Ask MetaFilter questions tagged with resolved and Excel
http://ask.metafilter.com/tags/resolved+Excel
Questions tagged with 'resolved' and 'Excel' at Ask MetaFilter.Mon, 19 Jan 2015 08:18:09 -0800Mon, 19 Jan 2015 08:18:09 -0800en-ushttp://blogs.law.harvard.edu/tech/rss60How to Tell Excel to Evaluate Last Three Months (NOT Last 90 Entries)
http://ask.metafilter.com/274661/How%2Dto%2DTell%2DExcel%2Dto%2DEvaluate%2DLast%2DThree%2DMonths%2DNOT%2DLast%2D90%2DEntries
I have an Excel spreadsheet I use to track glucose readings. There’s a value diabetics use called “A1C” which looks at the last three months of readings. It's based on a blood test, but can be estimated by averaging your readings for the last three months. I try to track every day, but I can’t reliably say “look at the last 90 values” – so I’m wondering how to set up a formula to tell it to only look at readings going back 90 days, not necessarily 90 readings. More inside. The formula to convert a glucose reading to an A1C value is =((<i><b>[value]</b></i>+77.3)/35.6). So converting an individual reading isn’t a problem.<br>
<br>
But, basically, I’d like to create a new column for my spreadsheet which gives me a sort of running A1C average – always looking back three months from the current entry and telling me what the average of the last three months of readings would be. But, as said above, I can’t tell it to merely look back 90 entries, since if I missed a few days or a weekend, I don’t want it to look back further.<br>
<br>
The dates are kept in column A, the time in column B, the reading in column C.<br>
<br>
It'd be preferred not to use VBA to solve the issue, if that's possible.<br>
<br>
Any help would be appreciated.tag:ask.metafilter.com,2015:site.274661Mon, 19 Jan 2015 08:18:09 -0800WCityMikeExcel Question: VLOOKUP and beyond?
http://ask.metafilter.com/274478/Excel%2DQuestion%2DVLOOKUP%2Dand%2Dbeyond
How can I combine these two tabs of data in Excel using VLOOKUP and/or some other function? I have two tabs; there are a number of columns on each sheet so I'm only sharing the ones that I think are relevant below. <br>
<br>
The first tab has data for appointments, one line for each date each person had an appointment (with unique ID for each person&date). Some people have more than one appointment, others do not.<br>
<br>
Smith,1/1/2015, Smith01012015<br>
Smith,1/12/2015, Smith01122015<br>
Kringle, 1/4/2015, Kringle01042015<br>
Jones, 1/2/2015, Jones01022015<br>
Jones, 1/3/2015, Jones01032015<br>
<br>
<br>
The second tab has data for payments, one line for each thing billed on each date each person had an appointment. Some people have multiple things billed on each date and some only have one.<br>
<br>
Smith, 1/1/2015, Smith01012015, $300<br>
Smith, 1/1/2015, Smith01012015, $400<br>
Smith, 1/1/2015, Smith01012015, $25<br>
Smith,1/12/2015, Smith01122015, $500<br>
Smith,1/12/2015, Smith01122015, $50<br>
Kringle, 1/4/2015, Kringle01042015, $85<br>
Jones, 1/2/2015, Jones01022015, $600<br>
Jones, 1/2/2015, Jones01022015, $10<br>
Jones, 1/3/2015, Jones01032015, $325<br>
<br>
What is the best way to pull together this data into one tab that has the total payments for each date each person was seen? Desired final product will look like this:<br>
<br>
Smith,1/1/2015, Smith01012015, $725<br>
Smith,1/12/2015, Smith01122015, $550<br>
Kringle, 1/4/2015, Kringle01042015, $85<br>
Jones, 1/2/2015, Jones01022015, $710<br>
Jones, 1/3/2015, Jones01032015, $325<br>
<br>
I used a VLOOKUP to pull the $ data from tab 2 to tab 1, but it only would pick up the first line for each person/date. Other than the person's name and the appointment date, there is no other field that is on both tabs.<br>
<br>
I thank you for any help you can provide.tag:ask.metafilter.com,2015:site.274478Thu, 15 Jan 2015 09:31:56 -0800ThePinkSuperheroHow do I solve for a percentage of a total budget...
http://ask.metafilter.com/272786/How%2Ddo%2DI%2Dsolve%2Dfor%2Da%2Dpercentage%2Dof%2Da%2Dtotal%2Dbudget
This will be easy for someone, but math is my second language so I'm at a loss.
