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Organize and Sum Data

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    Organize and Sum Data

    Hello,

    I receive up to 1500 pdf documents that look like the attached document. Normally I go through by hand and add up certain information under the Fabrication Materials list. I had an idea to crop the Fab Materials list only and export it to excel.

    The information that adobe spit out into excel is the data on Tab Table 1. Column A means nothing, Column B is footage or quantity, Column C is pipe size (if it says 6"x1", the pipe size is 6").

    I'm looking for a way to automatically sum the information in excel on tabs Line # and Summary.

    The line number in the spreadsheet example is 6"-CW25406-E-SS01-1. Adobe spits this out at the bottom of the Fab Mat list in random columns A-D. The headers such as PIPE, FITTINGS, VALVES also get spit out in random columns A-D.

    The last number in the line number is the insulation thickness, so the above line number, every pipe size has 1" insulation.

    Please find the attached spreadsheet and let me know what questions you have or if this is even possible. Thanks for the help!!
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    Re: Organize and Sum Data

    I'm having an issue trying to figure out what you are looking at. I don't seem to be able to find some of the numbers you have in Line # and Summary on the Table 1 tab. Perhaps if you did a cell-by-cell connection with the sample, it would help. I know that the titles could wind up anywhere A-D but the numbers somehow come from B and C however, which rows in B and C and why?
    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: Organize and Sum Data

    The Fabrication Materials for the Line Number are listed above the line number. So on Table 1, the materials for line number (row 11) 6"-CW2406-E-SS01-1 are rows 1-10. This also equals 1 page of the pdf drawings. In this example, there are 2 pdf drawings that have the same Line Number which is why it is listed twice. (rows 12-19)

    On the Line # tab, I would like it to automatically list every single line number on Table 1, and then list the Fabrication Materials above each line number.

    Column A on Table 1 tab means nothing.

    So for Pipe Size, the info on Table 1 is column C. The Pipe Sizes listed are 1, 2, 3, and 6.

    I do not care about materials under the header OLETS or FASTENERS.

    For the Insulation Thickness column, it equals the last number in the line number which in this example is 1.

    The linear feet of pipe is listed on Table 1, Column B, under the header PIPE.

    The 90's are listed in column B, under header FITTINGS, with the description (column D) containing the text "Elbow 90". This is the same for the 45's.

    The Fittings are listed in column B, under header FITTINGS, excluding the description (column D) that contains the text "Elbow 90" or "Elbow 45".

    The Valves are listed in column B, under header VALVES.

    The Flanges are listed in column B, under header FLANGES. (there are no flanges in this example).

    On the SUMMARY TAB, I would simply like a summary based on Pipe and Insulation size ONLY. So for example, every 6" pipe size with 1" insulation, I want it to automatically summarize on the Summary Tab.

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    Re: Organize and Sum Data

    I think I am part of the way there, but I don't agree with the numbers you have for fittings.

    This program reads the data and parses the information into a data table. I know you don't care about OLETS but they get caught up in this net too. The data table will be the basis for the report. I summarized the data in the pivot tables on the data sheet. We agree on the length of pipe and valves. However, I come up with two fittings to go along with the 6 inch pipe. I didn't pull out thickness, because I forgot to print it in the code. Also I did not yet pull out 90s and 45s I will do so when I get confirmation that I am heading in the right direction.

    I will probably use SUMIFS formulas to pick out the pieces in the data for the report.
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    Re: Organize and Sum Data

    The 90's and 45's are under the FITTINGS header, but I don't want them counted as fittings. I need those separate. So under the header FITTINGS, there would be quantities for 90s, 45s, and then the total number of fittings minus the 90's and 45's.

    It looks like you are headed in the right direction. For the pipe footage, its listed as 19'-9", can you have it automatically convert to feet (19.75') on the Line # and Summary tabs?

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    Re: Organize and Sum Data

    I do the length conversion in Column G.

    I just noticed something - there are fittings and valves for 1" even though there are no pipe sizes of that length - so I suppose this implies a 1" pipe of zero length.

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    Re: Organize and Sum Data

    If there is no length for a pipe size that has fittings, valves or flanges, please have it default to 3'. Thanks!

