Appropriate Template/worksheet Needed For Keeping Track Of Turnover

Jan 5, 2009

I'm trying to find a simple Excel template to add my sales invoices together for a year...just so I know what I've earnt...nothing complicated.

The Columns I need are;

date - invoice no. - customer - labour - materials - total

I'd like it to add together labour and materials to the total box ( or just labour in the total box if no materials for that job.)

Then each invoice adding up as I add more with subtotal of labour and materials then a grand total.

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Keeping Track Of Payments

Apr 24, 2009

i am a builder and i want to make a spread sheet to keep track of what i have been paid and the labour costs i have paid out

so i am working on 20 houses that all have 7 stages of payment each, and 5 to 8 men working on them who receive a price for each stage, but are paid a portion of that price each week while they are working on that stage

what i am trying to do is set up a sheet to keep track of what has been paid and the balance remaining for each stage and what has been received

i have tried doing it a few different ways but im none to clever with spread sheets and what is causing me the problem is next to each payment made i need to put the date and the name of the person who was paid so it always seems to just look a cluttered mess

have any of you got any ideas of how i could simplify this and make it look neat and easy

or alternatively is there some other software that may suit this application better?

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Apr 22, 2009

Say, for example, I have a spreadsheet as follows:

0 1 1 2 3 2 0 1 2
1 2 1 2 3 3 1 0 1

Is there a way to count the number of times a specific number shows up and have excel post it to a different cell? I need to know how many times a certain number came up for a specific row, and how many times.

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Sep 17, 2013

I have several formulas that I use over and over, so I'm creating VBA functions that I can call from a worksheet.

But...when I have multiple inputs going into a function, is there a way to remind the user which input comes next in the same way that Excel does with built-in functions?

For example, when you type in =PMT( Excel brings up the helper text so you know that the order of inputs is (rate, nper, pv, etc....

Is there a way to bring up that same helper text in my own function? So if I have up, down, right, left as inputs and give the spreadsheet to someone else, they can see it's up, down, right left and not right, left, up, down .

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Jul 22, 2014

I have a spread sheet for my checking accounts. There are 3 sheets, BW, QW, and Chase CC. In the 1st 2 sheets row D is named "Category" and the 3rd sheet has the same name but is in column C.

How to link the 3 sheets to a summary sheet keeping track and totals of the categories ?

Example in sheet BW I have a category called "Utilities" and the column to the right of that is the amount. Then ect for other categories.

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Feb 7, 2012

I'm fairly new to using excel and have been trying to create a simple spreadsheet that keeps track of scores and automatically displays the names of the players in descending order. Anyway I have gotten to the point of using hookup to match a value and return that players name. But when two players have the same score it will only return the first found value. I sort the number scores using a LARGE function and it works great. Then I use something like this =HLOOKUP(Y2,B27:K28,2,FALSE) to match that value with the players name. How to return the other players name when the scores are the same?

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May 20, 2013

I work in a medical facility, and I need to track data I've entered representing patient visits indefinitely over time. I've attached a weekly grid to this thread that I use to record which patients have had visits during the course of the week. It sums their total visits on the right. I need to continually track these because every patient gets an insurance-mandated progress update after 10 visits. Unfortunately, they don't always show up, and the most I can possibly keep track of is two weeks, max, and most patients only get two visits per week. Is there a way to dump these sums into another column indefinitely?

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Mar 27, 2009

After all the awesome macros I've obtained with the help of all of you, I now have over 30 macros, each in its own module. I have tried without success to re-name the modules with no luck. How is everyone organizing these?

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Display Needed Info On Different Worksheet

Sep 29, 2009

The worksheet perfectly performs as expected, big thanks to JBeaucaire again. Now, as am looking around of the file and doing some exploration on the array, as I was trying to make this applicable to real life application, I noticed the following mysteries...

1. When I tried to delete some rows, The Members Sheet output went wrong and displaying #N/A. I noticed it's because the formula range have change. But it would be hard for a new user to re-arrange it over and over again everytime when a row is deleted.

2. I've been trying to solve this problem to no avail. I found this link that gives me an idea how my worksheet should work, this was already solved but I can't apply it on my worksheet...

3. I would like to add another column on A to put the 0 and 1 on, but I don't need to delete this column after the resort so that next time if I need to delete another row existing row i'll just replace the existing 0 with 1 on column A.

