How to split the name and display the status of task/project for each name?

haha97

New Member
Joined
Mar 31, 2022
Messages
17
Office Version
  1. 365
  2. 2019
  3. 2016
Platform
  1. Windows
Hi. I want to create a summary report. The table below (at the left side) show that project A is in progress and managed by M1 and M2 (need to key in by staff).
To create a summary report (table at the right side), I use INDEX and MATCH (with the help from helper column). But the problem is, it cannot separate the manager name to each row. Is there a way on how I can split M1/M2, each name to summary report and display the status for each. Thank you.

project_tracker.xlsx
ACFGHIJKL
5Date4/4/2022
6Date1ProjectstatusmanagerHelperProjectA
74/4/2022Ain progressM1/M244655AM1/M2ManagerStatus Project
8M1-
9M2-
Sheet1
Cell Formulas
RangeFormula
H7H7=A7&C7&G7
L8:L9L8=IFNA(INDEX(F:F,MATCH(L$5&L$6&K8,H:H,0)),"-")
Cells with Data Validation
CellAllowCriteria
L6Any value


Desired output:
project_tracker.xlsx
ACFGHIJKL
5Date4/4/2022
6Date1ProjectstatusmanagerHelperProjectA
74/4/2022Ain progressM1/M244655AM1/M2ManagerStatus Project
8M1in progress
9M2in progress
Sheet1
Cell Formulas
RangeFormula
H7H7=A7&C7&G7
Cells with Data Validation
CellAllowCriteria
L6Any value
 

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Does L6 contain a drop down with the names of all projects? Will there always be 2 managers for each project?
 
Upvote 0
Does L6 contain a drop down with the names of all projects? Will there always be 2 managers for each project?
No, L6 will not contain dropdown, it is fixed. For each project, sometimes, there will be 1 until 5 manager, who will handle the project.
 
Upvote 0
This seems to do what you are looking for.

Book1
ABCDEFGH
1Date4/6/2022
2Date1ProjectstatusmanagerProjectC
34/4/2022Ain progressM1/M2ManagerStatus Project
44/5/2022Bin progressM3M4other
54/6/2022CotherM4/M5/M6M5other
6M6other
Sheet2
Cell Formulas
RangeFormula
G4:G6G4=FILTERXML("<a><b>" & SUBSTITUTE(INDEX($D$3:$D$5,MATCH($H$1&$H$2,$A$3:$A$5&$B$3:$B$5,0)),"/","</b><b>") & "</b></a>","//b")
H4:H6H4=LET(m,INDEX($C$3:$C$5,MATCH($H$1&$H$2,$A$3:$A$5&$B$3:$B$5,0)),o,OFFSET(m,,1),INDEX(m,SEQUENCE(LEN(o)-LEN(SUBSTITUTE(o,"/",""))+1,,,0)))
Dynamic array formulas.
 
Upvote 0
This seems to do what you are looking for.

Book1
ABCDEFGH
1Date4/6/2022
2Date1ProjectstatusmanagerProjectC
34/4/2022Ain progressM1/M2ManagerStatus Project
44/5/2022Bin progressM3M4other
54/6/2022CotherM4/M5/M6M5other
6M6other
Sheet2
Cell Formulas
RangeFormula
G4:G6G4=FILTERXML("<a><b>" & SUBSTITUTE(INDEX($D$3:$D$5,MATCH($H$1&$H$2,$A$3:$A$5&$B$3:$B$5,0)),"/","</b><b>") & "</b></a>","//b")
H4:H6H4=LET(m,INDEX($C$3:$C$5,MATCH($H$1&$H$2,$A$3:$A$5&$B$3:$B$5,0)),o,OFFSET(m,,1),INDEX(m,SEQUENCE(LEN(o)-LEN(SUBSTITUTE(o,"/",""))+1,,,0)))
Dynamic array formulas.
Hi, why I got error #VALUE on G4 and #NAME in H4?
 
Upvote 0
What version of Excel are you trying this in?
 
Upvote 0
The formula in H4 will only work in 365 or 2021. And the formula in G4 will need array entry, although it won't give the results your after.
 
Upvote 0
The formula in H4 will only work in 365 or 2021. And the formula in G4 will need array entry, although it won't give the results your after.
Is there a way to handle this. I mean, instead of using filterxml and other function, is there a possibility to provide another solution? Thank you.
 
Upvote 0
According to your profile you have 365 so why not use that?
 
Upvote 0

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