+ Reply to Thread
Results 1 to 5 of 5

combine 2 lists with group assignment

  1. #1
    Registered User
    Join Date
    09-24-2018
    Location
    North Carolina, USA
    MS-Off Ver
    Office 365
    Posts
    6

    combine 2 lists with group assignment

    Sorry about the title...I'm sure it is confusing!

    This is what Iwant to do: I want to assign mentors to mentees and have a datasheet that shows each pairing. (think teachers to students). I have a list of mentors and a list of mentees and after evaluating the mentee applications, we will manually assign them to a mentor. I essentially want one data sheet that shows clearly which mentor has been assigned to which mentee, along with some other pertinent data, also in the data sheet. I was thinking vlookup would be the key, but don't think that is the answer. Help!

  2. #2
    Forum Expert dflak's Avatar
    Join Date
    11-24-2015
    Location
    North Carolina
    MS-Off Ver
    365
    Posts
    7,920

    Re: combine 2 lists with group assignment

    Normally, I don't respond to posts that do not contain a sample workbook. I am not in the minority on this. In the future, you'll find you'll get a faster response if you include a sample workbook.

    However, this request requires very little setup, so I was willing to do it.

    Since you have Office 365, you have tables. One of the benefits of a table is that it knows how big it is, so as you add or delete rows, formulas, pivot tables and charts automatically change to reflect the new range of the table.

    In this case I have two tables: Table_Mentors and Table_Mentees. Fill them in as needed.

    The second column of the mentee table (column D on the spreadsheet) has a list-style data validation on it: =INDIRECT("Table_Mentors[Mentors]") - so the list is dynamic. It will keep pace as you add or delete names from the Mentor Table.

    This second table is used to make assignments. I am assuming that a mentor can have more than one mentee but not the other way around.

    Reporting is then done using pivot tables. Two are included on this sheet: one shows the mentors; the other shows the mentees and who is mentoring them. In both cases, you can see that Dewey and Maggie don't have mentors yet.

    And as an extra bonus, if you call now - a third pivot table absolutely free! (Ginsu steak knives not included). This was an after thought, I decided to show a third pivot table that shows mentees that don't have a mentor. The same filter can be used to see who is mentoring who.

    How to add an attachment:
    Attached Files Attached Files
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

  3. #3
    Registered User
    Join Date
    09-24-2018
    Location
    North Carolina, USA
    MS-Off Ver
    Office 365
    Posts
    6

    Re: combine 2 lists with group assignment

    thank you! I did my best to follow your instructions and think I'm 90% there. The pivot table doesn't seem to expand when I add new Mentors and Mentees to those tables and then pair them up. What am I missing? Sample workbook attached.
    Attached Files Attached Files

  4. #4
    Forum Expert dflak's Avatar
    Join Date
    11-24-2015
    Location
    North Carolina
    MS-Off Ver
    365
    Posts
    7,920

    Re: combine 2 lists with group assignment

    It may be simply a matter of right clicking on the pivot table and selecting refresh.

    Also you might do better assigning the mentors on the mentee table and build the pivot from it. If you need help, shout. I have a project going so I may not be as responsive as I'd like to be.

  5. #5
    Registered User
    Join Date
    09-24-2018
    Location
    North Carolina, USA
    MS-Off Ver
    Office 365
    Posts
    6

    Re: combine 2 lists with group assignment

    Thanks again for your help! I appreciate it!

+ 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] Two lists, combine into one
    By HereComesTheBoom in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 05-02-2017, 06:04 AM
  2. Replies: 4
    Last Post: 06-26-2015, 02:04 PM
  3. [SOLVED] Combine two lists
    By dianaschar in forum Excel General
    Replies: 4
    Last Post: 03-29-2013, 02:58 PM
  4. [SOLVED] How to combine multiple group rows into one row
    By ahad_bwp in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 09-21-2012, 10:06 AM
  5. Combine lists
    By morlindb in forum Excel General
    Replies: 8
    Last Post: 07-01-2010, 11:07 AM
  6. Combine lists
    By rderkins in forum Excel General
    Replies: 2
    Last Post: 04-25-2010, 09:59 PM
  7. Please Help Combine to Two Lists
    By lostinformulas in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 07-31-2006, 12:06 PM

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