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#1
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HELP -- probably a LOOKUP problem
OK, you guys have helped me out of some tight spots in the past...hope the
trend continues! here's my dilemma: I have a file that contains 26 sheets. Sheet 1 is a Chart compiled of info from Sheets 2-18. There are listings of potential Clients on these sheets & the amount of work that my Project Mgrs have done (therefore, each sheet tab is labeled with the PM's name). Lots of VLOOKUP formulas hidden in there! There's a column that also contains the name of the Partner in charge of each Client. This is important.. Sheet 19 is a Chart compiled of info from Sheets 20-26. The info on Sheets 20-26 is actually the Partner info that I copy/pasted from sheets 2-18 BUT, now my boss wants the sheets to automatically update whenever the PMs change the info on sheets 2-18, namely so I don't have to spend so much time doing the copy/paste thing. So, long story, short version: I need a formula that will extract the info for each Partner each time the PMs update the file. If there are 5 sheets (let's say they've been renamed to: LONG, BROWN, SHORT, HOWARD, GATES) and I want to pull info on each of those sheets where my Partner (let's call him BOSS1) is listed as the Partner & have it automatically update on my boss's sheet, what's the lookup? I've taken a stab at this already, much to the dismay of my now-aching head! So I'm leaving it in your hands :) Thanks in advance!! (Hope I haven't confused you too much..) |
#2
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Hi
I'd use a database application for this :-) For a more specific answer it would be good if you provide more details: - what values to update - where are they stored - what is the exact output But as said: Don't think Excel is the right tool for this. -- Regards Frank Kabel Frankfurt, Germany "Liz-In-USA" schrieb im Newsbeitrag ... OK, you guys have helped me out of some tight spots in the past...hope the trend continues! here's my dilemma: I have a file that contains 26 sheets. Sheet 1 is a Chart compiled of info from Sheets 2-18. There are listings of potential Clients on these sheets & the amount of work that my Project Mgrs have done (therefore, each sheet tab is labeled with the PM's name). Lots of VLOOKUP formulas hidden in there! There's a column that also contains the name of the Partner in charge of each Client. This is important.. Sheet 19 is a Chart compiled of info from Sheets 20-26. The info on Sheets 20-26 is actually the Partner info that I copy/pasted from sheets 2-18 BUT, now my boss wants the sheets to automatically update whenever the PMs change the info on sheets 2-18, namely so I don't have to spend so much time doing the copy/paste thing. So, long story, short version: I need a formula that will extract the info for each Partner each time the PMs update the file. If there are 5 sheets (let's say they've been renamed to: LONG, BROWN, SHORT, HOWARD, GATES) and I want to pull info on each of those sheets where my Partner (let's call him BOSS1) is listed as the Partner & have it automatically update on my boss's sheet, what's the lookup? I've taken a stab at this already, much to the dismay of my now-aching head! So I'm leaving it in your hands :) Thanks in advance!! (Hope I haven't confused you too much..) |
#3
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ok, I'll try to provide more detail first (wondering if I've been on the
wrong page all along & perhaps a Pivot Table might not be the way to go): 1. Sheet Name = LONG Company Name Partner Goal1 Goal2 Goal3 Total ABC, Inc. Boss 1 5 10 15 30 XYZ Corp. Boss 1 10 20 30 60 Redline Inc. Boss 3 5 5 5 15 Blueline Corp. Boss 7 10 0 15 25 2. Sheet Name = GATES Company Name Partner Goal1 Goal2 Goal3 Total Tax R Us. Boss 1 5 10 15 30 Toyland Corp Boss 4 10 20 30 60 Metro Shuttle Boss 6 5 5 5 15 PuterIssues, Inc Boss 1 10 0 15 25 OK, just as an example (again, I have 26 sheets with the Project Manager names), I want to take all instances of Boss 1 (with the info for Co name, Partner, & the Goal figures -- my actual file goes all the way thru Column Y, but every other column from C - Y has VLOOKUP info hidden) Periodically the project Mgrs (Long & Gates) have to update the Goals info (The Totals column has a formula which totals up all the Goal info) 3. Sheet Name = BOSS 1 Company Name Partner Goal1 Goal2 Goal3 Total ABC, Inc. Boss 1 5 10 15 30 XYZ Corp. Boss 1 10 20 30 60 Tax R Us. Boss 1 5 10 15 30 PuterIssues, Inc