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
Related
Gooday, Pls I'm partially new to vba. I have several spreadsheet in a workbook for a work station that is prone to making shortage or surplus in daily delivery as a result of human errors. I want a scenario where I can search the entire workbook to extract data from Column K(which displays shortage or surplus) , but it must meet a certain criteria in Column A(date of delivery) and Column D(location of delivery). In other words, I would like to search Column K to know if there is shortage or surplus for any day I choose to search based on date. Any form of assistance is highly appreciated. Thanks.
Your solution could include an InputBox and the Range.Find Method, where you search column A for date, read in the row, and look at column K of the same row. In fact, the Range.Find example is pretty easily modified for your needs.
But you mention location in Column D, so what constraints are on column D? You'll also need to be more specific about where/how you want to extract the data from column K.
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
I have been asked to create a database of volunteers in Excel. The main worksheet (called Data) holds all the information – names, addresses, numbers, reference checks, placements, supervisors, etc. What I am trying to achieve is for the relevant information to be moved from one worksheet to another when the status of the person changes.
There would be 5 categories which the volunteers would fall under (column A labelled ‘Status’)
PROCESSING
ACTIVE
ON HOLD
BARRED
STOPPED/RETIRED
What I want to get is a live database so the information would appear on a relevant worksheet whenever the status on the main spreadsheet changes , but I only want some information to show depending on the category…
Each Worksheet would contain columns A-F from the ‘Data’ worksheet and in addition:
Processing would contain columns X-AE
Active: AF-AW
On Hold: AZ-BC
Barred: AX-AY
Stopped/Retired:- BD-BH
I have searched and searched again but I know nothing about Macros (and my IT department is unable to help) So my question is – is this doable and if so is anyone able to help me?
I hope I am making sense and if not I can email across the dummy database with some made up names to show what it is I am trying to create
You can do this using array formulae. This link shows a simple example which provides the basic formula (explained in detail in the linked article)
=INDEX(range,SMALL(IF(col=value,ROW(range)),ROW(1:1)),COLUMN(A2))
Where range is the range of all your data from your main worksheet and value is the value you want to screen for (this changes for each of your sheets) and col is the column on your main sheet that you want to check the values of. Note it is an array forumla so you have to press control+shift+enter after typing in the formula as explained at the bottom of the link.
You will notice that I have changed the formula to say COLUMN(A2) instead of 2. This is so that you can drag the formula across the columns as well as down the rows. You might need to make this COLUMN(A2)-x where x is an offset because your data don't start in column A.
Note that the same applies for the ROW(1:1) part, if your range doesn't start in row 1 then you will need to offset this by some value as well (i.e. something like ROW(1:1)-y)
I am working on a spreadsheet which is being used to transfer a product from one location to another. Each day I will have a new list of products that needs sending to another location and I already have a "pre-populated" sheet that has suitable locations listed for where these products can be sent to.
I've already worked out the formula's to use which defines the location these products can be sent to (through index and match formula) but once this has been completed, I'd like to update the "pre-populated" sheet with the quantity I'm sending these locations so that limits can be deducted accordingly.
Essentially, I want to copy the figure from column G in ("Task") into column I in ("interstore transfer") where the two "REF" columns in either sheet match. The "New Limit" column will then automatically populate with the new limit based on the figure input into Column I. Once its finished working its way down the list in the sheet ("Task") then end.
I've had a rough attempt at this, but I'm coming stuck with defining the appropriate variables and how it should update.
Any ideas to better my approach would be appreciated.
A VBA solution with variables may not be your best approach for this. Variables declared within VBA code usually have a limited lifetime based on their scope, so when the code ends the values in the variable will be lost.
Another alternative may be to set aside another cell as a counter. Perhaps a good place for this would be next to the "New Limit" column?
Cell values are retained even when VBA code isn't running. Of course cell values also are saved when the workbook saves, so when you get a new list of products at the beginning of the day you can compare to or edit the previous day's work.
To get started with this, I'd recommend getting familiar with how to reference cells and ranges. And, there is some useful information here on Stack Overflow on how to reference well in Excel VBA.
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: