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Hello,
I have been using a master worksheet which stores all my data and been using a filter to show certain types of data and copy and paste into a new worksheet. Is there a way to update the data in the master worksheet and have that information trickle down into the other worksheets without applying the filters and copy/paste? -- TS |
#2
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Hi
Use ODBC queries to get filtered data into partial sheets. You can set queries to be refreshed on open and/or after some time interval, or you can refresh them manually. Another option is to create (some) report sheet(s). You determine there filter conditions, and according data are read from master sheet using formulas or ODBC query(es). The exact solution depends heavily on your data, and what you want to get. Arvi Laanemets "Nlevans" wrote in message ... Hello, I have been using a master worksheet which stores all my data and been using a filter to show certain types of data and copy and paste into a new worksheet. Is there a way to update the data in the master worksheet and have that information trickle down into the other worksheets without applying the filters and copy/paste? -- TS |
#3
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Thank you for responding. How would I set up these queries and/or worksheets?
"Arvi Laanemets" wrote: Hi Use ODBC queries to get filtered data into partial sheets. You can set queries to be refreshed on open and/or after some time interval, or you can refresh them manually. Another option is to create (some) report sheet(s). You determine there filter conditions, and according data are read from master sheet using formulas or ODBC query(es). The exact solution depends heavily on your data, and what you want to get. Arvi Laanemets "Nlevans" wrote in message ... Hello, I have been using a master worksheet which stores all my data and been using a filter to show certain types of data and copy and paste into a new worksheet. Is there a way to update the data in the master worksheet and have that information trickle down into the other worksheets without applying the filters and copy/paste? -- TS |
#4
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Hi
A couple of examples. You have a table on sheet MyTable in range A1:C100, where the first row contains column headers (having headers is obligatory). Columns are Col1, Col2 and Col3. You want to filter by Col1. You may have to add new records to this table later, but you are sure the number of rows doesn't exceed 1000. 1. Using ODBC Define a non-dynamic named range (InsertNameDefine) MyTable as =MyTable!$A$1:$C$1000 Save your workbook!!! Activate the sheet, where you want to get filtered table to appear, and select cell A1. From Data menu, select Get External DataNew Database Query (when such option is missing, then you have to install MS Query or whatewer it was named from CD) Excel FilesOK In Select Workbook window, select your workbook as data source. OK Select the range MyTable as table and transfer all fields to Columns in Your Query list. Next Set filter to Col1 Is Not Null and Col1 equals your value. Next You can set sort order. Next Select View Data ... . Finish Remove Col1 from table (select Col1 column and press Del key). Close Microsoft Query window. Click on properties button in Return ... window. Check 'Refresch data on file open' and 'Overwrite existing cells...'. You also can set automatic refreshing frequency in minutes for opened file.OK OK Sorry, but I have to leave now. Maybe I have some time to explain other possibilities later today. Arvi Laanemets "Nlevans" wrote in message ... Thank you for responding. How would I set up these queries and/or worksheets? "Arvi Laanemets" wrote: Hi Use ODBC queries to get filtered data into partial sheets. You can set queries to be refreshed on open and/or after some time interval, or you can refresh them manually. Another option is to create (some) report sheet(s). You determine there filter conditions, and according data are read from master sheet using formulas or ODBC query(es). The exact solution depends heavily on your data, and what you want to get. Arvi Laanemets "Nlevans" wrote in message ... Hello, I have been using a master worksheet which stores all my data and been using a filter to show certain types of data and copy and paste into a new worksheet. Is there a way to update the data in the master worksheet and have that information trickle down into the other worksheets without applying the filters and copy/paste? -- TS |
#5
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Hi again. Let's continue!
