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Automatically Filter and populate filtered data in next sheet

  1. #1
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    Automatically Filter and populate filtered data in next sheet

    Hi ,

    Attached is the excel sheet for my query

    A report circulated to all managers to check data for their team .A manager can find the list of people who have completed a task and who havent without the task of having to filter manually for their department .I have got to the extent of creating a search box that when input with dept code automatically filters data for that department only.
    The colums A to I will be hidden .Only visible from column J.

    I can formulate the rest of the little things -Total num completed ,completion percentage etc.

    I need help in this step - Is there a way to automatically populate data in an other sheet listing data only for those users from the filtered port who have "in progress" or "on hold"status in column o .
    I used query in this case and it worked ,but realized later it doesnt work if an other user opens on an other desktop.Also query is increasing the size of the file massively.We have attachment restriction and would not be able to circulate this out if so big .

    Please help

    Thanks ,
    Mammu
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    Last edited by MammuB; 08-16-2019 at 09:18 AM.

  2. #2
    Forum Guru Pete_UK's Avatar
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    Re: Automatically Filter and populate filtered data in next sheet

    Basically, you can add a helper column in the main sheet which identifies those records which match the department shown in the drop-down and gives each a unique ID.

    Then in your secondary sheet you just pick up those records which have been identified. It would be easier to use if the drop-down is in the secondary sheet, then that is the only one that the user needs to refer to.

    So, in the attached file I have removed columns J onwards from Sheet1, and in Sheet3 I have set up a data validation drop-down in cell H1, using your UniqueList from Sheet2. Then I put this formula in J3 of Sheet1:

    =IF(C3=Sheet3!$H$1,MAX(J$2:J2)+1,"-")

    and copied this down to the bottom of your data (it could be copied further if you have more data in your real file). Then I used this formula in cell A3 of Sheet3:

    =IFERROR(INDEX(Sheet1!A:A,MATCH(ROWS($1:1),Sheet1!$J:$J,0)),"")

    which is then copied across and down as required. Then all you need to do is change the value in the drop-down in H1 and the display will change accordingly.

    Hope this helps.

    Pete
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  3. #3
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    Re: Automatically Filter and populate filtered data in next sheet

    Hi Pete ,

    Works wonderfully .But i also need the list of staff who are in "in progress" /"on hold" status ,basically anyone other than " completed "status to populate in the other sheet for the dept code entered ,because it is going to be a huge database and they dont want to filter the data individually for their teams .

    So it would be one sheet with all data for that Dept code (sheet 3 which you provided already).
    Another sheet with anyone not completed for that dept .

    If the leader is handling 2 or more departments is there a way to choose more than one code in the search box?

    Thanks much
    Mammu.
    Last edited by MammuB; 08-17-2019 at 03:11 AM.

  4. #4
    Forum Moderator Glenn Kennedy's Avatar
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    Re: Automatically Filter and populate filtered data in next sheet

    One way in A5 of Result, copied across and down:

    =IFERROR(INDEX(Sheet1!A:A,SMALL(IF(Sheet1!$F$3:$F$100={"on hold","in progress"},IF(Sheet1!$C$3:$C$100=$B$2,ROW(Sheet1!$F$3:$F$100))),ROWS(A$5:A5))),"")

    This is an array formula. Array Formulae are a little different from ordinary formulae in that they MUST be confirmed in the FIRST CELL ONLY by pressing CTRL+SHIFT+ENTER to activate the array, not just ENTER. After that, the array can be dragged down as normal, to cover the desired range.

    You will know the array is active when you see curly brackets { } - or "curly braces" for those of you in the USA, or "flower brackets" for those of you in India - appear around the outside of your formula. If you do not use CTRL+SHIFT+ENTER you will (almost always) get an error message or an incorrect answer. Press F2 on that cell and try again.

    Don't type the curly brackets yourself - it won't work...

    This requires no helper columns. If you have Excel 2010 or later, an alternative non-array formula can be used... but your profile states 2007. I also changed the spelling of om hold to on hold!!
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    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

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  5. #5
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    Re: Automatically Filter and populate filtered data in next sheet

    PL see file.
    In A4 of Sheet3 and dragged across till column F

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    Pl note
    Array formula should be confirmed with Ctrl+Shift+Enter keys together.
    If answere is satisfactory press * to add reputation.

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