Input daily report tab into a running weekly tab

Copper Contributor

Hello

Here is the outcome I'm trying to achieve for collecting production information.

I input information at the end of day into an excel tab.

One tab auto populates this information into a format I send out as a daily report. (Completed)

 

This next part is where I'm running into problems:

Separate tab collects the information (changes daily) and populates a running daily tracker

Ex:

MikeJanociak_0-1708642697917.png

I can get the column to populate based off the (daily tab) date but when I change the date on the daily tab the previous days information deletes.

2 Replies

@MikeJanociak 

I'd be glad to help you with the issue you're encountering in your Excel spreadsheet where the daily tracker tab loses information when the date on the daily tab changes.

Understanding the Problem:

Based on your description and the image you sent, it seems that you have two Excel tabs:

  • Daily Tab: This tab is where you manually input information at the end of each day.
  • Running Daily Tracker Tab: This tab automatically populates with the information from the Daily Tab, but it loses previous days' data when the date changes on the Daily Tab.

Possible Causes and Solutions:

There are several reasons why this might be happening, and the best solution depends on the specific setup of your spreadsheets. Here are some potential causes and solutions to consider:

1. Formula References:

  • Relative References vs. Absolute References: If your formulas in the Running Daily Tracker Tab use relative cell references (e.g., A1), they will update relative to the current date cell when it changes. To prevent this, use absolute references (e.g., $A$1) to lock the cell reference and maintain the data for all dates.
  • Indirect References: If you're using indirect references (e.g., INDIRECT()), ensure they are set up correctly to reference the correct cells based on the date.

2. Conditional Formatting:

  • Hidden Rows: Check if conditional formatting is hiding rows based on certain date criteria. If so, adjust the formatting rules to keep necessary rows visible.
  • Formatting Overwrites: Make sure the formatting rules in the Running Daily Tracker Tab aren't overwriting existing data when the date changes.

3. Data Validation:

  • Date Validation: If you have data validation rules on the Daily Tab date cell, ensure they aren't clearing or deleting data when the date is changed.

4. VBA Macros:

  • Macro Interference: If you have any macros running in your spreadsheet, check if they are unintentionally deleting or clearing data when the date changes.

5. Spreadsheet Structure:

  • Separate Files: If the Daily Tab and Running Daily Tracker Tab are in separate files, you might need to use external references or data connections to link them.

Additional Tips:

  • Backup: Before making any changes, always back up your spreadsheets to avoid losing data.
  • Test Thoroughly: After making any changes, test your formulas and formatting to ensure they work as expected.
  • Consider Alternative Approaches: Depending on your specific needs, you might explore using tables, pivot tables, or different data consolidation techniques.

@MikeJanociak 

Could you please to give bit more details, in particular what on practice means "when I change the date".  You have daily tab where the information is collected date by date, each column is the new date. Let say 365 columns per year.

Something like this?

 

In weekly tab you collect daily information for each week, so about 52 columns for each week in the year. Not clear which formulae you use and in general how do you aggerate weekly data - sum something, or count, or more complex operation.