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Calendar with Master that can be filtered - help needed please?

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    Unhappy Calendar with Master that can be filtered - help needed please?

    Hi all,

    Firstly, thank you for letting me join, I am hoping to learn SO much from you all

    I think I have followed the instructions correctly to upload a vague idea of what I'm trying to create!

    I work in an academic setting and I have been asked to created a Excel spreadsheet that shows a Master calendar that can be filtered; it needs to take its data from a number of worksheet sources (all in the same spreadsheet) and needs to be filtered to show, for example a particular module start and end dates, all module start and end dates for a particular course, course dates and college term dates and then (hopefully) the option to clear the filters and show all.

    I have only ever done fairly basic spreadsheets before for stuff like data comparison, so I'm pretty lost. I have done a little bit of work with pivot tables, but I am not sure if that's what I would need to use here?

    I am new to the job and there doesn't seem to be anyone I can ask for help. I just really need the bare bones and then I can add all of the data and recreate it for each academic year moving forward. I would be very grateful for any help and instructions on how to do this please?

    Thanks SO much
    Cathy
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    Re: Calendar with Master that can be filtered - help needed please?

    Cathy,

    To make your life much much easier, it would be better if you abandoned the calendar view - you might have hundreds of events for any one day, impossible to view on a single calendar - and simply create a single filterable database. The example I've set up uses four columns, one with Data Validation to limit the values that can be entered. You can use the filters on any of the columns to show areas, specifics, dates, or date ranges. You can add columns of other data that make sense - maybe specific schools or instructors or buildings, etc. Just keep the one table approach with each row showing specific events.

    Bernie
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    Last edited by Bernie Deitrick; 04-16-2021 at 11:48 AM.
    Bernie Deitrick
    Excel MVP 2000-2010

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    Re: Calendar with Master that can be filtered - help needed please?

    Hi Bernie,

    Thank you so much for the suggestion. I will go back to my manager and she what she says, although I suggested similar when I was first asked about this and she seems very keen to have a 'proper' calendar view and then lots of buttons to click to filter and turn data on and off. Sigh....

    The calendar view is the big problem - if it was a big sheet, then I could do separate tabs that use Pivot Tables to filter it down to what is wanted, but she wants to have the option of a master 'Super Calendar' that shows everything and that is the bit I just can't get my head around!

    Thanks loads,
    Cathy

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    Re: Calendar with Master that can be filtered - help needed please?

    You could create specific calendar views as extra sheets, which pull from the master database. It is so much easier to display specific subsets of data rather than choosing specific values from multiple sources.

    I will post an example with calendar views pulled from the database based on, say, the value in column A and a date range.

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    Re: Calendar with Master that can be filtered - help needed please?

    Here is the file, with two different filtered monthly views based on values of column A in the database, controlled by cell C1 of the sheet with the calendar.

    If you have any questions....

    Good luck.
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    Re: Calendar with Master that can be filtered - help needed please?

    Thanks very much Bernie, I will have a play about, adding data and seeing how it responds.

    Thanks again,
    Cathy

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    Re: Calendar with Master that can be filtered - help needed please?

    Hi Bernie, me again....

    I am SO sorry, I am being totally dopey here but I just don't understand how the calendar draft 3 spreadsheet works!! Attachment 729147

    I think I have just attached a screenshot - I get that in the database sheet there is the dropdown menu and the user can choose the type of event, then add the name and the start and end dates - that bit my poor old brain gets!

    I can see that if I put a date value (e.g. 01/04/2021) into the blue box on either of the next tabs then it cleverly knows which day of the week that is, but I don't understand what the yellow boxes are that have the formula:

    =IF(WEEKDAY(DATEVALUE(A2&" 1, "&A1))=1,DATEVALUE(A2&" 1, "&A1),DATEVALUE(A2&" 1, "&A1)-WEEKDAY(DATEVALUE(A2&" 1, "&A1)-1))

    I'm also stuck about the orange boxes that have the formula:

    =IFERROR(INDEX(DataBase!$B:$B,SMALL(IF(DataBase!$C$1:$C$10000<=INDEX(A:A,INT(ROW()/4)*4),IF(DataBase!$D$1:$D$10000>=INDEX(A:A,INT(ROW()/4)*4),IF(DataBase!$A$1:$A$10000=$C$1,ROW(DataBase!$C$1:$C$10000)))),MOD(ROW(),4))),"")

    I am guessing that they search the DataBase sheet and if they pick up a match then they display the event that matches with the date?

    What I don't get (I feel really thick here, SORRY) is why I can't see any events - you got me started with some great event examples and dates (using the Uk date format too, thank you!), but how do I get them to appear on the actual calendar display sheet?

    Thanks SO much for your help - you are an Excel genius!!
    Cathy

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    Re: Calendar with Master that can be filtered - help needed please?

    Cathy,

    I'm sorry - I mixed up two of my workbooks that require different data input. The attached should work correctly.

    Only enter values onto the sheet DataBase. Values in column A determine the category of the event - which calendar sheet they will be shown on. (You can make as many copy of the calendar sheet as you want, or you can just change the value in cell C1 of the calendar to see other views) Column B of DataBase is the description that appears on the calendar, and column C and D are the starting and ending dates. If the event is a single day, then those dates need to be the same.

    Then, on the calendar views, enter a value from column A of DataBase into cell C1 to filter the values that are shown in the calendar, and choose the year in A1 and the month in A2 to determine the date range shown. Those are the ONLY cells that you should change on the calendar views.

    The first formula that you posted (The =IF(WEEKDAY(.... is used to figure out the date of the Sunday for the week with the first of the month - just like any calendar, the Sunday of the first week is either late in the previous month, or is the first of the month of interest. The other formula (=IFERROR(... extracts the data from the DataBase sheet where the value in column A matches the value entered in cell C1, and occurs on that date - either single day or multi-day events - will be listed.
    Attached Files Attached Files

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    Re: Calendar with Master that can be filtered - help needed please?

    Hi Bernie,

    You're going to wish that you had never started helping me!!!!

    I can see that on the DataBase sheet there are examples of April events:

    Course Chemistry Module 2 04/04/2021 04/04/2021
    Course Chemistry Module 3 13/04/2021 13/04/2021
    Course Chemistry Module 4 08/04/2021 08/04/2021
    Course Chemistry Module 5 15/04/2021 15/04/2021
    Course Chemistry Module 6 22/04/2021 22/04/2021

    So when I go to the 3 Events Per Monthly View sheet I can see that it says the year is 2021 and the month is April and I've chosen 'Courses' from the C1 dropdown, but nothing happens - Just #Value! in each of the blue boxes, #Value! in each of the yellow boxes and nothing in any of the orange boxes. I've added another screenshot.Attachment 729167

    I haven't changed anything in either of the calendar sheet views - other than to filter the value in C1 to Courses or College Term Dates, just to test as you suggested. I have tried adding three new events to the bottom of the DataBase sheet, under Type 'Module' but, again, when I try filtering to 'Module' on the calendar sheet view nothing happens.

    I must be doing something wrong - any ideas?!

    Thanks SO much,
    Cathy

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    Re: Calendar with Master that can be filtered - help needed please?

    The only thing that I can think of is that DATEVALUE works differently in your regional version - I am running 2016. I have converted this to DATE, so instead of month names you will need to use month numbers: if you use ; instead of , then you may need to do a find and replace if Excel doesn't handle it automatically.
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