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Jul 31, 2008

In Col D of my spreadsheet, I have a list of security codes, in this list there is a security code "all", i need a macro that will add 1 to the code, so it reads "all1", now i need the macro to run as soon as new data is pasted to sheet "Lending", the ranges in Col D do change on a daily basis therefore cell reference for security codes is not fixed.

Can this be achieved? ............

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Aug 6, 2007

I have a list of items that I keep track of when they were last used.

For example:
Item# Last Used
Item#1 8/27/06
Item#2 5/2/07
Item#3 6/30/07

What I would like to do is when I enter a date, it automatically tracks the changes so that I can not only see the most current date but all previous dates if I need to.

The ideal would be to transfer it to another worksheet so that is looks like the original except that is shows multiple dates after it instead of just the most recent.

For example:
Item#1 5/3/05 7/23/06 8/27/06

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Apr 12, 2008

I'm trying to make a worksheet to track inventory, not for sales but for tracking how many supplies are on hand in storage rooms, closets, etc. The worksheet will be used by as many as 20 different users probably on a network.

Because it will be used by many people, I'm trying to see if there is a way that the worksheet can be updated after every save. In particular, the amount that are "on hand".

For example, say there are 10 of a particular item on hand to start. Joe takes 2 and goes to record it on the worksheet. He inputs the 2 he takes, which now show that there are 8 on hand remaining. He saves the worksheet. Then, Jerry comes and takes 2 and goes to record it on the worksheet.

I can't figure out how, or if it's possible, to have the worksheet show Jerry that there are 8 on hand to start, not 10. So that when he takes his 2, it should show that there are now 6 on hand remaining. I've attached an example worksheet.

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Mar 12, 2012

I've managed to be able to create a macro to make a copy of a worksheet within excel.

However, when that copy is create all the macros are lost. If it is not possible to copy all the macros that are within the "Original Hours" sheet, I at least need a macro that will take people back to the original hours sheet (we have disabled sheet tabs, so need the macros to navigate through the worksheet).

Code used is below

Private Sub Hours_Click()
Sheets("Original hours").Copy After:=Sheets("Original hours")
ActiveSheet.Name = "Update hours"
ActiveSheet.Unprotect "PASSWORD"
With ActiveSheet.UsedRange
.Value = .Value
Sheets("Update hours").Select
End With
End Sub

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Jan 10, 2012

I have a spreadsheet that I can modify. It currently has a three product column but I need to insert 2 or 3 more columns to make 5 plus the total at the end. It also have a summary sheet. I insert the 2 columns and somehow got the formulas flowing. However when I hit the summary page its not showing results for those two new columns in the total. I am lost. I wish I could post the sheet. Its a multiple product break-even analysis exercise.

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Feb 10, 2014

I maintain an excel application for a local theatre group using alot of vba actioned by buttons on worksheets. I regularly email the application back and forth between the treasurer and myself and I have noticed that the process of doing this often seems to result in the buttons losing their reference to the code I've assigned to them.

why this happens (is it a bug?) and how to make the linkage more robust? Can I link the buttons and code using vba so that I could establish all the links when the workbook is open?

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Dec 4, 2012

I'm trying to copy certain cells to a new worksheet that keeps a track of previous entries via date and name and location.

The code works somewhat, however the values are not pasted into the respective worksheet. I'll try to explain the code as I see it.

Sub Button2_Click()

So the first section Activates the sheet that data is entered
ActiveSheet.Unprotect ("fizix")

If the value ST is found in the sheet, the code knows to paste values to another worksheet known as ST_Hist

[Code] ........

Here I have another macro that then deletes the data in the selected ranges denoted by "" or ":", this part of the code works, however I dont have my pasted values in the appropriate sheet!!

Sub ClearAll()

ActiveSheet.Unprotect ("fizix")


[Code] ........

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Jan 16, 2007

I have the following code what it does, is when a user changes a cell it copies the row to another sheet along with the userstatus. Problem is if the user pastes more than one column of data into the sheet it copies the row more than once depending on the amount of columns the user pasted . I only want to copy the row once.

