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helloriemer's avatar
helloriemer
Copper Contributor
Jan 08, 2019

Building a To-Do List: How to insert rows based on dynamic data?

  I'm really sorry if this has been answered before or there's an easy solution. I've looked and found nothing that quite helped me. I'm a newbie and very grateful for any help.   My problem isn'...
BI & Data Analysis
excel
Formulas and Functions
Macros and VBA
Wyn Hopkins's avatar
Wyn Hopkins
MVP
Jan 09, 2019

Hi helloriemer

 

Would you be able to attach a sample file.  That would be helpful in assisting you.

 

From the sounds of it you need to bring the Project Name into the sheet with Tasks (using VLOOKUP or similar) and then convert that to a Pivot Table in order to automatically group and sort the tasks

 

If you can attach an example I can mock up a solution

  • helloriemer's avatar
    helloriemer
    Copper Contributor
    Jan 09, 2019

    Thank you a lot for the help. Attached is a test file.

    • Wyn Hopkins's avatar
      Wyn Hopkins
      MVP
      Jan 10, 2019

      Attached is a file with 2 approaches

       

      1st is a pivot table which is simpler but is based purely on the Task list,  therefore if a project has no tasks (e.g. project A) then it doesn't show in the Pivot Table

       

      2nd is using Power Query.  If you have Excel 2016 it should work, this combines the two tables and therefore projects with no tasks are included

       

       

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