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Drawing register- Formula to find latest revision, return code etc

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    Lightbulb Drawing register- Formula to find latest revision, return code etc

    Hi all,

    I have attached 2 sample work sheets
    1. Incoming
    2. outgoing

    It would be helpful if anyone can guide me to find a formula to find out the following:
    1.To find the Outgoing transmittal Number for the corresponding Contractor transmittal number
    2. Return code for the document number
    3. Latest revision for the document number (it can be find out the Incoming transmittal log)


    I have manually entered some for your reference.

    Thanks in advance
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    Maybe try these:

    1. =XLOOKUP($A3,Outgoing.xlsx!$D$3:$D$6980,Outgoing.xlsx!A$3:A$6980,"",0,-1)
    2. =XLOOKUP($A3,Outgoing.xlsx!$D$3:$D$6980,Outgoing.xlsx!F$3:F$6980,"",0,-1)
    3. =XLOOKUP($B3,Outgoing.xlsx!$B$3:$B$6980,Outgoing.xlsx!C$3:C$6980,"",0,-1)

    I assume when you say the "latest", that that would refer to the match furthest down the list (meaning the list would not be sorted in different ways)

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    Re: Drawing register- Formula to find latest revision, return code etc

    Thank you Gregb11 for the quick response.

    I tried the formula in the complete log (65000 rows) then it was showing some blank columns.
    I split the log discipline/ type wise and i applied the formula then it shows all columns filled but latest revision is not taking sequence wise. (it is taking revision A,BC..)

    The revision sequence is A,B,C,D,.....1,2,3,4,....AB,AB1,AB2,AB3,AB4,.....ZO,Z1,Z2,Z3,Z4,....

    is it possible to get the latest revision as per the sequence.

    attached screenshot

    thanks in advance
    Attached Images Attached Images
    Last edited by satheshnarayan; 04-18-2022 at 07:31 AM.

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    Re: Drawing register- Formula to find latest revision, return code etc

    Did you already think about a VBA (macro) solution.
    That can be much faster then array-formulas.
    It needs more time for programming and it requires some understanding of VBA for maintaining and upgrading the tool.
    So it is up to you if you want to give it a try.
    Maybe you can explain a bit more about document control.
    I know from experience that it needs a extended query tool to be able to answer varies questions.
    Last edited by PietBom; 04-19-2022 at 08:30 AM.
    Kind regards,
    Piet Bom

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Piet,

    I am not good at VBA but I know how to add code in excel.
    It would be much appreciated if you could try.

    I will explain about the register. I have 2 separate reports, incoming and outgoing, which is generated from the system.
    in the incoming report, I have Transmittal no, Document no, Revision, Title, Date Etc
    in the outgoing report, I have RTS No (Outgoing transmittal to the contractor), Return code (i.e approval code for that document) Etc.

    I have to combine these two reports to get a log register. i.e get the RTS no for the corresponding transmittal no and the Return code for that particular document from the outgoing report.

    What am looking for is a report which has all the relevant information like Transmittal no., Document No. Title, Revision, RTS No, Return code, current revision (latest revision).

    also am looking for a separate report which shows the pending approvals (i.e the incoming transmittals which don't have RTS number).

    The revision sequence of the drawing starts with A, B, C, D......0,1, 2, 3, 4.....AB, AB1, AB2, AB3, AB4....Z0, Z1, Z2, Z3, Z4.....

    the first revision is always A (alphabetical order) when the document gets approved next revision should be '0'. after that will be 1,2,3...(numerical order). When the document is asbuilt stage revision starts with AB (AB1, AB2, AB3...etc) or Z0 (Z1, Z2, 3...etc). i.e all the engineering documents come under AB revisions. All the vendor documents come under Z0 revisions.

    Hope it is clear. if you need any further information or the sample files i will provide you.

    Thank you
    Last edited by AliGW; 04-24-2022 at 02:25 AM. Reason: PLEASE don't quote unnecessarily!

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    Re: Drawing register- Formula to find latest revision, return code etc

    I gave it a try.
    Incoming and outgoing reports are now combined in 1 workbook
    After a new update you need to click the button: Generate Document Index on sheet INC_index
    on the last 2 sheets you can run queries on Incoming and outgoing documents
    It is a begining......
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    H Piet,

    I appreciate your help.

    INC_index sheet is fine. Latest revision, latest date for that revision & number of revisions is perfectly alright.

    is it possible to add two more columns:
    1 Return code (against the latest revision)
    2. Contractor_Trans_Number for the document number.
    -------------------------------------------------------------------
    in the Search_Outgoing_TM tab

    Your 'C.T.N' query is against the Contractor_Trans_Number has some issues.

