index match

phillipus2005

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Hi

I have a table with multiple columns and a form that adds data to each of those columns, as a "case". I also have a separate function that adds data to some of those columns, based on the value in column A as a "case update". How do i get the remaining blank cells in that row to fill with data from the "case"?

As an example, a "case" will include Casename, dateopened, location, and Summary (and many others). A "case update" will add a row with Casename and summary but the dateopened and location will not change.

I would normally do this with an index/match function but need to build this in to the Case_update form code...

Any help very welcome

thanks in advance

Phillipus
 

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Hi - I've copied below a mock up of the spreadsheet (can't post actual spreadsheet I'm afraid, as contains confidential data)

I have a macro to insert new cases - below cases 1-8 and insert data into each of the 6 columns here (in reality it's nearer 50 columns). I also have a macro to insert updates (the final two lines in the table below). What I would like to do is pull the type and location from the "case" into the blank fields in the "updates" when those rows are inserted.

Hope that makes sense - can post the code I'm using if that could be helpful...

Phillipus

[TABLE="width: 604"]
<tbody>[TR]
[TD]Case name[/TD]
[TD]date opened[/TD]
[TD]type[/TD]
[TD]location[/TD]
[TD]Case summary[/TD]
[TD]new case[/TD]
[/TR]
[TR]
[TD]case 1[/TD]
[TD="align: right"]01/01/2019[/TD]
[TD]Type 1[/TD]
[TD]Location 1[/TD]
[TD]case summary 1[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 2[/TD]
[TD="align: right"]03/03/2019[/TD]
[TD]type 2[/TD]
[TD]Location 2[/TD]
[TD]case summary 2[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 3[/TD]
[TD="align: right"]03/05/2019[/TD]
[TD]Type 3[/TD]
[TD]Location 3[/TD]
[TD]case summary 3[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 4[/TD]
[TD="align: right"]03/07/2019[/TD]
[TD]Type 4[/TD]
[TD]Location 4[/TD]
[TD]case summary 4[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 5[/TD]
[TD="align: right"]02/09/2019[/TD]
[TD]Type 5[/TD]
[TD]Location 5[/TD]
[TD]case summary 5[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 6[/TD]
[TD="align: right"]02/11/2019[/TD]
[TD]Type 6[/TD]
[TD]Location 6[/TD]
[TD]case summary 6[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 7[/TD]
[TD="align: right"]02/01/2020[/TD]
[TD]Type 7[/TD]
[TD]Location 7[/TD]
[TD]case summary 7[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 8[/TD]
[TD="align: right"]03/03/2020[/TD]
[TD]Type 8[/TD]
[TD]Location 8[/TD]
[TD]case summary 8[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 1[/TD]
[TD="align: right"]03/03/2019[/TD]
[TD][/TD]
[TD][/TD]
[TD]case update 1[/TD]
[TD]No[/TD]
[/TR]
[TR]
[TD]case 1[/TD]
[TD="align: right"]04/03/2019[/TD]
[TD][/TD]
[TD][/TD]
[TD]case update 2[/TD]
[TD]No[/TD]
[/TR]
</tbody>[/TABLE]
 
Last edited:
Upvote 0
Yes the code would be helpful. And for clarity, I'm assuming you intend for the final table to look like this, is that correct?