How do I solve for the percentage of a TOTAL budget, when one line item is unknown (and is part of the total budget)? Specifically, I have a budget with 20 line items. I know the value of all the line items, except for one, and that one unknown value has to equal 16.5% of the TOTAL budget. How do I figure this out? Without that line item to start with, I don't have the total budget - does this question make sense?<br>
<br>
Bonus if you can tell me what formula to plug into Excel so that I never have to think about this again.<br>
<br>
Thanks so much!tag:ask.metafilter.com,2014:site.272786Tue, 09 Dec 2014 15:46:28 -0800coollibrarianExcel formula: Letter to Number (and vice versa)
http://ask.metafilter.com/272415/Excel%2Dformula%2DLetter%2Dto%2DNumber%2Dand%2Dvice%2Dversa
I'm working on a formula (not a macro) to convert a Letter (in this case, a column letter) to a Number, and vice versa.
So: A = 1, B = 2, C = 3, Z = 26, AA = 27, AB = 28, AC = 29, ZZ = 702, AAA = 703, AAB = 704, AAC = 705, BAA = 1379, etc...
Of my three part formula(s), I have the one-letter and two-letter columns working, but I run into issues with the three-letter columns (AAA and beyond). For one-letter columns, these two formulas work:<br>
=CODE(letter)-64<br>
=CHAR(number+64)<br>
<br>
For two-letter columns, these two formulas work:<br>
=((CODE(MID(letter,1,1))-64)*26+1)+(CODE(MID(letter,2,1))-64-1)<br>
=CHAR(INT((number-1)/26)+64)&CHAR((MOD(number-1,26))+65<br>
<br>
For three-letter columns, these formulas do <em><strong>NOT</strong></em> work (and I'm struggling to understand why):<br>
=((CODE(MID(letter,1,1))-64)*702+1)+(((CODE(MID(letter,2,1))-64)*26+1)-27)+(CODE(MID(letter,3,1))-64-1)<br>
=CHAR(MOD(INT((number-703)/676),26)+65)&CHAR(MOD(INT((number-27)/26),26)+65)&CHAR(MOD(INT(number-1),26))+65<br>
<br>
The first formula there actually returns the correct number from AAA to AAZ, but once it hits ABA, it comes in 52 (which must be 26*2) too high and, frankly, my eyeballs are starting to cross at this point. <br>
<br>
If it is of any help, I did write a function in the past to convert a number to a letter. I'd just like to figure out how to get it into a formula. The function is:<br>
<br>
<br>
Sub ColumnNumberToColumnLetter1()<br>
letter_col_num_2 = 26<br>
letter_col_num_3 = 702<br>
letter_col_num_4 = 18278<br>
letter_col_num_5 = 475254<br>
non_letter_cols = 64<br>
<br>
ColNumber = ActiveCell.Column<br>
<br>
If ColNumber <= letter_col_num_2 Then<br>
ColLetter = Chr(ColNumber + 64)<br>
ElseIf ColNumber <= letter_col_num_3 Then<br>
ColLetter = Chr(Int((ColNumber - 1) / 26) + 64) & Chr(((ColNumber - 1) Mod 26) + 65)<br>
ElseIf ColNumber <= letter_col_num_4 Then<br>
ColLetter = Chr((Int((ColNumber - 703) / 676) Mod 26) + 65) & Chr((Int((ColNumber - 27) / 26) Mod 26) + 65) & Chr(Int((ColNumber - 1) Mod 26) + 65)<br>
ElseIf ColNumber <= letter_col_num_5 Then<br>
ColLetter = Chr((Int((ColNumber - 18279) / 17576) Mod 26) + 65) & Chr((Int((ColNumber - 703) / 676) Mod 26) + 65) & Chr((Int((ColNumber - 27) / 26) Mod 26) + 65) & Chr(Int((ColNumber - 1) Mod 26) + 65)<br>
Else: _<br>
MsgBox "Out of Range"<br>
Exit Sub<br>
End If<br>
<br>
Cells(2, ActiveCell.Column).Value = ColLetter<br>
<br>
End Sub<br>
<br>
<br>
Whew.... anyone want to take a stab at it?tag:ask.metafilter.com,2014:site.272415Wed, 03 Dec 2014 07:33:37 -0800JimBJ9Counting rows in Excel that match condition?
