Archive Data From Sheet In Workbook Based On Date
May 17, 2006
Here is what I want to do in words- how do I translate it into VBA? I have 2 sheets in a workbook (Tally & Archive) The Tally sheet has aa set of buttons which record tasks completed (the range of these is E9 : E29) I have a current date box ( A" which uses the =today() formula). I want to archive the range E9:E29 in Tally to consecutive daily columns in the Archive sheet
My logic has got me thus far:-
select Archive sheet
look at A1 to the end of the row
If the active cell is empty then
put the Value of "Tally" A2" into the active cell
Copy the range E9:E29 in Tally to the column under the active cell
Return to the Tally sheet
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Jun 14, 2006
I am trying to move (archive) data from one sheet to another sheet based on a date range provided by the user’s input. If the date on sheet “list” in the cells in range R9:R10000 fall within that date range the following takes place. The rows that meet the date range per the user’s input in the range of R9:R1000 are copied and just the values are pasted into the next empty row starting with row 7 on the “report” worksheet. The cells that are copied on the “List” worksheet are NOT deleted but the contents are cleared. The reason for this is because there are formulas/links in those cells.
I have attached a worksheet example and have some VBA code but it does not work.
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Aug 20, 2007
way i can save an open workbook using a macro in that workbook
but as a certain filename and have it placed into a certain folder!
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Apr 27, 2012
Code, couldn't make it work with VB HTML Maker. I'm new with VBA Basically my idea is when someone open default file, insert data, try to save file, macros save workbook with inserted data as another file (*.xlsx) and make pdf in another folder. Pdf part is working fine, but with second part just can't find right option.
Pdf part
Private Sub Workbook_AfterSave(ByVal Success As Boolean)
Dim Name As String
Dim i As Integer, j As Integer
Name = ThisWorkbook.Path & "PDF Archive" & ActiveSheet.Range("F6") & " Invoice " & ActiveSheet.Range("B11")
[Code]...
Excel part
Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
Dim ActSheet As Worksheet
Dim ActBook As Workbook
Dim CurrentFile As String
Dim NewFileType As String
Dim NewFile As String
[Code]...
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Aug 8, 2014
I use my workbook to track sales data from one store to the next. I use my workbooks to compare data from year to year. Each year's data is displayed on a separate worksheet. '2013' has 2013's data, '2014' has 2014's. On the 2014 sheet, I have a Prior Year's Sales that pulls data from the previous year's spreadsheet using a formula which I just drag down each day I enter sales. I would like to automate this process and have the VBA code check for today's date and automatically pull the previous year's sales data from the '2013' sheet and put it in the appropriate cell on the '2014' worksheet. I hope I have explained this well enough to understand. I've included a link to my workbook for reference.
I had to use dropbox since I can't post a file over 1 MB. The file size is around 1.25 MB.
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Oct 9, 2009
I Have a Sheet that Have ove 5000 rows and 13 colums of data andn i would to archive this info in a different work book or a different sheet in the same workbook. without copy and pasting and i want to auto update as i type in new data.
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Feb 26, 2008
I have attached a sample in my second post here.
I have searched for many hours and I cannot find what I would like to do or indeed anything similar.
My issue is that I have been asked to build a spreadsheet (I am of novice ability) to create a league of sorts relating to percentages earned by 8 different shifts at work. These percentages are then converted to points and via that through a ranking formula into a weekly table. That I have done but I have been asked if it is possible (I know it must be somehow) to somehow retain last weeks positions. So for instance, weekly percentages have been added the table has been populated, next week the same happens but what I need is prior to new information being added the previous weeks "league positions" are transferred over into a "last weeks" league positions table. Whether this can be automated or manually via button click I have as yet no idea. This problem has me now reading a "VBA for beginners" book but I do not think I will be proficient quickly enough!
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Nov 6, 2013
I received a workbook, and one of the sheets has a chart based on data from another sheet within the same workbook. Interesting enough that I cannot select any cell within that chart worksheet, all the rows and columns headings are gone, i can only select the chart. Secondly, it doesn't look like anything is locked. I can still protect the worksheet for some reason, so it's not protected.
