+ Reply to Thread
Results 1 to 11 of 11

Auto Populate Date and Text based on calculated fields

  1. #1
    Registered User
    Join Date
    11-05-2019
    Location
    Grand Rapids, Michigan
    MS-Off Ver
    2016
    Posts
    27

    Auto Populate Date and Text based on calculated fields

    Good afternoon,

    As part of a resource management tool I am creating in excel, I would like to define the resource demand by months and phase of the project.
    In doing this, my goal is to have the cells auto populated with the following:

    - The start of the Project as defined in a field (Cell B9 in attached example)

    - Fill the number of cells as defined for the specific phase (s) from a calculated field - Ex Assessment Phase would be 1.8 (cell E3 in attached example) so I would like the 2 cells auto populated, Align is 1 month (cell E4 in attached example), so auto populate 1 cell, Engage is 7 months (cell E5 in attached example), populate 7 cells etc...

    - Have each cell populated with the appropriate month based on phase and starting of project. Ex Project Assessment phase starts 1/2020 and runs 1.8 months. So 2 cells, labeled with 1/2020 and the second with 2/2020 (cell H2:I2 in attached example). Next is the Align phase which lasts 1 month, so 1 cell labeled 3/2020, Engage is 7 months, so 7 cells labeled 4/2020, 5/2020, 6/2020 etc..

    - On the row below the dates, have cells populated and merged with the corresponding Phase name Ex Assessment (cell H3:i3 in attached example) - Not sure this is possible

    Thank you in advance for any assistance or comments.
    Attached Files Attached Files

  2. #2
    Forum Expert
    Join Date
    02-19-2013
    Location
    India
    MS-Off Ver
    07/16
    Posts
    2,386

    Re: Auto Populate Date and Text based on calculated fields

    In order to merge the cell you need to use VBA , if you want to auto populate cell's with phases then you could use below then you can use conditional formatting to colour the cells.
    in H3 copy paste below then hold control and shift together then hit enter to make it array formula and then drag to right
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    check the attachment change the month for phases (but total months should not exceed than 13)
    Attached Files Attached Files
    Last edited by hemesh; 02-27-2020 at 03:36 PM.
    -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

    WANT TO SAY THANKS, HIT ADD REPUTATION (*) AT THE BOTTOM LEFT CORNER OF THE POST

    More we learn about excel, more it shows us, how less we know about it.

    for chemistry
    https://www.youtube.com/c/chemistrybyshivaansh

  3. #3
    Registered User
    Join Date
    11-05-2019
    Location
    Grand Rapids, Michigan
    MS-Off Ver
    2016
    Posts
    27

    Re: Auto Populate Date and Text based on calculated fields

    Hello,

    Thank you for the suggestion. I have a few questions though

    - When I change the months from 12 to 9 on the attachment, it does not return the value for the last 3 phases (Activate, Measure, Stabilize). the file is returning a #N/A error (attached) I am guessing it is because each phase is calculated as .45 of a month. Can you adjust so that it will round up to show each of the phases?

    - Can you suggest a formula for the first part of my initial question, How do Auto populate the dates in months based on the Project start date and the length of the project.

    - Finally, Is there a way to extend the formula so that is can be applied for projects extending out past 13 months? Many of our projects will be 12-36 month long.

    Thank you in advance for your response
    Attached Files Attached Files
    Last edited by jeffreybrown; 02-28-2020 at 03:57 PM. Reason: Please do not quote whole posts!

  4. #4
    Forum Expert
    Join Date
    02-19-2013
    Location
    India
    MS-Off Ver
    07/16
    Posts
    2,386

    Re: Auto Populate Date and Text based on calculated fields

    Assessment 1.35
    Align 0.9
    Engage 5.4
    Activate 0.45
    Measure 0.45
    Stablize 0.45
    if we consider above scenario then their summation will be 9 but in practicality how would you assign month as
    Assessment 1
    Align 1
    Engage 5
    Activate 1
    Measure 1
    Stablize 1
    the summation of will give 10 how to manage the situation then ???

  5. #5
    Registered User
    Join Date
    11-05-2019
    Location
    Grand Rapids, Michigan
    MS-Off Ver
    2016
    Posts
    27

    Re: Auto Populate Date and Text based on calculated fields

    I agree with the calculation. Is it possible to split the cells to show both phases with in a single cell? I am not sure how this would look visually.
    The other option is to round up, this level of accuracy would be acceptable for this part of the workbook.
    Is it possible to extend the calculations out to consider projects greater then 13 months?

