I have the following situation: List A has two columns (Name, Amount) and in List B (Name) I want to add a calculated column which should be the sum of all entries in List A that have the same name as in List B. Example:
List A:
NAME Amount
L0011 100
L0011 50
L0020 234
So in List B I want the calculated column to show:
NAME Amount
L0011 150
L0020 234
How can this be done? Workflow (as soon as I add/mod an entry in List A, update List B) or something else? Thanks
lem.mallari's answer is a huge pain unless you can assume that the Amounts in List A never change, since it's not tracking whether an item has already been added to the sum. There is no way for a Workflow to iterate through a SharePoint list, which means there is no easy way to calculate the sum or average of multiple list items.
The correct way to implement this will will require some development. The SharePoint Developer Training (2010, 2013) will actually get you most of the way there: an event receiver should trigger when items are added or changed in Lists A and B that uses SharePoint's API to go through List A and average values by Name, then update all (or just affected) items in List B. Alternatively, you can use JavaScript to display the sum of all entries in List A that have the same name as the item in List B as long as all the data is displayed on your page. If you're handy with XPath and InfoPath, you could add List A as a secondary data source to List B's form and select only applicable items in List A to sum from.
But if we're talking Workflows, here's the "workflow only" method. This was tested and successful in 2010. Create custom List C with the following columns:
Title (string, mandatory, enforce unique values)
TotalItems (integer, mandatory, default 0)
Sum (number, decimal places however you want, mandatory, default 0)
Average (calculated, =IF(TotalItems=0,0,Sum/TotalItems)) (optional)
Replace the Name columns in Lists A and B with lookup columns pointing at List C. Delete the Amount column in List B, instead including the Sum column as an additional column. Add the following columns to List A, and ensure that users cannot change them directly. This can be restricted by making InfoPath forms or by making alternative view and edit forms.
AmountArchive (number, identical to Amount, default 0)
AmountHasBeenSubmitted (yes/no, default no)
Create a Workflow to run each time an item is created or modified in List A. Use these commands (I'm using a list for readability; it was getting ugly when formatted as code):
If Current Item:Amount not equals Current Item:AmountArchive
Set Variable:Item Count to (Data source: List C; Field from source: TotalItems; Find the List Item: Field Title; Value: Current Item:Name(Return field as: Lookup Value (as Text)))
Calculate Variable:ItemCount plus 1 (Output to Variable: ItemCount)
Calculate List C:Sum (similar settings as above; be sure to use Lookup Value (as Text) and not String!) minus Current Item:AmountArchive (Output to Variable: SumWithoutValue)
Calculate Variable: SumWithoutValue plus Current Item:Amount (Output to Variable: NewSum)
If Current Item:AmountHasBeenSubmitted equals No
Set AmountHasBeenSubmitted to Yes
Update item in List C (Set TotalItems to Variable:ItemCount; Set Sum to Variable:NewSum; Find the List Item in the same way of Field:Title; Value: Current Item:Name(Return field as: Lookup Value (as Text))
Else
Update item in List C (don't do anything to TotalItems; use the same logic to set Sum to Variable:NewSum)
Set Amount to Current Item:AmountArchive
This can't be done using calculated columns because calculated columns can only be used for columns on the same list.
Using SharePoint Designer Workflows you can just use Create List Item and Update List Item actions so that whenever a user adds a value for L0011 the amount will be added in another list's column which contains the previous amounts already.
Let me know if you need a more detailed answer for the SharePoint approach and I'll provide you a step by step instruction on what to do.
What about using the DSum function? https://support.office.com/en-us/article/DSum-Function-08F8450E-3BF6-45E2-936F-386056E61A32
List B
NAME Amount
L0011 =DSum("[Amount]","List A","[NAME]=''" & [NAME] & "'")
L0020 =DSum("[Amount]","List A","[NAME]=''" & [NAME] & "'")
Related
I have the following question!
I have a table like this:
Data Source
I want to create a field(i suppose it's a field) that i can take the apl_ids,
that have as service_offered some that i want.
Example from the above table. If i want the apl_ids that have ONLY the service_offered
Pending 1, Pending 2 and Pending 7.