    For e.g CTN query for '0005' returns code as 'C' and Latest revision as 'B' which is not accurate for that document (001700-0000-CB30-SHD-0002. The same document is repeated two times with A,B revisions (return code C ,B) in different transmittals.

    The revisions and return code is based on document number hence the query should be against the Document number.

    Search incoming_TM also the same.

    Thanks
    Last edited by satheshnarayan; 04-19-2022 at 07:02 AM.

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    Re: Drawing register- Formula to find latest revision, return code etc

    I am not sure if i understand it.
    Here is my 2nd version.
    I hope a step in the right direction.
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Piet,

    I copied my complete data and tested it. it is working fine.

    Can you please try to include Outgoing_Trans_No (RTS No.) and Return code in the Index sheet.

    Thanks

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    Re: Drawing register- Formula to find latest revision, return code etc

    For every unique document on 1 line you can have more than 1 outgoing submissions.
    To keep the Document Index singel lines, I put all the outgoing submissions in 1 cell by using linefeeds after every action.
    I hope this is what you were looking for and that you learned something more about Excel and VBA.
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Piet,

    this is exactly what I am looking for...just one more thing to be added.

    There are some transmittals that don't require RTS (Outgoing Transmittal). These are submitted for information hence we close internally as 'IFI' in our register.

    I have a separate sheet for IFI which I inserted in the third tab as 'IFI'. can you please include the 'IFI' details under outgoing documents in the index sheet as per the attached screenshot? (highlighted).

    so that I will get the final output for the pending transmittals (transmittals which are not been responded to yet) if I filter 'no outgoing documents'.

    Thanks
    Attached Images Attached Images
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    Because this is a forum where people learn from helpers.
    Did you learn from my ansers and did you try to solve the last question yourself ?
    Where stops your knowledge of Excel, so we can work to the solution from that point where you will be in the lead.
    Hope you understand my point.

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi piet,

    Well am trying myself to solve this isue with a simple formula.
    =XLOOKUP(C331,IFI.xlsx!$D$2:$D$14,IFI.xlsx!$A$2:$A$14,"-",0,-1)
    It is working only if i use 'IFI.xlsx' as a seperate workbook.

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    Re: Drawing register- Formula to find latest revision, return code etc

    I copied and pasted the IFI documents below the outgoing and run the VBA. It works
    Thanks for the great support and guidance
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    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    I am glad that you tried to find a solution yourself.
    It is a smart workaround
    Because it needs some manual copying /pasting data, I extended the VBA code so its going automatically.
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    Thanks a lot

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Piet,

    If the latest revision has no RTS, I want to mention it as below.

    1. B | 06-11-2014 | RTS-000107
    2. B | 11-12-2014 | RTS-000173
    3. | No outgoing documents

    so that I can filter all the 'no outgoings documents' for the pending list.

    I managed to find it by placing a small formula next to it. then I filtered by color.
    in the result tab (-1 & 1) indicates pending. so I consider it as 'No outgoing documents'.

    I have attached it.

    If you can add this in VBA. I will be very happy 
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    Added some VBA code to flag the outstanding RTS's
    If I understood the proces.
    Does RTS mean: Return To Sender ?
    And IFI means: Issue For Information only ?
    What stand the Return Codes A, B, C, D,..... for ?
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    The output is not accurate

    Let me explain the process

    There will be an RTS No. (return to supplier) for each Transmittal received from the contractor unless it is an Information category Transmittal.

    We close the Information category transmittals internally with IFI (issued for information) status (return code- D). in this case the transmittal will not show as pending in the status report.

    Return codes A, B, C & D indicates

    A - Approved stamp

    B - Approved with comments

    C- rejected

    D - information reviewed

    If a Transmittal does not have an RTS, it has to show as 'No outgoing documents' or 'No RTS' whatever

    some transmittal does have 2 RTS, which means the second RTS is supplementary comments for the previous one. it happens rarely (it doesn't make any difference..for your info only).

    I think in the previous sheets you have done the calculation based on the documents. if it is based on transmittal number I hope the result will be fine.

    pls see the below sample:

    02-CPRL-425-PGR-TN-28003-22 - MONTHLY PROGRESS REPORT March-2022 (26th Feb 2022 to 25th March 2022) - 4/14/2022 - No outgoing or No RTS
    02-CPRL-425-GAD-TN-28032-22 - Underground Piping General Arrangement Drawing West Slope Tank Area - SE - 4/21/2022 - No outgoing or No RTS


    I hope am not making this complicated.

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    Re: Drawing register- Formula to find latest revision, return code etc

    is anyone there to help me?