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    Re: Organize and Sum Data

    This is really convoluted.

    The program parses through the data and puts things in the database by keyword. If the keyword is FITTINGS it does two more things. It creates a record for a zero length PIPE with the same size as the fitting and it looks to see if there is something in Column D. If so, it gets the second word in the string.

    Then I have separate pivot tables to sort out the data by the various types. These pivot tables are overlaid with named dynamic ranges.

    The Line # sheet contains an Excel table. This table is cleared and the pipe sizes are copied in. Other cells are filled in by referencing the named dynamic ranges.

    All is run from the Make Report Button on the Line # Sheet.

    So, put your data on the table 1 sheet. and click the button. The program erases all the data on the data sheet and recalculates it all for that particular piece and then it appends the results to the table in the Line # sheet.

    The table on the Line # sheet can be used to run a pivot table to summarize the data.

    I did not address Flanges because I did not have data for it.

    I still have two questions. The existence of a fitting of a certain size implies the existence of a pipe of that size. Can the same be said for Valves and Flanges?
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    Re: Organize and Sum Data

    Wow, that's really impressive. Thank you.

    I added FLANGES (highlighted in yellow) to Table 1 tab so you can incorporate that as well.

    Yes, that is correct. The existence of a fitting, valve, or flange implies existence of a pipe. ONLY if there is no pipe length for that particular pipe size, for every Quantity of 1, there should be 3' of pipe length.

    On a side note, do you know anything about how adobe pro exports files into excel? Can this be controlled? Some of the files export perfectly and some export goofy. Maybe try an adobe forum for this one?
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    Re: Organize and Sum Data

    One more question. The numbers in column A, can they ever exceed 9? I'm using the fact that there is a single digit number in column A to determine what kind of information is on that line. If the number can be two digits, I'll have to make a slight modification to the code.

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    Re: Organize and Sum Data

    Yes, it is possible.

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    Re: Organize and Sum Data

    Would you be able to add an Adjusted Length column that adds in the footages for the charts on the spreadsheet? So it would be pipe length + length of 90, 45, valve, flange?
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    Re: Organize and Sum Data

    Oh and I'm not sure if it matters but there will be a description for every item in column D under the Main Headers.

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    Re: Organize and Sum Data

    I noticed I had some bugs in the report and I patched them up. The results work, but they are sloppy. I'd like you to check them out, and then I will go back and clean up the nomenclature. Right now, the table names and the sheet names don't make a lot of sense.

    Import the data into Table 1. Go to the line number sheet and click on the Make Report Button. The Data sheet does the "heavy lifting" for the calculations. In the final version I may call this something else and it will be hidden anyway.

    The Line # Sheet shows the metrics for the specific data on the Table 1 Sheet.

    There is a new tab called Snapshot. This was something I had to fix. The Line # Sheet gets some of its values from formulas that reference the pivot tables and named ranges on the data sheet. This data is good ONLY for that Line Number, and when a new line number is added, it changes, so as a one-time look at a specific line number it's OK, but it is not good for a history.

    So what I do is take a snapshot of this data and paste it as static values appending it to the Table on the Snapshot page.

    So let me know what kind of nomenclature makes sense to you.

    As for the tables you show in chart.xlsx - these should be doable with pivot tables built off the Table on the Snapshot sheet.

    If by "description for every item in column D" you mean the table 1 sheet, it should not make a difference. The only time I look at that is for Fittings and if column D isn't blank I take the second "word" in the description to find if it is 45 or 90.

    Give me what you want to call the sheets, and I'll do the cleanup. I'll also look at making the tables.

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    Re: Organize and Sum Data

    Thank you! I think you forgot to attach the updated spreadsheet?

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    Re: Organize and Sum Data

    Here it is
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    Re: Organize and Sum Data

    I inserted additional information into Table 1 and clicked on the Make Report button and I got a "Run time error 9 - Subscript out of range".

    So the Line # tab only shows 1 line number at a time? And the Snapshot tab shows all the line numbers on Table 1?

    When you look for the 45 or 90 in column D, you currently have it as the second "word". Is it possible to have it just look for the 45 or 90 in the cell? I am not positive if the 45 or 90 will always be the second word in the description.

