I have been sent a document of clients names that I need to check against our own, is there a way on excel in which I can see if there are any matchers between our client list and the one I have been sent. It is for security purposes.
I do not fancy Ctrl - F 4000 client names
How to retrieve client profile by typing client id in a particular cell ??
i.e. if Client ID is OD001 .... is it possible to get the details of that client by typing OD001SS which i have created on another work sheet ??
I'm trying to do here is take the value of a certain cell (client number) and set another cell to be the name of the client. For example if I were client number 100 and my company name was Holman Inc the user should be able to enter 100 and Holman Inc would populate itself in the next field.
View 2 Replies View RelatedI have an excel file from a data dump. I need to populate the client name next to the total. There is no unifomed lines between the different client files. The file has over 12,000 lines I am in need of a formula to poplulate the blank cell. See attached file.
View 2 Replies View Relatedto send a single email from a list if addresses from cells in a single column...i have figured out the code to add the range of addresses but my only problem is that with this code it uses outlook...my default email is gmail and i can send email from single cells this way, however when i run the code it opens it in outlook..i do not now how to change the code i have to open gmail instead of outlook..
View 15 Replies View RelatedI have a workbook to track clients served. The first sheet has all of the data entered into it. The name, age, demographics, services. The second sheet is a template of the individual client's pages, summarizing their information and services received. I want to code the sheet so that once a new client is entered into the table on sheet 1, the template will automatically be copied to the end, renamed, and the basic data for the new client will be pasted into the new sheet.
I've been working on this project and done a ton of googling. And also am very new to VBA. I have found a solution that works:
VB:
Private Sub Worksheet_Change(ByVal Target As Range)
If Target.Address = "$B$2" Then
Sheets(2).Copy After:=Sheets(Sheets.Count)
[Code]....
But I really don't want to do 50 "else" clauses for each line where there could be a new client. So I was thinking, if i could find a way to do a relative reference, such that it selects the cells to copy relative to the one that was changed within the range of that column, then I would only need one "if" statement. Is that possible? Is there some way to change the "B3" in target_address to "any cell in column B" and then range "A3" a few lines down would somehow be "1 cell left of the one changed" and the range "A3:K3" to copy would be "1 left:9 right" of the one changed. I know this may be impossible or just not how VBA language works, but I thought it'd be a lot easier than 50 repititions of if..then...else....
I have sales data for Clients that has the client name month and year(combined for date) and revenue for each month. I would like to take all clients in a given month and see the average revenue per client and then be able to display that in a bar chart by month. I also have the data loaded into a PowerPivot Data Model.
View 1 Replies View RelatedI seem to be coming on here every day at the moment! Someone helped me with this code, it works great apart from 1 error, which stops the script. The lines that appear when i select debug are in italic / bold. The error message appearing is:
"Object invoked has disconnect from its client" or something very similar.
'Define variables.
Dim lngRowPasteTo As Long
Dim codelive, codeclosed, codeassigned, vLookFor As String
'Set variables
vLookFor = "Closed"
codelive = "gio1"
codeclosed = "gio2"
codeassigned = "gio3"
Worksheets("Live").Unprotect Password:=codelive
Worksheets("Closed").Unprotect Password:=codeclosed
Application. ScreenUpdating = False
MsgBox ("Moving Claims...")
'Ensure the 'Live' tab is selected (active).
Sheets("Live").Select
'Remove any existing AutoFilters.
ActiveSheet.AutoFilterMode = False
I have a long list of data (around 10,000 rows) with one column Client Sensitive (Column A see below) that needs to be changed before using in a pivot so the client won't see this data.
At the moment I'm using a formula but happy to use VBA for this as the rest of the report updates with VBA.
The formula that works but takes far too long is
=IF(COUNTIF($A$1:$A2,$A2)>1,VLOOKUP($A2,$A:$R,18,FALSE),MAX($R$1:$R1)+1)
Where column A is the sensitve data (and the unique identifier) and column R is the column the formula is entered.
