Question description:
This user has given permission to use the problem statement for this
blog.
Hello,
I would like to know if it is possible, to place permanent information in one worksheet - in row form - and mark that row as either "open" or "closed". If marked "open", I want that row of information to be placed in an another "temp" worksheet so that any new "open" rows are copied to the same sheet as the next value in line(row). THEN, once the original worksheet row is marked as "closed", it would remove it from the other "temp" worksheet. Is this possible?
Solved by F. Y. in 22 mins
This is the chat thread from the real Excelchat help session. It contains no private user
information.
Excelchat Expert
15/03/2018 - 09:32
Hello, I understand that you would like to move a row marked as OPEN to be placed in a separate sheet and same as closed, right?
User
15/03/2018 - 09:33
I believe so - for example, i keep a running list of received request for quotations....
Excelchat Expert
15/03/2018 - 09:33
Okay, I'm going to show you a way that it can be done using formulas.
Excelchat Expert
15/03/2018 - 09:34
Do you see the Document Preview to the right?
User
15/03/2018 - 09:34
and I would like each row of information, be able to be "added" or "taken away" on another temporary sheet that I would call "open quotations"
User
15/03/2018 - 09:34
I do see the preview, yes!
Excelchat Expert
15/03/2018 - 09:35
So this will be your data where you will have ALL the records.
Excelchat Expert
15/03/2018 - 09:35
Then you will have 2 sheets, Open and Close.
Excelchat Expert
15/03/2018 - 09:37
I'll need a few minutes to build the formula.
User
15/03/2018 - 09:37
Is there a way to keep the data all on one sheet - and mark it as open or closed. when marked as open - the data would appear on the "open" worksheet - but then when marked as closed - it would simply be removed?
Excelchat Expert
15/03/2018 - 09:41
I'm not sure I understand how you'd keep them all in one sheet and then it will appear in another?
Excelchat Expert
15/03/2018 - 09:41
How can there only be one sheet when you want it to appear in another then?
User
15/03/2018 - 09:42
let me try again - Worksheet 1 - contains permanent running list of data - in row form...
User
15/03/2018 - 09:43
Worksheet 2 needs to be a temporary deposit point for any row from worksheet 1 to appear when marked as open
Excelchat Expert
15/03/2018 - 09:43
Yes, that's exactly what I'm trying to show you.
Excelchat Expert
15/03/2018 - 09:44
You can try setting the status of the records as Open.
Excelchat Expert
15/03/2018 - 09:44
Every record that is set to Open will automatically be added to the Open sheet.
Excelchat Expert
15/03/2018 - 09:44
Unfortunately, you can "delete" it from the Data sheet using just plain formulas.
User
15/03/2018 - 09:45
yes, i believe this is something that we can definately work with
Excelchat Expert
15/03/2018 - 09:45
If you want to "transfer" rows completely to the "Open" sheet then you'll need a VBA/Macro solution.
Excelchat Expert
15/03/2018 - 09:46
Unfortunately, we currently do not support VBA/Macro solutions.
Excelchat Expert
15/03/2018 - 09:46
This is the best way for us to solve your problem using formulas.
User
15/03/2018 - 09:46
no transfer, just the copied information to appear on the OPEN sheet
Excelchat Expert
15/03/2018 - 09:46
If that's the case then yes, this is how you'd do it.
User
15/03/2018 - 09:47
ok - how do I extract the instructions for this formula?
Excelchat Expert
15/03/2018 - 09:47
The formulas for column A of the Open sheet would be:
Excelchat Expert
15/03/2018 - 09:47
=ArrayFormula(IFERROR(INDEX(Data!A:A,SMALL(IF(Data!$D$1:$D$10="Open",ROW(Data!$D$1:$D$10),FALSE),ROW(A2)-1)),""))
Excelchat Expert
15/03/2018 - 09:48
While the rest will be lookup formulas based on that.
Excelchat Expert
15/03/2018 - 09:48
If you use Excel then the formula would be:
Excelchat Expert
15/03/2018 - 09:48
=IFERROR(INDEX(Data!A:A,SMALL(IF(Data!$D$1:$D$5="Open",ROW(Data!$D$1:$D$5),FALSE),ROW(A2)-1)),"")
Excelchat Expert
15/03/2018 - 09:48
And it will be entered via CTRL+SHIFT+ENTER.
Excelchat Expert
15/03/2018 - 09:49
These are fairly advanced formulas. If you were prepared with your actual file earlier and have uploaded the file prior to starting the session we could've applied the solution to it directly.
Excelchat Expert
15/03/2018 - 09:49
I'm afraid that if you only have basic knowledge with Excel, the time limit we have won't be enough to teach you with how you can replicate the formulas in your file.
Excelchat Expert
15/03/2018 - 09:50
And I'm not saying that to undermine you, array formulas are tough to understand even to most Excel experts.
User
15/03/2018 - 09:51
I understand, and yes, knowledge is limited. I will try to incorporate and we will see. thank you for the support.
Excelchat Expert
15/03/2018 - 09:51
So here's what I'd suggest. Prepare your actual file and when you have it prepared in the format you want, you can contact us again and we'll help you apply the formulas to your file.
User
15/03/2018 - 09:51
that sounds like a great idea.
User
15/03/2018 - 09:51
thank you so very much
Excelchat Expert
15/03/2018 - 09:51
You may download this file as well to show the next expert proof of concept.
Excelchat Expert
15/03/2018 - 09:51
And it will also serve as an explanation.
Excelchat Expert
15/03/2018 - 09:52
Please download this file.
[Uploaded an Excel file]
Excelchat Expert
15/03/2018 - 09:52
Let me know once you've downloaded the file.
User
15/03/2018 - 09:53
I have downloaded and have open
Excelchat Expert
15/03/2018 - 09:53
Okay. That's great. Please prepare your actual file and do contact us again later so we can apply the formula for you.
Excelchat Expert
15/03/2018 - 09:53
Would there be anything else that I can help you with regards to the original question?
User
15/03/2018 - 09:54
that will do perfectly! thank you again
Excelchat Expert
15/03/2018 - 09:54
Alright, if you have no other questions regarding the original concern, I'd appreciate a 5-star rating if you think I deserve it. :)
Excelchat Expert
15/03/2018 - 09:54
I'll be giving you high ratings as well so the other experts will know that you are a good client and should be taken care of. :)
Excelchat Expert
15/03/2018 - 09:54
Please do not forget to click the End Session button otherwise I'll be stuck here until the timer expires and be unable to help others. Thank you.
User
15/03/2018 - 09:54
will advise back shortly. thank you
This is the output file from the real Excelchat help session:
This is an example of the expert help you can get. It contains no private user
information.
