+ Reply to Thread
Results 1 to 2 of 2

Merge data and expand records based on specific criteria

  1. #1
    Registered User
    Join Date
    09-09-2013
    Location
    California
    MS-Off Ver
    Excel 2010 and 2013
    Posts
    2

    Merge data and expand records based on specific criteria

    I have hit a snag and I am up against the wall. I have been tasked by my employer to develop a capital estimate planning tool. In this tool I am attempting to pull data from an Excel data entry Table (Table1) and have the records merge into an analysis Table (Table3) and expand a single record based on specific criteria. I am not even sure if this is possible. This initial action will populate the analysis table that will draw from the model's data entry Table and calculate values for the estimates. These Tables will be used to develop capital ROM estimates. Data Table1 has 13 Fields. Pulling the first 7 Fields from the data Table and inserting into the analysis Table are where I am having trouble. Note, in the analysis Table and beginning with the Start Date Field, those are calculated fields. I can create the functions for the model to work if I enter either the ID or the Site & Description manually; I would prefer for the analysis table to transfer the ID, Site, and Description automatically when data in data Table1 is entered fields and create the additional records for specific to the "Work" field as described below. The data entry Table1 and analysis Table3 Fields are:
    DataTranferToAnalysisLogic.png
    Specifically, I want the analysis Table to look at the Work Field in data Table1 and if Work is = "Const.", 4 project records are created and inserted in the Work Field are "Const.", "01.AE(D)", "02.AE(CS)", "03.CM" are inserted respectively. Also, if the CEQA Field in the data Table is "Yes", the analysis Table inserts another project record and the Work Field is "00.CEQA." From this I can run the calculation in the remainder of the analysis Table.

    I understand this task would be more effective in a relational database like Access of SQL; however my employer prefers is do this in Excel. Also, I do not understand VBA syntax or programming. So such a solution utilizing VBA would not be helpful at this time. Attached is a copy of the Excel File and a JPEG of what I am attempting to achieve.
    Last edited by TjMc; 09-11-2015 at 09:16 PM.

  2. #2
    Registered User
    Join Date
    09-09-2013
    Location
    California
    MS-Off Ver
    Excel 2010 and 2013
    Posts
    2

    Re: Merge data and expand records based on specific criteria

    Given the number of views resulting in no replies, it would appear I may have not properly posted my request. I am new to the forum and this is my first post. So, if there is something I need to change in my post that might help to solicit assistance, please let me know. I have been working on this model for 9-months gathering the data and building the formulas and filters. I have spent the last 45-days trying to solve the question I posted. Any advice on my post, critique on the quality of my post or other information would be helpful. Thank you.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Need to retrieve multiple records from data, based on multiple criteria
    By lqangel in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 11-21-2014, 01:46 PM
  2. Replies: 1
    Last Post: 05-06-2014, 01:21 PM
  3. Enter data into specific row in data table based on multiple criteria
    By bberger1985 in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 12-05-2013, 11:04 AM
  4. Need VBA help to filter and copy data based on specific criteria
    By astrial in forum Excel Programming / VBA / Macros
    Replies: 7
    Last Post: 06-13-2013, 10:48 AM
  5. [SOLVED] How to select records meeting specific criteria?
    By billj in forum Excel General
    Replies: 6
    Last Post: 02-20-2013, 06:17 AM
  6. Import data range based on specific criteria
    By pdmkh in forum Excel General
    Replies: 4
    Last Post: 10-14-2009, 02:07 AM
  7. fimding multiple records that match specific criteria
    By gelandl in forum Excel Formulas & Functions
    Replies: 10
    Last Post: 10-15-2008, 08:37 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1