In that case, I want to get the apl_id = "13" since apl_id = "12" got one more service that i don't need.
Which is the best way to get that?
Thank you in advance!
Add a calculated field which gives 1 for desired values and 0 for other values. Add another calc field with fixed LOD to apl_id to sum of calcF1. Filter all ids with values=3 only. I think that should work.
Else tell me I will post screenshots
You can create a set based on the field api_id defined by the condition
max([service_offering]=“Pending 1”) and
max([service_offering]=“Pending 2”) and
max([service_offering]=“Pending 7”) and
min([service_offering]=“Pending 1” or [service_offering]=“Pending 2” or [service_offering]=“Pending 7”)
This set will contain those api_ids that have at least one record where service_offering is “Pending 1” and at least one record with Pending 2 ... and where every record has a service offering of 1, 2 or 7 (I.e. no others)
The key is to realize that Tableau treats True as greater than False, so min() and max() for boolean expressions correspond to every() and any().
Once you have a set of api_ids() you can use it on shelves and in calculated fields in many different ways.
I'm using Google sheets, and I want to get the data from one sheet to another where I want only the columns with count > 1.
Let's say we have 3 columns A, B, and C. I tried the following (the first sheet name is "Form Responses 1"):
I thought about using a query in the second sheet as: =query('Form Responses 1'!A1:Z, "Select A having count (A) >1 union select B having count (B) >1 union select C having count (C) > 1"). But I got a parse error where it seems that union and having are not supported in google sheets query.
How can I achieve this (whether it's using query or any other Google sheets function that can work)?
More details:
The first sheet contains info about exercises conducted during a lecture and it gets its data from a Google Form (so the responses are fed in this sheet). Here is a screenshot of it:
Please note that the form is divided into sections. When the user selects the course, the attendance, the participation, and adds a comment, then they go to the next section, the next section will be based on the selected course, the newly opened section will have the exercise name and rating questions (the exercise name is a dropdown list with items that are prefilled and specific to the selected course). That's why, you can see that "exercise name" and "rate the exercise" columns are repeated because we have 2 sections in this form.
The second sheet should contain the data of a selected course only (either mobile dev or web dev) which can be achieved easily through a query with a where clause. But, in addition to that, it shouldn't contain the empty columns of "exercise name" and "rate the exercise" as they correspond to another section. So, it should have only one exercise name column and one rating column that correspond to the selected course. Here is a screenshot if we only use a query with where clause without removing the extra name and rating columns:
Here is a screenshot with the desired result:
Thanks.
why not use just:
=QUERY('Form Responses 1'!A1:Z, "select A,B,C,D,E,F,G where F is not null", 1)
Use "OR" condition
Eg:-
QUERY(Data!A:R,"select A, N, P where N>0 or P>0")
where A column has country and N, P columns have population values
I have a pivot table chart in QlikView that has a dimension and an expression. The dimension is a column with 5 possible values: 'a','b','c','d','e'.
Is there a way to restrict the values to 'a','b' and 'c' only?
I would prefer to enforce this from the chart properties with a condition, instead of choosing the values from a listbox if possible.
Thank you very much, I_saw_drones! There is an problem I have though. I have different expressions defined depending on the category, like this:
IF( ([Category]) = 'A' , COUNT( {<[field1] = {'x','y'} >} [field2]), IF ([Category]) = 'B' , SUM( {<[field3] = {'z'} >} [field4]), IF (Category='C', ..., 0)))
In this case, where would I add $<Category={'A','B','C'} ? My expression so far doesn't help because although I tell QV to use a different formula/calculation for each category, the category overall (all 5 values) represents the dimension.
One possible method to do this is to use QlikView's Set Analysis to create an expression which sums only your desired values.
For this example, I have a very simple load script:
LOAD * INLINE [
Category, Value
A, 1
B, 2
C, 3
D, 4
E, 5
];
I then have the following Pivot Table Chart set up with a single expression which just sums the values:
What we need to do is to modify the expression, so that it only sums A, B and C from the Category field.
