Call Tracking Sheet - Electronic
Nov 3, 2009
I am trying to turn this call tracking sheet into an electronic one. Is is possible to have check boxes in the empty cells that will allow someone to just click them as they go along and it would create a total at the bottom to avoid countless hours of counting these sheets. Or even turn "Trans CM" into a button that you can click and it would keep track of how many times that specific button was clicked.
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Jun 5, 2007
I send out multiple versions of the same sheet every month. I want to be able to have a script run every time the spreadsheet is opened to send an electronic log directly to a text file on my machine (or something similar)
Is this possible or some sort of a pipe dream?
It would be used for me to monitor usage of the sheet, and i'd require only the same of the spreadsheet (which is always unique), the date/time and possibly the computer name / username? (not really needed)
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Apr 5, 2011
I am in sales and we currently have a excel spreadsheet with call tracking and a sales tracking on it. I would like something a little more inviting. We have quotas that we have to meet. 100 calls a month, 20 quotes to put out, $11k is sales.
I was thinking maybe something that was broke down by week for calls. The sales and quotes, have a graph associated with them. When we type in the dollar amount it will raise the graph that much. I think this will make it easier to manage. I have attached what our call tracking looks like now.
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Jul 28, 2014
At my new job the CHT/CRT that we receive is three days behind what we are actually using. It makes it hard for me to keep track of my talk time, so I thought I'd use excel to track it. I can see the time I have been on each call through the day. I had to put it in 0:0:0 format to get it to average correctly. (I was trying to get it down to just seconds but that seems a bit complicated. I just then used "average=(a1:a30)" to average them together and it seemed to work a bit.
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Jan 26, 2010
The employees have 3 chances to contact the customer before sending out written notification. The goal is to only have the employees enter an "x" in an attempt cell which will cause the date and time attempt was made to autopopulate in another cell. I've been using an IF formula to do this [=if(A1="","",NOW()], but each time a move down to another customer it adjusts the date and time for all other fields as well. How do I lock in the date and time they marked the cell without it affecting others. This is basically how the attempts are set up. The only unprotected cells would be those under A2-C2. Example would be employee places and x in cell A3 and D3 autopopulates the date and time A3 was modified. The problem I am running into is when A4 is modified, it not only autopopulated D4, but it changes D3 to the time A4 was modified as well.
A B C D E F
1 Attempt Attempt1 Attempt2 Attempt3
2 1 2 3 Date/Time Date/Time Date/Time
3
4
(A-C are over the word attempt, A2=1 B2=2 C2=3, D is over Attempt1, E is over Attempt2, F is over Attempt3)
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May 21, 2006
I have a work book with 3 sheets. Sheet 1 is the main sheet and sheets 2 and 3 will use (I hope vlookup) to update 3 columns from info in sheet 1. my attempt at a vlookup call in sheet 2 is: =VLOOKUP($b3,[master_AoJ_2.xls]Sheet1!$B$3;$B$65,false)
my understanding is that: - $b3 is the cell in sheet 2 that will be updated as a result of the vlookup call. - [master_AoJ_2.xls]Sheet1!$B$3;$B$65 refers to range $B$3:$B$65 on sheet1 of master_AoJ_2. it does not work... infact I get nothing at all. when I type the call into cell $b3 of sheet2 excel thinks it is stariaght text. this is how I coded the function call =VLOOKUP($b3,[master_AoJ_2.xls]Sheet1!$B$3;$B$65,false)
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Mar 20, 2014
Once a job is complete on a sales tracking sheet I created, it needs to transfer automatically once I click on a "completed" section of my work sheet.
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Oct 17, 2013
I have a database of pricing codes made up of several sheets. One of the sheets has a table of discounts. Each genre of product is assigned a code that determines the discount. My pricing code sheets include the discount codes. I want to use the discount code in the pricing code tables to call on the discount table and populate a cell in the pricing table with the discount multiplier. So...
In Sheet1, Column A has the discount code for whatever product line is in the row. In Sheet14 are all the discount codes and all their respective discounts. I want to take the code and search for it in Sheet14 and then place it in column F for each row of Sheet1. So the code in A1 is "abc". I want to find the row in Sheet14 column A with code "abc" and take the value in column L of that row (the discount multiplier) and place that value in F1. I would have every row of the pricing code tables doing the same thing.
The discount multipliers change often so I want to be able to just drop a new table into Sheet14 with the updated multipliers and have all my other sheets reflect the change without having to manually enter the new multipliers.
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Jan 13, 2007
I've got a macro working that updates things in different sheets, the sheets have peoples names in (this can't be changed).
When running the macro its fine, but if a new person is added i would need to update the macro for every sheet (the macro can be run from every sheet within the workbook).
I've noticed if you right click the sheet button and go to properties (or something) that it shows (Name) Sheet2 and Name Joe Blogs.
Instead of the macro calling to Name i want it to call to (Name), is this possible?
The code that calls the sheet looks something like this:
Sheets.("Joe Blogs")
Instead of looking for Joe Blogs i want it to look for Sheet2
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Jul 20, 2009
what syntax shall I put in for more than one sheet for workbook calling sheets for due date
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Oct 6, 2009
If I have 12 sheets in a workbook (Jan, Feb,etc..) can I have those names in specific cells (A1,B1,etc..) and call them out in a formula as the cell name as opposed to the actual name?
like A1!C4:C100
instead of Jan!C4:C100
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Dec 28, 2011
Call all data in new workbook or in single sheet from different sheets (except 1 or 2 sheet) of workbook. i already use some macro to hide some data from sheets so i want only filtered data.
