Assign Individual Investment To Master Spreadsheet
Dec 17, 2012
(i) I have a spreadsheet listing all the investments details. For example,
Investment Investment Date Amount
xxx company 1/1/2012 $10,000
yyy company 2/1/2012 $20,000
(ii) Each investments have different investors. For example, xxx company has two investors: A and B; yyy company has 4 investors: B, C, D, E
I want to assign Investors Name and their Personal Investment Amount to the main investment spreadsheet. So that I can retrieve individual investor's investment positions.
For example, I want a spreadsheet showing B's investment. Then this spreadsheet should have details of xxx company and yyy company, as well as B's personal investment amount.
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Jan 8, 2010
From a master (data entry) spreadsheet of work projects, I'd like to automatically create a tab for each individual contributor that lists all projects they are involved with. The thing is that being a contributor can mean being the lead, assisting with, or being the technician on the project (all columns in the master). To make the individual tabs easier to read, it'd be great to have that tab's contributor name in red, wherever it happens to fall in the various columns.
I've created an example that's a little simpler than reality - in real life there would be 20 tabs for the individual contributors and instead of 3 "Assist" columns there would be 20 columns.
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May 5, 2012
What formula to use to show the Annual ROI for a real estate investment property (single family). I believe I have all my figures to calculate WITH (acquisition amount, annual net income, etc.) -- but I can't figure out how to determine the ROI.
Or - is determining that % even possible/logical?
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Dec 8, 2009
I'm having trouble making a master worksheet that imports data from a set of worksheets that are in the same file directory.
Basically,
I have about 200 or so rate sheets and I need to get them all into one master worksheet so that way I can run different data and graphs without manually typing each one into the master worksheet.
I've not really new to excel; however I am new to VBA and I'm assuming that's what I need to use??
I've now uploaded all the correct files that I'm using.
Attached:
RC1272.xls
Master RCF Report.xls
I need to find a way to import the info RC1272 and others alike into the master file. In reality, I'll have about 150-200 "RC" to get moved over.
What stuff that I need to move from the individual RC files are highlighted in YELLOW in the RATESHEET tab
Here's a list of the items that I need moved over from RateSheet (from top to bottom and left to right) to the master file
Provider Name: Column B
Provider Number: Column D
OSS/IPC Resident days: Column F
Total Resident Days: Column G
Total Provider Beds: Column E
Total Allowance Days: Column H...........................
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Dec 4, 2006
[data] ....
With the above data, I'd like put all of the data for each respective dept on it's own sheet. Obviously I have many rows of data and departments so manually would be almost impossible.
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Apr 21, 2002
I have multiple sheets on which users enter data in Cells B3 to B21 on each sheet.
I have a master sheet where the information entered on individual sheets is copied by links. On the master sheet the information is displayed in Rows. Thus data on Sheet1 B5:B25 is displayed in Row 6 cells H6:Z6 of Master Sheet, data on Sheet2 is displayed in Row 7 cells H7:Z7 etc. The formula in H6 of the Master Sheet is =Sheet1!B5, in H7 it is =Sheet2!B5 etc. It is of course not possible to use Autofill to copy formulas across on the Master sheet. It can be done manually but there are hundreds of cells to fill.
Is there an elegant way to copy the formulae on individual sheets onto the Master Sheet.
I want to be able to repeat the procedure later if additional sheets need to be added.
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Apr 26, 2014
How to come up with solution for preparing monthly time sheet for each employee from master sheet automatically by entering details in master sheet (Master sheet is all employees attendance sheet).
Just by entering data in master sheet it need to copy data to individual employee sheet. If I enter new employee name in master sheet can it creates one new sheet with same format by itself?
Data are
Project, Emp Name, Position, Date, Day, Time In, Time out, Overtime or under time (if any)
I have total 30 employees and it is increasing day by day
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Apr 16, 2009
I have a macro that transfers (copy/paste) information from one master file to several other individual files. The macro works, but I would like
to enhance it by have it spit out errors in the process as follows: if cell A42 on file VP1.xls is not equal to Cell C35 on file Masterfile.xls then make cell E2 ERROR and fomat E2 bold-red, otherwise do nothing. The macro should continue regardless, I just want it to spot errors.
I think this is pretty simple is just a matter of inserting an IF formula in the macro which is something i don't know how to do yet.
