I want to be able to choose a value in E4 on the Invoice (which must have a drop down list of Client ID, Then I want the Client Name to populate into B5 the client address into B6, The vat number into B7, Terms into E6
All the info must come from the Customer sheet as shown in the picture
Column A: Client no (ID100)
Column B: Client Name
Column C: Client Address
Column D: Vat No
Column E : Terms
I have tried everything but I cant seem to get it right, My knowledge is limited but I did write the invoice program....with help from the internet
Customer list:
Invoice:
This is deceptively simple if you stretch the boundaries of your preferred solution a little bit. Instead of entering data in E4, use a combo box. Set the source row as the ID100 column. - Your ID Column only lists unique IDs with no duplicates right?
If there are duplicates in the ID field then you have three choices.
Overhaul the table and clean your data
Take a day or week or a weekday to really think about how you want select and/or display the extra information and handle the that you'll encounter complexities
3 Give the project to someone else
I recommend the combobox because
The combo box can intellitype/autofill as you type
The autofill perk doesn't misspell, or display anything that isn't in that column that means any lookup is a guaranteed return if the user is not being a dill
You aren't looking anything up until the ID is populated so this control acts as an um..... well.... control. It's a great starting trigger.
using the combobox results you simply use your favorite lookup to get the row number (vlookup, match, find, filter, you get the point)
now grab the values from the community you need and populate the cells.
Done! Easy right?
Related
I am not sure how, if at all, this can be done. Basically I have a report that is generated from SalesForce for some co-workers. It exports to Excel in this nice little table. Depending on their team, they filter the results and then filter the month (fiscal year in this case).
What I want to do is have text populate at the top which is based on the text that is in the first cell in the column C (not including header row of course) when they filter. How do I go about referencing the spot where C4 is currently when they select Team "White-1" and Fiscal Year "Aug"? That cell will become hidden and I will need to pull the data from C6 which HAPPENS to be in the location that C4 was just in before being hidden.
Here is an image of the report in Excel as well as the "location" that I want to reference no matter the filtering that the employee does:
Report
I assume VBA will be needed. Preferably I want to generate the text in A1
If you are ok with adding a "Helper Column" you can do the following to get the results you are wanting:
Add a column between B and C Give it a header of some kind I used "Helper". Then in this new Column use use the formula =Row() to generate a number for each row.
You can hide this column now if you want.
Then in whichever cell you want the answer you seek enter the following formula:
=Vlookup(Aggregate(5,5,C:C),C:D,2,false)
Now you can filter all you want and you should get the result you wanted.
Please see here for snippet from my spreadsheet, what I am trying to do is fairly simple, however I am unable to find a way to do this after searching through online forums extensively.
Column A contains my order numbers and column B the line items that correspond to each order number.
Column D contains the delivery date as it appears on my printed order sheet, you will see this only pulls through for the first line item on each order - the raw data displays this way and so there is way to change the raw data
Column E simply extrapolates just the date rather than the format Delivery Date: dd/mm/yyyy.
What I would like then, is for column E to have the delivery date copied down to all corresponding cells for each order number - so as per the attached sheet, 30 Jul 2015 would appear for all line items that correspond to order no #1192.
I feel v look up etc will only work to manipulate data once I have these dates copied down. I have tried index match but it doesn't seem to do what I want it to do.
Is there a way to copy down the dates for all line items relative to their order number? I understand that it will probably require copying full lines down column D first and keeping the formula in column E to extrapolate just the date.
Any help is much appreciated
You don't need a macro for this. There are many ways to go about this, I'll show you two, you can figure out the one you like from there.
Select coloumn E, go to Home, Editing, Find & Select, Go To Special. Hit Formulas (if the values are not formulas, go for Constants), and check only Errors. Now type =E2 (or whatever is above your active cell), and hit Ctrl+Enter. It is a wise idea to copy-paste values the whole coloumn E after this.
Another way would be entering this formula in coloumn F (cell F2, then pull it down):
=IFERROR(E2;F1)
Or you could combine this with your original formula, or use a macro to insert the formula in the empty/#error cells etc...
Assuming you are using =RIGHT(D2,LEN(D2)-FIND(":",D2)-1) in E2, then you are well on the way to a solution.
You also mentioned INDEX/MATCH which, if used in column F will pull the Delivery Date in Column E for each Order No:
=INDEX($E$2:$E$31,MATCH(A2,$A$2:$A$31,0))
This finds the position of the first match for your Order No and returns the Delivery Date from column E.
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,
I am trying to create a couple of reports from data on another Excel worksheet based on the value in a drop down list. I am using the MATCH and INDEX functions and have created Named Ranges of the columns of data. I am able to get the first value I want in the report but none of the others, even though when I debug by evaluating the formula it points to the right cell but still displays #REF! instead of the actual value from the referenced cell.