Boss 1 10 0 15 25 I renamed a sheet BOSS 1, then went back thru all the Project Mgr sheets & copied only Boss 1's info & pasted it into Sheet 3. Tedious, yes...but it works. Only thing is that currently, as the Project Mgrs update their sheet, BOSS1's sheet does not automatically get updated. (this also has to be completed for all 7 bosses) -- Unfortunately, putting this info into a database isn't really an option either; everyone's used to doing it this way......If it's too much trouble, I may just have to stick with the copy/paste method. Meanwhile, I'll keep trying some other options too..thanks again! "Frank Kabel" wrote: Hi I'd use a database application for this :-) For a more specific answer it would be good if you provide more details: - what values to update - where are they stored - what is the exact output But as said: Don't think Excel is the right tool for this. -- Regards Frank Kabel Frankfurt, Germany "Liz-In-USA" schrieb im Newsbeitrag ... OK, you guys have helped me out of some tight spots in the past...hope the trend continues! here's my dilemma: I have a file that contains 26 sheets. Sheet 1 is a Chart compiled of info from Sheets 2-18. There are listings of potential Clients on these sheets & the amount of work that my Project Mgrs have done (therefore, each sheet tab is labeled with the PM's name). Lots of VLOOKUP formulas hidden in there! There's a column that also contains the name of the Partner in charge of each Client. This is important.. Sheet 19 is a Chart compiled of info from Sheets 20-26. The info on Sheets 20-26 is actually the Partner info that I copy/pasted from sheets 2-18 BUT, now my boss wants the sheets to automatically update whenever the PMs change the info on sheets 2-18, namely so I don't have to spend so much time doing the copy/paste thing. So, long story, short version: I need a formula that will extract the info for each Partner each time the PMs update the file. If there are 5 sheets (let's say they've been renamed to: LONG, BROWN, SHORT, HOWARD, GATES) and I want to pull info on each of those sheets where my Partner (let's call him BOSS1) is listed as the Partner & have it automatically update on my boss's sheet, what's the lookup? I've taken a stab at this already, much to the dismay of my now-aching head! So I'm leaving it in your hands :) Thanks in advance!! (Hope I haven't confused you too much..) |
#4
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Instead of all maintaining the Project Manager and Partner sheets, you
could use a macro to update them as required. Store all the data on the master sheet. You can create a pivot table to summarize the data, or filter to see data for a specific project manager or partner. Keep a backup copy of the file, and let the users update their data on the master sheet. If you need to create individual sheets, you can use a macro similar to the one he http://www.contextures.com/excelfiles.html Under the heading 'Filter', look for 'Update Sheets from Master' Liz-In-USA wrote: OK, you guys have helped me out of some tight spots in the past...hope the trend continues! here's my dilemma: I have a file that contains 26 sheets. Sheet 1 is a Chart compiled of info from Sheets 2-18. There are listings of potential Clients on these sheets & the amount of work that my Project Mgrs have done (therefore, each sheet tab is labeled with the PM's name). Lots of VLOOKUP formulas hidden in there! There's a column that also contains the name of the Partner in charge of each Client. This is important.. Sheet 19 is a Chart compiled of info from Sheets 20-26. The info on Sheets 20-26 is actually the Partner info that I copy/pasted from sheets 2-18 BUT, now my boss wants the sheets to automatically update whenever the PMs change the info on sheets 2-18, namely so I don't have to spend so much time doing the copy/paste thing. So, long story, short version: I need a formula that will extract the info for each Partner each time the PMs update the file. If there are 5 sheets (let's say they've been renamed to: LONG, BROWN, SHORT, HOWARD, GATES) and I want to pull info on each of those sheets where my Partner (let's call him BOSS1) is listed as the Partner & have it automatically update on my boss's sheet, what's the lookup? I've taken a stab at this already, much to the dismay of my now-aching head! So I'm leaving it in your hands :) Thanks in advance!! (Hope I haven't confused you too much..) -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
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