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Assigning a list to a category

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    Assigning a list to a category

    Hello

    I have an excel sheet much like the one below. Basically, there are two different teams that share the same sub-categories but different tasks. When I do a sort though, say on the person's name, the category and sub-category's are not linked to the person. The objective, person and task will always be linked on a line with each other but how can I link that line to the sub-category and then that sub-category to the category?

    EXCEL.PNG
    excel2.PNG

    I just want it related so that when I do a filter, like the photo above, the team name (Category) show ups so it is a quick snapshot of what this person needs to do for each team.
    Attached Files Attached Files
    Last edited by excel_help_is_cool; 11-05-2020 at 10:35 PM.

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    Forum Expert bebo021999's Avatar
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    Re: Assigning a list to a category

    Using helper columns to extract:

    H3:
    =LOOKUP(2,1/(B$2:B3<>""),B$2:B3)

    Drag down and accross
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    Quang PT

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    Re: Assigning a list to a category

    Hello

    Thank you for the quick reply but that did not work

    Attachment 702950

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    Forum Expert bebo021999's Avatar
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    Re: Assigning a list to a category

    Attachment is invalid.

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    Re: Assigning a list to a category

    Sorry! This should work:

    The team name is still not showing

    excel3.PNG

    The way I was hoping for it to work is:

    One Team > Categories > objectives > Tasks

    So One team will have many categories and in those categories, there will be many objectives and in those objectives, I have many task assigned to a person with a due date
    When I sort this, I need it to show the: Team Name, Category and Objective. This way I can sort by person or do date and still see the top tier information associated with that task
    Last edited by excel_help_is_cool; 11-05-2020 at 10:50 PM.

  6. #6
    Forum Expert bebo021999's Avatar
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    Re: Assigning a list to a category

    Could you attach a worksheet with your manual outcome?

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    Quote Originally Posted by bebo021999 View Post
    Could you attach a worksheet with your manual outcome?
    Hello, all I just was click the arrow beside "Lead" and clicked "person 2".

  8. #8
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    Re: Assigning a list to a category

    Works with helper table in the right. If you wanted to work with the left the table, just copy the right one then paste value back to table in the left.
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