Let’s try something different. I will share a data analytics challenge here. Post your solutions in the comments.
Our first challenge involves Employee Data Analysis. You can score maximum of 35 points.
Imagine you have employee data in this “staff” table (in Excel / Power BI / SQL / Python or whatever tool you fancy)
Download sample data file (it has all the 28 employees) or use the below CSV.
Emp ID Name Reports to
TO-0002 Jim Halpert TO-0007
TO-0004 Pam Beesly TO-0015
TO-0007 Michael Scott TO-0067
TO-0009 Erin Hannon TO-0004
TO-0010 Jan Levinson TO-0067
TO-0013 Karen Filippelli TO-0076
TO-0015 Dwight Schrute TO-0007
TO-0018 Andy Bernard TO-0002
TO-0021 Cathy Simms TO-0002
TO-0024 Kevin Malone TO-0035
TO-0028 Creed Bratton TO-0007
TO-0030 Toby Flenderson TO-0067
TO-0031 Kelly Kapoor TO-0028
TO-0033 Robert California TO-0067
TO-0035 Angela Martin TO-0007
TO-0039 Stanley Hudson TO-0007
TO-0043 Ryan Howard TO-0031
TO-0046 Oscar Martinez TO-0035
TO-0050 Meredith Palmer TO-0028
TO-0051 Gabe Lewis TO-0072
TO-0055 Phyllis Vance TO-0030
TO-0059 Roy Anderson TO-0004
TO-0063 Nellie Bertram TO-0030
TO-0066 Darryl Philbin TO-0039
TO-0067 David Wallace TO-0072
TO-0068 Pete Miller TO-0015
TO-0072 Jo Bennet
TO-0076 Todd Parker TO-0002
1. How many people are directly reporting to my boss? (5pts)
The first question is simple. For a given employee ID (say TO-0021, Cathy Simms), how many people are directly reporting to their boss (TO-0002, Jim Halpert)? The answer should be 3.
Write the necessary Excel formula / DAX / Power Query / SQL or Python code to find the answer.
2. Who is my boss’s boss? (10pts)
We are going to level up. For a given employee ID (say TO-0021, Cathy Simms), find out their boss’s boss. The answer should be TO-0007, Michael Scott.
3. What is my reporting chain? (Score=20pts)
For a given employee (say TO-0021, Cathy Simms), print their entire reporting chain, delimited by the symbol ->.
Expected Answer is:
Cathy->Jim->Michael->David->Jo
Note: You may assume a maximum depth of 7 nodes if that helps.
Download Sample File
Grab the sample data file (Excel format) here. Use it to solve the problems. Alternatively, I have pasted the data above. Copy it and paste it in Python or SQL.
Post your answers below.
Leave a comment with your solutions / approach. All the best
Want more?
Check out my Excel Homework Tag page for more challenges and problems.
14 Responses to “How to Add your Macros to QAT or Excel toolbars?”
We have only just got excel 2007 so this is helping me navigate my way through the differences cheers.
For Macro's i always add a Command Button, rename it something obvious, change the colour of it and finally add the following to its View Code section.
Application.Run "MAcro1"
This way anyone opening the file knows what to do if i ever win the lottery and dont make it in 🙂
Hi,
Good article. But I have this problem.
1) Customized QAT with a macro. Macro name = MacroX
2) Runs OK from original location (e.g. C:\TestLoaction1\TestFile.xls)
3) Copy past file to new location (e.g. C:\TestLoaction2\TestFile.xls)
Menu button now fails:
Cannot run the macro "C:\TestLoaction1\TestFile.xls'!MacroX' The macro may not be available in this workbook...
Of course the code is there, and macros are enabled.
Could get it to work after deleting and recreating macro custom buttons. So have to re-assign macro to QAT button every time I move the file?
If I put a form button on he worksheet and assign the macro to that, it's location independent.
Any ideas?
Thanks
@Ron
What you have said is correct
Macros within a worksheet are stored within the worksheet and hence follow it.
