I have an excel file that is I am greeting weekly and the file column is written as “day01” “day02” and so on. “01” represent the dates and I am only supposed to get that every week depending on what date our calendar is, for instance if today is 5/3/2020 than that means I only will get column “day01” and next week I am suppose to get “day02”. I am using an ssis package with nested for loop and for each loop container. How can I get only one week of data from excel every week depending on the date.
I am stuck I need help please it’s for my school project.
The excel file has the following column
-ID integer unique values)
“day01” (currency)
-“day02” (currency)
-“day03” (currency)
-“day04” ....
I want to get for each ID one week of data that is “day01” which “day01” must much with the calendar, and for next week the same thing.
If it is just for the school project, use variables. Make sure that the loop picks and extracts only the MAX day value (if they are consecutive and each week gets a day n+1 name). It will allow you to extract only the latest week of data (or manually specify which one week you want, for a one time load).
In the real project, I would rather pull all data from the Excel file into a staging table (especially important if the Excel is not auto generated and users have access to it), review and validate, and then take the last week (or any week you need) and work with it further..
Related
I am having issues trying to create code to make a graph that is dependent upon months. So I have Column A which is the beginning of the week date, i.e. 1/1/17. In Column B I have the count from that week of issues occurred. I would like to group together the count by month, using the Month function, so for January there are 37 issues, February - 23, etc. And then make a graph accordingly where the first month is titled January.
Eventually, I would like to similarly do this on a quarterly basis as well, but any help with the monthly issue first would be greatly appreciated. Here is a screenshot of the data which is located in Worksheets("Report").
First off, format your data as a table since that will make your life much easier. You will need to add headers to each column. This will make your data easier to read, and easier to maintain.
To format it as a table highlight the range, and then press CTRL+T. Make sure to check 'My data has headers'.
Good, now click inside the table, Insert > PivotTable. Select the destination. For rows you want Date, for values you want Sum of Value (where value is whatever you name your values column.
Then finally, check out this article for the whole rundown of Groupby: http://www.contextures.com/xlPivot07.html.
To be fair, there is an easy enough way of doing this without a PivotTable (adding a helper column for Month for example), but there's no need to reinvent the wheel. Additionally, if you want to add Qtr. eventually, you're better off familiarizing yourself with workhorses of excel.
Lastly, once you have taken the above steps, you'll likely find the Timeline slicer very helpful. You can use that to visualize specific periods on your pivot or chart.
Minor Note: This all assumes your dates are true dates. If they aren't, you'll likely run into more issues.
We use the BDH function to get closing prices at the end of each trading day, and do this for a list of different types of securities and indices at once.
Currently every BDH-of-index in the list refers to the same date at the top of the sheet, and if one index gives N/A because there is no trading on that day, we manually make it refer to a cell with another date.
=BDH($B4&" index","px_last",$I$1,$I$1)
Where B4 refers to an index ("SPX" etc.) and I1 = yesterday's date.
I've just written a VBA routine that updates the dates at the top, but now I want it to also check if any of the indices gives an N/A and, if so, let that one refer to another cell date automatically.
Can someone give me some advice on how to check the values in a row ranging c4:c20, and then change the cell that formula uses. Or should I alter the formula itself as well?
You could probably use an override instead:
=BDH($B4&" index","px_last",$I$1,$I$1,"Days=A,Fill=P")
That will retrieve the last available price as of yesterday's close, which may be the day before yesterday's close (or an earlier date) if that specific instrument did not trade yesterday.
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 am currently entering data into a SQL Server database using SSIS. The plan is for it to do this each week but the day that it happens may differ depending on when the data will be pushed through.
I use SSIS to grab data from an Excel worksheet and enter each row into the database (about 150 rows per week). The only common denominator is the date between all the rows. I want to add a date to each of the rows on the day that it gets pushed through. Because the push date may differ I can't use the current date I want to use a week from the previous date entered for that row.
But because there are about 150 rows I don't know how to achieve this. It would be nice if I could set this up in SQL Server where every time a new set of rows are entered it adds 7 days from the previous set of rows. But I would also be happy to do this in SSIS.
Does anyone have any clue how to achieve this? Alternatively, I don't mind doing this in C# either.
Here's one way to do what you want:
Create a column for tracking the data entry date in your target table.
Add an Execute SQL Task before the Data Flow Task. This task will retrieve the latest data entry date + 7 days. The query should be something like:
select dateadd(day,7,max(trackdate)) from targettable
Assign the SQL result to a package variable.
Add a Derived Column Transformation between your Source and Destination components in the Data Flow Task. Create a dummy column to hold the tracking date and assign the variable to it.
When you map the Excel to table in a Data Flow task, map the dummy column created earlier to the tracking date column. Now when you write the data to DB, your tracking column will have the desired date.
Derived Column Transformation
I am trying to code a schedule generator in Excel using formulas or VBA that can automatically fill in the correct cells with data from a custom list (it can be stored anywhere - another spreadsheet, somewhere in the same sheet). Does anyone know an easy way to do this using VBA/Excel formulas or some other method (maybe even a better program to do it in)?
A user should type the start date in a cell and then it automatically fills in the same data into the weekdays, skipping weekends and holidays, which are also user inputted somewhere in a spreadsheet.
This picture explains what I am trying to accomplish:
There would be a place to input a new class and start date and the rest would auto fill. The custom list would be the titles (i.e. Database Basics, Tables, Primary Keys, Foreign Keys and so on)
The top two rows are date and day of week (that part is easy) but then give a start date fill in the list (until you reach the end of the list) in the weekdays but do not fill in weekends or user chosen holidays. Ideally this would work for every row. So if I have multiple start dates then maybe rows 3,4,5 would have different schedules but I can see where they coincide and do not based on this simple view.
This is a description of a technique that you may adapt for your use. Say we want to auto-fill dates (working days) in row #1 based on a staring date in cell A1.
Leave A1 empty. Format the cells in row #1 as Date.
In B1 enter:
=IF(A1="","",WORKDAY(A1,1))
and copy across. Now when a date is entered in A1, the rest of row #1 will follow suit.