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#1
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I have a spreadsheet with three sheets. One sheet is the main the data sheet
that contains all the information. On the other two sheets I am trying to setup something that would allow me to pull over data such as name, award amount, award type, etc. based on the month awarded. I am not sure what would allow me to do this. Any direction? |
#2
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Sounds like another job for Pivot Table! Click on <Data<Pivot Table and
Pivot Chart Reports and follow that through. Pivot tables can be a bit tricky until you get used to them with a bit of experimentation. Regards. Bill Ridgeway Computer Solutions "Aggie G" wrote in message ... I have a spreadsheet with three sheets. One sheet is the main the data sheet that contains all the information. On the other two sheets I am trying to setup something that would allow me to pull over data such as name, award amount, award type, etc. based on the month awarded. I am not sure what would allow me to do this. Any direction? |
#3
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A pivot table will not work for what I want. Let me provide you more
information. Every month we have a staff meeting where employees are recognized and given awards. The spreadsheet contains all the information about each award such as the name of the recipient, the month award, the amount of time off, etc. I want this information to populate on another sheet (Agenda), but I only want the information associated with the month of the awared. As an example; if I have the following: Name Month Awarded Award Amount Wylie, Amberlyn January-07 2 Boyett, Joann February-07 1 Brown, Josh February-07 2 Using this information, I want the name and the award amount for the month of February to populate in the Agenda sheet. How can I do this? ill Ridgeway" wrote: Sounds like another job for Pivot Table! Click on <Data<Pivot Table and Pivot Chart Reports and follow that through. Pivot tables can be a bit tricky until you get used to them with a bit of experimentation. Regards. Bill Ridgeway Computer Solutions "Aggie G" wrote in message ... I have a spreadsheet with three sheets. One sheet is the main the data sheet that contains all the information. On the other two sheets I am trying to setup something that would allow me to pull over data such as name, award amount, award type, etc. based on the month awarded. I am not sure what would allow me to do this. Any direction? |
#4
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Hi
It sounds like Advanced Filter, extracting data to your Monthly sheet will do the job. Take a look at Debra Dalgleish's site for detailed instruction on how to achieve it. http://www.contextures.com/xladvfilter01.html#ExtractWs -- Regards Roger Govier "Aggie G" wrote in message ... A pivot table will not work for what I want. Let me provide you more information. Every month we have a staff meeting where employees are recognized and given awards. The spreadsheet contains all the information about each award such as the name of the recipient, the month award, the amount of time off, etc. I want this information to populate on another sheet (Agenda), but I only want the information associated with the month of the awared. As an example; if I have the following: Name Month Awarded Award Amount Wylie, Amberlyn January-07 2 Boyett, Joann February-07 1 Brown, Josh February-07 2 Using this information, I want the name and the award amount for the month of February to populate in the Agenda sheet. How can I do this? ill Ridgeway" wrote: Sounds like another job for Pivot Table! Click on <Data<Pivot Table and Pivot Chart Reports and follow that through. Pivot tables can be a bit tricky until you get used to them with a bit of experimentation. Regards. Bill Ridgeway Computer Solutions "Aggie G" wrote in message ... I have a spreadsheet with three sheets. One sheet is the main the data sheet that contains all the information. On the other two sheets I am trying to setup something that would allow me to pull over data such as name, award amount, award type, etc. based on the month awarded. I am not sure what would allow me to do this. Any direction? |
#5
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One alternative play which would also deliver the required results
