Creating Sales Report / Template
Jul 24, 2013
I need taking thousands of line items of raw data and creating a model that can present the totals in an easy to read format. I've attached a sample of what my data dump looks like....though the actual dump is thousands of line items.
Data.xlsx
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Aug 30, 2013
I have two worksheets in my report cards:
1) Data - the students are listed in Column A, math scores in Column B, reading scores in Column C and science scores in Column D. The grades of 300 students are entered in this sheet.
Student
Math
Reading
Science
Jimmy
75
84
100
[code].....
2) Report Card template - This is the report card that needs to be generated for each student. It's pulling the student name and grades from the Data worksheet.
Student Name
=Data!$A2
Math
=Data!$B2
Reading
=Data!$C2
Science
=Data!$D2
How do I create worksheets (report cards) for additional students? I have 300 students in the school. I need the next worksheet to reference Data!$A3. I know how to cut and paste the report card template and then edit =Data!A2 to be =Data!A3 to create a report card for Sally. How do I create the 300 report cards I need?
I've been teaching for 13 years. I can create a report card for each student in my class and edit each worksheet individually for each student. Now I've been asked to do this for the whole school and I don't know how to create the other 299 sheets I need.
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Feb 4, 2013
I wanted to get the data from data sheet where i have entered the data manually for sales what have done
Now I wanted is when i enter date i should get the product and price in other sheet
Example:
If I enter date in a1 cell
I should get the detail of product in b1-b10(if i sold 10 item )which is in data sheet
And c1 - c10 price (if i sold 10 item @that price)
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Feb 2, 2008
I have an Access DB that I query with excel and I pull two years worth of sales data. I have tried using a pivot table report to display the following data, but I can't figure out how to display the data in the following format.
The pivot table will give period and YTD but the totals for YTD are not cumulative for the year up to that period (it seems to total the period only).
For the current Year- period (month) and YTD (only up to the period displayed).
For the last year- period and YTD (only up to the period displayed).
The fields I query are Customer, City, Product, Salesperson, Period(month), Year and Sales
I have tried putting the queried data on one sheet and then using formulas on another but I am not having any luck.
I would also like to be able to select which period I am viewing but this is secondary.
I can upload an example if necessary.
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Mar 16, 2014
I am trying to do my homework for college and the below excel grid was given to us to complete. I do not understand where to get the information it is asking. the first grid is the numbers we are suppose to use to input in the other grids. We are suppose to put a formula in on the last to two columns on each grid but I do not even know where to start.
Budget
Actual
Product
SaleUnits
$/Unit
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Jul 24, 2013
I have the task of pulling results of an Access query into Excel, formatting them in a "standard" way (the data will be formatted the same everytime in every report), then AUTOMATICALLY emailing them at a pre-determined time everyday.
1. I have tried using the record macro function, and it works as far as pulling in query results and formatting them
2. Then, using the macro i recorded, i added onto it so that when I manually run this new macro, the whole thing gets emailed, but it is not automated. My issue is not having to manually run these macros and have them run as scheduled tasks.
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Jun 11, 2009
I have multiple customers in a list that I would like to create individaul tabs for each, with customer name and store #, and at the same time utilizing my sales sheet template for all customers. Is there a way to do this without copying and pasting one by one.
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Mar 5, 2012
Let's say I have a list of 200 customers with their business name in column A and their total 2011 purchases from my company.
How can I create a report to show the TOP 20% based on sales to grand total.
Basically, of my total business last year... I want to see the top 20% of this customer list that contributed to my total business.... and so on... to show top 40%, top 60%, etc. So, did 5 customers contribute to 20% of my total... or was it 10, 15?
Let's start with the above 1st.... but I want to also know if I can make this report (or maybe dashboard) dynamic? I'm pulling my sales from a database, and want to be able to refresh this report periodically throughout 2012. The list of customer will grow throughout the year too.
