Set up better workflow in Excel - database

Okay. I was looking at my physio's spreadsheets for his small, private business today. He uses Excel to keep track of his clients appointments, fees, attendences, medical reports etc. At the moment he has a single sheet where he adds every clients appointment to the list as he goes - there's 3 years of details, one row for every appointment! It's huge and pretty hard to navigate and make sense of when he's extracting information such as fees paid/unpaid, total visits, etc.
I'm a novice to sub-intermediate at Excel, but getting better. What I'm wondering is it possible to set up a "front page" where he can enter a day's details in a single spreadsheet, press an export cell,and then have Excel pass the relevant data to individual sheets for each client. The data on that front page would look for the clients name as a string to find the relevant sheet and drop the information in.
I'm not asking how to do it as such, but rather wondering if this is possible at all!
Thanks

=COUNTIF(Sheet1!RangeToLookThrough, ValueYoureLookingFor)
Put this where you want.
If you want a daily dashboard, you could replicate this to do something like :
=SUMPRODUCT(--(Sheet1!B2:B4000<>""),--(MONTH(Sheet1!B2:B4000)=9))
Feel free to alter this to capture yesterday or whatever date your looking for. I just used an old report to mess with and give you an example.

Related

how to bulk add calendar events with powerapps

i'm messing about with powerapps and attempting to build a small app that adds all my exams into my school's calendar as this will save me (and other students) a lot of time.
at the moment i have already managed to get all the required data from the excel file that contains all exams with their dates, locations, times and much more irrelevant information. this data is filtered to only include the exams for me (and technically all other engineering students if i make it public)
i've stored it in a collection and have no problem using it.
the issue is the outlook/office365 connector as im not shure it can do what i'd like it to do.
Office365.V2CalendarPostItem(calendarSelect.Selected,test.'Cursus Omschrijving',test.'Datum/Date',test.Tot,{Location:test.'Locatie/Location'})
i've put up a calendar selection dropdown thing as i dont know if all calendars are the same so you can select the right one. calendarSelect.Selected is the result of that. test.'Cursus Omschrijving' is the title of the exam. the date bit is, well, the date and start time, and test.Totis the end time.
the issue is Office365.V2CalendarPostItem expects only one item at a time really. powerapps complains about it recieving a table and not text or a date as it expects.
Do any of you know if it is even possible to do what im planning(bulk adding calendar items) or is powerapps not capable of this and i need to switch over to a more powerful language?

Using Google Sheets to split data from a column into different sheets

I work at a private international school which wastes a ton of paper. My goal is to reduce that by using google sheets to collect students lunch data from teachers, rather than writing it on paper weekly, then having someone input it all manually, then make separate sheets for each student manually.
I want to make this more efficient by using google sheets.
My google sheet 1 has all the students' data for a whole month with all their names and data in what I expect is a normal format. How can I use the google sheets split function to read the column with their names in, and separate data with the same name into its separate sheet?
Screenshot of preliminary data
The picture shows the student's name repeating which will happen 4 or 5 times, depending on the month. Rather than manually separating them, I imagine there is a script I can use on google sheets to automatically read each repeated name and separate it into its own sheets.
How do I do this?
The information you provide in fact has some opportunities but, I generate a data sheet for you to verify, I believe it represents the data you have.
In regard to your problem you can use a wide range of solutions one common is the:
Filter Formula
Here is some information on how to use it.
So finally here is a proposed answer sample with this formula so you can check the full configuration of the solution.
You can also just copy paste the data you have in to it, if it has the same structure and it will dynamically adapt to your information. You can also copy this spreadsheet to make it private to you on File> Make a copy.
Other formulas you can use is QUERY or VLOOKUP
If you need further assistance you can contact one of stack overflow members through Stack overflow or you can join a social group like this facebook group where we attend this kind of questions.

Create a database from a property advert website

I need to keep track of real estate selling prices, and here in Greece there is a property advert website that features thousands of ads in a systematic way like this:
http://1drv.ms/1gwJhRe
Every advertisement has a title, then the region and a small description and finally on the right the area and selling price.
I understand that they have a database where everything is stored, but this isn't accessible directly.
Trying to make a spreadsheet by extracting data one by one will take years.
How could I create a software that would end up creating a text file with tabulated data (region, area, selling price, ...) from each and every one of the ads?
I am willing to study hard in order to learn what it takes for this.
For this, you will need to perform something called Web Scraping. Check out Scrapy.org
A crawler is program that would read the HTML doc and can interpret it in a format you need.