is illustrated in this sample construct: http://www.savefile.com/files/646903 Reflect selected info in another sht.xls Source table assumed in sheet: X, cols A to C, with the key col = col B (Month Awarded) <contains "1st-of-month" real dates Data assumed running in row2 down In sheet: Agenda, Create a DV to select the month-year in C2 (use a defined range: Month created in the index sheet: I) Select C2, click Data Validation. Allow: List, Source: =Month Then place In A4: =IF(X!B2="","",IF(X!B2=$C$2,ROW(),"")) Leave A1:A3 blank. This is the criteria col. In B4: =IF(C4="","",ROW(A1)) Col B is to provide a simple serial numbering corresponding to what's extracted in col C In C4: =IF(ROW(A1)COUNT($A:$A),"",INDEX(X!A:A,SMALL($A:$ A,ROW(A1))-2)) In D4: =IF(ROW(A1)COUNT($A:$A),"",INDEX(X!C:C,SMALL($A:$ A,ROW(A1))-2)) Cols C & D will extract the name and award amts from X's cols A and C, via the indexed cols viz: INDEX(X!A:A,... & INDEX(X!C:C,... Select A4:D4, copy down to cover the max expected extent of data in X's col B, say down to D200?. Hide away col A. Cols B to D will return the required results from X, depending on the month-year selected in the DV cell C2. -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote: A pivot table will not work for what I want. Let me provide you more information. Every month we have a staff meeting where employees are recognized and given awards. The spreadsheet contains all the information about each award such as the name of the recipient, the month award, the amount of time off, etc. I want this information to populate on another sheet (Agenda), but I only want the information associated with the month of the awared. As an example; if I have the following: Name Month Awarded Award Amount Wylie, Amberlyn January-07 2 Boyett, Joann February-07 1 Brown, Josh February-07 2 Using this information, I want the name and the award amount for the month of February to populate in the Agenda sheet. How can I do this? |
#6
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I would like to send you the file I am working with b/c I am not able to
apply the sample you provided to my spreadsheet since they don't look alike. I tried to change the formula to match with my information, but am finding it difficult. I have a link to my document so you can maybe send me in the right direction. http://www.savefile.com/files/651790 "Max" wrote: One alternative play which would also deliver the required results is illustrated in this sample construct: http://www.savefile.com/files/646903 Reflect selected info in another sht.xls Source table assumed in sheet: X, cols A to C, with the key col = col B (Month Awarded) <contains "1st-of-month" real dates Data assumed running in row2 down In sheet: Agenda, Create a DV to select the month-year in C2 (use a defined range: Month created in the index sheet: I) Select C2, click Data Validation. Allow: List, Source: =Month Then place In A4: =IF(X!B2="","",IF(X!B2=$C$2,ROW(),"")) Leave A1:A3 blank. This is the criteria col. In B4: =IF(C4="","",ROW(A1)) Col B is to provide a simple serial numbering corresponding to what's extracted in col C In C4: =IF(ROW(A1)COUNT($A:$A),"",INDEX(X!A:A,SMALL($A:$ A,ROW(A1))-2)) In D4: =IF(ROW(A1)COUNT($A:$A),"",INDEX(X!C:C,SMALL($A:$ A,ROW(A1))-2)) Cols C & D will extract the name and award amts from X's cols A and C, via the indexed cols viz: INDEX(X!A:A,... & INDEX(X!C:C,... Select A4:D4, copy down to cover the max expected extent of data in X's col B, say down to D200?. Hide away col A. Cols B to D will return the required results from X, depending on the month-year selected in the DV cell C2. -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote: A pivot table will not work for what I want. Let me provide you more information. Every month we have a staff meeting where employees are recognized and given awards. The spreadsheet contains all the information about each award such as the name of the recipient, the month award, the amount of time off, etc. I want this information to populate on another sheet (Agenda), but I only want the information associated with the month of the awared. As an example; if I have the following: Name Month Awarded Award Amount Wylie, Amberlyn January-07 2 Boyett, Joann February-07 1 Brown, Josh February-07 2 Using this information, I want the name and the award amount for the month of February to populate in the Agenda sheet. How can I do this? |
#7
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Here's your sample, with the suggestion implemented to suit:
http://cjoint.com/?etbDrKg51K Aggie_Sample_File.xls -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote: I would like to send you the file I am working with b/c I am not able to apply the sample you provided to my spreadsheet since they don't look alike. I tried to change the formula to match with my information, but am finding it difficult. I have a link to my document so you can maybe send me in the right direction. http://www.savefile.com/files/651790 |
#8
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Thank you very much! It works perfectly and I can now use this for future
spreadsheets. Thanks again! "Max" wrote: Here's your sample, with the suggestion implemented to suit: http://cjoint.com/?etbDrKg51K Aggie_Sample_File.xls -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote: I would like to send you the file I am working with b/c I am not able to apply the sample you provided to my spreadsheet since they don't look alike. I tried to change the formula to match with my information, but am finding it difficult. I have a link to my document so you can maybe send me in the right direction. http://www.savefile.com/files/651790 |
#9
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You're welcome, Aggie.
