onthecauseway
New Member
- Joined
- Oct 19, 2017
- Messages
- 2
I have a spreadsheet to track documents issued, when and a transmittal number. The transmittal can have multiple documents and each document can have multiple revisions.
Where I am stuck is trying to format this data into a report based on documents or on transmittal. I have tried using a pivot table but this doesnt give the correct format, for example I want the doc number & title on the same line. Below shows what I am after.
Is Pivot tables the way to go and if so how do i control the formatting?
[TABLE="width: 771"]
<tbody>[TR]
[TD="colspan: 5"][TABLE="width: 771"]
<tbody>[TR]
[TD="colspan: 5"]SOURCE DATA[/TD]
[/TR]
[TR]
[TD]Transmittal Ref[/TD]
[TD]Date[/TD]
[TD]Doc Number[/TD]
[TD]Revision[/TD]
[TD]Doc Title[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-001[/TD]
[TD="align: right"]01-Oct-19[/TD]
[TD]12345-dc-00-001[/TD]
[TD]A[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-001[/TD]
[TD="align: right"]01/10/2019[/TD]
[TD]12345-dc-00-002[/TD]
[TD]A[/TD]
[TD] FIRST FLOOR SECTION[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-002[/TD]
[TD="align: right"]02/10/2019[/TD]
[TD]12345-dc-00-003[/TD]
[TD]A[/TD]
[TD] NORTH ELEVATION[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-003[/TD]
[TD="align: right"]03/10/2019[/TD]
[TD]12345-dc-00-004[/TD]
[TD]A[/TD]
[TD]BUIDING EAST ELEVATION[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-002[/TD]
[TD="align: right"]02/10/2019[/TD]
[TD]12345-dc-00-001[/TD]
[TD]B[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-004[/TD]
[TD="align: right"]04/10/2019[/TD]
[TD]12345-dc-00-001[/TD]
[TD]C[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
[TR]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
[TABLE="width: 472"]
<tbody>[TR]
[TD="colspan: 2"]REPORT BY TRANSMITTAL[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-001[/TD]
[TD]01/10/2019[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-DC-00-001[/TD]
[TD] A[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-dc-00-002[/TD]
[TD] A[/TD]
[TD] FIRST FLOOR SECTION[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-002[/TD]
[TD]02/10/2019[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-DC-00-001[/TD]
[TD] B[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-dc-00-003[/TD]
[TD] A[/TD]
[TD] NORTH ELEVATION[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-003[/TD]
[TD]03/10/2019[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-dc-00-004[/TD]
[TD] A[/TD]
[TD]BUIDING EAST ELEVATION[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-004[/TD]
[TD]04/10/2019[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-DC-00-001[/TD]
[TD] C[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
</tbody>[/TABLE]
Where I am stuck is trying to format this data into a report based on documents or on transmittal. I have tried using a pivot table but this doesnt give the correct format, for example I want the doc number & title on the same line. Below shows what I am after.
Is Pivot tables the way to go and if so how do i control the formatting?
[TABLE="width: 771"]
<tbody>[TR]
[TD="colspan: 5"][TABLE="width: 771"]
<tbody>[TR]
[TD="colspan: 5"]SOURCE DATA[/TD]
[/TR]
[TR]
[TD]Transmittal Ref[/TD]
[TD]Date[/TD]
[TD]Doc Number[/TD]
[TD]Revision[/TD]
[TD]Doc Title[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-001[/TD]
[TD="align: right"]01-Oct-19[/TD]
[TD]12345-dc-00-001[/TD]
[TD]A[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-001[/TD]
[TD="align: right"]01/10/2019[/TD]
[TD]12345-dc-00-002[/TD]
[TD]A[/TD]
[TD] FIRST FLOOR SECTION[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-002[/TD]
[TD="align: right"]02/10/2019[/TD]
[TD]12345-dc-00-003[/TD]
[TD]A[/TD]
[TD] NORTH ELEVATION[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-003[/TD]
[TD="align: right"]03/10/2019[/TD]
[TD]12345-dc-00-004[/TD]
[TD]A[/TD]
[TD]BUIDING EAST ELEVATION[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-002[/TD]
[TD="align: right"]02/10/2019[/TD]
[TD]12345-dc-00-001[/TD]
[TD]B[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-004[/TD]
[TD="align: right"]04/10/2019[/TD]
[TD]12345-dc-00-001[/TD]
[TD]C[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
[TR]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
[TABLE="width: 472"]
<tbody>[TR]
[TD="colspan: 2"]REPORT BY TRANSMITTAL[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-001[/TD]
[TD]01/10/2019[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-DC-00-001[/TD]
[TD] A[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-dc-00-002[/TD]
[TD] A[/TD]
[TD] FIRST FLOOR SECTION[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-002[/TD]
[TD]02/10/2019[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-DC-00-001[/TD]
[TD] B[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-dc-00-003[/TD]
[TD] A[/TD]
[TD] NORTH ELEVATION[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-003[/TD]
[TD]03/10/2019[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-dc-00-004[/TD]
[TD] A[/TD]
[TD]BUIDING EAST ELEVATION[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]12345-PL-CL-TM-004[/TD]
[TD]04/10/2019[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD]12345-DC-00-001[/TD]
[TD] C[/TD]
[TD] 1ST FLOOR PLAN[/TD]
[/TR]
</tbody>[/TABLE]