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How to create a file where my raw data file then transfers into metrics in another file

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    How to create a file where my raw data file then transfers into metrics in another file

    Hi,

    Right now, I have a raw data file with some extra columns added to populate extra info I need that doesn't come in the report (I use formulas such as vlookups for this extra info). Off of this data I then run a bunch of pivot tables for all the information I need. Then based off of all these pivot tables, I manually type in the numbers I'm looking for into separate files where I track my metrics. So it's a very manual process. I was wondering if there is a way to somehow automate this or even use a formula to fill in all the information for me on my metric files. (This is for my work. So I did not attach any files.) Can someone let me know if something like this is possible, or if it's not possible. If there is a way maybe I can share some information and take out some of the data you wouldn't need.

    Thanks.

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    Forum Expert dflak's Avatar
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    Re: How to create a file where my raw data file then transfers into metrics in another fil

    Without seeing at least a sample file with sanitized data, I can only offer some general suggestions.

    How are you getting this raw data? Are you aware of Excel Tables. With excel tables formulas are copied down automatically with the data. So once you establish a table with formulas, validation and formats, even if you clear out all the data, when you copy the new data in, all that stuff in the columns immediately to the right of the data will be restored. I have a short piece of VB code to clear old data out of a table if you are interested.

    Secondly, many time (not all), if you can do it in a pivot table, you can do it with SUMIFS or COUNTIFS. If you always have the same things you are summing up on, for example you always have Red, White and Blue widgets, then the formulas can be pressed into use. If there is the possibility that you suddenly start producing Pink widgets, then you would have to make a manual adjustment to the formulas whereas a pivot table will pick this up automatically.

    As for getting information into other workbooks, one of the standard ways is to link to known cells. That's why a formula solution might work since the formula is in a known cell. With pivot tables the answer might move around depending on how the pivot table is constructed and the data it munches on.

    The most general case would be to use pivot tables, and some means of detecting where the answer lies. Without seeing the layout I can guess that MATCH and INDEX might be used or possibly GETPIVOTDATA(). You may, based on Match, Offset, etc., find out where the answer is and set a known cell location to that value so an external workbook can reference it.
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    Re: How to create a file where my raw data file then transfers into metrics in another fil

    I think I will try the COUNTIFS and SUMSIFS. Since it is for work, I'm a little nervous about sending this excel file over.

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