(You have a table on sheet MyTable in range A1:C100, where the first row contains column headers (having headers is obligatory). Columns are Col1, Col2 and Col3. You want to filter by Col1. You may have to add new records to this table later, but you are sure the number of rows doesn't exceed 1000.) 2. Creating report sheet through formulas. You have to add a new leftmost column into MyTable, where an unique identificator is calculated for every row of table. And you craete a new sheet, p.e. MyReport. On sheet MyReport, you apply data validation list(s) to some cell(s), to allow you to select filter condition(s). In our example, the list must contain all possible values on column Col1 in MyTable. The best way is to have such list on separate sheet, p.e. MyList. When you have header in MyList!A1, and the list itself starts from cell MyList!A2, then define a dynamic named range p.e. MyList MyList=OFFSET(MyList!$A$1,1,,COUNTA(MyList!$A:$A)-1,1) On sheet MyTable, select range A2:A1000, and apply to selected range data validation list as =MyList (Applying data validation list to column Col1 prevents user entering non-valid entries, and allows him to select entries from drop-down list) On sheet MyReport, apply data validation list p.e. to cell MyReport!B1. (When you want to filter by several conditions, p.e. by values for Col1 and Col2, you have to create lists like this for every filtered column) On sheet MyTable, add a new column to left of existing table - the new column will be A:A, and your table is now in range B1:D1000. You can add a header into cell A1, but later you hide this column anyway. There are 2 possible ways to define an identificator. It may depend on selected condition(s) on sheet MyReport, or not. An example for both: A2=IF(OR(B2="";B2<MyReport!$B$1),"",B2 & COUNTIF($B$2:$B2,MyReport!$B$1)) , or A2=IF(B2="","",B2 & COUNTIF($B$2:$B2,$B2)) (When you have several conditions, then when using first formula, you replace COUNTIF with SUMPRODUCT, and in OR you check for all conditions. When you use second formula, you have to compose an unique string form all conditions, and again to use SUMPRODUCT to calculate an added counter - it will be too complex to explain it here in detail) Copy entered formula to range A2:A1000 On sheet MyReport, Into some row (p.e. row 3) enter column headings. A3="Col2", B3="Col3" When you used 1st formula as identificator, then: A4=IF(ISERROR(VLOOKUP(ROW()-2,MyTable!$A$2:$D$1000,3,0)),"",VLOOKUP(ROW()-2, MyTable!$A$2:$D$1000,3,0)) B4=IF(A4="","",VLOOKUP(ROW()-2,MyTable!$A$2:$D$1000,4,0)) When you used 2nd formula as identificator, then (with several conditions you have to correct following formula): A4=IF(ISERROR(VLOOKUP($B$1 & ROW()-2,MyTable!$A$2:$D$1000,3,0)),"",VLOOKUP($B$1 & ROW()-2,MyTable!$A$2:$D$1000,3,0)) B4=IF(A4="","",VLOOKUP($B$1 & ROW()-2,MyTable!$A$2:$D$1000,4,0)) Copy A4:B4 down for as much rows as you need. Arvi Laanemets |
#6
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Thank you for your help. I will try this and get back to you. Thanks again
-- TS "Arvi Laanemets" wrote: Hi again. Let's continue! (You have a table on sheet MyTable in range A1:C100, where the first row contains column headers (having headers is obligatory). Columns are Col1, Col2 and Col3. You want to filter by Col1. You may have to add new records to this table later, but you are sure the number of rows doesn't exceed 1000.) 2. Creating report sheet through formulas. You have to add a new leftmost column into MyTable, where an unique identificator is calculated for every row of table. And you craete a new sheet, p.e. MyReport. On sheet MyReport, you apply data validation list(s) to some cell(s), to allow you to select filter condition(s). In our example, the list must contain all possible values on column Col1 in MyTable. The best way is to have such list on separate sheet, p.e. MyList. When you have header in MyList!A1, and the list itself starts from cell MyList!A2, then define a dynamic named range p.e. MyList MyList=OFFSET(MyList!$A$1,1,,COUNTA(MyList!$A:$A)-1,1) On sheet MyTable, select range A2:A1000, and apply to selected range data validation list as =MyList (Applying data validation list to column Col1 prevents user entering non-valid entries, and allows him to select entries from drop-down list) On sheet MyReport, apply data validation list p.e. to cell MyReport!B1. (When you want to filter by several conditions, p.e. by values for Col1 and Col2, you have to create lists like this for every filtered column) On sheet MyTable, add a new column to left of existing table - the new column will be A:A, and your table is now in range B1:D1000. You can add a header into cell A1, but later you hide this column anyway. There are 2 possible ways to define an identificator. It may depend on selected condition(s) on sheet MyReport, or not. An example for both: A2=IF(OR(B2="";B2<MyReport!$B$1),"",B2 & COUNTIF($B$2:$B2,MyReport!$B$1)) , or A2=IF(B2="","",B2 & COUNTIF($B$2:$B2,$B2)) (When you have several conditions, then when using first formula, you replace COUNTIF with SUMPRODUCT, and in OR you check for all conditions. When you use second formula, you have to compose an unique string form all conditions, and again to use SUMPRODUCT to calculate an added counter - it will be too complex to explain it here in detail) Copy entered formula to range A2:A1000 On sheet MyReport, Into some row (p.e. row 3) enter column headings. A3="Col2", B3="Col3" When you used 1st formula as identificator, then: A4=IF(ISERROR(VLOOKUP(ROW()-2,MyTable!$A$2:$D$1000,3,0)),"",VLOOKUP(ROW()-2, MyTable!$A$2:$D$1000,3,0)) B4=IF(A4="","",VLOOKUP(ROW()-2,MyTable!$A$2:$D$1000,4,0)) When you used 2nd formula as identificator, then (with several conditions you have to correct following formula): A4=IF(ISERROR(VLOOKUP($B$1 & ROW()-2,MyTable!$A$2:$D$1000,3,0)),"",VLOOKUP($B$1 & ROW()-2,MyTable!$A$2:$D$1000,3,0)) B4=IF(A4="","",VLOOKUP($B$1 & ROW()-2,MyTable!$A$2:$D$1000,4,0)) Copy A4:B4 down for as much rows as you need. Arvi Laanemets |
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