The below is what I want, the column R I now use in a pivot to get the results I want then I can hide that column and delete Column A so no Client Sensitve data is with the spreadsheet.
However as I've said it takes far too long to calculate down 10,000 rows..
Column A
Column R
A12345
1
[Code] .....
I have monthly reports of sales by client number. I am now trying to pull the annual sales info by month for one client by name. Eg. each month, XYZ ltd has sales figures for various products. Is there a way of me grabbing all his sales info for the year with out having to open each spreadsheet
View 3 Replies View RelatedI developed an Excel application for some users. Everything used to wrok very well until recently. When the click some buttons, the error "Automation Error: Object has disconnected from its clients" appears. Problem is, everything works very well on my PC. We run the same Excel version, same OS but I can't seem to find a solution to this problem. I'd have posted the code I'm running here but I don't know how to use the code tags and I don't want to be banned from this forum.
View 6 Replies View RelatedI have developed a product that's a bunch of Excel spreadsheets strung together. Real estate and mortgage professionals use the tools to counsel home buyers. We include a pdf converter in case recipients of emailed file attachments don't have Excel.
We provide an 'Export' procedure that calls a custom dll that uses the outgoing mail server that the user [must] setup or our web's mail server as a default. The action attaches the Excel or the PDF file and sends in the background. We use an Excel form for user to write the message and the process saves a copy of the message sent and the file send in an Archives folder.
This procedure is not very user friendly, as it does not offer the user's address book to select a recipient, does not put the message in the user's email client Sent folder...Plus the Archives folder could become quite large...plus it involves a user setup that creates alot of support calls.
But actually the most critical shortcoming has become that ISPs (Comcast and ATT so far) are blocking the use of custom email clients!
Recently my son showed me in QuickBooks their attach file-to-email process. It simply opens the user's default email client with the file attached. I need an app that does that! And it needs to be distributable.
Shared Workbook
"Existing Risk Changes" worksheet is "Very Hidden"
getting the "Object invoked has disconnected from its client" Run Time Error.
I'm not getting the error when the workbook is not in shared mode.
Code:
'When Submit is clicked there is a check done to make sure that the submitter has enterred a name:
Private Sub cmdSubmitEdit_Click()
[Code]......
I need help with a formula to calculate average number of rebills per client.
I don't know how to get excel to add the number of unique client in a given row. Example
Column A
Client 1
Client 1
Client 1
Client 2
Client 2
Client 2
Client 3
Client 4
Client 4
Client 4
Client 4
Client 5
Formula needs to calculate number of Unique clients. In this case, the answer is 5, but how can I get excel to calculate for me?
Ever since I updated to excel 2010 I am getting this error "Automation error: the object invoked has disconnected from its client" for this line
Sheets("Data-History").Range("E" & Rows.Count).End(xlUp).Offset(1).PasteSpecial Paste:=xlPasteValues
I have created workbooks for four health regions to collect data, which then needs to be resubmitted via FTP, but with de-identified data. The end users have little to no excel experience, thus had to make it simple as possible. Created a button that runs the macro (below) to deidentify (clear) all cells where there could possibly be personal identifying information. Runs fine on my cpu, but one user (so far) has received the error noted in the title. Both running excel 2003 with SP3 (I have version 11.8169.8172, user has 11.8316.8221), I have XP professional SP2, user has XP professional SP3. Spent hours searching and reading suggestions online, to no avail.
View 3 Replies View RelatedThis code will take the value of the active cell (which is a filename) and open the corresponding PDF document of the same name.
Sub OpenPDF()
Dim fName As String
Dim fExt As String
Dim fPath As String
Dim fFullPath As String
fName = ActiveCell.Value
fPath = "M:Books"
fExt = ".pdf"
fFullPath = fPath & fName & fExt
ActiveWorkbook.FollowHyperlink Address:=fFullPath, NewWindow:=True............
