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$8,2,FALSE)
This looks for value E4 (the name), in range of all names, second column for their active status, FALSE for an exact match.
Then use a filter:
Highlight range of sales
"Data" tab
"Filter"
Then you can use the filter on the new Active column to only show the employees which are still active. See the linked image for the final outcome. The vlookup lives in column D.
Final outcome image in Excel
Of course if you want this in two sheets, you can split what I've done to different sheets with no extra effort other than adding sheet references to the range in the vlookup.
Hope this helps
Related
I've compiled multiple spreadsheets containing sporadic employee information, and I'm now trying to consolidate all of the information to remove duplicates and blanks. The formula below is my starting point, but if the first cell that meets that criteria is blank, it returns a blank. I want it to find the next cell that meets that criteria but has a value.
=INDEX(Working!C:C,MATCH($A3,Working!$B:$B,0))
Below is what the Working tab looks like, which contains the master list of data including blanks and duplicates. Working!C:C is the list of last names; $A3 is the Employee ID I'm hoping to retrieve data for, and Working!$B:$B is the list of Employee IDs. I'll be doing this for many columns, so to illustrate this, in the table example below I've shown that Column D is the phone number. Any help you can provide is appreciated!
Column B-------C-------D
---------287-----Doe----blank
---------287-----blank---333-333-3333
---------287-----Doe----blank
Use the following array formula:
=INDEX(Working!C$1:C$100,MATCH(1,($A3 = Working!$B$1:$B$100)*(Working!C$1:C$100<>""),0))
Being an array formula it needs to be confirmed with Ctrl-Shift-Enter instead of Enter when exiting edit mode. If done correctly then Excel will put {} around the formula.
Please note that with an array formula the references need to be the smallest range possible that covers the dataset.
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.
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'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.
Situation:
I have two sheets: The first sheet contains a list of employee names; the second sheet contains a piece of a pay report for employees. I need to pull the employee pay data from sheet 2 to sheet 1 by searching for the employee on sheet 2. What complicates this is the report on sheet 2 contains changing employees, pay, and has no unique ID.
I am looking to fill in column A. I cannot permanently modify this sheet as it affects downstream reporting.
I split column B which was previously first name, middle initial (if any), last name. Note, about 10% of the names may have a different last name. For example, sheet 1contains the name Tara Feather, but the second report uses her maiden name of Tara Bird.
Attempts so far:
I am new to Excel, and am just learning VLOOKUP. My first attempt was to pull the data based on the last name column on sheets 1 and 2, and enter data. Unfortunately, while that worked for 90% of the entries, the last 10% had the wrong values and the audit to correct took more time than manual entry.
Possible Ideas:
My next thought was to combine an If statement and VLOOKUP so that if last name matched, and first name matched, then execute the VLOOKUP and pull values, or enter "ERROR".
With this new thought, I don't know if I'm now in macro territory or if there are a combination of functions that can help. Ideally, the more it can do with 100% accuracy the better. However, if it can highlight the names it completed on sheet 2, I can always enter the non-highlighted manually, still saving time.
What are your thoughts and direction?
You want 100% accuracy, but if someone has different names on the two sheets, then that's never going to work.
So to get 90% of it right:
On the second sheet put this formula in G2 and copy it down for as many rows as you have names.
=B2&D2
Put this formula in H2 and copy it down
=F2
On the first sheet put this formula in A2 and copy it down
=VLOOKUP(D2&C2,'second sheet'G:H,2,false)
Any rows where it can't find a matching firstname and surname will have #N/A in them.
Assuming you can modify the second sheet permanently you can put the right surnames in so that the formulae work. You could also put in the middle names into the formulae in case you have two people with the same names.