I am trying to create a semi-automated invoicing system for my business but I am running into some problems.
I would like to be able to have a spreadsheet with all of my inventory in rows. Each of these items would have 4-5 columns of information. I would like to use this spreadsheet as a database that I could use data validation with to create a drop down menu to choose an item from the database. When an item is selected it would return all of the columns of info in the database.
I have been able to do this using vlookup functions. However, most of the items in my database are often grouped together. Is there a way that I could select one item from the database and have it return all of the grouped items on separate rows?
Lastly, as these items are added to the invoice it would be nice if I could automatically have the invoice add rows to expand the invoice. For example, if I choose an item from my database that is grouped with 10 other items, the spreadsheet would also add 10 rows or shift the rows below the dropdown selection down 10 rows.
From my research I have figured out how to return multiple values from an array following the instructions on this link:
https://www.get-digital-help.com/2009/10/25/how-to-return-multiple-values-using-vlookup-in-excel/
This only allows me to return a single value though.
Here is a link to the excel file in case you don't want to sift through the entire page:
https://www.get-digital-help.com/wp-content/uploads/2009/10/How-to-return-multiple-values-vertically-2.xlsx
I also followed this guide to use a vlookup function to return multiple values but I don't know how to have it return multiple items from the database.
https://www.journalofaccountancy.com/issues/2004/apr/adoityourselfautomatedinvoicingsystem.html
Thanks in advance!
I think it's time you left VLOOKUP behind, and embraced PivotTables. Slicing, dicing, and aggregations are what they do best, and they handle grouped items with ease. Trying to cobble together a solution that meets your requirements using just formulas is going to be messy.
Related
My use case is that one of the columns in my table has multiple categories included. For example, entry 1 may say budget, schedule, entry 2 may say schedule, quality and entry 3 may say schedule. I can also change it so that budget, schedule and quality become boolean columns.
I would like to create a drop down option that list each grade level individually and when one of the categories is selected, I want the table to filter based on the selection in the drop down. So when someone selects schedule, all 3 entries, in this scenario, will be displayed.
Do you believe this is possible to do in Data Studio?
Thank you
Create a parameter cat_select to filter the data.
Create a calculated field cat_test with
CONTAINS_TEXT(lower(categories),lower(cat_select))
Generate a filter for that field cat_test to be true.
I am fully aware that ideally, dataset should return only relevant rows with which to bind tablix.
However, in this particular case, I am utilizing same dataset to bind multiple tables and need to perform some filtering 'on the fly'.
I tried writing logic in column visibility of each cell to achieve desired output but there is no unique condition available on cell level .
I need to bind only single row from the dataset based on my unique column value, any pointers will be highly appreciated, thanks !
Although you haven't provided any code/data samples but may be you can utilize row visibility property to filter rows from dataset with which to bind individual tables as suggested here
I am working with a list of bowling matches and want to update all matches for a specific week and a specific division.
By use of VBA, how do I change values in a column in a list for rows filtered for specific criteria on another column?
Something like that might be possible, but it's extremely difficult to asses without looking at the data. In SQL you have a database with fields and items, Excel tables can hold the data in a similar fashion, yet again as in SQL you need to see the relationship between the fields and items, to asses what can be done.
I have a view showing two tables which data is coming from same model but based on different column status I divided in 2 tables. Problem is, when I click on top table's column name heading for sorting, it also sort the bottom tables. I'm wanting the bottom table data won't sort when I click on top table column heading title. If any one have a good solution, would highly appreciated.
This highly depends on your setup, but you're going to have to do some custom code.
For example, don't allow Cake to sort for you. See what the links look like when created by Cake, then write your own, and include an additional variable &table=1 or something.
Based on the sort variable and the table variable, build your pagination options for each including the correct sort you want for each group separately.
Another option (depending on how large your data sets are) is to use javascript datatables.
Note: I'm working with a large complex database, so for clarity's sake I have simplified the set up below.
I struggled a bit with how to title the question since it's a bit of a complex question. I hope it's accurate enough....
A bit of background first:
I have an Access 2010 database that contains a one-to-many relationship between a table Called "Products" and a table called "Datasets" (ie I have a bunch of products, and each product has multiple datasets). Each has an autonumber key field (p_ID and d_ID respectively) as well as numerous other fields.
I have a form (lets call it frm_Main) that has two subforms: sub_Products (based on the "Products" table) and sub_Datasets (based on the "Datasets" table). On the main form I have a control ctrl_SelectedProduct which is linked to [sub_Products]![p_ID] to see which record in sub_Products is selected / has the focus, and the sub_Datasets subform is linked to this control so that it only displays Datasets records that belong to the selected Products record.
On the main form I also have a number of controls that I'm using for filtering the data in the subforms. For example, I have a control ctrl_Category. I have this control coded so that when the user changes the value of the control, a filter is applied that limits the records in sub_Products to only those that have a p_Category value equal to whatever is chosen in ctrl_Category. If the control is blank, it will show all records. All this works great when if comes to filtering based on fields in the Products table.
Now the problem:
My problem is that I also want to be able to filter based on fields in the Datasets table. For example, Datasets has a field called d_Status. I want the user to be able to chose the status in a control (ctrl_Status), and based on this:
1) sub_Products will be filtered to display only those Products records that have an assotiated Datasets record (or records) that has d_Status equal to whatever was chosen in ctrl_Status
then
2) when a Products record is selected in this filtered sub_Products, sub_Datasets will only show the Datasets records that has d_Status equal to whatever was chosen in ctrl_Status
I know how to do part2. But I have no idea how to get part1 to work. Since sub_Products is currently based on the Products table, which does not have the d_Status field, I have no way to filter it based on that field. Thus, I'm assuming my first step will be to change my setup so that sub_Products is based on a query that combines the two tables (or at least adds the d_Status field).
If I do that, however, I get duplicate Product records. I can't use the query's Unique Values property because if I have a product that has two datasets, one with status "Current" and a one with status "Archived", then those aren't considered duplicates, and the product info is there twice. If I don't have the status field displayed, it shows only unique products initially, but then I can't subsequently apply a filter based on that non-displayed field.
I also tried basing sub_Products on a Totals query in order to utilize the Group By functionality, but I still couldn't get it to work right. Even if I could I don't think that's the best solution, because you can only have 10 fields with Group By, and my Products table has more than 10 fields that I need displayed in sub_Products.
I feel like I'm now just going around in circles and am at a loss of what to try from here. Please help!
Couldn't you add something like this?
Private Sub ctrl_Category_AfterUpdate()
Form_frm_Main.Recordsource = "Select * from Products where p_ID IN(" & _
"Select p_ID from Datasets where d_Status = " & _
Me!ctrl_Category.Value & ")"
End Sub
Alternately, you can access the childform via the parent of the other child form.
This is a non-working snippet just to give you the idea:
Me.Parent.otherChildFormName.Form.Recordsource = whatever