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#1
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Excel Sorting help
I hope someone can help me with this as simply as possible. I would
prefer to stay away from VB (don't know how to use it very well), but I will do what I need. I have a excel sheet (Sht1) that lists out the assets owned by a family. Column A is the Asset Name (IRA 1, IRA 2). And Column C indicates which family member owns the Asset (John, Jane) I need to keep this list intact and unsorted on Sht1 - 'Sht1' is an input sheet that will vary in length. However, I want to be able to relist all of John's assets on 'Sht2' and all of Jane's assets on 'Sht3'. Sht1: ___A___ ___B___ 1| Asset Name Asset Owner 2| IRA 1 JQD 3| IRA 2 AFD 4| Roth 1 JQD 5| Roth 2 JQD 6| Brok 1 JQD 7| Brok 2 AFD **I want this sheet to be a 'cell reference' of inputs for two other sheets. I want 'Sht2' to look like: ___A___ ___B___ 1| Asset Name Asset Owner 2| IRA 1 JQD 3| Roth 1 JQD 4| Roth 2 JQD 5| Brok 1 JQD and 'Sht3' to look like: ___A___ ___B___ 1| Asset Name Asset Owner 2| IRA 2 AFD 3| Brok 2 AFD Here's the major twist, the number of owners will always be two (JQD or ASD), but the number of Assets and the quantity owned by each owner can vary. Is there a function that will place them on the separate pages? |
#3
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Excel Sorting help
Thanks. I can infer you are telling me there is no easy way to do it. Unfortunately, printing and displaying (IOW, using autofilter) are not my main concern. The info on Sht2 & Sht3 go on to complete 15 other sheets. Furthermore, the cells comprise both partial and complete functions/formulas on the other sheets that must display at the same time. As a matter of fact, some of the functions require that the two owners assets be added together (both partially and wholy). It is imperative I be able to isolate the data into Sht2 & Sht3, not just a single Sheet that can display different batches of info. Thanks though. I added the websites to my "bank of knowledge" |
#4
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Excel Sorting help
.. It is imperative I be able to isolate the data into Sht2 & Sht3, not
just a single Sheet that can display different batches of info. Here's a non-array formulas play which can deliver the desired results automatically into separate sheets by asset owner as the source input sheet "Sht1" is continually updated .. A sample construct is available at: AutoCopy data to separate shts by key col value.xls http://www.savefile.com/files/37091 Assume the master list is input in sheet named: Sht1 in cols A to B, headers in row1, data from row2 down Col B = Asset Owner (eg: JQD, AFD, etc) - this is the key col Using empty cols to the right of the data, say cols K onwards List the unique asset owners in K1 across, in any order, eg: JQD, AFD, etc. Ensure these are consistent with the values under "Asset Owner" Put in K2: =IF($B2="","",IF($B2=K$1,ROW(),"")) Copy K2 across and fill down to cover the max expected extent of source data Click Insert Name Define Put under "Names in workbook:": WSN Put in the "Refers to:" box: =MID(CELL("Filename",INDIRECT("A1")),FIND("]",CELL("Filename",INDIRECT("A1") ))+1,32) Click OK The above defines WSN as a name we can use to refer to the sheetname in formulas. It will auto-extract the sheetname implicitly. Technique came from a post by Harlan. In a new sheet named: JQD With the same col headers in A1:B1 Put in A2: =IF(ISERROR(SMALL(OFFSET(Sht1!$J:$J,,MATCH(WSN,Sht 1!$K$1:$IV$1,0)),ROWS($A$1:A1))),"",INDEX(Sht1!A:A ,MATCH(SMALL(OFFSET(Sht1!$J:$J,,MATCH(WSN,Sht1!$K$ 1:$IV$1,0)),ROWS($A$1:A1)),OFFSET(Sht1!$J:$J,,MATC H(WSN,Sht1!$K$1:$IV$1,0)),0))) Copy A2 across to B2, fill down by the smallest extent sufficient to cover all the cases expected for any one asset owner, say down to D10. Cols A & B will return only the lines for the asset owner: JQD from Sht1 with all lines neatly bunched at the top - exactly the results desired. Now, just make a copy of the sheet: JQD, rename it as: AFD, and you'd get the results for AFD. Repeat as required for the rest of the asset owners (a one-time job). -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- Orig post: wrote: I hope someone can help me with this as simply as possible. I would prefer to stay away from VB (don't know how to use it very well), but I will do what I need. I have a excel sheet (Sht1) that lists out the assets owned by a family. Column A is the Asset Name (IRA 1, IRA 2). And Column C indicates which family member owns the Asset (John, Jane) I need to keep this list intact and unsorted on Sht1 - 'Sht1' is an input sheet that will vary in length. However, I want to be able to relist all of John's assets on 'Sht2' and all of Jane's assets on 'Sht3'. Sht1: ___A___ ___B___ 1| Asset Name Asset Owner 2| IRA 1 JQD 3| IRA 2 AFD 4| Roth 1 JQD 5| Roth 2 JQD 6| Brok 1 JQD 7| Brok 2 AFD **I want this sheet to be a 'cell reference' of inputs for two other sheets. I want 'Sht2' to look like: ___A___ ___B___ 1| Asset Name Asset Owner 2| IRA 1 JQD 3| Roth 1 JQD 4| Roth 2 JQD 5| Brok 1 JQD and 'Sht3' to look like: ___A___ ___B___ 1| Asset Name Asset Owner 2| IRA 2 AFD 3| Brok 2 AFD Here's the major twist, the number of owners will always be two (JQD or ASD), but the number of Assets and the quantity owned by each owner can vary. Is there a function that will place them on the separate pages? |
#5
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Excel Sorting help
Thanks
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#6
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Excel Sorting help
You're welcome !
