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Data Validation source from a separate Master list workbook

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    Exclamation Data Validation source from a separate Master list workbook

    Please bear with me while I provide a little background information. I became the back-up to our Excel Guru at work, so I've learned a lot from her. Because the company I work for is involved with numerous projects (currently 100+), my team of 60 is required to keep track of how many hours they've spent working on the projects they're involved in. Thus, I have more than 60 excel workbooks that I'm now solely responsible for as our Guru has left the company.

    Each employee has a workbook set up where they record their time. It's quite extensive, really. I have attached a copy of a blank version of the employee workbook and the master list.

    Currently, for collecting the data we need to report to upper management, each employee completes their time sheets (the blank workbook). This data is feeding into reports that are compiled daily, weekly, monthly, and yearly. With the new year right around the corner, I had to pretty much recreate the workbook that you see if you've downloaded the attached files. Don't ask. Let's just say the original file got all sorts of corrupted and it's not good.

    But - in the original files, our Guru was able to use the following in the Data Validation for a list: =ProjectList!$A$3:$A$100 - This allowed an employee to select the projects they're working on so they could enter the time worked in their timesheet under the Project Run section of their workbook. (Screen snippet shown below) The drop down is pulling the info from the Master List.

    Capture.PNG

    I don't know what she did in order to use that reference in the Data Validation because when I do it, I get yelled at by Excel telling me I can't use a reference to another workbook in Data Validation. Does anyone know how I can get this to work like it use to? I don't have the contact info for the person who left and no one else I work with is all that good with excel.

    I have searched online but anything that I have found and tried hasn't worked.

    Thanks in advance for your help
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    Forum Expert dflak's Avatar
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    Re: Data Validation source from a separate Master list workbook

    Are you open to another means of tracking? Of all the disciplines that use Excel, it seems HR manages to produce the worst spreadsheets especially for time management. There are 12 separate sheets: one for each month. And there is 28 to 31 columns across to represent the days in the month. And then they wonder why, with data scattered all over the place, they can't run a pivot table or any other useful report off of this data.

    What they have created is what the final report should look like.

    On the surface, this looks like a reasonable thing, but it is only reasonable if this is the only way you ever want to look at the data. If you can enter the data in a normalized format then you can present it like this and many other ways as well. Reports that span, months, contractors and projects are possible. What you want to do is better done by a database. However with a little programming, for simple tables, Excel can be made to act like a database.

    No matter which course you choose, getting a common source for every sheet, that could be done but you will need a directory that everyone can access to contain a file that has the official project names and then import them into the individual sheets.

    I can set up the lookup rather easily. If you want the normalized system, it will take some development.
    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.

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    Re: Data Validation source from a separate Master list workbook

    It's not so much as to where I am open to another means of tracking. As long as I can pull all of the data I need and present it in a visual way they will understand the minute they look at it, I'm cool with just about anything at this point. Honestly, I hate the way the current set up is. It "breaks" far too easily and I'm positive not all of the data being pulled is even accurate when it comes to the reports. In the end, it all comes down to finances and budgeting so I need as accurate as possible. It also has to be very easy for the end-user to use/access. Keep in mind that I'm pretty much the only person in my building who knows how to do more than simple tables in Excel.

    I'd love a database. What would you charge to get me set up with a database like that? We are set up with numerous shared directories on multiple servers, so that isn't a problem.

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    Re: Data Validation source from a separate Master list workbook

    I'm working on a time card system that will work with excel. It will consist of a back end where you tell it what the project names are and who the employees are and the start date of the time period and number of weeks in the time period.

    Then it will create one front end time card sheet for each employee and mail it to them. They fill it out and click a button to submit the time card. The information is collected in the back end in a table and this table can run various reports.

    The requirement is that each employee have a unique ID and that everybody has access to the file where the back end is kept.

    I will attempt to get this set up by the end of this weekend.

    A future version will isolate the back end. Clicking the button will send the information to a specific mail address and there will be a routine to download the attachments from this mailbox and process them.