I'll do my best to make this clear:
In "POST_Data" worksheet I have 4 columns titled Course Name, Course Length, Attendee and Date Attended. Currently I have 33 rows of data (plus the header row) but I need the reports to be dynamic since new data will be added from time to time.
I have created Dynamic Named Ranges of the data using the OFFSET function (e.g. for the Course Name data I have a NameRange called CourseNamesData = OFFSET(POST_Data!$A$2,0,0,COUNTA(POST_Data!$A:$A),1)
In the "DashBoard_and_Data Entry" worksheet I have a two report areas: one to report the Course Name and Date Attended for a specified Attendee (specified by a drop down list in cell C7) and the other report to provide the Attendee Name and Date Attended for a specified Course Name (specified by a drop down list in I7).
In row 8 I report the column that the data belongs to in the POST_Data worksheet
What IS working: When I choose an Attendee from the drop down list in C7, I correctly report the first of the Course Names for this attendee from the data in the POST_Data worksheet. I used the following formula to do so: =INDEX(CourseNamesData,MATCH(C7,AttendeeNamesData,0),B$8)
What is NOT working: The corresponding "Date Attended" data when I use a similar formula as the one that is working. I have: =INDEX(DateAttendedData,MATCH(C7,AttendeeNamesData,0),C$8) but this gives me the #REF! error.
Again, when I try to follow the data that this formula points to, it looks like it is pointing to the correct cell but not showing the result.
Another issue is how to get all the data corresponding to the choice in the drop down and not just the first row. So for example, if I choose Richards, K. from the attendee list and he has attended 4 training courses, I need all 4 to show up, not just the first one.
I appreciate any help or insights on this. If you know of a better way to display the workbook contents, please let me know.
Thanks!
Can you provide a screenshot so that I can better understand the issue?
With regard to your post_data worksheet, you might find it easier to turn the data into a table. You can then point your named range to the column within the table without needing to use the offset function, and your range will update automatically as you add to the table.
I have a entire playlist on my youtube channel devoted to using ranges and tables if you are interested. https://www.youtube.com/playlist?list=PL1nLTDk2QLL9415OPSjIICJs1EeV-HeK3
I have a Worksheet with 10 columns and data range from A1:J55. Col A has the invoice # and rest of the columns have other demographic data. Goal is to type the invoice number on a cell and display all the rows matching the invoice number from col A.
Besides auto filter function, the only thing comes to my mind is VBA. Please advice what is the best way to get the data. Thanks for your help in advance.
Alright, I'm pretty proud of this one. Again avoiding VBA, this one uses the volatile formula OFFSET to keep moving its VLOOKUP search down the table until it's found all matches. Just make sure you paste enough rows of the formula that if there are many matches, there's room for all of them to appear. If you put a border around your match area then it would be clear if you ever ran out of room and needed to copy down the formula some more.
Again, in the main section, it's just a single formula (using index):
=IFERROR(INDEX($A$1:$J$200,$M3,MATCH(N$2,$A$1:$J$1,0)),"")
This gets to be so simple because the hard work of the lookup is done by an initial column which looks up the next row that matches the invoice number. It has the formula:
=IFERROR(MATCH($L$2,OFFSET($A$1:$A$200,M2,0),0)+M2," ")
Here is the working example that goes with those formulas:
Let me know if you need any further description of how it works, but it mostly uses the same rules as above so that it's robust in copying and moving around.
I've uploaded the Excel file so you can play with it, but everything you need to reproduce this feature should be in this solution.
Google Docs - Click link and hit Ctrl+S to download and open in Excel.
A popular solution to this problem is a simple VLookup. Lookup the invoice the user types in on the table A1:J55, and then return an adjascent column's data.
Here's an example of it working:
The formula in the highlighted cell is:
=VLOOKUP($L3,$A:$J,MATCH(N$2,$1:$1,0),FALSE)
What's nice about this formula is you only need to type it once and then you can copy it across and it'll automatically pick out the correct column of the table (that's the match part). The rest is very simple:
The first part says lookup value $L3 (the invoice number typed in),
The second part says look it up in range $A:$J (which is where your table is located). I've shown how you can select the entire columns $A:$J so that you can add and remove data without worrying about adjustin the range in your lookups. (Excel takes care of optimizing the formula so that unused cells aren't checked)
The third part picks the column from which the resulting data will be drawn once a matching row is found.
The FALSE part is an indication that the invoice number must match exactly (no approximate matching allowed)
The $ signs ensure that fixed ranges like the location of your source table ($A:$J) and your lookup value ($L3) don't get automatically changed as you copy the formula across for multiple columns.
The formula is pretty easy to adapt if you want to move around your table and the area where you do your lookup. Here's an example:
Bonus
If you want to add a little spiff, you can add a dropdown to the Invoice # field so that the user gets auto-completion and the option to browse existing values like so: