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eburniston's avatar
eburniston
Copper Contributor
Feb 19, 2022
Solved

Reference a dynamic structured reference formula in another sheet

My document has two sheets, each containing 6 tables which are updated through Microsoft Flow. One column has a structured reference formula that keeps a running total as new rows are automatically added throughout the day, every day. Some day there may be two entries, another day there may be twenty. In the other sheet, one new row is added at midnight. This is where I need help. I need a formula that will 1) reference the other sheet, and 2) pull the running total associated with that day as it changes.

 

For example, today (2/18/22) a new row is created in Sheet 1 with a column header of 'Date'. Throughout the day, new rows are being added in Sheet 2 and the 'Running Total' column (calculated with a structured reference formula) is dynamically updated. There is also a column header of 'Date'. In Sheet 1, there is a 'Total' column dedicated to acquiring this 'Running Total'. How do I get 'Running Total" in Sheet 2 into 'Total' of Sheet 1? Remember... I have 6 tables all functioning in the same manner.

 

excel
  • bosinander's avatar
    bosinander
    Feb 24, 2022

    eburniston 

    OK, then the formula needs to filter the matching dates and sum their amounts.

    Since it seems you have one date per section you will probably do best using the versions that are one formula per answer in b29:b32

     

    =LET(dateCell;    A29;
     dateAnchor;  Sheet2!$F$3;
     valueAnchor; Sheet2!$G$3;
allValues;        valueAnchor:endDown(valueAnchor);
allDates;         dateAnchor:endDown(dateAnchor);
foundValues;      FILTER(allValues;allDates=dateCell);
output;           SUM(foundValues);
IFERROR(output;0)
)

     b1 and b18 do about the same but spills the result to dates below.

     

    -/-

    > If a person changes the Date column filter to just show Feb 22, why does it not change the running totals to reflect just that date?

    The quite new function filter excludes data from calculation.

    The command filter affects what is displayed on the screen - the hidden data is still there and included in calculations.

    If you'ld like to show only the displayed subtotal you could use the function subtotal(9;range) instead of sum(range) but that is apart from the above solution.

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    • eburniston's avatar
      eburniston
      Copper Contributor
      Feb 22, 2022

      bosinander 

       

      These are all very helpful, but looking at your examples and how they work, I think I may be asking the wrong question. I need the total to show the running total for that specific day, not the overall running total. Is there a formula that will query the date based on the date in the first sheet? 

       

      This brought up another question on the Running Total column in my 2022_Usage sheet. If a person changes the Date column filter to just show Feb 22, why does it not change the running totals to reflect just that date? Should I have a different formula? This is the one I have =SUM(Stat3_use[[#Headers],[Used gal]]:[@[Used gal]])

       

      Thank you!

       

       

       

      • Donald_Genes_'s avatar
        Donald_Genes_
        Brass Contributor
        Mar 08, 2022
        Why don't you simply use Power Query and filter by the particular date or month and get your running total
        Or in your Excel, if you have a date column >create a helper column for Month (Text(Date, "MMM")
        And then you can filter it out after you have added this code for running total assuming Column A Contains the Sales =Sum($B$2:B2)
  • bosinander's avatar
    bosinander
    Steel Contributor
    Feb 19, 2022

    eburniston, Hi

    It sounds like LOOKUP is the function you are looking for.

    =LOOKUP(A3#;Sheet2!A:A;Sheet2!B:B)

    ought to do it.

     

    A3# fetches the actual unique dates and you should change to A3:A6 or use a worksheet local formula included in the file.

    =LOOKUP(CELLS.DOWN(A3);Sheet2!A:A;Sheet2!B:B)

    CELLS.DOWN(anchor_cell) is not Excel standard. It is made using the new LAMBDA function and returns all cells to the last one in that column.

    Copy and paste a cell with that formula and it will follow if you paste in other workbooks.

    CELLS.DOWN will be no good if you have your tables on top of each other.

Resources

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My document has two sheets, each containing 6 tables which are updated through Microsoft Flow. One column has a structured reference formula that keeps a running total as new rows are automatically added throughout the day, every day. Some day there may be two entries, another day there may be twenty. In the other sheet, one new row is added at midnight. This is where I need help. I need a formula that will 1) reference the other sheet, and 2) pull the running total associated with that day as it changes.

 

For example, today (2/18/22) a new row is created in Sheet 1 with a column header of 'Date'. Throughout the day, new rows are being added in Sheet 2 and the 'Running Total' column (calculated with a structured reference formula) is dynamically updated. There is also a column header of 'Date'. In Sheet 1, there is a 'Total' column dedicated to acquiring this 'Running Total'. How do I get 'Running Total\" in Sheet 2 into 'Total' of Sheet 1? Remember... I have 6 tables all functioning in the same manner.

 

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My document has two sheets, each containing 6 tables which are updated through Microsoft Flow. One column has a structured reference formula that keeps a running total as new rows are automatically added throughout the day, every day. Some day there may be two entries, another day there may be twenty. In the other sheet, one new row is added at midnight. This is where I need help. I need a formula that will 1) reference the other sheet, and 2) pull the running total associated with that day as it changes.

 

For example, today (2/18/22) a new row is created in Sheet 1 with a column header of 'Date'. Throughout the day, new rows are being added in Sheet 2 and the 'Running Total' column (calculated with a structured reference formula) is dynamically updated. There is also a column header of 'Date'. In Sheet 1, there is a 'Total' column dedicated to acquiring this 'Running Total'. How do I get 'Running Total\" in Sheet 2 into 'Total' of Sheet 1? Remember... I have 6 tables all functioning in the same manner.

 

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Reference a dynamic structured reference formula in another sheet","moderationData":{"__ref":"ModerationData:moderation_data:3187885"},"body":"

eburniston Yet another variant with a better workbook local function named endDown that, as below, vlookup's from a18 to and inclusive a20 as endDown, just like Ctrl+Arrow Key Down from A18, finds A20.

This way, the (unknown) layout of your sheets can be more flexible.

=VLOOKUP(A18:endDown(A18);Sheet2!A25:endDown(Sheet2!B25);2)

 

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bosinander 

 

These are all very helpful, but looking at your examples and how they work, I think I may be asking the wrong question. I need the total to show the running total for that specific day, not the overall running total. Is there a formula that will query the date based on the date in the first sheet? 

 

This brought up another question on the Running Total column in my 2022_Usage sheet. If a person changes the Date column filter to just show Feb 22, why does it not change the running totals to reflect just that date? Should I have a different formula? This is the one I have =SUM(Stat3_use[[#Headers],[Used gal]]:[@[Used gal]])

 

Thank you!

 

 

 

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"213","kudosSumWeight":0,"postTime":"2022-02-22T11:12:54.478-08:00","lastPublishTime":"2022-02-22T11:12:54.478-08:00","metrics":{"__typename":"MessageMetrics","views":4480},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:microsoft365/category:products-services/category:communities/community:gxcuf89792board:ExcelGeneral/message:3186717/message:3200583","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":true,"endCursor":"MjUuMXwyLjF8aXwxfDEzMjowfGludCwzMjQ5OTYyLDMyNDk5NjI","hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuMXwyLjF8aXwxfDEzMjowfGludCwzMjQ5OTYyLDMyNDk5NjI","node":{"__ref":"ForumReplyMessage:message:3249962"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:3249962":{"__typename":"ModerationData","id":"moderation_data:3249962","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:3249962":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:1146826"},"id":"message:3249962","revisionNum":1,"uid":3249962,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:ExcelGeneral"},"parent":{"__ref":"ForumReplyMessage:message:3200583"},"conversation":{"__ref":"Conversation:conversation:3186717"},"subject":"Re: Reference a dynamic structured reference formula in another sheet","moderationData":{"__ref":"ModerationData:moderation_data:3249962"},"body":"Why don't you simply use Power Query and filter by the particular date or month and get your running total
Or in your Excel, if you have a date column >create a helper column for Month (Text(Date, \"MMM\")
And then you can filter it out after you have added this code for running total assuming Column A Contains the Sales =Sum($B$2:B2)","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"206","kudosSumWeight":0,"repliesCount":0,"postTime":"2022-03-08T00:05:41.346-08:00","lastPublishTime":"2022-03-08T00:05:41.346-08:00","metrics":{"__typename":"MessageMetrics","views":4326},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:microsoft365/category:products-services/category:communities/community:gxcuf89792board:ExcelGeneral/message:3186717/message:3249962","customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:3187503":{"__typename":"ModerationData","id":"moderation_data:3187503","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Rank:rank:5":{"__typename":"Rank","id":"rank:5","position":7,"name":"MVP","color":"0069D4","icon":null,"rankStyle":"FILLED"},"User:user:521":{"__typename":"User","id":"user:521","uid":521,"login":"SergeiBaklan","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2016-07-15T09:33:17.456-07:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://techcommunity.microsoft.com/t5/s/gxcuf89792/images/dS01MjEtaGNpQXhx?image-coordinates=761%2C556%2C2907%2C2703"},"rank":{"__ref":"Rank:rank:5"},"entityType":"USER","eventPath":"community:gxcuf89792/user:521"},"ForumReplyMessage:message:3187503":{"__typename":"ForumReplyMessage","uid":3187503,"id":"message:3187503","revisionNum":1,"author":{"__ref":"User:user:1159986"},"readOnly":false,"repliesCount":1,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:ExcelGeneral"},"parent":{"__ref":"ForumTopicMessage:message:3186717"},"conversation":{"__ref":"Conversation:conversation:3186717"},"subject":"Re: Reference a dynamic structured reference formula in another sheet","moderationData":{"__ref":"ModerationData:moderation_data:3187503"},"body":"