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Feb 6, 2008
I have a master spreadsheet that list several columns about employees(name, date, event name, etc.). Then I have an indivdual sheet for each employee. I am trying to import the column information for each employee onto their individual sheet based on their name. It is possible to import the individuals data from the master sheet to the individual sheet based on the employee name?
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Jan 2, 2014
I am trying to build a workbook to track patient treatments. My overview sheet needs to list the last treatment received per patient which is listed in column a of each patient's individual sheet dynamically so I can review the history of treatments as well. I have tried to create a dynamic list, but it is not functioning correctly. I was using : =OFFSET(txdate,1,0,COUNTA('patient, name'!$A:$A),1) , where column A ( the named range "txdate") lists the treatment dates in succession and should be updated automatically when a new treatment is done.
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Sep 28, 2008
I am working on a vendor scorecard, and can not determine how to assign numerical values from 1 through 5. I am basically needing a way for the value to be added into a sum when the box is selected.
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Oct 7, 2009
I receive a monthly download of individuals call-logs in one "Master File." For internal reasons, I need to separate every person's monthly call-log into individual worksheets. Unfortunately, the file is very large and copy/paste is very time consuming. I am operating on MS Excel 2007.
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Jul 19, 2009
I'm on a BTEC in college and my tutor wants me to create 3 spreadsheets, one of them is a Master spreadsheet which shows each pupils grade for each module, their over all end year grade and how many UCAS points that grade will earn them. The other two sheets are for the modules which will have the grades of the pupils in that lesson, Pass, Merit, Destinction or Fail. I hope you're still with me... I've attached an example of one of the 'Slave' spreadsheets as I call them.
My problem is that I can't seem to find a way of doing all this without constant nesting of COUNTIF. The code I have for my 'Unit1' spreadsheet's grade is:
"=IF(COUNTIF(B3:G3,"x")=6,IF(COUNTIF(H3:J3, "x")=3, IF(COUNTIF(K3:M3, "x")=3, "Distinction", "Merit"), "Pass"), "Fail")"
It works, but it's very messy. If this sounds confusing I apologise, the attached documents should clear some of the confusion up. Once the smaller spreadsheets work, the Master needs to use them to update it's cells. If someone has a Merit grade in 'Unit 1', the Master needs to show it too by somehow linking the 'Grade' cell from 'Unit1' to the 'Grade' cell in the Master spreadsheet.
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Jan 15, 2009
i just want a macro to run over 4 sheets and combine onto one. I found this code -
Sub masterer()
if sheets(1).name "Master" Then
Sheets.Add before:=Sheets(1)
ActiveSheet.Name = "Master"
end if
For i = 2 To Worksheets.Count
Sheets(i).Columns("A:G").Copy
Cells(1, (i - 2) * 7 + 1).Select
ActiveSheet.Paste
Next
End Sub
This places all data in a line in row 1. Can the code be easily changed so
it puts each line from each worksheet onto a new row. So i have one big list of data ranging from columns A:G
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Feb 11, 2013
I have a number of spreadsheets, all of the same format, saved into ("C:Email Attachments").
I wish to populate a master workbook, using a macro to loop through all of the workbooks in that folder, copying all of the data (Starting at B52-Q52) using Selection.End.Down, as the row count is always different and pasting it into the master workbook. Sometimes there may only be one row, so an IF statement may be required, to say if there is nothing in B53 then don't do Selection.End.Down. The overall result would be for all of the data from each spreadsheet is detailed as one big list in the master spreadsheet.
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Apr 16, 2014
I am trying to find a code that will allow me to generate multiple sheets depending on what is selected in one specific column. I have found a code that is perfect for this however I can't seem to set the range. For example instead of copying all of column headings I only need to copy up to column AN2.
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Jan 19, 2014
how to highlight entire rows within a spreedsheet based on the information in a cell. I have gone to the conditional formatting and done:
=$A4="Needs Labs" and formatted that red, but when i go to note what areas it applies to, It will not highlight the row. I use the wizard box to decide where to apply the formatting like I saw on an online tutorial and dragged across the row, but nothing happened.
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Jan 22, 2014
I'm creating a master spreadsheet and I want it to pull live data from other spreadsheets depending on a variable.
I've a cell that has a variable date. I've files saved that have this variable attached to it in the name format: 'filename variable'.
I want to pull data, hopefully live, from workbooks based on this variable.
