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Mac Numbers functions

I would like to know how to use a function for building an automatically updating to do list.

I have a master list of tasks that is broken down into categories and sub categories with priority level, current status, and due dates attached, but the list is large and not easy to use on a day to day basis.


What I want to learn how to do is create a new to do list with similar headers that searches the master list for the due date, and based on the due date, brings all the data from that row to another table.

For example, if I make a to do list for Tuesday November 11th, I want to insert a function that will search my master list for any tasks that show a due date of Tuesday November 11th, and auto fill all data in that row into the new to do list. and I want to repeat that function in all the rows below so that whenever I change the date on the new to do list, it will automatically fill with all tasks for that day.


Please help me, I have watched you tube videos and read multiple chat threads and I cannot seem to find any way of doing this, but it seems simple and I am sure someone knows how to do it.


Please reply with the exact way I would write this function, so I can input it myself.


Thank you very much for any help you can provide.


I have included images of the current master list for your reference, and I will be using a to do list with the same columns and headers but only including rows that show the correct date.





MacBook Air 13″, macOS 10.15

Posted on Nov 9, 2020 3:49 PM

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Question marked as Top-ranking reply

Posted on Nov 9, 2020 7:36 PM

ARC1995 wrote:

What I want to learn how to do is create a new to do list with similar headers that searches the master list for the due date, and based on the due date, brings all the data from that row to another table.


That's somewhat complicated. Much simpler would be to use the built-in filtering capability to filter for a given date. Have you tried that?




SG

4 replies
Question marked as Top-ranking reply

Nov 9, 2020 7:36 PM in response to ARC1995

ARC1995 wrote:

What I want to learn how to do is create a new to do list with similar headers that searches the master list for the due date, and based on the due date, brings all the data from that row to another table.


That's somewhat complicated. Much simpler would be to use the built-in filtering capability to filter for a given date. Have you tried that?




SG

Nov 9, 2020 7:54 PM in response to ARC1995

ARC1995 wrote:

I want to set up one master list that I can continuously add things to with dates attached and have a separate list that will pull the data from the row with that date.
This way I can change the date on a to do list and the list will automatically fill up with my tasks.


Easily done with a simple filter and separate one-cell table:




Just change the date in the box and the list automatically fills for that date. After it's set up no need to go the right panel.


SG

Nov 9, 2020 7:45 PM in response to ARC1995

yes I know how to do that, but that is not what I want to do.

I want to set up one master list that I can continuously add things to with dates attached and have a separate list that will pull the data from the row with that date.

This way I can change the date on a to do list and the list will automatically fill up with my tasks.


Even if it is complex, I would like to know how to do it the way I originally stated.


please let me know if you can help with that.

Nov 9, 2020 9:35 PM in response to ARC1995

Hi ARC,


You wrote: "

"Even if it is complex, I would like to know how to do it the way I originally stated.

please let me know if you can help with that."


In order to do this in the manner you originally stated, you will need:


An index column on the data table (master list) in which you will need a formula that contains a distinct index value on each row of the table. The simplest index is one that contains the Date value followed by a serial number indicating how many times that specific date value has appeared on the list in cells from the tp of the table to 'this row'.


To find the rows containing this date, you need a lookup function that can be set to require exact matches between the value it searches for and the matching values in the index table of the table it is searching. VLOOKUP can do this, as can a combination of MATCH and INDEX. (The new XLOOKUP function is also a candidate, but was introduced only recently, and is not available on the earlier version of Numbers that I am using.)


The lookup (or match) function needs to be supplied with a search value consisting of a specified date and a serial number between 1 and the number of times that date is found in the Date column of the data table (COUNTIF is your friend here). ROW() minus the number of rows above the first row of the 'today's list' table will provide the needed serial numbers. COUNTIF will tell the formula, wrapped in an IF statement, when to stop bringing in data from the data table.


Doable, but complicated.



SGIII's filter suggestion is much simpler, and provides much the same results. In it's two table version, it's also easy to modify to show TODAY's tasks plus those due tomorrow or the day after.


As presented, SG's single cell 'trigger' will (when the filter is turned on) show ONLY the rows sharing the date entered in the Date table's single cell. Turning the filter off will show the whole table.


The current version of Numbers may display the filter's on-off switch without the need to open the Sort and Filter section of the right sidebar, If not, a small change in the formula shown in SG's last post above can make emptying the single cell in the date table cause the full table to be shown when you want to add new dates and tasks to the list:


Current: E3=Date::$A$1

Revised: OR(ISBLANK(Date::$A$1,E3=Date::$A$1)


This will show all rows of To Do when Date::$A$1 is empty, and will show only the rows containing 'that date'

when Date:: A1 contains a date.


Regards,

Barry



Mac Numbers functions

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