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HRDataFool
 
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Default Will a Pivot Table Help with my problem?

I am putting together a form that will be used throughout our organization.
There are specific jobs linked to specific departments. How can a display a
list of only those jobs associated with the department number that is keyed
in? This is a big organization and managers are not going to want to scroll
through every job we have just to find the ones in their department. Help is
appreciated.
--
Scott
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Debra Dalgleish
 
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A pivot table is good for summarizing numerical data, so it may not be
what you need.

You could use a filtered list to display the relevant data. There are
instructions for AutoFilters in Excel's Help, and he

http://www.contextures.com/xlautofilter01.html

HRDataFool wrote:
I am putting together a form that will be used throughout our organization.
There are specific jobs linked to specific departments. How can a display a
list of only those jobs associated with the department number that is keyed
in? This is a big organization and managers are not going to want to scroll
through every job we have just to find the ones in their department. Help is
appreciated.



--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

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Scott
 
Posts: n/a
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This helped. thanks! Now I have afollow up: Is there any way the
Department # in the filter can be linked to the department # that i entered
in the form. What I would like to do is just have my managers key in their
department # (and not have to scroll through all the department #s in the
filter) and then the jobs in their department will show up. Is this possible?

"Debra Dalgleish" wrote:

A pivot table is good for summarizing numerical data, so it may not be
what you need.

You could use a filtered list to display the relevant data. There are
instructions for AutoFilters in Excel's Help, and he

http://www.contextures.com/xlautofilter01.html

HRDataFool wrote:
I am putting together a form that will be used throughout our organization.
There are specific jobs linked to specific departments. How can a display a
list of only those jobs associated with the department number that is keyed
in? This is a big organization and managers are not going to want to scroll
through every job we have just to find the ones in their department. Help is
appreciated.



--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html


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Debra Dalgleish
 
Posts: n/a
Default

You could do that with an advanced filter and a bit of programming. I
have a sample workbook he

http://www.contextures.com/excelfiles.html

Under Filters, look for "Filter Rows for Text String"

Scott wrote:
This helped. thanks! Now I have afollow up: Is there any way the
Department # in the filter can be linked to the department # that i entered
in the form. What I would like to do is just have my managers key in their
department # (and not have to scroll through all the department #s in the
filter) and then the jobs in their department will show up. Is this possible?

"Debra Dalgleish" wrote:


A pivot table is good for summarizing numerical data, so it may not be
what you need.

You could use a filtered list to display the relevant data. There are
instructions for AutoFilters in Excel's Help, and he

http://www.contextures.com/xlautofilter01.html

HRDataFool wrote:

I am putting together a form that will be used throughout our organization.
There are specific jobs linked to specific departments. How can a display a
list of only those jobs associated with the department number that is keyed
in? This is a big organization and managers are not going to want to scroll
through every job we have just to find the ones in their department. Help is
appreciated.



--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html





--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

  #5   Report Post  
HRDataFool
 
Posts: n/a
Default

Thanks for this help. I went through the workbook samples and found one that
fit my issue. My problem is that when I set up the advanced filter, it would
pull in the data for the first dept # selected, but when I changed it, the
new data didn't show up. I am sure it is an issue with the programming, but
I have no idea how to troubleshoot this. More help would be appreciated.
Thanks!
"Debra Dalgleish" wrote:

You could do that with an advanced filter and a bit of programming. I
have a sample workbook he

http://www.contextures.com/excelfiles.html

Under Filters, look for "Filter Rows for Text String"

Scott wrote:
This helped. thanks! Now I have afollow up: Is there any way the
Department # in the filter can be linked to the department # that i entered
in the form. What I would like to do is just have my managers key in their
department # (and not have to scroll through all the department #s in the
filter) and then the jobs in their department will show up. Is this possible?

"Debra Dalgleish" wrote:


A pivot table is good for summarizing numerical data, so it may not be
what you need.

You could use a filtered list to display the relevant data. There are
instructions for AutoFilters in Excel's Help, and he

http://www.contextures.com/xlautofilter01.html

HRDataFool wrote:

I am putting together a form that will be used throughout our organization.
There are specific jobs linked to specific departments. How can a display a
list of only those jobs associated with the department number that is keyed
in? This is a big organization and managers are not going to want to scroll
through every job we have just to find the ones in their department. Help is
appreciated.


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html





--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html




  #6   Report Post  
Debra Dalgleish
 
Posts: n/a
Default

Which example did you use?

Are you typing the department numbers, or trying to loop through a list
of numbers?

HRDataFool wrote:
Thanks for this help. I went through the workbook samples and found one that
fit my issue. My problem is that when I set up the advanced filter, it would
pull in the data for the first dept # selected, but when I changed it, the
new data didn't show up. I am sure it is an issue with the programming, but
I have no idea how to troubleshoot this. More help would be appreciated.
Thanks!
"Debra Dalgleish" wrote:


You could do that with an advanced filter and a bit of programming. I
have a sample workbook he

http://www.contextures.com/excelfiles.html

Under Filters, look for "Filter Rows for Text String"

Scott wrote:

This helped. thanks! Now I have afollow up: Is there any way the
Department # in the filter can be linked to the department # that i entered
in the form. What I would like to do is just have my managers key in their
department # (and not have to scroll through all the department #s in the
filter) and then the jobs in their department will show up. Is this possible?

"Debra Dalgleish" wrote:



A pivot table is good for summarizing numerical data, so it may not be
what you need.

You could use a filtered list to display the relevant data. There are
instructions for AutoFilters in Excel's Help, and he

http://www.contextures.com/xlautofilter01.html

HRDataFool wrote:


I am putting together a form that will be used throughout our organization.
There are specific jobs linked to specific departments. How can a display a
list of only those jobs associated with the department number that is keyed
in? This is a big organization and managers are not going to want to scroll
through every job we have just to find the ones in their department. Help is
appreciated.


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html




--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html





--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

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