[TABLE="class: cms_table, width: 604"]
<tbody>[TR]
[TD]Case name[/TD]
[TD]date opened[/TD]
[TD]type[/TD]
[TD]location[/TD]
[TD]Case summary[/TD]
[TD]new case[/TD]
[/TR]
[TR]
[TD]case 1[/TD]
[TD="align: right"]01/01/2019[/TD]
[TD]Type 1[/TD]
[TD]Location 1[/TD]
[TD]case summary 1[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 2[/TD]
[TD="align: right"]03/03/2019[/TD]
[TD]type 2[/TD]
[TD]Location 2[/TD]
[TD]case summary 2[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 3[/TD]
[TD="align: right"]03/05/2019[/TD]
[TD]Type 3[/TD]
[TD]Location 3[/TD]
[TD]case summary 3[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 4[/TD]
[TD="align: right"]03/07/2019[/TD]
[TD]Type 4[/TD]
[TD]Location 4[/TD]
[TD]case summary 4[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 5[/TD]
[TD="align: right"]02/09/2019[/TD]
[TD]Type 5[/TD]
[TD]Location 5[/TD]
[TD]case summary 5[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 6[/TD]
[TD="align: right"]02/11/2019[/TD]
[TD]Type 6[/TD]
[TD]Location 6[/TD]
[TD]case summary 6[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 7[/TD]
[TD="align: right"]02/01/2020[/TD]
[TD]Type 7[/TD]
[TD]Location 7[/TD]
[TD]case summary 7[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 8[/TD]
[TD="align: right"]03/03/2020[/TD]
[TD]Type 8[/TD]
[TD]Location 8[/TD]
[TD]case summary 8[/TD]
[TD]Yes[/TD]
[/TR]
[TR]
[TD]case 1[/TD]
[TD="align: right"]03/03/2019[/TD]
[TD]Type 1[/TD]
[TD]Location 1[/TD]
[TD]case update 1[/TD]
[TD]No[/TD]
[/TR]
[TR]
[TD]case 1[/TD]
[TD="align: right"]04/03/2019[/TD]
[TD]Type 1[/TD]
[TD]Location 1[/TD]
[TD]case update 2[/TD]
[TD]No[/TD]
[/TR]
</tbody>[/TABLE]
 
Last edited:
Upvote 0
Hi. Will post code tomorrow (on work computer) but yes, that’s exactly what I’m looking for...
 
Upvote 0
Hi - here is the code i'm using - new case followed by case update - I've sanitised some of the ranges

you'll see (hopefully) I have two forms: (1) new case - which adds a lot of data to the spreadsheet, and (2) case update - which adds only to a few selected columns. the reason i want to do it this way is that i also have a function that generates a report, tracking all updates to cases over time, and exports it to Word for printing. I initially had "case updates" appending in the TxtCaseSummary field (range(9)) but I am hitting the character limit so want to have each update in a separate row, so i can pull them all into the report

Really grateful for any help... Thanks again in advance

Phillipus


NEW CASE CODE


Code:
Private Sub CmdAddDD_Click()


    FrmDD.Show
    
End Sub


Private Sub CmdClearForm_Click()
'unloads the form then reloads it with default values
    Unload Me
    FrmNewCase.Show
    
End Sub


Private Sub TxtSummaryCase_Change()


End Sub


 Private Sub Userform_Activate()


'put cursor in case name text box
    TxtCaseName.SetFocus
    
'Set the row sources for the comboboxes
    
    CmbType.List = Application.Range("RngType").Value
    CmbPrimaryLocation.List = Application.Range("RngLocations").Value
    CmbPRIVATE1= Application.Range("RngYesNo").Value
    CmbPRIVATE2.List = Application.Range("RngYesNo").Value
    CmbPRIVATE3.List = Application.Range("RngYesNo").Value
    CmbPRIVATE4.List = Application.Range("RngRiskAssessment").Value
    CmbStatus.List = Application.Range("RngStatus").Value


        
'set default text for date text box
    TxtDate.Value = Format(DateTime.Date, "dd-mmm-yyyy")




End Sub


Private Sub TxtDate_GotFocus()
    TxtDate.Text = ""


End Sub


Private Sub CmdEnterNewCase_Click()


Dim ws As Worksheet
Dim lo As ListObject
Dim newrow As ListRow


Set ws = Sheets("Sheet1")
Set lo = ws.ListObjects("Tbl_Input")