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    Re: Organize and Sum Data

    Table 1 can be called ISO's, Data can be left or changed to Calculations, Pivot can be Pipe Size

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    Re: Organize and Sum Data

    Can you include the version where you got the runtime error? Yes, the program was designed to process one line number at a time. However, if there are multiple line numbers, I'll have to see how to "delimit" them.

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    Re: Organize and Sum Data

    Here it is.
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    Re: Organize and Sum Data

    I'm trying to find a pattern here.

    One pattern is #"-??????-?-????-# - that seems to be consistent.

    My plan was to look for this pattern and when finding it, look for the second occurrence of that exact string. This would give me the Line Number and the limits of the data that contain it.

    However, I can see that sometimes the line number happens three times. So it looks like I'll have to go down until I find the pattern, then go to the bottom of the data, and go up until I find the last concurrence of that pattern. Remember that location. Process the block of data. Then go down again looking for the pattern looking down and exact string looking up. I'll have to keep track of the start and stop locations of each block. Sounds like a challenge to me.

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    Re: Organize and Sum Data

    I'm glad you're up for the challenge! Thank you for all the help.

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    Re: Organize and Sum Data

    Oh, and the same line number can happen more than 3 times.

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    Re: Organize and Sum Data

    It turns out that it does not matter how many times a line number appears. I process all between it and the line number above it. It does not matter if the line number above it is the same.

    I think I have it working. There is probably a more direct way of doing this, without the helper sheets, but this is what I got. I did a quick QA on this.

    You can hide the working and the data sheets if you want.

    Copy the new data onto the Table 1 Sheet and click the button.

    If you want to "start fresh," clear out the Data Table - remove the data but keep the headers.
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    Re: Organize and Sum Data

    That is really cool. Nice job!! A few things I noticed:

    1. If there is a fitting, valve, flange for a pipe size that has no length under the PIPE header, can you have it default to 3' per fitting, valve, flange?

    2. Can you add in the charts from the excel sheet with an adjusted pipe footage column?

    3. Can you add another pivot tab that is summarized on Pipe and Insulation sizes only. Line numbers don't matter.

    Thank you very much!

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    Re: Organize and Sum Data

    Actually don't worry about the default length. Once the charts are in there it will have the length of the valves, flanges, and fittings.

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    Re: Organize and Sum Data

    Re number 2. What kind of chart? from which excel sheet? and what is an adjusted pipe footage?

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    Re: Organize and Sum Data

    If you look at the first page of this thread, message dated 12-21-17 @ 10:51 am. It's attached here again. I would like an Adjusted Pipe Footage that = Pipe Length + (Valve Length * Valve Quantity) + (Fitting Length * Fitting Quantity) + (Flange Lenth * Flange Quantity)
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    Re: Organize and Sum Data

    I added helper cells to the data table to determine if a line number has fittings, values or flanges and used them as filters on another set of pivot tables. I also added what I think is the correct formula for the adjusted pipe length. I could not find lengths for the values, fittings and flanges, so I used the only other metric available: pipe diameter that I divided by 12 to get feet.
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    Last edited by dflak; 12-28-2017 at 12:26 PM.

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    Re: Organize and Sum Data

    In my previous post, I attached an excel file labeled CHART. That file has the pipe size and corresponding lengths in feet for the fittings, valves and flanges.

    I'm sorry, I should have explained this better. The second pivot table, I would like it to look like the first pivot table with one exception. Instead of listing it based of line number, I would like it based off of the pipe size and insulation size. So I would like it to add up the Total feet, 90, fittings, valves, flanges, and 45 for every (for example) 6" pipe size by 1 inch insulation size that is listed on Table 1. The line number would not matter for this tab.

    Is that a little more clear?

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    Re: Organize and Sum Data

    Use this excel file for the CHART. I added some pipe sizes and made one chart for both 90's and 45's. Thank you!!
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    Re: Organize and Sum Data

    Sorry. Here it is.
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    Re: Organize and Sum Data

    Did that make sense or do you need more information?

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    Re: Organize and Sum Data

    I will have to get back to you on this - I am busy with a r/l project.

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    Re: Organize and Sum Data

    No problem. Thanks for the help!

