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.
Related
My problem statement is described below :
I have a calculated field, say Opportunity. There is pre defined rule from organization, that the target value for current month will be 1/3rd of the value of 2 months back. For example, The target opportunity value for April will be 1/3rd value of February. I need to show the current month's opportunity and the targeted value in the same worksheet. How to achieve this is Tableau?
I am getting the base data from tables in Oracle through a custom sql query, and calculating the opportunity value in Tableau for each row, and then showing the sum for a range of time , say last 6 months.
The best way to do this would be to write the target value in SQL. It'll be easier (no need for data blending / complex calcs) and also more performant as it would be a hardcoded value in your dataset.
Okay. This is a little bit complicated for me to explain and I am not even sure there is a way to do this using SSMS or MS Excel. Let's start...
I would like to do data analysis for a family-owned company. We use ERP system which has the option to export some sales reports. I would like to see our sales from last year for a specific item and sales representers and other analysis. However, I have a column and right below that column, there is another column which has different information and data type. I attached an example which describes the situation better than me.
Job# column overlaps with Item Price (which shows as NULL), date column overlaps with service price and job type column overlaps with total price column for every job.
Date column shows 43525 instead of March 1, 2018 and if I try to change this to date column then it affects the service price column. Although, it doesn't let me to change it.
It would be nice if I can separate those columns which overlapenter image description here one another. Any suggestion would work. Is there a way to do it dynamically using SSMS or Excel?
Thanks in advance for your time!
enter image description here
I am trying to merge cells horizontally, and I understand it can't be done dynamically by expression, so I'm looking for suggestions on a possible alternative way to accomplish it. I have 3 columns of data and then the next 12 columns are months. They enter the start month and then it's a rolling twelve month display. The user want's the top row of the heading to be the year, but merged. The second row of the heading is the month name. I've suggested to the user the easy task of merging after the export, but she also wants it exported to PPT and be ready to publish without modification. Any ideas?
enter image description here
This may seem like pretty simple stuff to you veterans, but I'm new to SQL and SSRS. So, to answer my own question, I ended up creating 12 rows that I can make visible according to the starting month of the rolling 12 months. I wasn't sure how that would work, but it is working great and I now have a foundation if I ever need it again.
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,