http://ask.metafilter.com/272024/Counting%2Drows%2Din%2DExcel%2Dthat%2Dmatch%2Dcondition
Can an Excel expert help me with counting rows in a spreadsheet that can match one of 15 possible combinations? I have a spreadsheet that has several rows, one row for each account/person and 4 "option" columns (also a value column but is not germane here). It is possible for any account (row) to have 1, 2, 3, or 4 of the options (so there are 15 possible combinations - the order does not matter).<br>
<br>
Is there a way in Excel to count and get a total for each of the 15 possible combinations? I am only vaguely familiar with scripting in Excel; or is there a better way to do this?<br>
<br>
Example spreadsheet below and what I am try to end up with:<br>
<pre><br>
dog cat bird horse<br>
bill 200 x <br>
amy 100 x x x<br>
joe 5000 x x x <br>
juan 1500 x x x <br>
1 with dog only<br>
1 with dog + bird + horse<br>
2 with dog + cat + bird<br>
</pre>tag:ask.metafilter.com,2014:site.272024Mon, 24 Nov 2014 11:26:50 -0800dukes909Tracking reimbursements for employees
http://ask.metafilter.com/269023/Tracking%2Dreimbursements%2Dfor%2Demployees
I'm in charge of a tuition reimbursement process in my company-- people give me their approved applications along with their grades and receipts and I calculate the reimbursement and send it along to accounting. Part of this process is keeping tabs on what's being spent on what. Right now, I'm using a massive Excel sheet to do this and it is <em>messy</em>. I'm looking for programs or systems for tracking. I need is to track information about the employee (name, department, title), how much they are receiving each time they apply for reimbursement, information about their program, and also keep a running total for how much is spent all together. I am not a finance person, so making beautiful, elaborate spreadsheets is beyond me. What I would really like is a database with a profile for each person, where I can see their information and the details for reimbursement, rather than a mega spreadsheet. My inclination/knowledge is toward FileMaker, as I've used that before and it allows customization. I don't have the experience to build a FileMaker database from scratch, though, and it sounds like my company doesn't want to drop the money on a consultant. We have Tableau and PeopleSoft (neither of which I've used) and there is Access 2007, but I'm wondering where to look after Excel.tag:ask.metafilter.com,2014:site.269023Thu, 25 Sep 2014 08:10:07 -0800thefangPivot table help for n00b
http://ask.metafilter.com/268818/Pivot%2Dtable%2Dhelp%2Dfor%2Dn00b
I need to provide some sales data but am unsure how to manipulate the data in a pivot table to get the specific details requested. I'm sure this is simple but my pivot table skills are, admittedly, terrible. Details inside. The ask: "Can you please run sales numbers for Vendor Z and showing the top 25% customers (in sales) of County A and top 25% of County B? Is there a way to include contact info in the report?"<br>
<br>
The sales report I can run allows me to select the invoice dates and selected vendor. The results will display customer type, customer, customer info, invoice date, SKU, qty sold, cost, extended cost, margin, and a bunch of other garbage irrelevant in this case. Regarding <strong>customer type</strong>: our company assigns each customer a type based on various factors. For this example let's say: Type 1, Type 2, Type 3 = customers living in County A; Type 4, Type 5, Type 6 = customers living in County B; and Type 7, Type 8, Type 9 = customers living in County C.<br>
<br>
The report will be giving me data on customer types I don't need which will have to be filtered out. So far, so good, this I can do. But - how do I determine/indicate the top 25%? Usually I am asked for Top 10 or Top 25 customers (this I do by displaying Sum of Extended Cost), not a percentage.<br>
<br>
Also, to include contact info, I will need to include data from several columns, i.e. Address 1, Address 2, City, State, Contact name, Phone, etc. and I can't fathom how to display all this without it looking like a hot mess. <br>
<br>
Again, I'm sure this is very basic stuff but I am an idiot when it comes to creating pivot tables other than the few I do regularly. If further clarification is needed I can provide - thanks in advance for any help!tag:ask.metafilter.com,2014:site.268818Sun, 21 Sep 2014 06:37:18 -0800Bretleyis this a good use case for a gamma distribution?
