Excel 2016 how to autofill data entries based on a reference sheet
I have an Excel document where I input monthly sales to analyze via pivot tables and graphs. The software I export sales data from exports it in the following way: MONTH | PRODUCT ID | PRODUCT NAME ...
If your export sales data are in Sheet1 and the lookup data are in Sheet2, this formula in Sheet1!G2, copied down rows and across to H2, will return your expected results: =VLOOKUP(B2, Sheet2!$A:$D, COLUMN(C$1),0) Instead of Sheet2!$A:$D, I suggest that you define a name for that dynamic range. The defined name might be "Products", with this formula: =Sheet2!$A$2:INDEX(Sheet2!$A:$D,COUNTA(Sheet2!$A:$A),COUNTA(Sheet2!$1:$1)) Thereafter, you may instead use this formula in Sheet1!G2, copied down rows and across to H2: =VLOOKUP(B2, Products, COLUMN(C$1),0)
Thank you for your response. This is easily applicable to my case and I will use it until I am more confident with Power Query and look into a more advanced solution.
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The software I export sales data from exports it in the following way: MONTH | PRODUCT ID | PRODUCT NAME ...","body@stringLength":"1130","rawBody":"
I have an Excel document where I input monthly sales to analyze via pivot tables and graphs. The software I export sales data from exports it in the following way:
MONTH | PRODUCT ID | PRODUCT NAME | SALES REP | QUANTITY | VALUE |
However, I need two more categories which the software does not export and are therefore empty when I paste new data:
MONTH | PROD. ID | PROD. NAME | SALES REP | QUANTITY | VALUE | CATEGORY | BRAND
Currently, I input them manually by dragging down. As there are thousands of rows to input monthly, this is getting more and more time consuming. I want to create a sort of \"reference sheet\" and then use that so that whenever I paste rows with products' names and IDs, the Category and Brand columns will be autofilled with the information I have given in the reference sheet. This sheet would have the following heading for all the products:
PRODUCT ID | PRODUCT NAME | CATEGORY | BRAND
How would the code for this look? I have never worked with Power Query, so if this is the way to go, I am open to suggestions.
Any help would be great.
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I have an Excel document where I input monthly sales to analyze via pivot tables and graphs. The software I export sales data from exports it in the following way:
MONTH | PRODUCT ID | PRODUCT NAME | SALES REP | QUANTITY | VALUE |
However, I need two more categories which the software does not export and are therefore empty when I paste new data:
MONTH | PROD. ID | PROD. NAME | SALES REP | QUANTITY | VALUE | CATEGORY | BRAND
Currently, I input them manually by dragging down. As there are thousands of rows to input monthly, this is getting more and more time consuming. I want to create a sort of \"reference sheet\" and then use that so that whenever I paste rows with products' names and IDs, the Category and Brand columns will be autofilled with the information I have given in the reference sheet. This sheet would have the following heading for all the products:
PRODUCT ID | PRODUCT NAME | CATEGORY | BRAND
How would the code for this look? I have never worked with Power Query, so if this is the way to go, I am open to suggestions.
Any help would be great.
"},"Conversation:conversation:393667":{"__typename":"Conversation","id":"conversation:393667","solved":true,"topic":{"__ref":"ForumTopicMessage:message:393667"},"lastPostingActivityTime":"2019-04-04T02:49:23.571-07:00","lastPostTime":"2019-04-04T02:49:23.571-07:00","unreadReplyCount":7,"isSubscribed":false},"ModerationData:moderation_data:393667":{"__typename":"ModerationData","id":"moderation_data:393667","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Attachment:{\"id\":\"attachment:message393667AttachmentNumber1\",\"url\":\"https://techcommunity.microsoft.com/t5/s/gxcuf89792/attachments/gxcuf89792/ExcelGeneral/28266/1/Capture.PNG\"}":{"__typename":"Attachment","id":"attachment:message393667AttachmentNumber1","filename":"Capture.PNG","filesize":17040,"contentType":"image/png","url":"https://techcommunity.microsoft.com/t5/s/gxcuf89792/attachments/gxcuf89792/ExcelGeneral/28266/1/Capture.PNG"},"Attachment:{\"id\":\"attachment:message393667AttachmentNumber2\",\"url\":\"https://techcommunity.microsoft.com/t5/s/gxcuf89792/attachments/gxcuf89792/ExcelGeneral/28266/2/Capture2.PNG\"}":{"__typename":"Attachment","id":"attachment:message393667AttachmentNumber2","filename":"Capture2.PNG","filesize":11798,"contentType":"image/png","url":"https://techcommunity.microsoft.com/t5/s/gxcuf89792/attachments/gxcuf89792/ExcelGeneral/28266/2/Capture2.PNG"},"Revision:revision:393667_2":{"__typename":"Revision","id":"revision:393667_2","lastEditTime":"2019-04-03T02:01:12.117-07:00"},"ForumReplyMessage:message:393685":{"__typename":"ForumReplyMessage","id":"message:393685","conversation":{"__ref":"Conversation:conversation:393667"},"author":{"__ref":"User:user:280482"},"revisionNum":1,"uid":393685,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:ExcelGeneral"},"subject":"Re: Excel 2016 how to autofill data entries based on a reference sheet","readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:393685"},"parent":{"__ref":"ForumTopicMessage:message:393667"},"body":"If your export sales data are in Sheet1 and the lookup data are in Sheet2, this formula in Sheet1!G2, copied down rows and across to H2, will return your expected results: =VLOOKUP(B2, Sheet2!