Delighted to hear that. -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote in message ... Thank you very much! It works perfectly and I can now use this for future spreadsheets. Thanks again! |
#10
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Ok I have another question about this same spreadsheet. What I am trying to
accomplish is create an accumulative amount of awarded hours for each employee in my company for each MTD and YTD. I want the Carrots YTD worksheet to read from the Carrot 2007 worksheet and enter in the total hours for each month and provide a total for the year. Can you help me do this? Below is the link to my document. http://www.savefile.com/files/651790 "Max" wrote: You're welcome, Aggie. Delighted to hear that. -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote in message ... Thank you very much! It works perfectly and I can now use this for future spreadsheets. Thanks again! |
#11
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In sheet: Carrots 2007 YTD,
Put in B2: =SUMPRODUCT(('Carrot 2007'!$B$2:$B$100=$A2)*('Carrot 2007'!$E$2:$E$100=B$1),'Carrot 2007'!$G$2:$G$100) Copy B2 across to M2, fill down. The simple SUM that you have in N2 down (for YTD) suffices. For a neater look, we could suppress the display of extraneous zeros in the sheet via clicking Tools Options View tab Uncheck "Zero values" OK. P/s: For the mutual benefit of all, kindly put in any new queries as **new** postings. -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote in message ... Ok I have another question about this same spreadsheet. What I am trying to accomplish is create an accumulative amount of awarded hours for each employee in my company for each MTD and YTD. I want the Carrots YTD worksheet to read from the Carrot 2007 worksheet and enter in the total hours for each month and provide a total for the year. Can you help me do this? Below is the link to my document. http://www.savefile.com/files/651790 |
#12
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One clarification. Do adjust the ranges in the formula to suit the max
expected for the full year in the source sheet: Carrot 2007 before you copy across/down. I used an arb row100 as the extent. Adjust to use the smallest range large enough to cover the max expected extent, eg 500? -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- |
#13
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Thanks for the forumla. When I plugged in the formula, the cell displays a
REF error. What I did was press f2 and then hit enter and box appears for me to select the file from where the data is supposed to pull from. If I reselect the same file I am working in, the correct number appears. For whatever reason, the formula is not recgnoizing that the worksheet is within the same workbook. What should I do? "Max" wrote: In sheet: Carrots 2007 YTD, Put in B2: =SUMPRODUCT(('Carrot 2007'!$B$2:$B$100=$A2)*('Carrot 2007'!$E$2:$E$100=B$1),'Carrot 2007'!$G$2:$G$100) Copy B2 across to M2, fill down. The simple SUM that you have in N2 down (for YTD) suffices. For a neater look, we could suppress the display of extraneous zeros in the sheet via clicking Tools Options View tab Uncheck "Zero values" OK. P/s: For the mutual benefit of all, kindly put in any new queries as **new** postings. -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote in message ... Ok I have another question about this same spreadsheet. What I am trying to accomplish is create an accumulative amount of awarded hours for each employee in my company for each MTD and YTD. I want the Carrots YTD worksheet to read from the Carrot 2007 worksheet and enter in the total hours for each month and provide a total for the year. Can you help me do this? Below is the link to my document. http://www.savefile.com/files/651790 |
#14
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Here's your earlier sample, with the formula implemented:
http://cjoint.com/?eAgTyEMBRC Aggie_Carrot_Program_Report_2007.xls Usually, when you copy n paste formulas direct from postings into formula bars, you need to clean up the pasted formula before pressing ENTER. There would be some line breaks introduced into the pasted formula. Just clean up with the Delete key or Backspace key as necess. -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote in message ... Thanks for the formula. When I plugged in the formula, the cell displays a REF error. What I did was press f2 and then hit enter and box appears for me to select the file from where the data is supposed to pull from. If I reselect the same file I am working in, the correct number appears. For whatever reason, the formula is not recgnoizing that the worksheet is within the same workbook. What should I do? |
#15
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Thanks so much! You have helped me so much! I appreciate your help!
Aggie "Max" wrote: Here's your earlier sample, with the formula implemented: http://cjoint.com/?eAgTyEMBRC Aggie_Carrot_Program_Report_2007.xls Usually, when you copy n paste formulas direct from postings into formula bars, you need to clean up the pasted formula before pressing ENTER. There would be some line breaks introduced into the pasted formula. Just clean up with the Delete key or Backspace key as necess. -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote in message ... Thanks for the formula. When I plugged in the formula, the cell displays a REF error. What I did was press f2 and then hit enter and box appears for me to select the file from where the data is supposed to pull from. If I reselect the same file I am working in, the correct number appears. For whatever reason, the formula is not recgnoizing that the worksheet is within the same workbook. What should I do? |
#16
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Pleasure` Aggie.
Thanks for the feedback -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Aggie G" wrote in message ... Thanks so much! You have helped me so much! I appreciate your help! Aggie |
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