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Filter data based on value and condition

  1. #1
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    Filter data based on value and condition

    Hello everyone,

    I have a big ask that I cant seem to figure.

    In the attached example, you will see 2 tabs,
    The first tab (Raw), contains the raw data that I paste.
    The second tab (Dashboard) is where i want to assign the raw data based on the condition of the table Dashboard!A2:I8. Which contains the names of the people i want to assign the cases to, based on the country.

    So for example, the first name is Janet, where in which i put the value 3 in IT and 5 in the CN cell, meaning i want to assign the person 3 cases that have the IT as a country and 5 that have CN as a country.

    So in the bellow table, i wanted the persons name to be shown in the first row, and the data matching the criteria set in the above table.

    If you can see in the table in Dashboard! A10 downwards, the names automatically reflect the amount of cases i put in the above table, but i just dont know how to then apply the cases based on the country and number criteria.


    Obviously would need to ensure that the same cases are not repeated, so if a case is assigned to someone, then it should not be assigned to anyone else.



    I hope this makes some sense...
    Attached Files Attached Files

  2. #2
    Valued Forum Contributor Harribone's Avatar
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    Re: Filter data based on value and condition

    So I've built something for you which isn't the greatest but should help cover what you need.

    Raw Sheet
    There are a few extra columns to the right of your raw data.
    When/if you put data in here make sure these columns have the formulas copied down far enough to cover the information you have popped in.
    Keep a backup in case you delete the formulas in error and then you can easily replace.

    Helper Sheet
    The first table looks the same as the one on the Dashboard. This accumulates the number of jobs/tasks for each type.
    Underneath is a table which then breaks down your entered allocation figures.

    The two tables to the right are used to determine what order the final table output will be shown in to keep things tidy there.

    Dashboard
    Have added to your allocation table some totals so you can see what is left to allocate and where you have allocated too many.
    Note the numbers allocated don't match your original now so you will want to review this.

    The final table is shown underneath listing jobs given as per your allocation. When you change the allocation table at the top this table will not update automatically as requested.
    However if you right click on the table and choose refresh it will update. Best to allocate numbers first in one go then refresh save you doing it constantly.

    The table itself has been created using Power Query. A quick search online and you will find basic guides to get you started on the basics.
    In a nutshell the Raw sheet is loaded into PQ and then some actions are performed on the data to filter it down (which is where the extra columns come in to play). The final output is then sent to screen, i.e. the table on the Dashboard sheet.


    Any questions let me know.
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    Say thanks, click *

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    Re: Filter data based on value and condition

    IN B11 then copy down
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    In C11 then copy across
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    For some columns Format is to copied from Raw sheet from respective columns.
    Eg;Column F in Dashboard
    Attached Files Attached Files
    Last edited by kvsrinivasamurthy; 11-27-2020 at 11:33 AM.
    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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    Re: Filter data based on value and condition

    OMGGGGG! you are a genious!

    I need to understand this formula, I will study this.

    Thank you very much! <3
    Last edited by Nicolantonio; 11-27-2020 at 12:00 PM.

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    Valued Forum Contributor Harribone's Avatar
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    Re: Filter data based on value and condition

    Knew there would be a simple elegant solution. Just goes to show theres plenty to learn still!

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    Re: Filter data based on value and condition

    Thank you both,
    Ive learnt allot from both your inputs

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    Re: Filter data based on value and condition

    Thanks for feed back and reputation.

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    Re: Filter data based on value and condition

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.
    Ali


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