http://ask.metafilter.com/268228/is%2Dthis%2Da%2Dgood%2Duse%2Dcase%2Dfor%2Da%2Dgamma%2Ddistribution
I want to generate synthetic user-session data to predict how big a peak in application usage might be shortly before a weekly deadline (for timesheet submission - it's a time and labour tracking application). I've come up with a method that looks like it works - it involves a gamma distribution for the login time. But I don't have enough (in fact, any) statistical training to know whether I'm using that distribution meaningfully. Statisticians, please reassure me. Thanks! Excel functions inside... So, imagine we have 10,000 people who all need to submit last week's timesheet before midday on Monday. We could expect a peak in user activity shortly before the deadline, and in order to size the application tier hardware I'd like to say what the maximum concurrency might be.<br>
<br>
In my head I pictured a histogram with a big lump of concurrent sessions shortly before 12:00, tailing steeply down to nearly nothing at the deadline (assuming only a small number end up doing it too late). To the left, there's a long-ish tail of people who are organised enough to submit well ahead of the deadline. So I set out looking for a formula that could generate data with that kind of skew - and which I could also figure out easily how to use in Excel 2007 (my Excel skills are only slightly ahead of my stats knowledge). That's how I came up with the gamma distribution.<br>
<br>
Let's say the mean start time for the sessions is 30mins before the deadline, with standard deviation of 15 (so only a small no. miss the deadline). I believe that gives me a variance of 225. So in the gamma distribution, I would have alpha = mean squared over variance = 900/225 = 4, and beta = variance over mean = 225/30 = 7.5. <br>
<br>
I'm plugging those numbers into the GAMMAINV() function in Excel - so that my sessions all have a start time of 12:00 - GAMMAINV(rand(), 4, 7.5). When I draw a graph of user sessions against time, it looks pretty much like the picture I had in my head. By tweaking the mean & SD, as well as the average length of the user sessions, I can obviously make the peak move around - and hence do some rudimentary what-if analysis that might inform how we'd educate the users.<br>
<br>
But what I don't have is any insight into is whether there's a good statistical basis for doing it this way. In terms of how the gamma distribution works mathematically, is this a reasonable use case?<br>
<br>
Please assume the knowledge of an intelligent layperson with little or no specialist training. All help very much appreciated! Thanks.tag:ask.metafilter.com,2014:site.268228Wed, 10 Sep 2014 04:49:50 -0800rd45Excel Filter: IF Statements and Concatenate
http://ask.metafilter.com/266429/Excel%2DFilter%2DIF%2DStatements%2Dand%2DConcatenate
I'm trying to test if a a series of cells exist, and then concatenate the values that do exist with a paragraph I have. So far I'm using a very ridiculous amount of nested IF statements to accomplish this, but I know there's a better way.<br>
This is my example:<br>
<br>
<code>=IF(ISTEXT(W2),(<br>
CONCATENATE("This week I worked with ",A2,".""On Monday we did their ",C2,", ",D2,", and ",E2,". ""On Tuesday we did their ",F2,", ",G2,", and ",H2,". ""On Wednesday we did their ",I2,", ",J2,", and ",K2,". ""On Thursday we did their ",L2,", ",M2,", and ",N2,". ""On Friday we did their ",O2,", ",P2,", and ",Q2,". ""On Saturday we did their ",R2,", ",S2,", and ",T2,". ""On Sunday we did their ",U2,", ",V2,", and ",W2,". "))</code><br>
<br>
I know there's VBA but I don't really want to commit to learning that with my time constraints. This is for a project at work and I'm trying to get it done as soon as possible. My goals are to have the paragraph change it's formatting based on the values of the cells, just so I don't have something like "Today I sat with Blank and did and and. And and," etc. I also need it be something built into excel that people wouldn't have to import, because I'm going to distribute it to my coworkers and they aren't all technically incline.<br>
<br>
I need to be pointed in the right direction. Maybe there's a simple way to do this in VBA that won't take a year. Maybe there's a totally different way to do this. Maybe I'm asking too much.tag:ask.metafilter.com,2014:site.266429Thu, 07 Aug 2014 13:35:09 -0800trogdoleLabeling data points in an Excel chart
http://ask.metafilter.com/264815/Labeling%2Ddata%2Dpoints%2Din%2Dan%2DExcel%2Dchart
Help me figure out how to get the labels I need on the data points in a fairly simple Y vs. X chart. I'm using Excel for Mac 2011, version 14.4.3.<br>
<br>
I'm having a devil of a time figuring out how to get Excel to automatically label my data points with a value other than the X or Y value. My chart looks something like this:<br>
<br>
<code><br>
Name Category Y value X value<br>
Apple Fruit 1 2<br>
Orange Fruit 2 4<br>
Okra Vegetable 3 6<br>
Beans Vegetable 4 8<br>
</code><br>
<br>
I have plotted the X and Y values on a chart. I would like each data point to be labeled "Name, Category", or if only one is possible, just "Name." So, point (1,2) would be labeled "Apple, Fruit" (or just "Apple"), and point (3,6) would be labeled "Okra, Vegetable" (or just "Okra"). Is there some way I can make this happen other than by entering each label manually?tag:ask.metafilter.com,2014:site.264815Tue, 08 Jul 2014 11:35:30 -0800ocherdracoHow to get Excel to play nice?
