Forum Discussion
My first post, best regards to all my seniors here.
- Jul 15, 2020
FIrst of all, although you think you have a table, that data on your Excelview tab is in fact not laid out as an Excel Table, and that interferes with a clean way to do what you're asking. A table would not have the many rows you have breaking one Work Project apart from the others. They could all be together, using a column (as I've given you in column A) to differentiate the project to which the row refers.
I've taken the liberty on the attached to modify the first three projects into a tabular format, but you should do what I've done to all of them.
I've then created a tab called "Bus Table"--meaning "Business Table"--where you can store a table (as a Table, it should have only rows and columns that are consistent, no intervening "pretty" tables in a different color and layout); the table I've put there enables a VLOOKUP formula on the "Query" tab to take a Work Project Code and find the name of the project. It also then enables a SUMIF function to total the costs associated with that project.
There's a LOT more that could be done to make this work very smoothly, but that would work only if you have the most recent version of Excel. This would take advantage of the Dynamic Array Functions like UNIQUE, SORT, FILTER. See if you can enter those as functions in your spreadsheet. If so, once you've made all the projects into the table format, come back and I or someone else can show you how to make it truly a dynamic and lively business workbook.
But your first step is to make that ExcelView sheet into what is truly an Excel Table. Make it functional, not pretty. Excel has the ability (see FILTER above) to produce project specific listings such as you've been creating, as Output.......but it needs to work from what is truly an Input table.
anindyanuri , As a variation to the formula solution mathetes has provided, here a Power Query solution. I understand you are a beginner in Excel and this may be a bit more advanced but the problem you are trying to solve requires these types of solutions.
- anindyanuriJul 16, 2020Copper Contributor
Sir,
What you have done is my requirement but I don't know how to do that. I feel I need to learn more about Excel. I am trying that first.
Thank you very much.
- TheAntonyJul 17, 2020Iron Contributor
anindyanuri , Glad that the solution is what you are looking for. I would recommend learning the basics of Power Query (there are plenty of great tutorials on YouTube). The returns are high on a relatively small investment of time. Also I agree with mathetes recommendation to get unformatted CSV output if available. Formatted Excel reports are a beast to work with.