I receive a Weekly list; let’s call it “Doc1” with a load of order numbers in column A. I then have another excel document, lets call it “Doc2” also with order numbers in column B.
Is there a way to see if an order number in Doc1 already exists in Doc2; perhaps change the font colour to red for example (in Doc1 only)? I don’t want to affect Doc2 in any way I am not allowed to alter it at all.
I have several excel documents all linked to one unique excel document which I will call document A.
Document A is a performance spreadsheet where I have percentages, sales figures and times, for my sales team.
Each sales person has their own unique dashboard (another excel document) that I am currently trying to finalize.
Their personal dashboards have pie charts with text boxes. The text boxes within the charts link up to their relevant cells in document A.
When Document A is open and I open 1 of the sales person's dashboards. Everything looks good and works, however.
When I close document A the dashboard information changes. For example, the dashboard information could be showing 25% but when I close document A it reverts to 0.25
If I close down the dashboard and open document A back up, change it to 30% then close it. The dashboard recognizes the change BUT reads as 0.30. This is the same with them all.
The only fix I have figured out is creating another tab in Document A then duplicate of all the information required for the dashboards then save the cells as TEXT (as opposed to currency, percentage etc).
This kind of defeats the object because I have formulas set up in Document A and don't want to be doing twice the work.
I have a file containing thousands of hyperlinks to respective image files. How I create a macro to save them with respective document names as shown in individual cells ?
View 4 Replies View RelatedI am having problems opening Excel documents on first try. If I double click a excel doc icon it will start excel, hang for about a minute and a half then just display a excel blank doc. If I then go back to the original doc icon with excel still open and double click it again the document appears.
View 9 Replies View RelatedIs there any code that can make it possible to navigate to my Documents Folder only that is on a network drive and open the folder but not a document.
View 9 Replies View RelatedI have 330 lines of formula that all reference to different excel documents. These files are donated by a 4 digit number. i.e. 4186.xls.
The main document that looks at these files needs to ability to acknowledge changes in the 4 digit number in its formulas and look at a different file if necessary.
EG. =sum("4186.xls"!E4:E5)
A very simple example of the formula i am using. I just need to actively change the 4186 that is in the formula to whatever is in the contents of another cell.
I might just be stupid. Infact, i admit i am no expert. That was my first =SUM formula actually.
I have a template that I wish to distribute to others. It will link to a second file (also distributed by me) that will be in each users' "My documents" folder (or "Documents" in Vista). I currently have the template set to look at "C:" as that is common for everyone. Turns out that creates other problems. However, now each user's file location will be unique due to the path of their documents folder
Question, is there a robust way to automate the finding of the linked file in the template without having each user "relocate" it? Reason is the template will be updated frequently and I want to ease their pain by not making them go through this every time.
Is it possible to link excel document that will update each other? I am looking for the capabilities similiar to linking worksheets in a workbook.
View 3 Replies View RelatedI have an Excel document that I need to secure. By that, I mean that it can be viewed by anyone, but it cannot be changed or printed.
View 2 Replies View RelatedI have two workbooks one names "Quote" other named "product supply". In "Quote" i would like to have somthink like a Vblookup that on a givin line can enter price's, disciptions and other data automaticly on that line, From the "Product Supply".
Example:
"Quote" A:1 Dropdown list. Select product, Then refers to "product supply" of that product, then trasphers data into "Quote" A:2
I have data concerning documents people have to write, which is updated weekly. Is there a way of looking up a name and then returning all the documents that they have to write. I have tried a vlookup, but this only returns the first entry and not the lot. Also i would prefer the document data for each person to be returned in to one cell.
View 3 Replies View RelatedI need a little assistance opening a Word file via an Excel macro. The two files are linked and upon opening, the Word file asks if the links should be updated. I need this to automatically be "Yes" everytime the file is opened.
View 4 Replies View RelatedIf i had a template in excell would it be possible when it was opened it could generate a new number for the sheet in a cell for Ref ID.
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