If I then use QlikView's Set Analysis to modify the expression to the following:
=sum({$<Category={A,B,C}>} Value)
I then achieve my desired result:
This then restricts my Pivot Table Chart to displaying only these three values for Category without me having to make a selection in a Listbox. The form of this expression also allows other dimensions to be filtered at the same time (i.e. the selections "add up"), so I could say, filter on a Country dimension, and my restriction for Category would still be applied.
How this works
Let's pick apart the expression:
=sum({$<Category={A,B,C}>} Value)
Here you can recognise the original form we had before (sum(Value)), but with a modification. The part {$<Category={A,B,C}>} is the Set Analysis part and has this format: {set_identifier<set_modifier>}. Coming back to our original expression:
{: Set Analysis expressions always start with a {.
$: Set Identifier: This symbol represents the current selections in the QlikView document. This means that any subsequent restrictions are applied on top of the existing selections. 1 can also be used, this represents the full set of data in your document irrespective of selections.
<: Start of the set modifiers.
Category={A,B,C}: The dimension that we wish to place a restriction on. The values required are contained within the curly braces and in this case they are ORed together.
>: End of the set modifiers.
}: End of the set analysis expression.
Set Analysis can be quite complex and I've only scratched the surface here, I would definitely recommend checking the QlikView topic "Set Analysis" in both the installed helpfile and the reference manual (PDF).
Finally, Set Analysis in QlikView is quite powerful, however it should be used sparingly as it can lead to some performance problems. In this case, as this is a fairly simple expression the performance should be reasonable.
Woa! a year later, but what you are loking for is osmething near this:
Go to the dimension sheet, then select the Category Dimension, and click on the Edit Dimesnion button
there you can use something like this:
= If(Match(Category, 'a', 'b', 'c'), Category, Null())
This will make the object display only a b and c Categories, and a line for the Null value.
What leasts is that you check the "Suppress value when null" option on the Dimension sheet.
c ya around
Just thought another solution to this which may still be useful to people looking for this.
How about creating a bookmark with the categories that you want and then setting the expressions to be evaluated in the context of that bookmark only?
(Will expand on this later, but take a look at how set analysis can be affected by a bookmark)
I feel stupid asking this, but I really need an excample on how to get a value of a field in one table (in the end in my report) depending on a value of a field from an other table in Access.
So I have (for excample) a table:
Products and in my report I do a formule using the value of price (field of Products) and adding to that I must have the value of the field VAT-Type (a nummeric var, in the table VATS) depending on what is there in the record (of the one in the table Products) in the field VAT-Sort, also a nummeric var that must meet one of the values used in the field VAT-Type).
So in the report I must have something like:
Product: X Count Price'=(price+21%)'
where 21% comes from the dependensy between the field VAT-Type and VAT-Sort.
I know I can do something like result=select 'VAT-Sort' from 'VATS' WHERE 'VAT-Sort' = or equals 'VAT-type'
But how do I use it in a report of Access to get the right result?
You can use DLookUp:
Numeric data type:
DlookUp("Value","Vats","Vat_Type=" & Vat_Sort)
Text data type:
DlookUp("Value","Vats","Vat_Type='" & Vat_Sort & "'")
Or you can base your report on a query, say:
SELECT Value, Other, Field, names FROM Products
LEFT JOIN Vats
ON Products.VAT_Sort = Vats.Vat_Type
Edit re comments
i have two item in form it is---1 is textbox and 2nd is combo box.
now i have single value in textbox .
but there is a multiple value for a combobox with is totally depend on a value of textbox....
*i am already add data to the backend files ... in which 1 columns that is called column A it's value is for textbox and 2 column that is called column B it's value for combo box *
When i write in textbox it's dependent ALL value can be get in the combo box.
Can any one solve my problem... It is a row vice search.....
I used a Ms Access for my backend......
How i can create a table that can be i used for a my problem
Give me any reference or codes.
This is probably Category->Product kind of scenario, where ONE Category can have ONE or MORE Products,
Category "Softdrink" can have Products("Coke","Pepsi" etc.)
Category "Harddrink" can have Products("8 PM","BP",etc.)
So when u will put "Softdrink" in your textbox then you want to get the relevant products for it. (Assumed you are using TextChange event)
SQL - select Product.Name from Category Inner Join Product On Category.Id= Product.Category_Id where CategoryName ="Softdrink"
and table structure would be like,