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Aug 17, 2006
I have a data sheet where the user puts the date the activity takes place and the place,reason, and staff. What I am trying to do is once the user puts the data on the data sheet, the data is place on the calender sheet for that month and date.
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Oct 5, 2011
I have a workbook that has a sheet called CustInvData, this sheet contains 4,421 rows of invoice transaction data for 178 customers starting on row 2 (headers on row 1). I need to split the transaction data for each customer out into a workbook template based on the customer name in column A. I need each workbook named by the customer name along with a month and year (example: Bellsouth-0911.xls), this should create 178 unique workbooks. And since we sometimes have to go back and rerun invoices for previous months, I'll need to control the month and year manually in the code.
The parsed data needs to be copied to a pre-formatted invoice template. This template has 2 sheets, Sheet1 is called 'Product Summary', this is a table that uses VLOOKUP functions to read the data in Sheet2 called 'Product Details', this is the sheet the parsed data needs to be copied to for each customer invoice. The 'Product Details' sheet has formatted rows 1 thru 11, row 11 being the header row for the data from CustInvData to be copied. So the parsed data needs to start at row 12.
Last, once the data has been copied into the 'Product Details' sheet, I need the data to be SubTotaled at each change in column J (Product) and use the 'Sum' function to add a Subtotal in column L (Retail Price) for each unique product category.
Example data below, I've simplified it (the actual data array spans from columns A to Y)
Customer NameProduct Retail Price
ABC CompanyAVMPCR10
ABC CompanyAVMPCA15
[Code]....
I'm a bit of a novice with macros, but I know Excel pretty well.
Using Excel 2007 running on Windows Vista
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Jul 16, 2014
I am currently working on a workbook to have employees fill in data on what tasks they compelted for the day, and how long it took. There are 5 colums (for this purpose) Task, Description, Time, Required to complete, Completed. The tasks are predefined and listed out in each row. There is also a space for employees to select the date they are entering the data for.
I would like to have a macro that is linked to a submit button and when pressed populates this data into a database on another sheet. This database is split into two sheets (1 with time and one with tasks required/compelted). Each sheet has the list of tasks going down a cloum on the left, and dates along a row on the top. When the employee presses submit I would like this data to popuplate in the coresponding date and task fields and then reset the form on sheet 1 to all 0's.
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Jul 1, 2014
The two sheets are...
1. Sheet1.xlsx (regular excel sheet as the extension is .xlsx)
2. Consolidated.xlsm (macro enabled sheet as its extension is .xlsm)
1. Copy both the files on your system under a particular folder.
2. Now make 9 replica's of Sheet1.xlsx and name them as Sheet2, Sheet3, Sheet4, .......... Sheet10
3. Open the sheet Consolidated.xlsm and see the button i have added called "Pull Data".
Now write down the code by adding a Module in that excel sheet from the code window.
4. Write a code that will open each of these sheets (Sheet1, Sheet2, Sheet3, Sheet4, .......... so on) one at a time and will copy the data from these sheets to the Consolidated.xlsm sheet.
5. Make sure that the data is appended(and not overwritten) from the multiple sheets (Sheet1, Sheet2, Sheet3). that is once you paste the data from sheet1 to Consolidated.xlsm then the Sheet2 data will be pasted at the end and after that sheet3 data will be pasted and so on..
6. In this way at the end we will have all the data from Sheet1, Sheet2, Sheet3...in the consolidated sheet.
7. The Division column in the Consolidated sheet will have the value of first row in these multiple sheets. So after making the replicas of Sheet1, please change the value in first row (Range A1) to any other value to avoid the confusion.
8. I have highlighted the data for two sheets in yellow and grey color in the consolidated sheet.
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Oct 20, 2009
I have the need to be able to open a closed file to archive some data from a
current file.
what coding i need to be able to kick the "open file" bit off?
