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nicolechung's avatar
nicolechung
Copper Contributor
Dec 08, 2021

Unsure of how to collate data on Excel across sheet using drop down lists

Hi! 

 

I would like to create a way to collate data across my work sheets. Ideally I would ;

  • see the number of hours spent in each target section (Knowledge/Skills/Behaviours) totaled yearly on another sheet ('Total KSB Hours'),
  • be able to see a breakdown of which individual targets (each target section has multiple subsections) need more work or where there has been too much time spent on other individual targets. 
  • also I am having trouble conditional formatting across worksheets when it comes to drop down menus

I think I am unsure of how I would collate the data and need advice on if I need a Pivot Table or another tool and how I would format it.

Also I can create a drop down list (using named range) but I am unsure if it possible to add multiple dropdown in the 'Learning Outcomes/Duties/KSBs' column. If I can do it, then in theory it should be quite straight forward to see how many times the each individual target has been selected and then creating a sum on the 'Total KSB Hours' sheet. 

Hopefully this all makes sense, any questions please let me know. Thank you, I look forward to hearing some ideas. 

 

Using Windows 10 Enterprise, Microsoft 365 for Enterprise, Version 2102. 

4 Replies

  • Riny_van_Eekelen's avatar
    Riny_van_Eekelen
    Platinum Contributor

    nicolechung Do you really need the paper calendar-style view in five separate sheets? You already seem to build a list of activities that contain Date, Activity, Summary and Outcome. Add two more columns. One for the hours and one for the categories that you have in the legend.

     

    Collect all data for all five years in one long list and run a pivot table off that one. Category in the Row field, Date (grouped by year) in the column field and hours (summed) in the Value field.

     

    No need for complicated formulae.

    • nicolechung's avatar
      nicolechung
      Copper Contributor

      Hi Riny_van_Eekelen

      Thank you for your advice.

      That's a really good idea the coloured categories which makes things much easier. 

      However I am unsure of how to collate the data for the KSB, here the first screenshot is of the various KSBs which are listed then mentioned in the different years sheets. I was thinking that I could link the KSBs by listing them in the outcomes column and then use the outcomes column in order to create a more detailed breakdown of which KSBs have been achieved.  If that is possible. What do you think? 

       

      Thanks Nicole 

       

       

      • Riny_van_Eekelen's avatar
        Riny_van_Eekelen
        Platinum Contributor

        nicolechung I merely focussed on the way how you collect actual activity data. A list is far easier to summarise than the calendar view (four columns per month, 12 months sid-by-side) that you have in your file. Not really sure what mean by "collate data for the KSB". I see the matrix that you have, I can read the text but I'm not really up to speed as to how this ties to all other data.

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