For example, I have files: generic 01212014, generic 01222014, generic 01232014.
The date is stored in the master workbook say in A1 that I can manipulate by entering a different date to pull data from a different workbook.
='[generic 01212014.xlsm]Database'!$L$3
='[generic 01222014.xlsm]Database'!$L$3
='[generic 01232014.xlsm]Database'!$L$3
There has to be away to make the bolded portions of the file name variable, right?
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Jul 12, 2013
Every week I receive a sheet of data that I need to import into my master spreadsheet. The problem is I have to adjust the data I receive to import it unless there's a better way of doing it. I'm trying to automate both the modification and the importing of this sheet. I've tried to create a macro to modify and import without any success.
To adjust the spreadsheet I receive I need to: delete or find a way to exclude the first 3 rows, the bottom row with data stating "complete" and columns C,D&E from being imported; change font, size, color, bold to match the main spreadsheet in addition to formatting; split data in column A and remove any special characters. Formatting is important because I have to be able to easily remove duplicates. Also, the number of rows in the sheet I receive changes weekly.
I've attached a workbook with sample data. The first sheet is representative of what my master looks like, the second is what I sent and the third what I've been modifying it to and then importing. As stated before, I'd like to have my master automatically update with the sheet I sent, but I'm at a loss having to reformat everything every week before importing. Having the sheet that's sent to me revised before I receive isn't an option. What's the best way to automate this?
SAMPLE1.xlsx
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Nov 19, 2009
I went to add the count to the inventory, it keeps returning an error where the date is pasted from one sheet to the other. I had originally tried to reference the value of the date directly, but because it was being passed to a merged cell, Excel didn't like it too much, so I had it copy and paste it. That worked at first, now it suddenly doesn't.
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May 22, 2008
To set up the problem, I have a folder that contains files that are all named numerically, ex. 08-100, 08-101, etc. Each file is identical in format but contains different data, ex. cell B1 is alway "material weight", cell B2 is always "estimated man hours" and new files are added weekly.
I am trying to set up a master spreadsheet that all I have to do is enter the file name (08-102) in the first column, and the second column will return the data in a specific cell of that file.
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Mar 20, 2009
I have directory with multiple workbooks. Each workbook contains multiple sheets (sheet 1, sheet 2, etc). On each sheet of the workbook, there are various data. The data I am looking to extract from these sheets are in the same cell of each sheet. (See data sheet –datasheet.xls). If I can extract these data without opening the file, it would be preferred. Otherwise, opening the workbook, extract the data, and then close the workbook is acceptable.
Desired Solution:
I would like the assistance to create a macro that will extract data from each sheet of the workbook in the directory at a time until all the workbooks and sheets within the directory are read. The macro shall extract data from cell B5, B6, B10:B20, and sheet name from each sheet of the workbook and copy these data to an active sheet called “US” on workbook, DesireResult.xls. The DesireResult.xls shows how the data should be copied over. Before copying the data to the DesireResult.xls workbook, the macro will prompt the user to enter a cell on the “US” sheet as the starting point to paste the information to. Prompting the user to enter the beginning cell shall happen only once and not for each workbook or sheet being read. The reason for this is because the “US” sheet will already have other data in it. After reading each sheet, the macro shall leave a blank row at the end. The data from the next sheet shall be pasted below the blank row. Note: all the workbooks contain macro and link to other file. When opening each workbook, the macro should automatically choose not to update the links.
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Dec 19, 2013
I have tried to write the below VBA to copy a specific cell to a specific workbook. I have set the folder path in B1 and listed the file names in column E4 onwards. E1 being the number of files in column E. I get a run-time error 91 "Object variable or With block variable not set" on Current File = ActiveWorkbook.name.
Sub UpdateParameters()
Dim CurrentFile As Workbook
Dim wbOpen As Workbook
[Code]....
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Apr 7, 2014
My current project involves sorting a spreadsheet, selecting specific qualifying data from the sheet, storing it into a variable, the pasting the individual values from the list into individual cells on a different sheet within the same workbook. Here is the code I have so far...
Code:
Sub Test()
'' freeze screen updating to remain on main worksheet
Application.ScreenUpdating = False
'' move to Avaliable worksheet
[Code] ..