Adding new Excel files to MS Access database as they come in

I am in the situation where I have a questionnaire that is basically just a plain excel spreadsheet with two columns:
one column with the questions and
a second column next to it where users can fill in their answers.
Each respondent has been sent a copy of the file and they will email back their files individually over a long time period. I can't wait until i have all files back; instead i would like to collect (and use) the data in Access as the files come in.
Two questions:
What is the best set up in terms of the manual steps required when a new datafile comes in. Can one just save the file in a specific folder and somehow have the column (column B) with responses "automatically" added to the main database? If not fully automatically, what could be done with just a few manual steps involved?
I realize that the shape of the questionnaire is not ideal (variables are in rows, not in columns). What's the best way to deal with that?
Thanks in advance for any pointers!
PS: I'be open to (simple) alternatives, if Access is not the best choice for this. Analysis of the data will be done in Excel again in the end.
Update, to clarify the questions below:
1) In the short - medium term, we are expecting 50-100 replies. In the long term, it will be more as, people will be asked to send updates when their situation changes - these will have to be added as new entries with a new date attached to them. i.e. it will be a continuous process with a few answers coming in every few weeks.
2) There are 80 questions on the questionnaire.
3) The Excel files come back as email attachments.
4) I was contemplating using Acess, as I thought it will a) makeit a bit cleaner and less error prone, especially as project managers might change in the future, b) allow for better handling of the data, as it will have to be mashed up and reshaped in different ways for the anlysis (e.g. it has to be un-pivoted, which i don't even know if excel can do), and c) i thought it it would give us more flexibility in the future when it comes to using different tools for analysis. i.e. each tool can just query the database. I am open for other suggestions, including Excel-only solutions, if that makes it easier, though.
5) I envision the base table to have all the 80 variables in different columns, and the answers as rows (i.e. each new colum that comes with each excel file will need to be transposed and added as a new row). There will be other data tables with the same primary key as the row identifier in this table.
6) I havn't worked on the analysis part yet, but i know that it will require a lot of reshaping and merging of data sets.
Answer 1 - Questions
You do not provide enough information to allow any one to give you pointers. Some initial questions:
How many questionaires are you expecting: 10, 100, 1000?
How many questions are there per questionaire?
How are the questionaires reaching you? You say "email back". Does this mean as an attachment or as a table in the body of the email.
You say the data is arriving as Excel files and you intend to do the analysis in Excel. Why are you storing the answers in Access? I am not saying you are wrong to store the results in Access; I just want to be convinced you have a reason.
Have you designed the planned table structure for Access?
Have you designed the structure of the Excel workbook(s) on which you will perform the analysis?
Answer 2
Firstly, I should say that I agree with Mat. I am not an expert on questionnaires but my understanding is that there are companies that will host online questionnaires and provide the results in a convenient form.
Most of the rest of this answer assumes it is too late to consider an online questionnaire or you have, for whatever reason, rejected that approach.
An Access project is, to a degree, self-documenting. You can look at its list of tables and see that Table 1 has columns A, B and C. If created properly you can see the relationships between tables. With an Excel workbook you just have a number of worksheets which can contain anything. There is no automatic documentation.
However, with both Excel and Access the author can create complete documentation that explains each table, worksheet, report and macro. If this project is going to last indefinitely and have a succession of project managers, such documentation will be essential. I can tell you from bitter experience that trying to understand a complex Access project or Excel workbook that you have inherited without proper documentation is at best difficult and at worst impossible.
Don’t even start this unless you plan to create and maintain proper documentation. I do not mean: “We will knock up something when we have finished.” Once it is finished, people will be moving onto their next projects and will have little time for boring stuff like documentation. After the event documentation also loses all the decisions and the reasons for those decisions. The next team is left wondering why their predecessors did it that way. The reason will not matter in many cases but I have seen a product destroyed by a new team removing “unnecessary complexity” they did not understand. I always kept a notebook in which I recorded what I was doing and why during the day. I encouraged my staff to do the same. I insisted something for the project log every week. The level of detail depends on the project. The question I asked myself was: “If I had just inherited this project, what happened during the last week that I would need to know?” This was in addition to an up-to-date specification for each component.
Sorry, I will get off my hobby-horse.
“In the short - medium term, we are expecting 50-100 replies. In the long term, it will be more as, people will be asked to send updates when their situation changes - these will have to be added as new entries with a new date attached to them.”
If you are going to keep a history of answers then Access will probably be a better repository than Excel. However, who is going to maintain the Access project and the central Excel workbooks? Access does not operate in the same way as Excel. Access VBA is not quite the same as Excel VBA. This will not matter if you are employing professionals experienced in both Access and Excel. But if you are employing amateurs who are picking up the necessary skills on the job then using both Access and Excel will increase what they have to learn and the likelihood that they will get confused.
If there are only 100 people/organisations submitting responses, you could merge responses and maintain one workbook per respondent to create something like:
Answers -->
Question 1May2014 20Jun2014 7Nov2014
Aaaaaa aa bb cc
Bbbbbb dd ee ff
I am not necessarily recommending an Excel approach but it will have benefits in some circumstances. Personally, unless I was using professional programmers, I would start with an Excel only solution until I knew why I needed Access.
“I envision the base table to have all the 80 variables in different columns, and the answers as rows (i.e. each new colum that comes with each excel file will need to be transposed and added as a new row).” I interpret this to mean a row will contain:
Respondent identifier
Date
Answer to Q1
Answer to Q2
: :
Answer to Q80.
My Access is very rusty. Is there a way of accessing attribute “Answer to Q(n)” or are you going to need 80 statements to move answers in and out? I hope there is no possibility of new questions. I found updating the database when a row changed a pain. I always favoured small rows such as:
Respondent identifier
Date
Question number
Answer
There are disadvantages to having lots of small rows but I always found the advantages outweighed them.
Hope this helps.

Defining Related Fields for Presentation/Reporting from SSAS

I might be going down the wrong track here, but what I am after is some guidance on what to do for related data in SSAS.
What I am after is, when I create a cube I want to be able to use it for reporting/end users, but my dimension may have a product cube, but what is the appropriate way of bringing in other data like the Product Name, Description, Created Date, etc - information that you may not want to actually drill into, but is related to the axis that you're looking at.
I would need to show some of this information if I was reporting from it, but I can't seem to see a way, and most of the youtube videos, etc seem to go over the real basics on Adventureworks and that's it - so I'm not sure how this works in the real world.
So, in the end they can go into Excel/whatever, and see:
Product code Name Total Profit
Rather than just the code axis, and the profit.
It depends on how you want to see it. We typically call these types of fields "member properties". You create them by setting the AttributeHierarchyEnabled property to False. You use them in Excel as described here (works in Excel 2007 and Excel 2010):
http://blog.davyknuysen.be/2009/08/03/olap-reporting-with-excel-2007-use-member-properties/

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