http://ask.metafilter.com/264641/How%2Dto%2Dget%2DExcel%2Dto%2Dplay%2Dnice
I am trying to generate an excel graph that will give me a date/time overview, and I can't quite crack how to set up my table and chart :( Any help will be greatly appreciated. I am trying to get an overview of a trend within our IT network, or even to see whether or not any trend exists. I have 6 servers, and every once in a while *something* happens. We keep logs of date&time that this did happen, but because of the MASSIVE input of data (multiple gigs per hour) we do not keep verbose logs. I am trying to plan for a short window when we do turn on verbose logging, so i'd like to see if there is a trend in when the event happens.<br>
<br>
So, how to generate a graph that will show a trend of 6 servers when you have date & time? Do you map this out for each server at a time and then try to overlay? what should my axis be? which chart would be the correct one to use?<br>
<br>
Ideally I could look at this/these graph(s) and say "hmmm, OK, there's a good likelihood that if we have verbose logging from 8-9am we can catch this pesky bug".<br>
<br>
Thank you in advance for any help and suggestions :)tag:ask.metafilter.com,2014:site.264641Fri, 04 Jul 2014 06:33:49 -0800alchemistMerging Duplicate rows in Excel or Access
http://ask.metafilter.com/263876/Merging%2DDuplicate%2Drows%2Din%2DExcel%2Dor%2DAccess
I have a table with duplicate values in one column. Some of the other columns have a value, some don't. I want to have one row for each record, with all of the colums values in one row (NOT CONCATENATED). I can use Excel or Access for this. So, let's say I took several surveys of the same people. In survey 1, John said he liked pizza. In survey 2, he said he liked apples, and so forth.<br>
<br>
My table is structured as such:<br>
<br>
Name | Survey1 | Survey2 <br>
<br>
John | Pizza | (null)<br>
John | (null) | Apples <br>
Pat | Bananas | (null) <br>
Pat | (null) | Cake<br>
<br>
------------------------------<br>
<br>
I want to end up with <br>
<br>
Name | Survey1 | Survey2 <br>
<br>
John | Pizza | Apples<br>
Pat | Bananas | Cake<br>
<br>
-----------------------------<br>
<br>
I've searched for this and I find a bunch of ways to concatenate or sum the fields but that is not what I want, they must remain separate columns. The output must be in Excel but I'm familiar enough with Access that if that's a better tool I will use it.tag:ask.metafilter.com,2014:site.263876Thu, 19 Jun 2014 15:12:43 -0800desjardinsexcel numbering questin
http://ask.metafilter.com/262341/excel%2Dnumbering%2Dquestin
In excel, I want to increase a number in sequential rows by one every three numbers. Is there a way to do this quickly, for about 5000 rows? So it would look like this:<br>
<br>
1<br>
1<br>
1<br>
2<br>
2<br>
2<br>
3<br>
3<br>
3<br>
<br>
Is there a formula that would automate this?tag:ask.metafilter.com,2014:site.262341Thu, 22 May 2014 16:30:18 -0800SpacemanStixMake me an Excel rockstar!
