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barbdd12's avatar
barbdd12
Copper Contributor
Jan 29, 2025

Help with Dynamic Calendar

I have two teams in which they both have various tasks/deployments and would love to bring both the lists to one calendar view. I found this template which includes the assignments, month view and week views. I added the Mobile & POS sheets. Since both teams use various terms and formats for there deployment dates, I tried my best to organize them in a similar format in the tables that read "Do not touch" and then copied that data over to match the format of the "Assignments" tab. Im trying to marry the data from these sheets to be on the assignments tab but cannot get the due dates to populate. I essentially want both teams to be able to make edits to their respective tables, I then copy it over to match the data from the assignments tab and that data automatically populates to the assignment sheet and then to calendars. I tried to use power query to marry the two lists but could only figure out how to get that data to a new sheet and not to be on the assignments sheet. 

excel

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  • insightsgeek's avatar
    insightsgeek
    Brass Contributor
    Jan 30, 2025

    Hi barbdd12 ,


    It sounds like you want to combine deployment tasks from two teams into a single calendar view while ensuring that:

    1. Both teams can update their own sheets (Mobile & POS).
    2. The data is structured in a uniform way before populating the "Assignments" tab.
    3. Due dates automatically populate into the Assignments tab so they flow into the monthly/weekly calendar.

    My approach would be to go with Power Query to merge the data.

    Since you're already using Power Query, the key issue is ensuring that merged data updates the Assignments tab, not just a new sheet. Here's how to do it:

    1. Load the Mobile & POS Sheets into Power Query
    2. Merge Both Queries into One
    3. Load the Merged Data into the Assignments Tab
    • Click Close & Load To...
    • Choose "Existing Worksheet" and select the Assignments tab.

    Ensure Due Dates Populate Correctly

    • If due dates aren’t showing, check that the column headers match exactly in Mobile, POS, and Assignments.

    You can also automate it as much as it can be.

    • Power Query Refresh: Go to Query Properties and set it to auto-refresh when opening the file.
    • Data Validation: Ensure both teams use consistent naming for columns, especially the date field.

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