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Jun 18, 2013
Here is an example of my spreadsheet: Excel example.xlsx
I would like to get all the bid/ask quotes for the different currency pairs in sheet 2 into sheet 1 sorted by the right date and time.
I need a formula which recognize the time + the currency from sheet 1 and search for it in sheet 2 then brings the right bid/ask quote back into sheet 1.
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Feb 23, 2014
I have data in 2 different workbooks, and I need to transfer all data in 'Jx_ex1' to sheet1 in the 'template' workbook, and all data in 'Gr_ex1' to sheet2 in 'template' workbook. All data should be transferred to the same cell numbers, from A1 to Y5000. I actually have loads of workbooks to transfer to the template but if I have an example with the two then im sure I can work out how to modify it. All files will be in the same folder.
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Jun 26, 2006
i'm trying to get data added in one sheet of a workbook to automatically be entered into another sheet. such as a monthly, Quarterly and Annual balance sheet.
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Jan 1, 2014
I have a workbook where Sheet A is a Master Order Form. Employees will input the quantities they need in Column C. The sheet will be otherwise protected. Sheet B is a "printable" order form that only contains the rows from Sheet A where the Quantity on Sheet A is not blank and is >=1. This will allow me to print sheet B with no blank rows for the items I don't need.
I found the following formula which claims to be able to do what I want:
=IF(ROWS($1:1)>MAX(C:C),"",INDEX(A:A,MATCH(ROWS($1:1),C:C,0)))
I can't get it to work correctly across two sheets.
I've attached Sample of spreadsheet for review : HDForm_Test01.xlsx
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Jun 30, 2013
I'm looking for a formula that will paste an entire row from sheet 2 into sheet 1 of the same workbook when only 1 cell is typed.
I am trying to come up with a property access log for my guards so when they enter a tag number from(sheet 2 column B) into (sheet1 column D) , it will auto fill sheet1 column C and E with the entries from sheet 2 column A and C.
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Feb 10, 2014
Expanding this code to make it do the following:
1. Start w/ "RULE-Table" sheet,
2. Take note of "TODAY" date,
3. LOOKUP date in "RULE-table"
4. Locate Coordinates found in Col D of RULE-Table,
5. LOOKUP the data that resides in those Coordinates on the "PRODUCTION" sheet & COPY
6. PASTE data into "REPORT" tab C2 and E2.
Here's an example to visualize:
Code will do everything it needs to do within an Undisclosed OPEN file with several sheets. The reason the Workbook file name is undisclosed/undefined is because the file name will vary based on clients, so I don't want the code to be limited to look for a specific filename.
*The sheet names within this OPEN client file will always have the same names.
The sheet called: "RULE-Table" holds coordinates based upon "TODAY's" computer date.
For example: If today is JAN 4, the desired coordinates to pull data from are "B5" and "D10" from the "PRODUCTION" sheet.
"RULE-Table" sheet
A......B.........C................D.......
Row1.DAY....WK RANGE....QTR RANGE
2......1/1.......1...............B2,D7
3......1/2.......1...............B3,D8
4......1/3.......1...............B4,D9
5......1/4.......1...............B5,D10
6......1/5.......1...............B6,D11
Since today is 1/4, its rules say go to B2 and D10 of the PRODUCTION tab and collect the data
"PRODUCTION" (data source) sheet (within the same open file)
A.......B......C....D....E....F...
Row1..Header..Hdr..Hdr..Hdr..Hdr.
2.......2.................................
3.......14...............................
4.......13...............................
5.......20...............................
6.......62..............................
7....................76.................
8...................184................
9...................375................
10.................410................
11.................525...............
Last, the collected data from those 2 coordinates should always get pasted onto the "REPORT" tab into C2 and E2 in this example.
"REPORT" (destination) sheet (within the same open file)
A........B.........C.....D....E.....
Row1..Header..Hdr..Hdr..Hdr..
2...................20........410......