    Thank you

  6. #6
    Forum Moderator jeffreybrown's Avatar
    Join Date
    02-19-2009
    Location
    Cibolo, TX
    MS-Off Ver
    Office 365
    Posts
    10,316

    Re: Auto Populate Date and Text based on calculated fields

    Hi tkelbel,

    Please don't quote whole posts -- it's just clutter.*If you are responding to a post out of sequence, limit quoted content to a few relevant lines that makes clear to whom and what you are responding
    HTH
    Regards, Jeff

  7. #7
    Forum Expert
    Join Date
    02-19-2013
    Location
    India
    MS-Off Ver
    07/16
    Posts
    2,386

    Re: Auto Populate Date and Text based on calculated fields

    may be in hurry I wrote that I would not work for more than 13 months but it can be used for extended months too .
    Last edited by hemesh; 02-28-2020 at 04:20 PM.

  8. #8
    Registered User
    Join Date
    11-05-2019
    Location
    Grand Rapids, Michigan
    MS-Off Ver
    2016
    Posts
    27

    Re: Auto Populate Date and Text based on calculated fields

    Hemesh,

    Good morning, I am hoping you can assist me in resolving an issue I am encountering. I will have a raw data sheet within my resource workbook and want to call the data fro the formula from that data (pretty straight forward). However, once I apply the formula to the new worksheet data, I receive a #Value error.

    I have attached the sample spreadsheet with my references for your review.

    In addition, I am curious on how I would resolve one of my original questions related to the auto date generation. Here is my original ask for your reference.

    - Have each cell populated with the appropriate month based on phase and starting of project. Ex Project Assessment phase starts 1/2020 and runs 1.8 months. So 2 cells, labeled with 1/2020 and the second with 2/2020 (cell H2:I2 in attached example). Next is the Align phase which lasts 1 month, so 1 cell labeled 3/2020, Engage is 7 months, so 7 cells labeled 4/2020, 5/2020, 6/2020 etc..

    Thank you for your assistance.
    Attached Files Attached Files

  9. #9
    Forum Expert
    Join Date
    02-19-2013
    Location
    India
    MS-Off Ver
    07/16
    Posts
    2,386

    Re: Auto Populate Date and Text based on calculated fields

    copy paste the formula then you need to hold the control and shift together then hit enter instead of enter to make it array formula.

  10. #10
    Registered User
    Join Date
    11-05-2019
    Location
    Grand Rapids, Michigan
    MS-Off Ver
    2016
    Posts
    27

    Re: Auto Populate Date and Text based on calculated fields

    Thank you. However, I am changing the formula to call the info from another tab. Applying the formula and changing the reference data to that tab is causing the #Value error.

    If I can resolve that, then I would be able to copy and paste.

    Any thoughts on how to remove the error?

  11. #11
    Forum Expert
    Join Date
    02-19-2013
    Location
    India
    MS-Off Ver
    07/16
    Posts
    2,386

    Re: Auto Populate Date and Text based on calculated fields

    apply the formula in H5 with control shift and enter to generate the phases.

    dates will be generated once phases are generated

    to generate the dates copy paste below in H4 and hit enter now drag to right
    Formula: copy to clipboard
    Please Login or Register  to view this content.
    format the cell to MMM-YY

    I Have changed the months manually as stated in above post by you, check and let me know if any other help is required

    Apply the conditional formatting to phases and in select all dates go to formatting go to custom and in at topmost bar type MMM-YY to have your desired formatting.
    Attached Files Attached Files
    Last edited by hemesh; 03-09-2020 at 12:16 PM.

+ 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] Auto-populate fields based on drop down selection
    By kwo in forum Excel Formulas & Functions
    Replies: 5
    Last Post: 04-23-2015, 07:15 AM
  2. Auto populate fields based on the model # in the drop down
    By smithashankar in forum Excel Formulas & Functions
    Replies: 6
    Last Post: 03-14-2014, 06:20 AM
  3. Replies: 1
    Last Post: 05-21-2013, 04:05 PM
  4. [SOLVED] Calculated fields based on date difference
    By mrmyr in forum Excel Charting & Pivots
    Replies: 8
    Last Post: 09-20-2012, 04:54 AM
  5. [SOLVED] Auto populate fields based on data in a drop down box from a second sheet
    By Grazzio in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 08-28-2012, 10:34 AM
  6. Auto-populate fields based on selection from dropdown?
    By Aswert in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 03-20-2009, 03:26 PM
  7. [SOLVED] Excel SHOULD NOT AUTO-CHANGE formated text fields to DATE FIELDS!
    By PSSSD in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 08-08-2006, 04:35 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