$A:$D, COLUMN(C$1),0) Instead of Sheet2!$A:$D, I suggest that you define a name for that dynamic range. The defined name might be \"Products\", with this formula: =Sheet2!$A$2:INDEX(Sheet2!$A:$D,COUNTA(Sheet2!$A:$A),COUNTA(Sheet2!$1:$1)) Thereafter, you may instead use this formula in Sheet1!G2, copied down rows and across to H2: =VLOOKUP(B2, Products, COLUMN(C$1),0)","body@stringLength":"604","rawBody":"If your export sales data are in Sheet1 and the lookup data are in Sheet2, this formula in Sheet1!G2, copied down rows and across to H2, will return your expected results: =VLOOKUP(B2, Sheet2!$A:$D, COLUMN(C$1),0) Instead of Sheet2!$A:$D, I suggest that you define a name for that dynamic range. The defined name might be \"Products\", with this formula: =Sheet2!$A$2:INDEX(Sheet2!$A:$D,COUNTA(Sheet2!$A:$A),COUNTA(Sheet2!$1:$1)) Thereafter, you may instead use this formula in Sheet1!G2, copied down rows and across to H2: =VLOOKUP(B2, Products, 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The workbook you would be building is the one with the pivot tables. The third table (or the same information held within the data model for Power Query) would be there and would be refreshed monthly (all the previously defined steps would be repeated automatically). New data might replace the old or you could choose to append it.
One objective would be to get hold of the sales data from as near the source as you are allowed to go (in the current workbook, in another workbook, within an exported text file, using an SQL query to interrogate a corporate database). All the data manipulation would be within PQ so that you never need to touch the data again. The category and brand data could be read from a separate, largely static file or could be a table in the destination workbook.
p.s. By 'refresh' I simply mean click the 'Refresh All' button on the Data ribbon tab.
p.p.s. I have tried to append a file as the 'starter for one'. It contains the three tables on a single sheet but that would not be the longer-term aim. Open the queries from the panel on the right and step through the edits to see the data at each stage.
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Thank you for your response. This is easily applicable to my case and I will use it until I am more confident with Power Query and look into a more advanced solution.","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"176","kudosSumWeight":0,"repliesCount":0,"postTime":"2019-04-03T04:40:59.951-07:00","lastPublishTime":"2019-04-03T04:40:59.951-07:00","metrics":{"__typename":"MessageMetrics","views":6926},"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:393667/message:393757","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"CachedAsset:text:en_US-components/tags/TagView/TagViewChip-1745505309793":{"__typename":"CachedAsset","id":"text:en_US-components/tags/TagView/TagViewChip-1745505309793","value":{"tagLabelName":"Tag name {tagName}"},"localOverride":false}}}},"page":"/forums/ForumMessagePage/ForumMessagePage","query":{"boardId":"excelgeneral","messageSubject":"excel-2016-how-to-autofill-data-entries-based-on-a-reference-sheet","messageId":"393667","replyId":"393685"},"buildId":"HEhyUrv5OXNBIbfCLaOrw","runtimeConfig":{"buildInformationVisible":false,"logLevelApp":"info","logLevelMetrics":"info","openTelemetryClientEnabled":false,"openTelemetryConfigName":"o365","openTelemetryServiceVersion":"25.1.0","openTelemetryUniverse":"prod","openTelemetryCollector":"http://localhost:4318","openTelemetryRouteChangeAllowedTime":"5000","apolloDevToolsEnabled":false,"inboxMuteWipFeatureEnabled":false},"isFallback":false,"isExperimentalCompile":false,"dynamicIds":["./components/seo/QAPageSchema/QAPageSchema.tsx","./components/community/Navbar/NavbarWidget.tsx","./components/community/Breadcrumb/BreadcrumbWidget.tsx","./components/customComponent/CustomComponent/CustomComponent.tsx","./components/messages/TopicWithThreadedReplyListWidget/TopicWithThreadedReplyListWidget.tsx","./components/external/components/ExternalComponent.tsx","./components/messages/MessageView/MessageViewStandard/MessageViewStandard.tsx","../shared/client/components/common/List/UnwrappedList/UnwrappedList.tsx","./components/attachments/AttachmentView/AttachmentView.tsx","./components/attachments/AttachmentView/AttachmentViewChip/AttachmentViewChip.tsx","../shared/client/components/common/List/UnstyledList/UnstyledList.tsx","./components/messages/MessageView/MessageView.tsx","./components/tags/TagView/TagView.tsx","./components/tags/TagView/TagViewChip/TagViewChip.tsx"],"appGip":true,"scriptLoader":[{"id":"analytics","src":"https://techcommunity.microsoft.com/t5/s/gxcuf89792/pagescripts/1730819800000/analytics.js?page.id=ForumReplyPage&entity.id=board%3Aexcelgeneral&entity.id=message%3A393685","strategy":"afterInteractive"}]}