When this code runs the first item in the list pastes into Sheet10 A1, but no other values from the list are placed into Sheet10. Previous to this I had been using a variation of this code to push the list into a combobox list within a userform. In that case instead of
Code:
ThisWorkbook.Worksheets("Sheet10").Range("A1") = x
I had
Code:
Combobox1.list = x
And this worked perfectly; creating a list within the combobox (in fact I can use this modification to interrogate my code to determine if the list is being properly generated, and it is).
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Feb 14, 2007
I want to easily determine the max value of the stocks I own by only changing the daily value but i cannot bypass the circular reference problem. Example:
Stock|Today's Value| Max Value
A | 1 | 1
B | 3 | 3
Tomorrow i'm going to change today's value and my goal is that the max value remains unaltered if today's value is smaller. like this:
Stock|Today's Value| Max Value
A | 2 | 2
B | 1 | 3
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Dec 17, 2008
I have a specific problem on irr calculations. In the excel file, I have following data.
date of investment - 1st May 2008
Investment Value - 1000000
Investment close date - 15th Dec 2008
Closure value - 1055000
I want to calculate IRR for the investment for the days the money got invested.
How do I calculate this in excel.
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Oct 20, 2009
I was looking for how to calculate the value from on cell F11 from
this excel table but my formula didn't work so I'm looking for other solutions?
ur Cell F11 indicates $104
and cell F12 $320
and F13 $658
but from my formula only works with on cell F11
I used this formula on this sheet.
=PMT(C7/12,$A$11*12,,E11)*-1
Enter Retirement Parameters as IndicatedSummary of Retirement CalculationsDate plan began1/1/2008Projected retirement date1/1/2052Number of years to contribute45TRUEAccount value at retirement$542,654Annual contribution$1,300 Total contribution over life of plan$58,500Expected rate of return8%Investment Gain$484,154Type of planRoth IRAPercentage through investment89%$0.00 $1 Contribution NumberDateValue prior to contributionContributionTotal Invested Over Life of PlanInvestment GainValue at end of the year11/1/2008-$1,300 $1,300 $104$1,404$104 21/1/2009$1,300 $2,600 $320$2,920$320 $216 31/1/2010$1,300 $3,900 $536$4,436$658 41/1/2011$1,300 $5,200 $5,200$1,127 51/1/2012$1,300 $6,500 $6,50061/1/2013$1,300 $7,800 $7,80071/1/2014$1,300 $9,100 $9,100
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Apr 21, 2007
If I want to obtain a future value of $500,000 at the end of 20 years, how much do I need to save each year at an interest rate of 10% per annum? I ended up using the following formula: =PMT(10%,20,-PV(10%,20,,-500000,1),,1). Let's define (Insert/ Name/Define) the answer to this function as Pmt1.
By then using =FV(10%,20,Pmt1,,1) to confirm that Pmt1 will end up providing $500,000 after 20 years I get the answer I am looking for but have absolutely NO IDEA why it works. Worse, I do not know whether it is the correct answer. I have the following function (courtesy of someone) that I use to determine the expected future value of a series of annual payments at a fixed interest rate but also with fixed annual increases in the payments. (Example: $1000 per annum is invested for 20 years. The interest earned on the $1000 is 10% per annum. The $1000 increases by 5% each year - i.e. 19 increases)
=Pmt1* SUMPRODUCT((1+5%)^(ROW(OFFSET($A$1,0,0,20,1))-1),(1+10%)^(20-ROW(OFFSET($A$1,0,0,20,1))+1))
Assuming the payment does not increase, I simply replace the 5% with 0%. When I run this function and use Pmt1 as the annual payment the answer differs from the one that I get from the PMT function that I quoted above until I change the ",,1" in the function to ",,0". What do I not understand about these functions!? Which is correct or are both provided I learn to know what they do? This is the vaguest question I've ever been able to devise simply because I can see that something is amiss and I do not know what - or how to start figuring out what it is that I "know not"!
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Oct 24, 2007
I am part of an investment sales team and was wondering if the use of specific excel based investment calculators will assist me in my task of advising clients of the best options. Also; if these tools do help, I wanted to create a calculator that displayed the interest schedule depending on the term that its invested for. I have searched and found various threads on this topic; though not too sure how
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Sep 29, 2008
How to calculate ANI in one cell? The only way I can currently find the result is to build an amortisation schedule and then divide the sum of the outstandings by the payment frequency.
I'd like to avoid building the amort.
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