http://ask.metafilter.com/260146/Make%2Dme%2Dan%2DExcel%2Drockstar
What are some of the most useful Excel add-ins that you use on a daily basis? I spend an inordinate amount of time with Excel. My job at its core is data analysis, and making graphs/presentation (feel free to recommend addins across functions/uses if you find them generally useful).<br>
<br>
A list of addins that I have used and really like:<br>
<br>
<a href="http://www.microsoft.com/en-us/download/details.aspx?id=15011">Fuzzy lookup addin</a> <br>
<a href="http://www.think-cell.com/en/">ThinkCell</a><br>
<a href="http://www.oracle.com/us/products/applications/crystalball/overview/index.html?ssSourceSiteId=ocomfr"> Crystal Ball</a> <br>
<a href="http://office.microsoft.com/en-us/excel/download-power-pivot-HA101959985.aspx">PowerPivot</a> <br>
<br>
Bonus points for addins that are free/open source, integrate well with Access, Word and Powerpoint, and just generally blow your socks off in terms of what they accomplish, and make you a lot more efficient.tag:ask.metafilter.com,2014:site.260146Fri, 11 Apr 2014 07:18:38 -0800rippersidExcel formula that hides results
http://ask.metafilter.com/258254/Excel%2Dformula%2Dthat%2Dhides%2Dresults
I am drowning in Google results! Looking for help making a formula that will only show a value once data is entered into another cell. I have one cell which can have a date added to it, and an adjacent cell which needs to show the following month.<br>
<br>
I have tried this but it isn't working:<br>
<br>
=IF(A1="","",(A1+30))<br>
<br>
help!tag:ask.metafilter.com,2014:site.258254Thu, 06 Mar 2014 04:47:23 -0800ellieBOAiPad iDiot
http://ask.metafilter.com/257262/iPad%2DiDiot
Help me turn my iPad into a work productivity tool. Work has given me an iPad mini (16GB). I have no idea what to do with it. While I'm normally the go-to person in my family and immediate work environment when it comes to providing assistance to other people with their computer and technical issues, this thing has me stymied.<br>
<br>
The only support IT will provide is sync'ing up e-mail. So that has been accomplished, but the rest is up to me.<br>
<br>
What I need are good office productivity tools--things that will allow me to create and read Word documents and Excel files, and software that will allow me to view PowerPoint presentations and PDFs. <br>
<br>
I really, really need to be able to use it to write. So while Word-compatible files would be my first choice, some type of text file would be fine (EverNote, Notability, etc.).<br>
<br>
But, and here's where I get stuck, I need it to work when not hooked up to the cloud. I'm not always going to be in an environment that has Wi-Fi access, so things need to be saved on the device itself. <br>
<br>
At first I thought I'd just download the Apple office apps (Pages, etc.). After repeated tries, I finally downloaded Pages, but I just don't get it. Nothing in that application makes any sense to me. I can't figure out how to do even the basics like saving a document. Now I'm sure I can find some sort of user's guide on the Internet, and will do so if using those applications is my best option, but I thought I'd look for different solutions. <br>
<br>
After reading a bunch of different office suite for iPad reviews, I settled on <a href="http://hopto.com/">hopto</a>. It seemed to offer all the tools I needed. So I downloaded it. But before it will let me do anything, it seems I need to create some type of cloud-based account. Is that really necessary?<br>
<br>
So before I download anything else, I decided to ask for recommendations for good office productivity software that isn't reliant on the cloud. (I'm perfectly happy to e-mail things to myself as necessary and as I'm able to get Wi-Fi access). Of course I'm looking for free apps, as work is reluctant to pay for software. <br>
<br>
Also, can anybody recommend a good file management/directory viewer? <br>
<br>
And do people have suggestions for which keyboard is best?<br>
<br>
What else do I need to add to make this a useful work tool, rather than a clunky, heavy brick in my purse?<br>
<br>
And since I'm asking basic questions, how do I get the new applications I download to appear on the first page (with all the pre-installed and useless apps), rather than being bumped to the second page? I've already cleaned up the homepage (or whatever it's called) and put some of the icons for the pre-existing software I'm not going to use in a single bucket, so there is room for the new ones I download, but no matter what I do, I can't seem to make them reside on the main page. <br>
<br>
I should say, along with my personal dislike for cloud-based applications, we've been getting pressure from work to avoid using Internet storage for our work data. So I really need a solution that doesn't rely upon iDrive or iCloud (or whatever Apple calls it's online storage) or Dropbox, etc.tag:ask.metafilter.com,2014:site.257262Mon, 17 Feb 2014 07:09:50 -0800sardonyxISO: 21st Century - information wants out of 3 ring binders
http://ask.metafilter.com/255102/ISO%2D21st%2DCentury%2Dinformation%2Dwants%2Dout%2Dof%2D3%2Dring%2Dbinders
We have a number of (internal) groups providing information about (external) clients. Help me figure out the best way to track this information for easy report generation. While the question says most of it, here's the detail you likely need. TL; DR summary at bottom.<br>
<br>
Periodically we get asked by external stakeholders (a mix of clients, members, neighborhood business groups, city gov't, etc.) to report on what we've done for their constituent base in a recent period of time. The period of time depends on how regular we're in touch: some ask for this monthly, some it's once a year.<br>
<br>
