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CWsChim
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Joined 3 years ago
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Automatic Data entry manipulation
I have a master sheet of data that my coworkers are using to input data from outreach efforts. It looks similar to the snippet below. This is only an example so I am not sharing confidential information. As you can see I have a customer ID, and some customer information along with information about each outreach attempt that was made. only 3 outreach attempts are made for any customer. I collect information on who made the outreach call, what the result of the outreach was and the date of the outreach. I am needing to do some reporting on this data, but want it in a different structure. However, this information gets updated daily and I want my restructuring to be dynamic and encompass any new additions or modifications. Instead of each outreach effort being clustered into their own columns, I am wanting them to be their own row. so instead of having outreach 1, outreach 2, and outreach 3 being their own columns, I am wanting outreach 1 to be row 1, outreach 2 to be row 2, and outreach 3 to be row three all while copying the member ID and member information into each row for each outreach effort. I want my end result to look similar to the snippet below... Can anyone help me do this in an automated way and all I have to do is refresh the data whenever I want my report to show current information? Is this a VBA scenario? Thank you to anybody who can help me!Re: Mapping a SharePoint site Documents to windows file explorer
Thanks for your response. I never received an error message. When I select sync in SharePoint, I receive a pop-up telling me my files are syncing and that if there is no response, I should install the latest version of OneDrive. I have never received a response nor do I see my files in file explorer. SO I tried downloading the latest version of OneDrive and my PC tells me I already have the latest version of OneDrive. P.S. I unfortunately am not able to open your article link as my company's access policy blocks it when I attempt to open it.Mapping a SharePoint site Documents to windows file explorer
I am wanting to map my windows file explorer to a SharePoint site document. I tried hitting the "Sync" button on the SharePoint site with no success. Then tried to "add shortcut to OneDrive", and that worked, but it only gave me half of the folders in the documents section. For reference, this SharePoint site is associated with a MS Teams page containing 4 Channels. I want to be able to access the files in all 4 channels via file explorer. I am the owner of the Teams page and all 4 channels. 2 of the Channels are usable to all members in the Team and the other two are only accessible for 2 members of the Team, one of which is me. Does anybody know how to make these files in this Teams page/SharePoint site accessible in my File Explorer? Thank you all for any info you can provide!Xlookup Not working
All, I am attempting to find a Customer ID using a Customer Name. However, my xlookup function fails to match records that I know have an ID associated with it. I know this because when take a name where my xlookup returned an #N/A and search for it in my source data, I can find the Customer ID. There are some duplicate names in my source data, however, I cannot remove them. To accommodate these duplicates, I have attempted to use multiple criteria, such as Customer DOB) to find the associated Customer IDs but return the same number of #N/A results from my xlookup. Is there something I am missing about the xlookup function that could be causing this or does anybody have any ideas/thoughts? For reference I was able to match almost 9k records that returned a Customer ID. I always like to check my results and noticed there were quite a few unsuccessful results. That is when I began searching manually. Any help is greatly appreciated!