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May 3, 2007
I have a sheet that users fill out and there is a macro on that sheet to copy the info to another workbook, save and close.
for some reason, the date, which originates from a cell with the value "=Today()", and when pasted in to the new book, it is pasted values.
the issue is, every so often, the date will say 09/26/10 and continue to do so for quite a few entries.
i have tried almost everything. I checked the dates on the computers, and all are fine. i even went through it step by step, and when the data pasted it, it was 09/26/10.
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Jan 25, 2014
I have a workbook with multiple tabs, each tab is representative of a person and their ongoing project list. What I am trying to do is to be able to pull rows from each tab identifying the persons active projects based on an assigned due date.
Details: Tabs for Tom/Susan/Phil/Jerry each person will be updating their own sheet with project completion details. Each tab has similar headers with a corresponding due date or completion date. On the master sheet I would like to pull those rows that correspond to the specific dates for all persons.
Example - give me all rows that reflect projects due on 1/21/2014.
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Jan 7, 2009
Sheet 1 contains a column titled "name" and 6 columns to the right of name titled "sat", "sun", "mon"........ the col titled name is not the first col in the work sheet.
In each row I enter the guest name under the name col and I enter a room number (example: 1A, 1B, 2A, etc...) in the column to the right that coresponds with the day the guest will be staying.
Name Sat Sun Mon Tue Wed Thu Fri
Mr. Smith 1A 1A 1A 1A
Mr. Jones 3B 3B 3B
Ms. Tiller 4A 4A 4A 4A 4A 4A 4A
Sheet 2 is in the same workbook and looks something like this:
Room # Sat Sun Mon Tue Wed Thu Fri
1A
1B
2A
2B
3A
3B
I want it to look at sheet 1 and populate the date columns with the guest name from sheet 1
I tried this formula =IF('Sheet1'!G:G="1A",'Sheet1!$F:$F,"Available")
It seems to work on the first row but I have problems with any rows below that. Basically it acts like there is no data in the rows below.... I think the fact that the names on sheet 1 are not alphabetical is creating part of my problem? I tried a lookup formula but it seems like it has to be the first column in the worksheet and it has to be alphabetical to work like that.
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Apr 17, 2014
In the attachment you will see an example of what I am trying to accomplish. What I am trying to do is find VBA code that will move data by date from an (Entry) sheet to a (Historical) sheet. I want to enter a date in B3 on the (Entry) sheet. I then enter data into C3. What I would like to happen is when the data is entered into C3 the sheet goes and finds the same date that I entered in B3 and copies that data from C3 into Column E of the (Historical) sheet.
Test3.xlsm
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Mar 8, 2012
I have a workbook that has one sheet for every day of the year. In cell A1 of every sheet I want to have the day of the year dynamically updated then name that sheet that date??? See example below
Sheet1 cell A1 = Jan. 1, 2012 then name that sheet tab 1-1-12
Sheet2 cell A1 = Jan. 2, 2012 then name that sheet tab 1-2-12 etc....
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Jul 29, 2006
I have a work sheet with the datas as below
A B C D
E ------- so on.
1 P.O.# STYLE# ORD.QTY PRICE VALUE ............ etc...
2 P-150 ABT-5 500 $2.50
$1250.00.............etc
3
4
5
6
....
....
.....
goes on....
I have more than 1000 entries in an year
Now I need the following to be worked out in the next sheet
A B
1 P.O.# Here I have to select the P.O Nos what is entered
in the data sheet
2 INVOICE NO Here the relevant Invoice No. for what I selected as above
should apper
3 VALUE Same as above
6 AMT RECD
8 BALANCE TO RECEIVE
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Dec 10, 2008
I have a spread sheet that pulls data from several different locations.
I need to update this spreadsheet once every two weeks.
I need to archive the VALUES of the spreadsheet every two weeks.
I have a recorded macro that only seems to work from Personal.XLS Modules and I need it to work from the Workbook itself so that others can use it from the shared drive that it is posted on.