The information gathering part of it works really well. Each department (communications, editorial, etc.) sends a report (word or excel, usually) to the central person about the work they've done for external clients/members each week. <br>
<br>
Where we struggle is how to best organize the info provided so that we can report on it to the stakeholders. Until the end of last year, it lived in 15 3-ring binders which I HATE as it's nearly impossible to effectively go through the binders to provide the report. With a new year and new central person with whom I'm working closely, we're moving toward a (semi) digital solution. This will work for us as the vast majority of the information is either online or in a format that it could be scanned and posted on a shared drive or intranet.<br>
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Our initial thinking is a spreadsheet with multiple tabs either for location or month where the central person could input the weekly info. For example, Editorial - January - two articles on Museum X. Then when a report is needed, we could filter/sort on location to get the links and print out the physical content, send an email with the links, and/or input it into a PowerPoint deck, etc.<br>
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Is this the best way, or is there another we should look at? Our CRM application has a "member report card" feature which we can and sometimes do use, but that doesn't fully solve to it as some who we report on aren't members and aren't in the CRM. Totally up for any ideas -- and there probably is a budget for a good solution if there is a good tool.<br>
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TL; DR: is a spreadsheet with links to the content the best solution for a central repository used for reporting to external constituents?<br>
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Thank you on behalf of my sanity and my papercut-free fingers.tag:ask.metafilter.com,2014:site.255102Fri, 10 Jan 2014 13:37:36 -0800TravellingCariConvert rich text field in Access or Excel into plain text
http://ask.metafilter.com/251805/Convert%2Drich%2Dtext%2Dfield%2Din%2DAccess%2Dor%2DExcel%2Dinto%2Dplain%2Dtext
I have thousands of rich text message message fields currently formatted in RTF (rich text format) that need to be stripped of their formatting and converted to plain text. Currently the field is in a Microsoft Access database. But if needed, the database could be sent to Excel if that would ease the conversion of the RTF to plain text. Here is an example of the text:<br>
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{\rtf1\ansi\deff0{\fonttbl{\f0\fnil\fcharset0 MS Sans Serif;}}<br>
\viewkind4\uc1\pard\lang1033\f0\fs17 Voice Mail Upgrade<br>
\par <br>
\par The wireless voice mail system in your area will soon be upgraded! As a result, ALLTEL will be able to offer you enhanced voice mail services in the future. Please note important dates and follow the instructions below to avoid any possible disruptions to your wireless voice mail service.<br>
\par <br>
\par Set Up Your Voice Mailbox in the New System<br>
\par Between February 22 and March 4, please set up your greeting and security code on the new wireless voice mail system. Dial 1-800-834-9912, enter your 10-digit wireless number and interrupt the greeting by pressing the pound (#) key. Enter "9999" when you are prompted for a security code. A tutorial will step you through the set up of your mailbox. Please note that you will continue to use the current voice mail system, password and keystrokes until the new system is activated on March 6.<br>
\par <br>
\par Begin Using the New System on March 6<br>
\par March 5 will be the last day of operation for the current voice<br>
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And quite simply, I want to remove all of the RTF formatting tags and leave only the text.<br>
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Thank you for your assistance.tag:ask.metafilter.com,2013:site.251805Tue, 12 Nov 2013 11:25:27 -0800Jackie_TreehornExcel imported my dates as day-month instead of year-month. How to fix?
http://ask.metafilter.com/247322/Excel%2Dimported%2Dmy%2Ddates%2Das%2Dday%2Dmonth%2Dinstead%2Dof%2Dyear%2Dmonth%2DHow%2Dto%2Dfix
How do I fix this? I "imported" a table from a PDF (big mistake). In the pdf, the dates were formatted as AA-BB, where AA was the month and BB was the year. Excel interpreted that as AA is the month and BB is the day, and gave them all 2013 as the year. So now the date reads as 11-Jan instead of Jan 2011. I no longer have access to the original dataset because I only just noticed the mistake. I am using Excel 2010 on Windows.tag:ask.metafilter.com,2013:site.247322Mon, 26 Aug 2013 07:32:08 -0800rebentRearranging the formula for Compound Annual Growth Rate
http://ask.metafilter.com/245827/Rearranging%2Dthe%2Dformula%2Dfor%2DCompound%2DAnnual%2DGrowth%2DRate
How do you rejig the formula for CAGR to get the starting value when you know the other variables? So - the formula for CAGR is ((Last Year/First Year)^(1/Number of Years))-1<br>
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Great. So far so good.<br>
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But for my current exercise I actually have the CAGR, I have the last year value and the number of years. But I don't have the starting value and I'm distinctly ungifted at maths. <br>
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What's the formula to calculate the <strong>initial</strong> value - ideally as an excel formula?tag:ask.metafilter.com,2013:site.245827Thu, 01 Aug 2013 10:54:23 -0800MuffinManProfessional education/seminars?
http://ask.metafilter.com/244937/Professional%2Deducationseminars
My employer has allocated $500/year as a benefit to me for training.