With lo
    .AutoFilter.ShowAllData


End With


Set newrow = lo.ListRows.Add(Position:=1) 'put a new role at the top of the table
With newrow 'add the userform inputs to the new row - number = column number
    .Range(1) = TxtCaseName
    .Range(2) = Format(CDate(Me.TxtDate.Value), "DD-MMM-YYYY") 'CDate converts the text to a date
    .Range(3) = CmbType
    .Range(4) = CmbPrimaryLocation
    .Range(7) = TxtLocalLead
    .Range(8) = TxtHQLead
    .Range(9) = Format(CDate(Me.TxtDate.Value), "DD-MMM-YYYY") & " - " & TxtSummaryCase & Chr(10) & Chr(10) & Chr(13) _
    & "==================================START OF CASE RECORDS==================================" _
    & Chr(10) & Chr(10) & Chr(13)
    .Range(12) = "NEW CASE"
    .Range(13) = CmbPRIVATE5
    .Range(14) = CmbPRIVATE6
    .Range(15) = CmbPRIVATE7
    .Range(19) = TxtPRIVATE8
    .Range(22) = TxtOtherContacts
    .Range(25) = TxtPRIVATE9
    .Range(26) = Format(TxtDate, "DD-MMM-YYYY") 'puts case creation date into latest file update field
    .Range(26).NumberFormat = "dd/mmm/yyyy" 'formats the date as dd-mmm-yyyy // removes timestamp
    .Range(27) = Now & " - " & "Case created"
    .Range(29) = CmbPRIVATE10
    .Range(30) = CmbStatus
    .Range(34) = TxtOtherCaseID
    .Range(54) = TxtLink
        
    .Range.EntireRow.WrapText = False 'sets the whole row to no text wrapping
    .Range.EntireRow.Font.Bold = False 'turns off the bold text of new role (picked up from title row in table)
    Application.CutCopyMode = False
        
    'change text in relevant field to hyperlinks - see sub below
    ToHyperlink
        
End With


'unloads the form
    Unload Me
        
'Go to Live Cases Input worksheet
'    ws.Activate


'Show messgae box that new case added successfully
    MsgBox "New case created", vbInformation
    
EndRoutine:


'Optimize Code
  Application.ScreenUpdating = True
  Application.EnableEvents = True


'Clear The Clipboard
  Application.CutCopyMode = False
  
'Close the userform
    FrmNewCase.Hide


End Sub


'==================================ADD HYPERLINK TO RANGE========================================


' Changes text in column BB2 to a hyperlink, e.g. to internal file system


Sub ToHyperlink()


    Dim cell As Range
    Dim CheckRange As Range


    On Error Resume Next


        Set CheckRange = Sheets("Sheet1").Range("BB2")
        Set CheckRange = Range(CheckRange, Cells(ActiveSheet.Rows.Count, CheckRange.Column).End(xlUp))


    For Each cell In CheckRange.Cells
        cell.Parent.Hyperlinks.Add Anchor:=cell, Address:=cell.Value, TextToDisplay:=cell.Value


    Next cell


    On Error GoTo 0


 End Sub





CASE UPDATE CODE


Code:
'THIS MACRO ADDS A ROW FOR CASE UPDATES, WITH THE DATE OF THE UPDATE IN COLUMN B (CASE OPEN DATE)


Private Sub CmdClearForm_Click()


    Unload Me
    FrmDD.Show
    
End Sub


Private Sub CmdNewCase_Click()


'open new case form
    FrmNewCase.Show
    
 
End Sub




Private Sub Userform_Activate()


'put the cursor in the combobox
    CmbSelectEntity.SetFocus
    
'Set the source for the combobox
'CmbSelectEntity.RowSource = "CaseRange"


'ADD UNIQUE VALUES TO COMBOBOX FROM COLUMN 1 IN TBL_LIVE_CASES-INPUT (MUST REMOVE LISTSOURCE IN COMBOBOX SOURCE PROPERTY)
'AND SORT ALPHABETICALLY
    Dim a As Object
    Dim t As ListObject
    Dim rr As Range, r As Range
    Dim s As String
    
    Set a = CreateObject("system.collections.arraylist")
    Set t = Worksheets("live cases input").ListObjects("Tbl_Live_Cases_Input")


    With t.Range
        .AutoFilter 1, "<>"
        On Error Resume Next
        Set rr = Intersect(.Offset(1), .Columns(1).SpecialCells(xlCellTypeVisible))
        On Error GoTo 0
        If Not rr Is Nothing Then
            For Each r In rr
                s = CStr(r.Value)
                If Not a.contains(s) Then
                    a.Add s
                End If
            Next
            a.Sort
            CmbSelectEntity.List = a.toarray
        End If
    End With
        
'Set default text in date added box
    'txtdateadded.Value = "DD/MM/YY"
    txtdateadded.Value = Format(Now, "DD-MMM-YYYY")


