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How do I create an Autofill Template (Excel)

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    Question How do I create an Autofill Template (Excel)

    Hello, I am trying to make my life a little bit easier. At work, we have these reports which have the associate number. However, the reports do not have the names attached. In order to find out whose number belongs to whose, we have to log in to our system logs and type each number out and fill in names. This takes a lot of time, and I feel like this can be avoided with a simple formula.

    I'm new to this "programming" or formula side of Excel, so I need just a bit of help.

    Attached is the example template.

    When I paste in the Associate Number and Performance from the report to the Excel sheet, I want it to autofill the name. For example:

    Name: John Smith
    Associate Number: 250193
    Performance: 60%

    Name: Jane Smith
    Associate Number: 259013
    Performance: 90%

    Name Associate Number Performance %
    John Smith | 250193 | 60%
    Jane Smith | 259013 | 90%

    If there's anything to make this way easier, please let me know. And thank you in advance!

    Note:
    Any names, or associate IDs used are not real. They were made for the purpose of this forum.
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    Re: How do I create an Autofill Template (Excel)

    You can use this formula in cell A2:

    =IFERROR(INDEX(F:F,MATCH(B2,G:G,0)),"not recognised")

    then copy down as required.

    Hope this helps.

    Pete

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    Re: How do I create an Autofill Template (Excel)

    That does work, thank you.

    I do have a couple of follow up questions:

    Is there any way to essentially "hide" the Name/Associate number info located in example document column F and G

    Also, is there any way to automatically have it post the name in every column located in the 'A Column', if there is an associate number posted next to it. If it doesn't then to leave blank? (I know we can just remove the "not recognised" to leave blank from the formula you first gave '=IFERROR(INDEX(F:F,MATCH(B2,G:G,0)),"not recognised")' )


    We have different periods, is there any way to display Period and Week automatically just by what day it is in the year
    P1 W1 = 01/02/22 - 01/08/22
    P1 W2 = 01/09/22 - 01/15/22
    P1 W3 = 01/16/22 - 01/22/22
    P1 W4 = 01/23/22 - 01/29/22
    P2 W1 = 01/30/22 - 02/05/22
    And so forth

    I appreciate it!

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    Re: How do I create an Autofill Template (Excel)

    It's 2am here, so time for bed. I'll pick this up tomorrow if no-one else comes by.

    Please attach another file to show how your period and weeks are arranged, and how you want to incorporate this into your file.

    Pete

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    Re: How do I create an Autofill Template (Excel)

    Attached is the document:

    Every Period has 4 weeks with the exception of p13 2023/2024 which has 5. I want excel to detect the date and determine which P and W we're on.


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    Re: How do I create an Autofill Template (Excel)

    Just to make sure that we understand the request.
    Based on the file, you would like a formula to fill K21:L28 based on matching values in M21:M28 to values in H17:H42, is that correct?
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: How do I create an Autofill Template (Excel)

    Yes so, the values G17:G:42 are the periods in the fiscal year. Each period has four weeks, this is shown as an example only periods 1 and 2 in K21:L28 (The K column represents the period, the L column represents the week which we are in, the corresponding dates in the M column show which days the period's week is made out of.

    So;
    M21:28 is the dates in the periods -> weeks (these should continue in 7 day intervals)
    K21:L28 is the example of the periods and weeks
    H17:H41* represents 4 weeks within each period and the timeframe for each period.
    H42 represents 5 weeks within the 13th period and is the only exception within the fiscal year time period.

    So if I were to log in to excel on May 25th, 2022 I would want the info in A1 to display "P5 W1" or October 29th, 2022 "P10 W4"
    Last edited by sagewhite; 01-14-2022 at 03:36 AM. Reason: Text correction for clarity

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    Re: How do I create an Autofill Template (Excel)

    There are inconsistences in your data: Column H Period 2 start is 27th Feb (H18) where as in column N Period 2 start is 26th Feb (N25)
    Last edited by JohnTopley; 01-14-2022 at 04:14 AM.
    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

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    Re: How do I create an Autofill Template (Excel)

    My apologies, when I imported those dates it was from the 2023 year instead of 2022 so it shifted everything in Column M down one. Attached you will find an updated version.
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    Re: How do I create an Autofill Template (Excel)

    Created Period/Week/Date table K:M

    in C1

    ="P"&INDEX($K$21:$K$173,MATCH($B$1,$M$21:$M$173,1))&" W" &INDEX($L$21:$L$173,MATCH($B$1,$M$21:$M$173,1))
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    Re: How do I create an Autofill Template (Excel)

    This works stellarly, thank you!

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    Re: How do I create an Autofill Template (Excel)

    You're welcome and thank you for the rep.

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    Re: How do I create an Autofill Template (Excel)

    I forgot to post this yesterday. It's easier to work with proper dates, so I have inserted a new column I in your attachment from Post #5 and put in the start dates for each Period.

    I'm not sure exactly how you want to use this, but assuming you enter dates in L32 (and down - the yellow-coloured cells), then you can use these formulae in the cells stated:

    M32: =IF(OR(L32<$I$17,$L32=""),"",INDEX($G$17:$G$42,MATCH($L32,$I$17:$I$42)))

    N32: =IF(M32="","",INT((L32-INDEX($I$17:$I$42,MATCH($L32,$I$17:$I$42)))/7)+1)

    Copy down as required.

    Hope this helps.

    Pete
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