-- Max Singapore http://savefile.com/projects/236895 xdemechanik --- " wrote: Thanks |
#7
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Excel Sorting help
Hi Max
Very nice solution! I will tuck that one away for future use if you don't mind. -- Regards Roger Govier "Max" wrote in message ... .. It is imperative I be able to isolate the data into Sht2 & Sht3, not just a single Sheet that can display different batches of info. Here's a non-array formulas play which can deliver the desired results automatically into separate sheets by asset owner as the source input sheet "Sht1" is continually updated .. A sample construct is available at: AutoCopy data to separate shts by key col value.xls http://www.savefile.com/files/37091 Assume the master list is input in sheet named: Sht1 in cols A to B, headers in row1, data from row2 down Col B = Asset Owner (eg: JQD, AFD, etc) - this is the key col Using empty cols to the right of the data, say cols K onwards List the unique asset owners in K1 across, in any order, eg: JQD, AFD, etc. Ensure these are consistent with the values under "Asset Owner" Put in K2: =IF($B2="","",IF($B2=K$1,ROW(),"")) Copy K2 across and fill down to cover the max expected extent of source data Click Insert Name Define Put under "Names in workbook:": WSN Put in the "Refers to:" box: =MID(CELL("Filename",INDIRECT("A1")),FIND("]",CELL("Filename",INDIRECT("A1") ))+1,32) Click OK The above defines WSN as a name we can use to refer to the sheetname in formulas. It will auto-extract the sheetname implicitly. Technique came from a post by Harlan. In a new sheet named: JQD With the same col headers in A1:B1 Put in A2: =IF(ISERROR(SMALL(OFFSET(Sht1!$J:$J,,MATCH(WSN,Sht 1!$K$1:$IV$1,0)),ROWS($A$1:A1))),"",INDEX(Sht1!A:A ,MATCH(SMALL(OFFSET(Sht1!$J:$J,,MATCH(WSN,Sht1!$K$ 1:$IV$1,0)),ROWS($A$1:A1)),OFFSET(Sht1!$J:$J,,MATC H(WSN,Sht1!$K$1:$IV$1,0)),0))) Copy A2 across to B2, fill down by the smallest extent sufficient to cover all the cases expected for any one asset owner, say down to D10. Cols A & B will return only the lines for the asset owner: JQD from Sht1 with all lines neatly bunched at the top - exactly the results desired. Now, just make a copy of the sheet: JQD, rename it as: AFD, and you'd get the results for AFD. Repeat as required for the rest of the asset owners (a one-time job). -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- Orig post: wrote: I hope someone can help me with this as simply as possible. I would prefer to stay away from VB (don't know how to use it very well), but I will do what I need. I have a excel sheet (Sht1) that lists out the assets owned by a family. Column A is the Asset Name (IRA 1, IRA 2). And Column C indicates which family member owns the Asset (John, Jane) I need to keep this list intact and unsorted on Sht1 - 'Sht1' is an input sheet that will vary in length. However, I want to be able to relist all of John's assets on 'Sht2' and all of Jane's assets on 'Sht3'. Sht1: ___A___ ___B___ 1| Asset Name Asset Owner 2| IRA 1 JQD 3| IRA 2 AFD 4| Roth 1 JQD 5| Roth 2 JQD 6| Brok 1 JQD 7| Brok 2 AFD **I want this sheet to be a 'cell reference' of inputs for two other sheets. I want 'Sht2' to look like: ___A___ ___B___ 1| Asset Name Asset Owner 2| IRA 1 JQD 3| Roth 1 JQD 4| Roth 2 JQD 5| Brok 1 JQD and 'Sht3' to look like: ___A___ ___B___ 1| Asset Name Asset Owner 2| IRA 2 AFD 3| Brok 2 AFD Here's the major twist, the number of owners will always be two (JQD or ASD), but the number of Assets and the quantity owned by each owner can vary. Is there a function that will place them on the separate pages? |
#8
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Excel Sorting help
Most welcome, and thanks for the compliments, Roger!
-- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Roger Govier" wrote: Hi Max Very nice solution! I will tuck that one away for future use if you don't mind. -- Regards Roger Govier |
#9
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Excel Sorting help
Okay. Little more help please.
I was able to setup Sht1 and get it to do everything as you instructed. However, I cannot get the JQD page to produce formula results. I cut and pasted all formulas to eliminate typos and the Sht1 formulas work excellently. I have never dealt with the "InsertNameDefine" action so I doubt that I executed that part of your instructions properly. Do I need to highlight the whole sheet, just part of it, none of it, etc. etc. Sorry for my ignorance, but could you please expound on this step. Also, for curiousity sake, what does this step do? Thanks |
#10
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Excel Sorting help
wrote
.. I have never dealt with the "InsertNameDefine" action so I doubt that I executed that part of your instructions properly. Do I need to highlight the whole sheet, just part of it, none of it, etc. etc. It doesn't matter, just click on any cell in any sheet then do the steps given earlier, viz: Click Insert Name Define (this brings up the "Define Name" dialog box) Put under "Names in workbook:": WSN Put in the "Refers to:" box: =MID(CELL("Filename",INDIRECT("A1")),FIND("]",CELL("Filename",INDIRECT("A1") ))+1,32) Click OK Sorry for my ignorance, but could you please expound on this step. Also, for curiousity sake, what does this step do? As explained earlier .. The above defines WSN as a name we can use to refer to the sheetname in formulas. It will auto-extract the sheetname implicitly. Technique came from a post by Harlan. WSN is actually a formula which simply returns the sheetname. After setting it up as above, you can easily test this by putting in any cell in any sheet: =WSN. When you press ENTER to confirm the formula, it will return the sheetname in that cell. Try it again .. -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- |
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