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Create an Excel-based form that is instanced for each user and connects to Power Automate
I'm trying to standardize and simplify a process at my job because we receive the request type in the picture in several different formats via email and there are no parameters for the fields, so we end up with a lot of garbage/incorrect entries that we need to clean up every week. While I've used Excel in all my office jobs, I'm not as versed in it as this task seemingly requires. What I have so far is the form below, which can be "submitted" with all the relevant data being written to a separate sheet. Ideally, if possible, managers would access this form through our company Sharepoint and only be able to view an instanced version unique to them, so multiple users could theoretically access the form and submit requests at the same time without seeing others' entries. Then whatever data they enter would be written to a separate Excel sheet/workbook that only the relevant team can view, where payment amounts are split into different lines based on Job and Sub Job. The ultimate goal would then be to have Power Automate put together an Excel spreadsheet that we can upload into our ERP. If we can automate this process to a point where we just need to check for accuracy, we'd save hours every week. Is what I'm trying to do even possible with Excel, and if not, is there a better avenue in the Microsoft Office suite? I would love to be pointed in the right direction so I can research and learn. I've looked into making a Microsoft Forms version of this sheet, but it seems more suited to simpler form entries, at least as far as I can tell.
How to automatically login and refresh a spreadsheet using a plug-in?
Hi. I have a requirement to automatically refresh a spreadsheet's data. I'm an Excel novice and have no idea how to do this automatically. To refresh the data in a manual fashion, I perform the following steps: 1) Open the Excel file. 2) Click on the iLEVEL menu option (it's on the top amongst other menu options such as 'Data', 'Review', Automate', etc..). This will present an iLEVEL login icon. Click on this icon and then enter my email address and password. In fact, once I've entered my work email, it uses SSO to gain access instead of entering a password. I do have a password should I need it (needs to be entered somewhere). 3) On the toolbar ribbon, under the iLEVEL menu option, there is the 'Refresh All' option. I click on this, wait a few minutes, and the spreadsheet has its data refreshed. iLEVEL is a third-party software solution. What I need to do is to achieve the above result automatically. At, say, 3am each morning, I would like automatically refresh the data. So there is the need to not only automatically login and refresh the data, but also to schedule the data refresh. The updated spreadsheet will then act as the data source for our reporting. In case it's asked, at this time, we cannot look to hook into the view/table that feeds this spreadsheet. Therefore, the spreadsheet is the endpoint. I will investigate this but if you are aware if this can be done or not, and point me in the right direction, it will be appreciated. I'm wondering if Power Query, or something similar, could achieve this. Thanks.
Sumifs or other solution for both vertical & horizontal criteria
Hi all, I would like to sum values from a matrix of vertical critiera (e.g. names) and horizontal ones (dates as well as other criteria). I am not sure the sumifs formula can actually do this. So far I am getting errors. Hence, I would be very grateful if someone had another simple way/ formula to have the results calculated. Example is as such: Criteria 1 (vertical): Names Criteria 2 (horizontal): Date (1st row) Criteria 3 (horizontal): "Plan" (only) i.e. (2nd row) Sum-up values: In the empty cells in the matrix of the 3 criteria 1st May 25 1st Jun 25 1st Jul 25 1st Aug 25 1st Sep 25 Actual Actual Plan Plan Plan Name 1 Name 2 Name 2 Name 3
Irregular date calculations in large spreadsheet
I've been managing finances for a long time now in Excel. It has grown to 11.500 lines over a period of 20 years en recently my date calculations start to give #VALUE outcomes. The formula in line 11498 is "=ALS(H11498<>"";H11498+7;D11498+14)" The field H11498 contains a date (25-6-2025) and has cell characters of a date. Similar formula in 11497 works like a charm. 11498, 11499 and 11500 give #VALUE 11501 works like a charm again. Any ideas? Have I run out of Excels possibilities in regards to the size of the spreadsheet?Not carrying formatting over
I wonder if someone can solve this one for me... I have multiple workbooks, each with summary sheets. Someone here kindly helped me make a formula so I can mirror all the summary sheets into one workbook. The only problem is that the summary pages are all formatted perfectly but when I use the below formula it doesn't carry of this across. Is there a way that I can do this? I've pasted the formula below =LET(range,'https://retailstarbucks1com.sharepoint.com/sites/M23Corridor/Shared Documents/General/Labour/[Purley.xlsx]Quarterly Summary'!A1:Q31,IF(range="", "", range)) Thank you!!How to automate a login and refresh of a spreadsheet via an Excel plug-in?
Hi. I have a requirement to automatically refresh a spreadsheet's data. I'm an Excel novice and have no idea how to do this automatically. To refresh the data in a manual fashion, I perform the following steps: 1) Open the Excel file. 2) Click on the iLEVEL menu option (it's on the top amongst other menu options such as 'Data', 'Review', Automate', etc..). This will present an iLEVEL login icon. Click on this icon and then enter my email address and password. In fact, once I've entered my work email, it uses SSO to gain access instead of entering a password. I do have a password should I need it (needs to be entered somewhere). 3) On the toolbar ribbon, under the iLEVEL menu option, there is the 'Refresh All' option. I click on this, wait a few minutes, and the spreadsheet has its data refreshed. iLEVEL is a third-party software solution. What I need to do is to achieve the above result automatically. At, say, 3am each morning, I would like automatically refresh the data. The updated spreadsheet will then act as the data source for our reporting. In case it's asked, at this time, we cannot look to hook into the view/table that feeds this spreadsheet. Therefore, the spreadsheet is the endpoint. I will investigate this but if you are aware if this can be done or not, and point me in the right direction, it will be appreciated. I'm wondering if Power Query, or something similar, could achieve this. Thanks.Assign a unique 4 digit pincode
Hello Excellers, Is it possible to assign a unique 4-digit pincode to every new row? Use: to create a list of cashiers (add and delete as they come and go) and let Excel create the pincode that they need for the cash register. I can make up one for each cashier but since we have hundreds there is a risk to create doubles. I've tried with RANDARRAY but several attempts were unsuccesful. YT shows some results but not quite what I need. Help is much appreciated! Greetings, Steven
