about it.
Can anyone make any suggestions.
Thanks
Working with data in this format will always be hard and I would not reccomend adding any drag and drop until you have sorted out the structure of your data.
You might like to consider another approach, which involves restructuring your data to make it easier to work with...
If you had one sheet with the following columns:
Teamname
Date (instead of Week Number and Day of week,)
Timeslot
JobNo
Address
Duration
Notes
Etc
Then each row would represent a job and have details of when it is occurring.
This is way a database would store the information about the jobs that are happening.
To change when a job is happening, all you have to do is update the date (and timeslot) of the row.
You could then create another worksheet for each team that uses excel formulas to lookup jobs happening this week and display them in a column for each day - like you have now. These sheets would be for display purposes only.
(You would use formulas like VLOOKUP etc)
If you want to change the date of a job you then simply go to the worksheet with the long list and change the date.
Having your data in this long list (ie normalised) format will give you many benefits. For instance you can summerise the report of the data using pivot tables.
If you add filters to the long list (SEE Ribbon>>Data>filters) you can order the data and reduce the list to only show jobs on a selected date, or for a selected team etc...
This is definitely the way forwards. Having restructured the data in this way, you could then add flashy ways to change when a job is taking place by adding buttons on the team worksheets or something.
PART2:
So in you ling list I would recommend excel CONCATENATE function to add an extra column with the text you want displayed elsewhere in your "calendar". #COLUMNA
I would also create another column which is a unique identifier for the row. This will probably be the "Date in YYYMMDD format & timeslot in HHMI format" concatenated together.
In the calendar view sheets say you need a column to display each day of the week with a row for each time slot: You need to
enter a StartDate of the period you want to view
Set up a column for each day (with a formula to calculate the date of the day (ie StartDate, StartDate+1 etc). The date is displayed as a column header (perhaps with a format that shows the dayname, but is stores the date)
each row will have a column that has the timeperiod name and each row will have a value entered. The value is the same as those used in the long list's timeperiod column.
When a user double clicks on a cell you can use the worksheet event
Worksheet_BeforeDoubleClick(ByVal Target As Range, Cancel As Boolean)
in the VBA code, for this event you need to:
see if the cell double clicked is one you want to respond to
if it is find the date and timeperiod from the corresponding column and row header.
use VBA to activate the long list sheet and probably filter to only show the jobs taking place that day or perhaps that week. Then select (or highlight?) the job that was double clicked.
This is quite easy once you know VBA.
There is a lot to know though I would:
use a named range to define the row with the date and another to define the column with the timeperiod
use a named range to define the cells that will respond to a double click
use range functions in VBA like intersection and the entirerow, entirecolumn range properties to find the date and timeperiod of the double clicked cell.
use the macro record to write the initial code that will do the filter.
adjust the code to be well written and to find the date and timeperiod as required.
Create a sheet for all departments? Or just create one sheet where the dept can be chosen.
You could get clever and allow the user to select two cells in the calendar and provide buttons that do things like:
swap the jobs
If they select many cells then a button to Goto the list and only show jobs that were selected in the calendar.
Perhaps the user could select one job and buttons could move the job back or forwards 1,2,7,14 days.
Note that you can use the long list to record other details of the job like time taken, customer, start time, end time etc...
See about Pivot tables here which might give you some ideas about how you can summarise you data to give info like jobs per day, total value of jobs by day, etc...
Before you tie yourself in knots using Excel, you should always consider using Access.... as with someone who know what they are doing, access will deliver a lot more in a shorter period of time and can do nice things like print one page per job etc etc...
(Do you need a contractor?)
mr#HarveyFrench.co.uk
I have a list named Employee Dates, this list contains the columns:
Employee | CPR Completed | CPR Required | ETC
These columns keep going on for all of the training courses required for our employees with alternating columns for completed and required dates. I am using a workflow to calculate all of the required dates of training from the completed dates.
What I desire to do is make another list that will look at ALL of the columns for the required dates and find the soonest ones and populate that list with the soonest dates and from which column it was pulled from.
Any help as to how to approach this? I have been trying to use queries in Access and also some of the custom view settings in SharePoint Designer but no luck so far.
You could try an Excel table (they also have these functions in access if I recall, but I avoid access like a plague). To connect Excel to share point follow the steps in this article:
support.office.com
Ok, now that we are connected you should see all of the columns and values in excel. Next up we need to find the min date (easy) and then get the associated column name (a little harder).
Min Date: The formula should be something along the lines of =min(B1,B3,B5), jut type in =Min( and then CTRL-click on the columns you want to consider for the row. When your done close with ). After wards double click on the square in the bottom right corner and it will do the same logic for all of the rows.
Column Name: A little more difficult, use the min value from the prior column as the lookup value for VlookUp to get the column name. After wards double click on the square in the bottom right corner and it will do the same logic for all of the rows. I'd explain VlookUp, but I'd run out of characters and attention span long before I got to the relevant parts, and excel functions does a fine job of getting you the basics.
Anyway hope that helps,
Based on several report parameters in SQL Server 2005 reporting services, I would like to automatically generate one or several chart(s) for each row in the return result and paginate or space them out. How do I go about that?
If the number of charts will vary for each row, but the variations are known (e.g. it's either just chart 1, or chart 1 and 3, or charts 1 2 and 3) then it's simple enough using a table.
In the default detail row add any normal fields you need. Now insert a new detail row for each chart you might need. Lastly set the visibility of each chart row based on your rules, noting that the rule will hide the row if your expression evaluates to true. Make sure you select the row using the area to the left of the left-most cell, if you got it right you'll see that it's a row in the properties grid.
To get the layout you want you can merge cells for the charts to go in, or use a single cell and put a Rectangle in it, then in the Rectangle lay out your other controls.
Any rows that are hidden will be collapsed, so you wont get big empty sections like you can if you simply toggle the visibility of the charts themselves.
What you can do is place a List control on the page, set List grouping by record unique key (ID, or several fields if composite), and place a charts on the List. Next, set items visibility expressions to control it with report parameters.