Private Sub Worksheet_Change(ByVal Target As Range)
Dim SelRng As Range
If Not Intersect(Target, Range("A3:K30")) Is Nothing Then
Set SelRng = Target
Application. ScreenUpdating = False
For Each cell In SelRng
Range(Range("A" & (cell.Row)), Cells(cell.Row, Columns.Count).End(xlToLeft).Offset(0, -5)).Copy
ActiveSheet.Cells(Rows.Count, 31).End(xlUp).Offset(1, -13).Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
ActiveCell.Offset(0, 13).Value = ActiveWorkbook.UserStatus
Sheets("Engine 1").Select
Next cell
Application.CutCopyMode = False
Application.ScreenUpdating = True
End If
End Sub

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Nov 19, 2008

i need to work out employee turnover in excel has anyone got any useful tips?

i have a spread sheet with start and end dates so i need to work out who was in the company etc

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Oct 12, 2006

Is there a formula that calculates my desired result which is row 5? I tried creating a formula in row 6 but it fails.

What I am trying to calculate is in week, if I have inventory then how many weeks does it cover?

For Instance, Week 1 I have inventory of $39,120 which covers until 4 weeks and then calculate total of wk1 to 4 and subtract it from inventory value 39,120.

The resultant from this calculation is divided by week 5 and expected production in order to derive the proportion covered in week 5
Please refer to my workbook

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Mar 4, 2014

I have a series of formulas in Row 1 across the columns in worksheet A. I would like to copy these formulas to a single column and down rows in worksheet B while retaining the references to worksheet A. I know that I can manually enter the references in worksheet B but that would take a long time to do.

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May 14, 2009

I am looking for a way to use the sum.if formula, combined with the find.spec (I am not sure if this is the correct formule, at the moment I only have the Dutch Excel version, it is meant to find a word as part of a cell)

The part I am struggling with is how to find the correct cells to "sum" when the criterium is part of the cell contents. e.g. Paul is the description in am looking for in "Paul is riding his bike" If so, then add the turnover to Paul. I have made a demo to clarify what I mean.

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Mar 22, 2008

I am creating a large workbook using the same worksheet "form" over and over. How can I use a shortcut or someother method to add the form to a new sheet without having to copy and paste from the last sheet?

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Apr 15, 2014

I have an Excel Worksheet (let's call it "AA.xlsm") which uses VBA code to loop through column A, update column B with some results/values, and then (for each value in column A) SaveAs the worksheet into a different filename/path as a ".csv" type file.

My line of code for the SaveAs is as follows: Workbooks("AA.xlsm").SaveAs LEpath & CurrFldr, FileFormat:=xlCSV

My problem is that my original worksheet, AA.xlsm, gets closed whereas I need it to stay open/active after each SaveAs iteration.

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Jul 13, 2006

Need formula to calculate employee turnover ratio and if there is a place to get a free template to download?

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Jun 18, 2008

I'm trying to create a macro that creates new worksheets with buttons on them that have macros attached. I've been able to produce one worksheet with a button and macro, but when the function that copies the code is looped it crashes out of Excel.

I realise that the usual method of doing this would be by templates, but this code will be run on other people's computers so the template wouldn’t exist in the location that i had specified (I think with my limited experience with VBA - Please correct me if I'm wrong). I've also tried to copy the page with the button on, but this takes too long (even with screenupdating = false) as there are many sheets to be created.

This is a stripped down version of the code that I have created for the purpose of this forum. To recap, the function that creates a new page, with button, with macro attached works. It's when it's looped that it crashes out. I've stepped through the program, and it reaches the second message box, then it gives up on life ..........

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Mar 18, 2007

I have created a template with a Worksheet called "Certificate".

There is a userform that is opened on Auto_Open of this template and
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On pressing the OK button on this form, I want to do the following.

1. Create a new XLS workbook with the file name entered on the form
(this includes the full Windows folder address).

2. Copy the Certificate workbook from the template across to this new

3. Close the original template (maybe closing needs to be done at the
end??) and make the "Certifcate" worksheet in the new workbook the
active worksheet.

4. Using the parameters entered on the userform, change the details in
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5. Save the new excel workbook with the changes.

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Feb 13, 2008

I have a template file which has a reference to a cell on a sheet in another workbook.

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Example: Workbook Template - Sheet1 - Cell A1 = Value
Workbook Template - Sheet2 - Cell A1 = Sheet1!$A$1

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We have a workbook that we create each month that has one worksheet per day of the month, labeled 12_01_2011, 12_02_2011, 12_13_2011...etc. The pages are an empty template with formulas and fields in place that we simply copy and paste the results of an SQL query into. Presently, we are copying the page manually several times over, and then manually renaming the pages with the new dates for the upcoming month.

So, here is my question. Macro that I might use that would:

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