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.
Related
Consider I have a Table A in Excel - details as below:
And another Table B as follows
I want out-put as follows,
The Name from Table B has to be checked with Name in Table A, and respective StartDate and EndDate should be picked from Table A and same should be compared with dates in Table B and cell under that name should be colored to green if Status in Table A is in "In Progress" or to Red if in "On hold"
For Example:
Consider Jack in Table B, it has 3 records in Table A, The first start date should be picked i.e 4-Apr-2017 and End date as 27-Apr-2017, and respective coloring has to be done based on status field.
How can I achieve this using VBA/anything in Excel. I'm new to VBA.
Yes you can do it in VBA but I would recommend using conditional formatting (formula) as it doesn't require programming knowledge. To do this, you will need to employ the Vlookup formula.
I believe the output you want is something in the picture link here?
To make conditional formatting, look in the "Home" tab, under Styles -> Conditional Formatting. Highlight the cell you want to format, then select Conditional Formatting -> New Rule. This will cause a new window to pop up. Select "Use a formula to determine which cells to format".
You would want 2 conditional formats.
1.To show green if the date is within the start and end date. To do so, select the first cell in the Gantt chart (cell B8 in example) then enter formula below.
=IF(AND(B$7>=VLOOKUP($A8,$A$2:$D$5,3,FALSE()),B$7<=VLOOKUP($A8,$A$2:$D$5,4,FALSE())),TRUE(),FALSE())
2.To show red when user has item beyond due date, enter formula below with same cell highlighted.
=IF(B$7>VLOOKUP($A8,$A$2:$D$5,4,FALSE()),TRUE(),FALSE())
Once that is done, you can apply the format painter or copy and paste the cell with conditional formatting to extend your table/Gantt chart.
Note that the $ signs are important as they lock the relative reference positions in the formulas. Using the second formula as an example, B$7 refers to the date and you need the reference to be locked to row 7, where all the dates are. On the other hand, the column reference (Column B) can be shifted as you want it to change to with the columns to properly compare against the other dates.
As for multiple items per user, can you expand upon your initial question? Would you like to track based on per user or per item? I am assuming that you're creating a Gantt chart to track a project. In that case, it would make more sense to track specific tasks assigned to people. You can modify the example given to track based on task.
I'm trying to Query some data in my spreadsheet, returning a manufacturer based on product code. We code our products with a three digit suffix that corresponds to different customers. I know the codes but people viewing the sheet may not.
Right now, I'm trying to split the suffix from the product and perform the wuery in the same formula.
I can do this in two steps, splitting the suffix from the code and querying just the suffix, but I want to know if I can do this all in one code. My current formula returns the data I want but it does not fill the entire range of the sheet. I would rather have this happen automatically as the workbook will be dynamic.
My current formula is:
=QUERY(CxSeries,"select B where C CONTAINS '"&right(Code,3)&"' ")
https://docs.google.com/spreadsheets/d/190kom4q0XOJP4UdLTJpZf5tuJCQTflcuokRp_FJ4pBc/edit?usp=sharing
I'm not sure if query is the right way to go about this, but I'd prefer to stick to that (just because i honestly can't wrap my head around ArrayForumlas).
Thank you,
Clear all formulas you have in column C and enter in C7
=ArrayFormula(vlookup(regexextract(D7:D16,"-(\d+)$")+0, {Sheet5!C6:C,Sheet5!B6:B}, 2, 0))
Moving forward, slowly.......
I added a column, that with the combination of my checkboxes, gives the name of active employees.
Screen Shot of active list of employees
If I use $T$6:$T$16 as my validation list, I still get 11 options in the drop down. I want the drop down to show only the 5 names that are in that list.
No need to use VBA here, Here's a quick solution.
Use a 1 or 0 in a column next to the employees' names corresponding to whether they are active or not.
Then create a column in the sales sheet which has a vlookup for this value
=VLOOKUP(E4,$A$4:$B$8,2,FALSE)
This looks for value E4 (the name), in range of all names, second column for their active status, FALSE for an exact match.
Then use a filter:
Highlight range of sales
"Data" tab
"Filter"
Then you can use the filter on the new Active column to only show the employees which are still active. See the linked image for the final outcome. The vlookup lives in column D.
Final outcome image in Excel
Of course if you want this in two sheets, you can split what I've done to different sheets with no extra effort other than adding sheet references to the range in the vlookup.
Hope this helps
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$31,0))
This finds the position of the first match for your Order No and returns the Delivery Date from column E.
I'm trying to get a msgbox when a value is duplicate base on 2 columns. The first column Value can be repeated but the second column will determine if it's a duplicate or not.
i.e.
Column B = Code,
Column L = Month
The user can enter the Code several times, but if he enters it on the same month I want the msgbox pop up
Is your intention to warn\inform the user? If so, I would do this without a macro. I would use conditional formatting to make the cell change color whenever the duplicate information is entered.
Create a column on your worksheet with a formula that concatenates the information in column B&L the formula would be =B1&L1 (copy this formula down the table). You can hide the column so nobody sees it. For this example, let's say you used column "M".
Select the entire Code or Month column (or both) and click the CONDITIONAL FORMATTING button on the Home tab, choose NEW RULE, USE FORMULA TO DETERMINE WHICH CELLS TO FORMAT, then enter the following formula: =COUNTIF($M$4:$M$1000,M1)>1 (note I am assuming your range of data is less than 1000 records, otherwise increase that number). Set the format to something like a red fill and instantly duplicates will be flagged. The user will also be able to quickly locate the record where this combination was already entered as that will turn red too.
If you really do want a macro to do this, you could simply write a loop to compares the active cell value of B(activerow) & L(activerow) to each previous B#&L# combination. If a match is found, use the intersect method to pop-up a the message. Here is really a good article about the intersect method: http://www.ozgrid.com/VBA/vba-intersect.htm.