Generate a matrix from two tables and manually populate values, preserving matrix relationships if the generating tables change

alexdi

New Member
Joined
Dec 30, 2019
Messages
9
Office Version
  1. 365
Platform
  1. Windows
I'm having some trouble creating a mechanism generates a matrix I can update and tracks value pairings in such a way that new or changed data doesn't corrupt the matrix relationships.

Starting with:
Group sheet and Role sheet:
1579193883780.png
1579193914410.png

Goal:
Generated matrix:
1579193953760.png


Change-tracking:
Matrix filled:
1579194007280.png

Group AB added, Group B removed, RoleA renamed, RoleBC added:
1579194198994.png
1579194548803.png

Matrix refreshed to update header rows and columns, preserving relationships:
1579194506713.png


Non-requirements:
The matrix does not need to preserve sorting or filtering on the Group or Role sheets.
The matrix does not need to 'remember' data associated with group/role pairs that have been deleted from the source sheets.

Also:
There is an ID column on the Group and Role sheets.

I'm not sure how best to achieve this. I can generate a pivot table, but I can't seem to update the values in the generated table (PT seems to be designed for data summary rather than data entry). I haven't been able to figure out how to make a query that uses the Groups table and then adds the Roles table as additional column headers, and then properly tracks manually-entered values. I have an inkling creating a data relationship might help, but unsure how to apply that.

Is there a 'best practice' or tool I should be using to achieve this? Thanks for any advice!
 

Excel Facts

How to find 2nd largest value in a column?
MAX finds the largest value. =LARGE(A:A,2) will find the second largest. =SMALL(A:A,3) will find the third smallest
Cross posted Generate a matrix from two tables, manually populating values, preserving relationships

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