'turn multiline off and on again to solve font size issue
    TxtCaseUpdate.MultiLine = False
    TxtCaseUpdate.MultiLine = True
    TxtCaseUpdate.WordWrap = False
    TxtCaseUpdate.WordWrap = True
   
     
End Sub


Sub CmdEnterAddUpdate_click()


    Dim ws3 As Worksheet
    Dim lo As ListObject
    Dim newrow As ListRow
    Dim lastrow As Long
    Dim r As Long 'This is the counter
    Dim n As Long
    
    Set ws3 = Sheets("Sheet1")
    Set lo = ws3.ListObjects("Tbl_Input")
    
    With lo
    .AutoFilter.ShowAllData
    End With
    
    Set newrow = lo.ListRows.Add(Position:=1) 'put a new role at the top of the table
    
    'Turn off sheet updating
    Application.ScreenUpdating = False
    
    With newrow 'add the userform inputs to the new row - number = column number
        .Range(1) = CmbSelectEntity
        .Range(2) = Format(txtdateadded, "DD-MMM-YYYY")
        .Range(9) = Format(txtdateadded, "DD-MMM-YYYY") & " - " & TxtCaseUpdate & Chr(10) & Chr(10) & _
            Chr(13) & "**********"
        .Range(12) = "CASE UPDATE"
        .Range(26) = Format(txtdateadded, "DD-MMM-YYYY")
        
        .Range.EntireRow.WrapText = False 'sets the whole row to no text wrapping
        .Range.EntireRow.Font.Bold = False 'turns off the bold text of new role (picked up from title row in table)
    
    End With


EndRoutine:


'Sort table by latest file update (column Z) - this allows report to pull records in descending date order
    Dim sortcolumn As Range
    Set sortcolumn = Range("Z1")
    With lo.Sort
        .SortFields.Clear
        .SortFields.Add Key:=sortcolumn, SortOn:=xlSortOnValues, Order:=xlDescending
        .Header = xlYes
        .Apply
    End With
    


'Optimize Code
  Application.ScreenUpdating = True
  Application.EnableEvents = True


'Clear The Clipboard
  Application.CutCopyMode = False


'Show messgae box that info added successfully
    MsgBox "Information added to Case Summary", vbInformation


'Clear the input boxes
    TxtCaseUpdate.Text = ""
    CmbSelectEntity.Value = ""


'unload the form
            Unload Me


End Sub
 
Upvote 0
Hi
Referring to the layout in post#4
Code:
Sub FILL()
    Dim a As Variant, lr, lr2, i
    Dim d As Object
    lr = Cells(Rows.Count, 4).End(xlUp).Row
    lr2 = Cells(Rows.Count, 1).End(xlUp).Row
    a = Range("a2:a" & lr).Resize(, 4)
    Set d = CreateObject("scripting.dictionary")
    For i = 1 To UBound(a)
        If a(i, 1) <> 0 Then
            If Not d.exists(a(i, 1)) Then
                d.Add a(i, 1), a(i, 3) & Chr(164) & a(i, 4)
            End If
        End If
    Next
    For i = lr + 1 To lr2
        Cells(i, 1).Offset(, 2).Resize(, 2) = Split(d(Cells(i, 1).Value), Chr(164))
    Next
End Sub
I know there is better approach, but any way
 
Last edited:
Upvote 0
Another Option
Code:
Sub FILL()
    Dim a As Variant, lr, lr2, i, x
    lr = Cells(Rows.Count, 4).End(xlUp).Row
    lr2 = Cells(Rows.Count, 1).End(xlUp).Row
    Cells(lr + 1, 1).Offset(, 2).Resize(lr2 - lr, 2).FormulaR1C1 = _
    "=INDEX(R2C1:R9C4,MATCH(RC1,R2C1:R9C1,0),COLUMN())"
End Sub
 
Upvote 0
Thanks Mohadin

Could you explain the refernece to "4" in your code? would that change depending on the number of columns in the table?

thanks again

Phillipus
 
Upvote 0
Hi
4 is Column 4 ( Column D if you like)
No need to change as long as the missing data to be landed in columns C&D
 
Upvote 0

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