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    Re: Drawing register- Formula to find latest revision, return code etc

    I will study the process and come back when I have the solution.

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    Re: Drawing register- Formula to find latest revision, return code etc

    I had an other look at it and came to the conclusion that a Document History would help to be able to run usefull queries.
    In sheet Doc_Cycle you will find tool to generate a history record per document.
    on this table you can filter: on a document, or documents with no incomings or no outgoings, etc,
    Hope this will solve a lot of questions.....
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    Master, This is awesome!!!

    I can undoubtedly say that it is far better than our company application.
    you spent a lot of time on this but finally, you made it perfectly.

    I have a doubt, when I add a new document do I need to enter #occurs count manually in the List tab?

    Type_id & DisciplineID columns remain stable all the time. so no issues.

    I wish I could have 'Select Doc. Discipline:--> filter as well in the Doc_Cycle tab. I can't ask more

    I am closing this thread as solved. Thank you, you're amazing! ...

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    Re: Drawing register- Formula to find latest revision, return code etc

    The counting is done by the VBA code
    Now you can filter on Doc.Type and/or Discipline
    Column AZ now shows Action to submit RTS
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    Thanks a lot

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi,
    Would you able to help me with a small issue?

    For example, In the attachment I have highlighted rows (Raw 78 ~85) in the doc cycle tab.
    Only one transmittal (02-CPRL-425-CEF-TN-3054-16) is not responded which means no RTS.
    But ‘Action: RTS’ is showing for other transmittals which were already closed (it has RTS number)
    so, I want to display only that in the action column as Action: RTS

    Now am using a very complicated formula to fix the issue.
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    I changed the VBA code and now it looks like it is working.....
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    Its working!
    I appreciate your taking the time.
    Thanks again

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    Re: Drawing register- Formula to find latest revision, return code etc

    your welcome

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Piet,

    How can i add worksheet IFC,IFR,IFA?Thanks

    Rhommel

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Rhommel,
    Do you mean IFC - Issued for Comments, IFR - Issued for Review, IFA - Issued for Approval ?
    How should the datasets look like ?
    adding a sheet click on + sign on worksheet bar
    Add_Worksheet.jpg

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Piet,

    Yes i have try to create the worksheets like that but it does not work.Can you create the VBA code IFC,IFA,IFR? IFI is already there in above excel ?

    Thanks
    Rhommel

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Piet,

    See attach file.

    Thanks
    Attached Files Attached Files

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Piet,

    It would be great help if you can add VBA code for IFC,IFA,IFR in Excel Attach? IFI works perfectly there.

    Thanks,
    Rhommel
    Last edited by rhommel; 04-07-2023 at 10:24 PM.

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Piet,

    It would be great help if you can add VBA code for IFC,IFA,IFR in Excel Attach? IFI works perfectly there.

    Thanks,
    Rhommel

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    Re: Drawing register- Formula to find latest revision, return code etc

    Ok Rhommel,
    I think I understand what you are trying to achieve.
    I am quitte busy at the moment.
    So I will give it a try coming week.

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    Re: Drawing register- Formula to find latest revision, return code etc

    Thanks Piet I hope you can add the IFA,IFC,IFR worksheets with VBA code same as the IFI there.

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    Re: Drawing register- Formula to find latest revision, return code etc

    Hi Piet,

    I hope you can fix that today if you have a free time so i can use it at my work. Your immediate response will be highly appreciated.

    thanks,
    Rhommel
    Last edited by rhommel; 04-08-2023 at 09:45 PM.

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    Re: Drawing register- Formula to find latest revision, return code etc

    Quote Originally Posted by rhommel View Post
    Hi Piet,

    I hope you can fix that today if you have a free time so i can use it at my work. Your immediate response will be highly appreciated.

    thanks,
    Rhommel
    1. do not demand fast replies from members, we all volunteer here and give time and help as and when we can

    2. We are happy to help, however whilst you feel your request is similar to this thread, experience has shown that things soon get confusing when answers refer to particular cells/ranges/sheets which are unique to your post and not relevant to the original.

    Please see Forum Rule #4 about hijacking and start a new thread for your query.

    If you are not familiar with how to start a new thread see the FAQ: How to start a new thread
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

    Regards
    Ford

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    Re: Drawing register- Formula to find latest revision, return code etc

    thanks for your support, Ford.
    I will wait for Rhommel to start his new topic.
    How will I know when he did ?
    Through a PM I assume.

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    Re: Drawing register- Formula to find latest revision, return code etc

    Piet - of course

    They could PM you, or, because they only have a few posts, you could check in their profile and look for Latest Posts.

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