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Jul 29, 2014
I have been asked to create a report that rank top sales agent for the month with the following variables:
Total # of sales-35%
Total $ of sales-45%
Number of calls made-20%
Given that there is more than one variable they have placed percentage weight on each. Thus my task is to cull said percentage and add their total thus getting a figure which would represent their ranking depending on how higj or low the total is.
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Apr 22, 2014
I have started to create a sales order. I have three columns that I will be working with. I have three lists in a separate worksheet (worksheet 2) in the same workbook. Column A has part numbers. Column B has descriptions of the part numbers in Column A. Column C has prices for the parts in Column A.
I have created a drop down list in Worksheet 1 from the list in Column A in worksheet 2. What I want to do is somehow link column B and C to Column A so that when an item is chosen from the drop down list, the information will pull through.
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Oct 9, 2013
I am trying to create a spreadsheet that uses a selection criteria based on different sheets within a workbook to output a costing quote, anything i can use as a template? I will post the sheet that i am working on that I need to combine into a working book.
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Nov 12, 2007
I need a little help creating the macro for a template file which is going to be used for data input and further analysis. I have a set of arrays, which can be altered. The arrays may look like so:
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Feb 2, 2010
Private Sub AddWorksheets()
For Each c In Sheets("Worksheet Names").Range("A1:A24")
If c.Value "" Then
Worksheets("Sheet1").Copy
Sheets.Add after:=Worksheets(Worksheets.Count)
ActiveSheet.Name = c.Value
End If
Next c
End Sub
Strange....
I have a list of worksheet names in Sheets("Worksheet Names").Range("A1:A24").
I need to create a new worksheet for each listing and use sheet1 as the template for all...
The above code creates 22 blank WORKBOOKS, not worksheets.
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Apr 4, 2014
I need to create multiple workbooks from a template, but the header on the sheets need to change based on a list of numbers. I know you can generate multiple sheets from a template within the same workbook. Can you export all the sheets once they are generated to separate workbooks/files? Also I need to change the text in lets say cell A1 on every sheet based on a list from the main sheet. So the main sheet has a list in column A: 1, 2, 3, 4 etc. Once the sheets are generated from the template cell A1 on each generated sheet needs to have a different number from the list i.e. 1, 2, 3, 4 etc. It would be nice if i can set the format of cell A1 on the generated sheets so when then number is inserted it large text and bold.
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Feb 18, 2010
I am trying to create a workbook in which each person gets a seperate sheet.There are common cells in each sheet like name addrss,phone number, etc (about 10 such cells) and there are other cells which will be unique to each person like hyperlinks to letters I have sent to that particular person.
The tab will be named using that person's surname. (I use "find" on the surname and i can locate the particular worksheet).I can add the unique ones as and when needed in each particular sheet, but what i would like to do is to create the first sheet containing all the necessary common cells with a blank cell next to it and then (maybe run a macro?) to create multiple sheets all containing the same info so that with each sheet I only have to fill in the blanks (name,address,age,etc) .
At the moment I am using "copy sheet" each time using an unfilled template sheet and it is a pain.
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May 22, 2006
I am creating an excel worksheet. Every time a user opens the worksheet (from a template), I want to get the next numeric sequence number as a reference, showing it in the sheet. The template is available to multiple users but the sequence number should be unique, ie if user Tom has sequence 1, Jerry will get 2, then Anne will get 3 and Tom's next one will be 4. I considered an ASCII text file with a number in, eg 1. Upon opening get OPEN text file, READ text file, Convert to numeric.. add 1.. use this. Convert to string.. WRITE text file. It seems clumsy and since I can only open with READ or WRITE (append no good, since I want only 1 value held), the READ allows multiple users to access simulataneously, and potentially get the same sequence.
Is it possinle to:
LOCK file
OPEN file for read
READ file
CLOSE file
OPEN file for write
WRITE file
CLOSE file
UNCLOCK file
There are likely to be several users accessing the template and the chance of them opening it at the same time is limited, but possible.
