I have an issue that can (I believe) be solved by just excel, and may won't require VBA (I could be wrong). I believe it can be solved by nested functions but the formula I've tried has not worked.
Here's my data:
Name Report # Name
Mark Doe ReportXXX Mark Doe
Connie Doe ReportYYY Connie Doe
Debbie Doe REPORTYYY Debbie Doe
Valerie Doe FSMVALTR1 Valerie Doe
Jeff Doe FSMVALTR1 Jeff Doe
Andy Doe RAZXYBCA1 Andy Doe
Ryan Doe RAZXYBCA1 Ryan Doe
Andy Doe RAZ111111 Jill Doe
Ryan Doe RAZ222112 Amanda Doe
This list goes on for about ~4000 rows in the first NAME and REPORT # columns. In the second NAME column I have ~160 rows.
The second name column identifies all the users who actually use the report, with no duplicates. The two name and report # columns have many duplicates, since users have access to multiple reports, and many of them are the same report used for different purposes. Since the second NAME column has so few rows, the names don't match up all the way through, which can be observed near the bottom of both the NAME columns.
What I need to do is have a VLOOKUP that identifies the name in both of the columns and then returns the report number that each individual has access to across rows (horizontally), not down the columns. It also needs to I.D. numerous reports since individuals have access to anywhere from 1-15 reports, starting at the second and so on after the previous has been extracted.
Ideally it would look something like this:
Name Report # Name ex column ex column ex column
Mark Doe ReportXXX Mark Doe ReportXXX ReportAAA ReportB
I didn't list the other reports "Mark Doe" has access to and these would be somewhere down the long list of ~4000, along with his name repeated multiple times in the first NAME column, but the second "unique" name column would be where it is returning the reports to, across rows.
I made a method that uses additional three columns and it worked for me.
I used the data you provided above.
Add three columns to the left.
in A2 enter =COUNTIFS($D$2:$D2,D2,$E$2:$E2,E2).
in B2 enter =SUMIFS($A$2:$A2,$A$2:$A2,1,$D$2:D2,D2).
in C2 enter =D2&B2.
Now copy those cells to all your 4000 rows.
Now next to the second name column add column headers numbered from 1 to as many reports you think can be the max one user can have (you said 15).
Now enter this vlookup in F2 =IFERROR(VLOOKUP($F2&G$1, your table array starting from column C as absolute/fixed ,3,FALSE),"") in my case it was =IFERROR(VLOOKUP($F2&G$1,$C$2:$E$11,3,FALSE),"").
Copy the formula accross all columns with number headers and down all rows that have names in second name column (160).
your sheet shuld look something like this image
All the best let me know if it worked for you.
Have you explored the option of using a Pivot Table?
The output would look like this:
With the Pivot Table setup like this:
This method would make for a cleaner view, as your current method looks to repeat ~4,000 times (once for each report & name combo). Hopefully this works for what you need.
Related
I need help in writing SQL code in Alteryx Designer.
My table employees contains a column Name with values shown below. However, I need the expected output as shown below.
Please help.
Name:
Smith, Mary K
Koch, J B
Batoon Rene, Anne S
Vaughan-tre Doctor, Maria S
Excepted output:
Smith, Mary
Koch, J
Batoon Rene, Anne
Vaughan-tre, Maria
The middle initials and “Doctor” word is removed.
Not sure why you need to use SQL if you have the data in Alteryx?
So, you need to remove the right hand 2 characters and the word 'Doctor' from each record?
You could use the Formula tool, though I suspect there are numerous other ways:
replace (TrimRight([Name],' '+right([Name],1)),'Doctor','')
I have a column that can have the following possible values -
ITO26218361281- JANE
SBC28791827135 VATS
SOT21092832917 JOHN DOE
TIM INQ12109283291
JANE DOE 12/15
I only want to extract the 14 characters
alphanumeric phrase from the strings that can look like above. If the record is like (5), I still want that record to exist to be able to call it out as an error. I don't need the exact text to be the same, I just need it to be flagged for error.
Result expected -
ITO26218361281
SBC28791827135
SOT21092832917
INQ12109283291
JANE DOE 12/15 (or flagged as error)
You can use a regular expression to match the pattern you need, 3 letters and 11 numbers.
Using this in WHERE clause, you can match all "valid" values:
SELECT *
FROM TableName
WHERE ColumnName like '%[A-Z][A-Z][A-Z][0-9][0-9][0-9][0-9][0-9][0-9][0-9][0-9][0-9][0-9][0-9]%'
I'm not a master of patterns nor regular expression, so used a "simple to understand" pattern here.
With this query, you extract the data to other table, or UPDATE a table column with the flag you want.
You can see this query working here in sqlfiddle.com
I have a data set with two values. The first being User ID, the second being Type.
I previously had a count_distinct on the user ID. However, if a user changes their Type, the metrics we have to show 'Type' of user shows two instances of that once unique user.
I would like some SQL which basically states if the User ID and Type Match, then count that as a unique user. If either one of those change, count that also as a unique user. So that..
1) Jane Doe - Support User
2) Jane Doe - Employee User
3) John Smith - Support User
This would show as 3 unique users, rather than 2 based on a count_unique on just the User ID.
One way to accomplish this is with a calculated field that looks something like the following:
COUNT_DISTINCT(CONCAT(USER_ID, ' - ', TYPE))
You might need to replace USER_ID and TYPE with your field names.
I managed to enter data to a database via a form;
actually works like a charm.
Now, what I need, is a lookup function (preferably not a form), with which I can search a table on another worksheet.
Let's say, I have an edit field or a cell, in which I enter a term which shall be looked for in a certain column on the table in another worksheet.
I would like to get a list of all entries which contain the word and the value from another cell (an ID).
Example:
Search term: Tom
Table:
Tim | 2
Tom | 3
Tommy | 5
The List should Show Tom and Tommy and their respective IDs,
but everything I tried didn't turn out as intended (mostly didn't work at all)...
I have a spreadsheet for payroll that is populated from a seperate spreadsheet. Occasionally,one of our workers will get a promotion. That promotion shows on the timesheets: ex. Smith, Adam Position becomes Smith, Adam Promotion.
This data is then populated into a pivot table where Smith, Adam Position and Smith, Adam Promotion show in separate cells. Currently, we are manually adding the two data sets so that payroll gets a single number instead of multiple. I would like to simplify this tasks. I am using excel 2003, so some more advanced functions don't work.
Any suggestions and help would be greatly appreciated. Thanks in advance.
Ideally, you'd use a different field (a unique identifier) to identify Smith, Adam (e.g., an employee ID number), but if that's not available, then you could take the following approach:
(Suppose that "Smith, Adam Position" is in A1.)
You could add an additional column that extracts the last name, the comma, and then whatever the next word is. For example, from
Smith, Adam Analyst
you would get Smith, Adam. Unfortunately, this means that If you have something like
Jones, Mary Ellen Consultant
you would end up with Jones, Mary. If you think you can live with that, this solution could work. The way you would extract that would be with the following formula:
=SUBSTITUTE(LEFT(SUBSTITUTE(A1,", ",",",1),FIND(" ",A1)-1),",",", ",1)
And then build your pivot table on that field.