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    Re: Organize and Sum Data

    Will this do?
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    Re: Organize and Sum Data

    Sorry, but the adjusted footage column is still wrong. Are you not able to see my previous posts with the excel attachment "chart"?? I would like this chart inserted into the spread sheet. See below formula.

    Adjusted Footage = Pipe (Feet) + (Valves (each) * Valve length (from chart)) + (90s + 45s (each) * 90/45 length (from chart)) + (Flanges (each) * Flange length (from chart))

    See the attached spreadsheet labeled summary. I would like the Pivot 2 tab to look like this please. The Line Number does not matter on this tab. I simply would like all of the information on Table 1 summarized by Pipe Size and Insulation Thickness.

    I hope this makes more sense. Thank you!
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    Re: Organize and Sum Data

    Does that help explain what im looking for?

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    Re: Organize and Sum Data

    Do you need any additional information?

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    Re: Organize and Sum Data

    Please find the attached Spreadsheet. I added a lot of information to it and it is not counting the 90's correctly. See line number 1"-DW2564-Q-SS01-1 as an example. On the table tab it shows 5 90's but only 1 90 shows up on the Pivot tab. Please help! It's so close to being perfect. Thank you for everything.
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    Re: Organize and Sum Data

    Just to let you know, I have re-engaged. I need to get myself back up to speed with what I'm doing here.

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    Re: Organize and Sum Data

    Thank you!! No problem, just see my last posted message and excel attachment. The 90's are not counting correctly.

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    Re: Organize and Sum Data

    Any luck with getting the correct count on the 90's?

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    Re: Organize and Sum Data

    I think I simply forgot to send it to you. I gave up trying to use formulas in the working table in engaged VBA to the task.
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    Re: Organize and Sum Data

    One more thing that I have noticed...

    Example: 2"-CW2554-Q-SS01-1
    One of the pipe sizes is listed as 3x2. This is not a "pipe size". It is classified as a fitting. So instead of having its own line item, can you have it count as a 3" fitting? So under the 3" pipe size, the fitting count would change from 3 to 4 and the row 3x2 would not exist. In summary, anything with a pipe size of "#x#", count this as a fitting under the pipe size of the larger number.

    Thank you very much for all of your work. This is super cool and extremely helpful.

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    Re: Organize and Sum Data

    Any luck so far? Did my previous post make sense?

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    Re: Organize and Sum Data

    Any updates or questions?

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    Re: Organize and Sum Data

    I am not ignoring you, but I have been overrun with work.

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    Re: Organize and Sum Data

    No problem. I know how that goes. I have noticed an issue with line 1"-KW2565-Q-SS01-1. It is not reading correctly.

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    Re: Organize and Sum Data

    I think are numerous items not reading correctly as the spreadsheet has almost double the amount of 90s and misc. that I had when I did everything by hand.

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    Re: Organize and Sum Data

    Just curious if there was any progress made on the issue... thanks again for all the help!

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    Re: Organize and Sum Data

    The last file you posted is not in the same format as the original requirement. Attached is my last spreadsheet to you. Fill in the information on the Table 1 sheet with a limited amount of data, about 3-5 Line Numbers that we can walk through manually. Also provide what the desired results of this data would look like. According to my audit with the limited amount of data I tested it with, I think I am good.
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    Re: Organize and Sum Data

    Here is the most recent version that we were last working with.
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    Re: Organize and Sum Data

    Issues:

    #1 - Example: 2"-CW2554-Q-SS01-1
    One of the pipe sizes is listed as 3x2. This is not a "pipe size". It is classified as a fitting. So instead of having its own line item, can you have it count as a 3" fitting? So under the 3" pipe size, the fitting count would change from 3 to 4 and the row
    3x2 would not exist. In summary, anything with a pipe size of "#x#", count this as a fitting under the pipe size of the larger number.

    #2 - I have noticed an issue with line 1"-KW2565-Q-SS01-1. It is not reading correctly. I think are numerous items not reading correctly as the spreadsheet has almost double the amount of 90s and misc. that I had when I did everything by hand.

  55. #55
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    Re: Organize and Sum Data

    Any luck with this?

  56. #56
    Forum Contributor
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    Re: Organize and Sum Data

    Any luck with this?

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