I have not used it yet this year - suggestions?
Areas I'd like to focus on - accounting, excel, QuickBooks, management training. I'm open to other things if they would be useful. I've looked at Skillpath seminars and Quickbooks Pro Advisor, but would be open to suggestions of free training as well, if you have a resource that you think is particularly good. <br>
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I've thought about working towards my CPA, but that would be a huge commitment, and would require more than $500 worth of classes. I don't want to let this year's $500 benefit expire without using it. I'm willing to put in some of my own funds, if there is something that is really cool that is $550 or $600.<br>
<br>
Atlanta area.<br>
<br>
Thanks!tag:ask.metafilter.com,2013:site.244937Thu, 18 Jul 2013 06:26:23 -0800sockpuppetfairyDownload Excel on a PC running Vista
http://ask.metafilter.com/243178/Download%2DExcel%2Don%2Da%2DPC%2Drunning%2DVista
Need to get MS Excel on a PC running Windows Vista. Latest Excel versions seem to require Windows 7 or 8. Any help on where I can get a downloadable version of Excel for Vista?tag:ask.metafilter.com,2013:site.243178Wed, 19 Jun 2013 09:24:40 -0800BozoBurgerBonanzaRounding dates based on time in Excel
http://ask.metafilter.com/241942/Rounding%2Ddates%2Dbased%2Don%2Dtime%2Din%2DExcel
I am looking for a way to take a date and time entry in Excel 2010 and round it up to the next day if the time is after a certain value. For example, consider how, at the bank, if you deposit a check after 2pm, the deposit is counted as the next day. This is basically what I want to do: enter in the real date/time and get back the date that "counts" according to the rule.<br>
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I have found information on rounding dates to the next month, and times to the next 15- minute interval, but nothing on rounding the DATE based on the TIME. Help?<br>
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Extra bonus if this method will round up to the next BUSINESS day.tag:ask.metafilter.com,2013:site.241942Thu, 30 May 2013 07:29:47 -0800oblique red There's got to be a way...
http://ask.metafilter.com/239649/Theres%2Dgot%2Dto%2Dbe%2Da%2Dway
Excel functions: OFFSET? LOOKUP? ADDRESS? Unconfuse me, please. I've got a sticky Excel problem that I can't seem to get unstuck. <br>
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I've generated a table with 2 columns. Column 1 contains sequential dates. Column 2 contains numbers that are correlated with those dates. I'm trying to write a formula that finds a particular date in the first column, and returns the sum of an adjacent range of values from the second column. I've been trying to use the OFFSET, like this:<br>
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=SUM(OFFSET((Reference,[calculated number of rows],[fixed number of columns],[calculated height],[fixed width]))<br>
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That works if I manually enter the 'Reference' cell, but I can't figure out how to look up a reference cell. I've tried using ADDRESS, which does fine by itself for returning a cell reference as text, e.g. "A96", but Excel doesn't want to use that result <em>as a cell reference</em> in another formula.<br>
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Ideas?tag:ask.metafilter.com,2013:site.239649Tue, 23 Apr 2013 07:42:13 -0800jon1270MS Word / Excel 2011 for Mac catalog merge mystery
http://ask.metafilter.com/239213/MS%2DWord%2DExcel%2D2011%2Dfor%2DMac%2Dcatalog%2Dmerge%2Dmystery
I have a batch of mixed-format data including long-form text fields, hyperlinks, number and plain text in an Excel doc. I have assembled a Word catalog merge file intended to allow me to proof the data manually. There are 42 records.
On merge, the output document results in what appears to be the correct number of pages and records. However, records 28-42 do not appear to place any data in the destination document. Due to the length of the long-text fields, which include commas, straight quotes, and tabs, a roundtrip export to plain text is impractical as a quick fix to strip a spurious character from the final 16 records.<br>
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I suspect that record 27 or record 28 contains a hidden character that is causing word to stop parsing the data. Record 27 appears to be complete in the merged file.<br>
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Any suggestions on fixes? Thanks!tag:ask.metafilter.com,2013:site.239213Mon, 15 Apr 2013 15:21:48 -0800mwhybark