The workbook sheet names are DO7, DO8, DO9, Features, and Source Explanation, but I only need the first 3 listed to archive to the new folder. The range could be A1:J100 on each sheet if the entire sheet can't be copied.
I know there is a way to utilize temp files and would prefer to use that method instead of the kindergarten level of a macro that I have pasted below.
Sub AutoArchive()
YesNo = MsgBox("This will save the document and save an archive file. Do you wish to proceed?", vbYesNo + vbCritical, "WARNING: This document will self destruct in 10 seconds!")
Select Case YesNo
Case vbYes
'Insert code for "Yes"
ActiveWorkbook.Save
Sheets("DO7").Select
Range("A1:J100").Select.....................
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Jun 20, 2013
I created a basic excel weekly budget and would like to know how much money I have as of todays date. on the top row I have a date range from Sunday to Saturday, so it looks like this:
09-15 16-22 23-29
with the month manually put in above it.
then below I have income and expenses with a Overall below that, so basically what I want to is see the Overall value based on todays date, not sure how to do this with the weekly range and automatic current date(which is =TODAY() as far as I know) I have attached a photo as a reference.
Budget Picture.jpg
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May 2, 2013
I'm using Excel 2011 on a MacBook Pro. Here's my situation:
I'm running a monthly budget report that's got three spreadsheets within the workbook. Spreadsheet #1 is summary sheet with a few pivot tables. Spreadsheet #2 is the data sheet, where all of the information is entered, and is what feeds the pivot tables on Spreadsheet #1. Spreadsheet #3 is just a list page that populates the drop-down list on the second sheet.
As this is a monthly budget report, I'd like to find some way to archive the first spreadsheet (the summary sheet) every month. Ideally, I'd like to be able to create a macro-driven button that, when clicked, does the following actions:
1) Creates a new spreadsheet, with each click, named for the current month and year.
2) Archives the exact contents of Spreadsheet #1 by making an exact copy of its current contents, and places this copy into the newly created spreadsheet.
3) Clears the data from Spreadsheet #1 AND Spreadsheet #2.
To summarize, I'm trying to use a button that, when clicked, runs a macro that archives the current month's data into a new spreadsheet, and then clears the data from Sheets #1 and #2 so that I can start each month with a clean slate. If there's a way to only clear the data from certain cell ranges (as opposed to a complete wipe of the sheet), that would be even better.
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Dec 31, 2009
I'm building a personal budget that looks a lot like a set of business financials (really just an exercise to learn excel techniques).
So, I have one sheet that acts as a register -- in column A I have the date of the transaction, column B is the amount, C is from which account the money came, D is the use of the money, and E is a code (1 for paycheck, 2 for investment income, 3 for food expense...etc).
On another sheet I have an income statement. I want the income statement to pull code 1s from the register sheet for the month indicated by column A in that sheet into the proper month column (B is january, C is Feb....). I then have a cash flow sheet which uses V-lookups to pull the information from the income statement, and that seems to work fine.
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Oct 23, 2013
I am having trouble getting the selection of sheets to work. I have a workbook that has multiple sheets and one constant sheet (Summary). There is code to create new forms in this workbook and insert them after the Summary sheet. These forms all have a date input that is formatted as a date (mm/dd/yyyy), these dates get modified on the day the form is created, there may be any number of sheets created during this process. I have to print the summary sheet and only the newest forms created. I need a code to select sheets to print based on the date input of a user for each form. This is what I have so far:
VB:
Dim i As Variant
i = Range("B5").Value >= InputBox("What date to start PDF from? Format = mm/dd/yyyy")
Sheets(Array("i")).Select [code]....
If the dim can be taken out and just included in the line for the array that would be fine with me. The cell "B5" is where the date is located in each form. I want to input a date and the macro will select the sheets where the date is equal to and greater than the date entered. The Summary sheet will always be included in the print set. I have a dialog box for setting which printer to use - this file will be used at different offices and therefor the printers will be different and it will also allow to create a PDF if desired.
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