Nonexact duplication, sum rows in pivot table - sum

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.

Related

Alteryx Designer - How to retrieve only first and last name from field excluding middle initials?

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','')

Remove middle name from full name in SAS

I need a way to remove the middle names from my full name in SAS.
Example:
Name= MARY ANN SMITH
Name= JERRY J SMITH
Output wanted:
Name2= MARY SMITH
Name2= JERRY SMITH
Any ideas how I can do this?
If you have actual names of real people then the problem is much harder than you implied. Some people have first or last (or both) names that are more than one word. What about people that only have one name?
Anyway SCAN() can do what you want.
name2=catx(' ',scan(name,1,' '),scan(name,-1,' '));

Exact String match using oracle CONTAINS for multiple values

I need to get exact name string match from multiple values using Contains function.
I used below query to get data which matches exactly JOHN SMITH OR MIKE DAVID but query is fetching all data which has JOHN SMITH, JOHN, SMITH, MIKE, DAVID, MIKE DAVID, JOHN..SMITH, JOHN/SMITH,....
where contains(names,'{JOHN SMITH} OR {MIKE DAVID}')>0
Note - I don't want to use multiple like in OR conditions.We need to pass around 200 to 300 values (names) to do match pattern.
Can anyone let me know how to get exact match from multiple values using CONTAINS?
Thanks
Anand
I don't use Oracle but i liked this question and i will try to answer it based on what i read on Oracle's documentation, regarding CONTAINS.
so i am currently reading about Stored Query Expression (SQE),
Stored Query Expression (SQE)
Use the SQE operator to call a stored query expression created with
the CTX_QUERY.STORE_SQE procedure.
Stored query expressions can be used for creating predefined bins for
organizing and categorizing documents or to perform iterative queries,
in which an initial query is refined using one or more additional
queries.
So perhaps you could pass all the names you want to query in such a way. For example:
begin
ctx_query.store_sqe('mynames', 'JOHN SMITH OR MIKE DAVID OR GEORGE HARRIS OR JOHN DOE');
end;
And then call it:
SELECT SCORE(1), nameid FROM mytable
WHERE CONTAINS(names, 'sqe(mynames)', 1)> 0
ORDER BY SCORE(1);
Hope this was helpful.

excel SQL insert

I am creating an excel spreadsheet that imports a list of Service Desk Analyst Names into Excel from SQL in column A.
Columns B, C, D, etc contain the User IDs for the companies and applications they support. This data is manually entered by me into excel.
This worked great until we got the first new hire after creating the spreadsheet. When excel imported the new list of employee names, it did not insert blanks cells where i manually enter their user id's. This resulted in the user id's being off 1 row for everyone below the new hire.
Example:
BEFORE (good!)
Adam userid1 userid2 userid3
Beth userid4 userid5 userid6
David userid7 userid8 userid9
Eddie userid10 userid11 userid12
AFTER (Cathy is the new hire) - David's UID's are now in Cathy's row.
Adam userid1 userid2 userid3
Beth userid4 userid5 userid6
Cathy userid7 userid8 userid9
David userid10 userid11 userid12
Eddie
DESIRED RESULTS:
Adam userid1 userid2 userid3
Beth userid4 userid5 userid6
Cathy
David userid7 userid8 userid9
Eddie userid10 userid11 userid12
I am hoping the resolution lies in the SQL command, the command am using is:
Select NAME From "DATABASENAME" order by NAME
please note, i am not an admin on my PC so addons are not possible.
i realize the BEST solution is to have the ID's as part of the SQL database, but i have to make do with what i have.
although i think have have some measurable skills with EXCEL, i am almost completely new to any kind of SQL coding.
i really need this to work as an HR list of names is the best way i know of to insure accuracy in my job. My appreciation in advance to all those willing to help!

Excel 2013 VLOOKUP() based on multiple criteria, retrieving multiple rows

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.