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filter by criteria pivot table or Power Query before output

  1. #1
    Forum Expert nigelog's Avatar
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    filter by criteria pivot table or Power Query before output

    A daily report I have been asked to review has historically

    Exported output from another source in xls format after filtering in the first software - this gives 3 xls outputs which are then renamed as 3 workbooks

    A fourth worbook is opened and the links within update from the 3 workbooks just created - the 3 pages within are then printed and emailed - takes on average the bones the bones of 5 minutes

    I could compile the reports via VBA but in this instance I think even that would be overkill

    What I would like to do is one export of all three data catagories and within the same workbook initiate the creation of a table from an addin

    My question is how do I initiate the creation of a table that must be filtered into 2 catagories (forget the third - minor and can be caught later). The filter column is (h) in the attached workbook Daily Defects. The filter catagories are one group starts as numeric the other as a letter. They would require to be trimmed prior to sorting.

    The output is the worksheet "Output" and rather than printing 3 sheets as is done now the catagories can just be listed in order with a heading

    A point in the right direction would be much appreciated - please ask if anything not clear
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    Last edited by nigelog; 07-30-2019 at 09:03 AM.

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    Re: filter by criteria pivot table or Power Query before output

    I really don't understand the outputs - sorry.

    What are the criteria for each of the three?
    Ali


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  3. #3
    Forum Expert nigelog's Avatar
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    Re: filter by criteria pivot table or Power Query before output

    Morning Ali

    The data from the software is an output of vehicle defects which come in from a phone app. In column H of the defect output they are divided into trucks (starts with a Registration Number "151,171 etc) and trailers which start with their licence number (BD5432, AT345, etc). The third category are a handful of rigid vehicles or equipment which could be matched to a list for inclusion in the third category of "Other"

    The output sheet is a reformat of the input data just to show the order of the output data. Table or Query does not have to visually replicate exactly but a near comparison would be nice..hope that helps

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    Re: filter by criteria pivot table or Power Query before output

    So do you want just the trucks on the output sheet?

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    Re: filter by criteria pivot table or Power Query before output

    No Ali, they normally should only occupy the one sheet if they were listed Trucks - Trailers - Other one after another. I've attached the original output file which may clarify thing for you
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    Re: filter by criteria pivot table or Power Query before output

    OK - I understand, I think.

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    Re: filter by criteria pivot table or Power Query before output

    Sorry - still confused. In the sample sheet attached to post #1, there seem to be only trucks and trailers - nothing that would class as 'other' based on the reg. numbers. What am I missing here?

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    Re: filter by criteria pivot table or Power Query before output

    Hi Ali, the three categories do not export with the data (that would be too easy). The main difference is the reg/licence number. Let me add an example of how the "other" might appear - they will include reg numbers therefore will have to be compared to a list. I'll post in a min.

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    Re: filter by criteria pivot table or Power Query before output

    OK - I'm out - sorry. I'm just not on the right wavelength with this.

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    Re: filter by criteria pivot table or Power Query before output

    system output of list of others that may appear
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    Re: filter by criteria pivot table or Power Query before output

    Running this code on the output material will sort the three criteria giving each its criteria in column g. What I'd like is to display this data as shown on the output sheet
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    Re: filter by criteria pivot table or Power Query before output

    Decided on vba without a table to achieve result required
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    Re: filter by criteria pivot table or Power Query before output

    Glad you found a solution.

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    Re: filter by criteria pivot table or Power Query before output

    TBH Ali I was looking the easy way out but when I tried the table just didn't seem to be what was needed. They hate change here lol ...slainte

  15. #15
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    Re: filter by criteria pivot table or Power Query before output

    Cheers, Nige! Horaah for change!!!

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