    My motivation is that I have been helped by this forum and I need to give back. Also, I just landed a job to be an Excel guru. I've been laid off for several months and I need to get back "in training." So the price is gratis.

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    Re: Data Validation source from a separate Master list workbook

    That is very kind of you. Thank you very much. Question: So I have the projects listed in its own Master List as each employee is working on several different projects at once. Some projects will be ending and additional ones will be added in the next few months. I need to be able to update this as needed, of course, but each employee will also need to be able to select the projects they're working on. The set-up you're working on will allow this?

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    Re: Data Validation source from a separate Master list workbook

    I've finished the project except for testing and for some minor tweaks.

    While you are waiting for the finished product, I suggest you contact your IT department and have them establish a Common Mailbox to which you have administrative rights - also grant rights to other people who may be processing time cards. This will allow you to take a vacation and your backups can do the job for you.

    Here is a high level overview: you have a main file in which you identify employees, identify projects and identify pay periods. For example if you identify the start of a pay period as 1/6/2020 and one week as the duration, it generates one week's worth of input slots. If you designate two weeks, it makes two weeks worth of slots. You can change the employee directory and project list any time.

    You click a button and the information is used to update a template file that contains almost all the information needed for an employee to fill out a time card. Then the program copies the template to a file (one per employee) and tweaks the file for that employee and mails the time card to the employee.

    The employee fills out the card and clicks on the submit button. This normalizes the data on the card, and mails the card to the common mailbox automatically. The employee does not have to take further action. Mailing is automatic with the submission.

    There is another spreadsheet that reads the mailbox, pulls out the attached time card, and archives the email. There is a second button that processes these cards into the common database and archives the source attachments.

    Attached is the documentation for the project. It is subject to change as I test and tweak. It will give you more details on how the system will work. Be diligent in setting up the system initially. Once set up, the only maintenance you should have to do is on the employee table, the projects table and reset the date for a new time period when generating time cards. The rest is button pushing.

    Employees will have to accept macros to get the cards to work. If they make a folder called Time Cards (or whatever they want), they can make it a trusted location. I can give instructions on that later.
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    Re: Data Validation source from a separate Master list workbook

    Wow, thanks! So before you get too far into testing and all that, I should explain that we don't use pay periods for the project tracking. This is specifically for time, so can we hide the pay period portion? Also, although we enter our hours on a daily/weekly basis, the reports are pulled monthly and some are done quarterly.

    Management doesn't necessarily look at the time that the employees enter. They're only looking at the reports I generate from the time that is entered.

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    Re: Data Validation source from a separate Master list workbook

    The data is collected into the common database by date. So if you collect it once a week or every other week, you can report it by day, week, month, quarter or whatever period you choose. That's the beauty of normalized data.

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    Quote Originally Posted by dflak View Post
    The data is collected into the common database by date. So if you collect it once a week or every other week, you can report it by day, week, month, quarter or whatever period you choose. That's the beauty of normalized data.
    Awesome, thanks so much again for this. Also, I do t really need it to email anyone. I just use a shared access directory on our server.

    Does this absolutely have to go thru email? I guess the only thing that would be nice is if I can set the reports I have to pull to automatically email to the managers.

    Apologies, I'm definitely a visual person ao seeing gow your setup works will help me understand better

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    Re: Data Validation source from a separate Master list workbook

    Check this out. https://www.excelforum.com/tips-and-...ml#post5252373

    It uses an email system, but I went with the most good for the most people, and this seems to fit the bill. If you don't want to set up a common email box using [email protected] will work. But then you'd be the only one who could handle time cards.

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    Re: Data Validation source from a separate Master list workbook

    Awesome, thanks so much! I'll check it and see if I can pitch this to upper management Wish me luck in that arena!


    On the off-chance I cannot get management to go with this, is there a solution to my original dilemma?
    Last edited by MydnyteSyn; 12-31-2019 at 12:38 PM.

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    Re: Data Validation source from a separate Master list workbook

    You did fantastic work on this, but after looking it over, I'm not sure I'll be able to use it Is there a way I can get my master blank timesheet to accept an external workbook for data validation?

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