eburniston, Hi

It sounds like LOOKUP is the function you are looking for.

=LOOKUP(A3#;Sheet2!A:A;Sheet2!B:B)

ought to do it.

 

A3# fetches the actual unique dates and you should change to A3:A6 or use a worksheet local formula included in the file.

=LOOKUP(CELLS.DOWN(A3);Sheet2!A:A;Sheet2!B:B)

CELLS.DOWN(anchor_cell) is not Excel standard. It is made using the new LAMBDA function and returns all cells to the last one in that column.

Copy and paste a cell with that formula and it will follow if you paste in other workbooks.

CELLS.DOWN will be no good if you have your tables on top of each other.

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"208","kudosSumWeight":0,"postTime":"2022-02-19T05:00:29.632-08:00","lastPublishTime":"2022-02-19T05:00:29.632-08:00","metrics":{"__typename":"MessageMetrics","views":4557},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:microsoft365/category:products-services/category:communities/community:gxcuf89792board:ExcelGeneral/message:3186717/message:3187503","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuMXwyLjF8aXwzfDEzMjowfGludCwzMTg3NTk5LDMxODc1OTk","node":{"__ref":"ForumReplyMessage:message:3187599"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[{"__typename":"AttachmentEdge","cursor":"MjUuMXwyLjF8b3w1fF9OVl98MQ","node":{"__ref":"Attachment:{\"id\":\"attachment:message3187503AttachmentNumber1\",\"url\":\"https://techcommunity.microsoft.com/t5/s/gxcuf89792/attachments/gxcuf89792/ExcelGeneral/135206/1/Reference%20a%20dynamic%20structured%20reference%20formula%20in%20another%20sheet.xlsx\"}"}}],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:3187599":{"__typename":"ModerationData","id":"moderation_data:3187599","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:3187599":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:521"},"id":"message:3187599","revisionNum":1,"uid":3187599,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:ExcelGeneral"},"parent":{"__ref":"ForumReplyMessage:message:3187503"},"conversation":{"__ref":"Conversation:conversation:3186717"},"subject":"Re: Reference a dynamic structured reference formula in another sheet","moderationData":{"__ref":"ModerationData:moderation_data:3187599"},"body":"

bosinander 

\n

As variant

\n
=SCAN(0,A3#, LAMBDA(a,v, MAXIFS(Sheet2!B:B,Sheet2!A:A, v) ) )
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eburniston 

OK, then the formula needs to filter the matching dates and sum their amounts.

Since it seems you have one date per section you will probably do best using the versions that are one formula per answer in b29:b32

 

=LET(dateCell;    A29;\n     dateAnchor;  Sheet2!$F$3;\n     valueAnchor; Sheet2!$G$3;\nallValues;        valueAnchor:endDown(valueAnchor);\nallDates;         dateAnchor:endDown(dateAnchor);\nfoundValues;      FILTER(allValues;allDates=dateCell);\noutput;           SUM(foundValues);\nIFERROR(output;0)\n)

 b1 and b18 do about the same but spills the result to dates below.

 

-/-

> If a person changes the Date column filter to just show Feb 22, why does it not change the running totals to reflect just that date?

The quite new function filter excludes data from calculation.

The command filter affects what is displayed on the screen - the hidden data is still there and included in calculations.

If you'ld like to show only the displayed subtotal you could use the function subtotal(9;range) instead of sum(range) but that is apart from the above solution.

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