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#1
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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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#2
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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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#3
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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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#4
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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 |
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#5
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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 |
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#6
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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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#7
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I used the one below:
Phone List for Selected Name -- uses Data Validation and an Advanced Filter to extract a list of customers with the selected Last Name; file contains a macro which automates the filter (XL2000 and XL2002 only) PhoneList.xls 36 kb I set up a drop down list that had the department #s. That part worked. I just could never get the corresponding job information for the department to pop up. "Debra Dalgleish" wrote: 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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#8
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Right-click on the Data Entry sheet tab, and select View Code.
You may have to edit the code, to match the layout of your worksheets. HRDataFool wrote: I used the one below: Phone List for Selected Name -- uses Data Validation and an Advanced Filter to extract a list of customers with the selected Last Name; file contains a macro which automates the filter (XL2000 and XL2002 only) PhoneList.xls 36 kb I set up a drop down list that had the department #s. That part worked. I just could never get the corresponding job information for the department to pop up. "Debra Dalgleish" wrote: 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 -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
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