Hello,
I am trying to be able to have a file that is connected to an SQL Database which transforms into a table I need, but with one caveat is that I want to be able to add a date manually to this table which will remain connected to the row.
Columns A-F are all being pulled and populated from the SQL Database, but column G is manually added in. My issue is that when I refresh the table and changes come across, it breaks the connections of the date to the row it was originally input on. I had seen a YouTube video discussing putting the data in two separate tables and merging them, but I was unsure if there is a more simple way or if that is what I would need to do. The end result I need is a table that a group with low excel knowledge can access and put in dates as training is completed as well as monitor which branches have not been trained, to which I can run this file on a daily refresh to where this group has the most up to date branch information.
I am trying to be able to have a file that is connected to an SQL Database which transforms into a table I need, but with one caveat is that I want to be able to add a date manually to this table which will remain connected to the row.
Columns A-F are all being pulled and populated from the SQL Database, but column G is manually added in. My issue is that when I refresh the table and changes come across, it breaks the connections of the date to the row it was originally input on. I had seen a YouTube video discussing putting the data in two separate tables and merging them, but I was unsure if there is a more simple way or if that is what I would need to do. The end result I need is a table that a group with low excel knowledge can access and put in dates as training is completed as well as monitor which branches have not been trained, to which I can run this file on a daily refresh to where this group has the most up to date branch information.
| Test File Tracker.xlsx | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| A | B | C | D | E | F | G | |||
| 1 | Branch | Branch Display Name | Territory | Region | District | Geographic Region | Branch Manager Training Date | ||
| 2 | 1 | 0001 - CHARLOTTE PC0001 | SOUTHEAST TERRITORY | REGION 03 | CENTRAL DISTRICT | REGION 03 | |||
| 3 | 2 | 0002 - GREENVILLE PC0002 | SOUTHEAST TERRITORY | REGION 03 | UPSTATE SOUTH CAROLINA | REGION 03 | 8/3/2023 | ||
| 4 | 3 | 0003 - RALEIGH PC0003 | SOUTHEAST TERRITORY | REGION 03 | MID-ATLANTIC DISTRICT | REGION 03 | 10/10/2023 | ||
| 5 | 4 | 0004 - DULUTH PC0004 | SOUTHEAST TERRITORY | REGION 04 | NORTH ATLANTA DISTRICT | REGION 04 | |||
| 6 | 5 | 0005 - GREENSBORO PC0005 | SOUTHEAST TERRITORY | REGION 03 | MID-ATLANTIC DISTRICT | REGION 03 | 10/10/2023 | ||
| 7 | 6 | 0006 - CHARLESTON SC PC0006 | SOUTHEAST TERRITORY | REGION 03 | COASTAL ATLANTIC DISTRICT | REGION 03 | 8/2/2023 | ||
| 8 | 7 | 0007 - JACKSONVILLE PC007 | SOUTHEAST TERRITORY | REGION 05 | NORTH FLORIDA DISTRICT | REGION 05 | 1/25/2023 | ||
| 9 | 8 | 0008 - WILMINGTON PC008 | SOUTHEAST TERRITORY | REGION 03 | CAPE FEAR DISTRICT | REGION 03 | |||
| 10 | 9 | 0009 - COLUMBIA PC009 | SOUTHEAST TERRITORY | REGION 03 | UPSTATE SOUTH CAROLINA | REGION 03 | 8/3/2023 | ||
| 11 | 10 | 0010 - KENNESAW PC010 | SOUTHEAST TERRITORY | REGION 04 | NORTH ATLANTA DISTRICT | REGION 04 | 11/1/2022 | ||
Test Data | |||||||||
| Cells with Conditional Formatting | ||||
|---|---|---|---|---|
| Cell | Condition | Cell Format | Stop If True | |
| A:A | Cell Value | duplicates | text | NO |