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Dec 16, 2002
How to covert a Excel worksheet to HTML format as outlook's stationary and then call out Outlook to send it as a normal HTML mail, not a attachment mail?
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Mar 27, 2007
I am setting up a spread sheet to calculate call duration it would be a great help if data could be entered using one hand IE use decimal point on the number pad instead of the colon is this possible. I will need to subtact start time from end time to get the duration
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May 28, 2013
I am looking to track changes on a "Log" sheet throughout an entire workbook. The following code (found here and given below) will give me:
The cell . The date/time it was changed . What the new content in that cell is
The two points I would like it to include, in order of importance, is: The name of the worksheet that cell exists in. The user that made that change*Bonus points* a hyperlink that'll bring me to the worksheet that was edited.
VB:
Private Sub Workbook_SheetChange(ByVal Sh As Object, ByVal Target As Range)
Dim r As Long, OutSht As Worksheet
Application.EnableEvents = False
Set OutSht = Sheets("Log")
[Code] ......
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Feb 12, 2007
I have a worksheet that has multiple units listed on it. Each unit has a materials used list with quantities. I want to reference this column to another sheet and get a total materials needed list and also reference it to my inventory and subtract that number from my materials on hand. how can I do this?
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Jan 29, 2010
So far I was able to find solutions to all of my small problems with excel just by searching here but with this one I need help and ideas how can it be done differently.
We need to track inventory from when its taken, when it was installed and we need to know every month when inventory is counted how much do we have on hand in our truck....
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Jun 28, 2006
I'd like to make a vba macro in excel which will be just like "Track changes" feature. I'd like to track changed cells and when and who did it. (Date, User, Cell, Last value, New value). It is important to make a report in separate worksheet and automatically fill this worksheet when the user save changes.
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Dec 2, 2006
Aaron Blood has created an excellent DDE Change Tracking.
The file is in the download area of [url]
The macro, in the xls file, archive the data from top (a1) to the End of the worksheet.
I want invert the way to file/archive the data… copying all the cells already filled, a cell down and filing the top ( A1...) with the last DDE value (In the TracK sheets).
How can I do that?
The primary code is:
Sub Change_Tracker(Watch As String, TrackOn As String)
Dim NextCell As Range, r As Double, c As Double
With Worksheets(TrackOn)
r = .Rows.Count
Set NextCell = .Cells(r, 1).End(xlUp).Offset(1, 0)
End With
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Jan 3, 2007
I manage a small motel with 6 rooms and I'm trying to write a simple program to track my customer reservations including their details. All the commercial software is too elaborate and way out of my price range. I'm slowly learning excel but this has proved beyond my capabilities.
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Mar 25, 2014
I want to create a spreadsheet that I can export my transactions from my credit card onto -- is there a way to make it so that the transactions that haven't been covered by my most recent payment(s) are red, while the ones that are paid are green without manually going through & doing it? I know there's the IF, TRUE, FALSE formulas, but I'm confused on how to use them.
Basically, if I spend $1,000 between 5 transactions and make a $400 payment, I want the oldest transactions totalling up to $400 to turn green, while the remaining are stay red until a new payment is posted.
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Aug 21, 2007
I have a spreadsheet i would like to have changes tracked to automatically. I know it's only a matter of clicking a few buttons to get this to happen, but i was wondering if there is a way to have excel do this by default when i open the file. I would also like to have the changes highlighted automatically.
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Feb 5, 2014
I have an actions tracker worksheet.
I want to type status update for an action - then when I press enter it should automatically as soon as I press enter:
- cut the text I typed from the cell leaving it blank
- move to the target cell (its in the same row) and "add" that text string (with a date stamp added) to the text already in the target cell.
Every day I type an update against the action in the first cell - and I press enter - it should copy that text into the target cell.
That way I have a complete history of updates against the action with date stamps.
Sounds pretty simple but I don't know where to start.
Example of a simple worksheet attached : Tracker.xls
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Feb 20, 2009
I want column J to reflect the total amount of all trades which were open at the time the trade on the row is closed.
(the data is sorted according to closed trade times).
So while the trade on row 4 is the first trade to close, there were other trades also open prior to the closing. I need to show the total amount in column E of all trades which were open during the time window that the trade on row 4 was open.
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Dec 19, 2007
I have a spreadsheet that can't be password protected but this doesn't mean just anyone should be accessing it. Is there a way to record who opens it and when? Ideally I could place some code into the spreadsheet that recorded on a sheet who has opened it and when. This will detract certain nosy people from accessing it!
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Apr 1, 2009
I am using excel as point of sale book (to record customer name, service, and total price etc.) at our hair salon. We have employees that may be there to manage alone from time to time, and enter clients into excel.
Our worry is straight forward, and involves them erasing what they wrote. I am confident that the actual service and price is entered at the beginning, but want to track their changes to their own entries.
The "track changes" would work if it "tracked changes" after entry. But it seems to track the last change from saving. For example....the employee enters $40.25 presses enter--after she knows she can get away with a change, she may erase it altogether or change it to say $16.75.
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Aug 13, 2009
I own a restaurant and have a inventory list. I track the price of a specific item in column E, and want to record the date i modify column E in column D. So, I change E5, I want D5 to say the date.
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Jun 21, 2006
I have a workbook which has a database and a pivot table. I wish to track changes without sharing the work book.
Is that possible?
Also how can I keep track of the users accessed to the workbook ?
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Nov 9, 2006
if data values are not input and are result of formula or macro can traverse back to see which macro is used to fill the data.
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Mar 6, 2007
locate code for highlighting the row and column I am in at any given time in a spreadsheet. I work with some pretty large sheets and find it hard sometimes to know if I am on the right line or not.
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