Macros referenced by a button in the QAT or elsewhere are locaed in a file and if that file is moved the linkages don't follow.
The easiest way around this is to store all your macros in a location that doesn't move and is in fact reloaded everytime that Excel starts and that is called the Personal.xlsx/b file.
These are refered to several time at Chandoo.org or have a read of
http://www.rondebruin.nl/personal.htm
or
http://office.microsoft.com/en-us/excel-help/deploy-your-excel-macros-from-a-central-file-HA001087296.aspx
In Excel 2003 and prior versions, a button added to the Toolbar maintained a DYNAMIC link to the file (e.g. Personal.xlsb) holding the assigned macro, such that if the file was relocated for any reason (by using Excel's native Save As command rather than just moving it via Windows Explorer), the link between the button and the file was updated.
I expected the same to occur with Excel 2007+, but alas, Microsoft in their infinite wisdom have removed another feature useful to advanced users (just as they did by removing the ability to design your own buttons)!!
So having just done some reorganisation of my files, I now have to remove and recreate every friggin macro button on my QAT (I have lots) - what a pain in the proverbial!!
Hi Hui,
Thanks for the help, that's really useful.
1) The macros I'm adding are for one specific Excel application, so I really wanted the macros to follow the file
2) I didn't want to have to pass other files around too and have users installing those - either Personal.xlsx/b or as an Add-In.
3) I realise now that the QAT additions will appear for other Excel workbooks in which I don't want the macros available.
So, it looks like I need to keep it local, by using a button on the worksheet. Unless you can suggest any way of adding to menus just for a specific workbook.
Thanks again for your help. Great site, so I'll be signing up for the emails.
Ron
I know I'm a little late jumping on this post, but wondering if anyone knows how to add a UDF to the QAT? I've saved my UDF in my personal workbook, but it does not show up in my list when I choose Macros when customizing my QAT. Suggestions? Thanks!!
@Cheryl: UDFs cannot be accessed like Macros. You can use them from other macros or from worksheet cells as formulas...
@David: If you save your macros file and then install it as an add-in then it will be always available for you.
The instructions work great when you are creating a new file, and it is still open. I find that I can't access macros after I've saved a file as an xlam and closed it. When I reopen the xlam, either by browsing to it, or by having it set to open as an addin using Excel Options, the macros are no longer available in the macros list when I go to edit the QAT. Any way around that?
[...] Add this macro as a button to Quick Access Toolbar [...]
I need to create a button that will run a macro. Once you click the button it needs to open up a browser asking you to select a report/file. Once you select the file, it will run the macro on the selected file and then save it as a new report with a name and the current date. I created the macro to sort/modify the report but I do not know how to do what I mentioned above. I hope this makes sense.
I'm having trouble adding a macro to the QAT. I've done everything up to step 5 but my macro isn't showing up. What am I doing wrong?
[...] Add Macros to Quick Access Toolbar (works in Excel 2003 & above) [...]
Hi,
Thank you for the explanation. Very useful for a recent switcher from office 2003 to office 2010.
My follow-up question is: in Excel (or ppt) 2010, can you customize the macro button that you put in the QAT?
In office 2003, once you chose the custom button for your Macro, you could then edit pixel by pixel the said button.
For instance, I've created 2 Macros in PPT that are converting all my slides to either English or French language, so I'd like one button to show EN and the other FR... that would be more meaningful that any of the possible "custom" office 2010 buttons
I read all the post and one important aspect to the QAT was never mentioned. That is, you have a macro driven worksheet that you want to share with other. You have customized the QAT with two icons to run the macros (VBA programs in reality). However, when the others receive the workbook, the icons are no where to be found. It's my understanding those "customized buttons" have been saved to an outside file, Excel.qat. QUESTION: Could one simply attach that file to your email, along with the worksheet, and tell the recipients to copy that file to correct location on their computer - C:\Users\\AppData\Local\Microsoft\Office|\
Would the customize macro buttons then appear in the worksheet and, more importantly, work? Thanks for your thoughtfulness and thanks for well written instructions Chandoo!
MortW