Transfer information

[Aggie G]

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?

 

[Bill Ridgeway]

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]

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?

 

[Roger Govier]

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

 

[Max]

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 A44, 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.

 

[Aggie G]

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]

Here's your sample, with the suggestion implemented to suit:
http://cjoint.com/?etbDrKg51K
Aggie_Sample_File.xls

 

[Aggie G]

Thank you very much! It works perfectly and I can now use this for future
spreadsheets. Thanks again!

 

[Max]

You're welcome, Aggie.
Delighted to hear that.

 

[Aggie G]

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]

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]

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?

 

[Aggie G]

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]

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.

 

[Aggie G]

Thanks so much! You have helped me so much! I appreciate your help!

Aggie

 

[Max]

Pleasure` Aggie.
Thanks for the feedback