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Mar 12, 2009
I am trying to generate a good looking, dynamic report tab that runs off another tab that contains ugly raw data for website traffic. This should then drive a couple of charts based on the parameters I specify.
The Raw Data
This is daily data for keywords that we advertise on through Google. Associated with each keyword are various fields:Clicks
Cost
CPC (Cost divided by clicks)
Quotes
Sales
CPQ (cost divided by quotes)
CPS (cost divided by sales)
CTQ (quotes divided by clicks)
QTS (sales divided by quotes
CTS (sales divided by clicks)
Avg Pos
There are maybe 30 keywords - each with daily information for the above fields.
The layout of the raw data is:
Column A: Date
Column B: Keywords
Column C: Clicks
and so on.......
The Report
This is the nice looking report where we can pull in the required bits and bobs in a nice format. Because some of the above fields are calculations I've not been able to achieve what I need using a normal pivot report.
What I would like to be able to do:
Populate a summary report using the above raw data but be able to specify certain things such as:The date range I want to see data for
The specific keyword(s) I want to see data for
For example v- we are feeding the daily information into the raw report each morning. One day I might want to see summary stats for a particular data rang on maybe 3 of the keywords so I'd somehow like to select appropriate date ranges and keywords from drop down lists and then I see the summary stats for the appropriate date range broken down by each keyword.
I'd also like a total underneath this report to add up or calculate the totals and averages for the data based on the parameters I specify.
Finally, given all of the above, I would like to run a dynamic chart based on the raw data but taking into account the filters I specify on the slick report sheet.
So....if I set the date range as From: 01/03/09 to 12/03/09 I can see daily clicks, costs etc for the particular keywords I specify in the drop-down menu or what-have-you
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May 27, 2014
When I create a document from Excel to word from a sheet in Excel the Sheet needs to be unhidden. How can I Create this report if I want to "hide" this sheet.
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Jan 1, 2006
I'm trying to create an Accounts Receivable "aging report", using Excel
2003. I've got a field (a date field), that provides the date of invoice.
I'd like then to add 30, 60, or 90 days from that date, and call that the
"Due Date" for payment in another column.
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Aug 20, 2013
The easiest way I can describe the scenario I am trying to create, is to use a company list of personnel (my index) and to generate a time-sheet workbook per person based on a pre-populated template. This time-sheet is saved as the persons name and has the persons name entered into cell D:10
I have a workbook which contains two worksheets;
1) An Index sheet which contains a list of names that I wish to use in Q16 downwards (note the length of this list will vary each time I run this)
2) A "template" sheet which I wish to duplicate in new workbooks
3) A second "data" sheet that I wish to copy across in new workbooks
I need a macro that will take the "template" and "data" sheets and copy it into a new workbook, renaming each new workbook to each name in my Index sheet. I also want that same Name to be copied into cell reference D:10 of the "template" each time.
The end result is that I should have a series of new files generated and saved which are named the same as the Index list, with both the "Template" sheet and the "Data" sheet present, with the cell D:10 pre-populated with the Name provided in the "Template" sheet.
I'm using Excel 2010.
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Jul 12, 2013
I have created a excel document. Would like to create report using the data.
create reports using excel data
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Jun 2, 2014
The following code is used to export values form Excel into a word document:
The report obtained then looks like this:
Excelforum.jpg
How can I make the values fit within the margins of the word document?
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Jun 20, 2006
I have the following worksheet (see attached). What I would like to do with it to create a report is as follows:
1. Create separate reports for each estimator (KM, JW, WH)
2. Carry over the information in Columns I, A, B & H
3. Each report will filter column I to leave out COMPLETED and just report the number of days remaining is ascending order.
4. Flag data if the days remaining is <=5
5. Generate an email to send out notification of 5 days remaining
6. New report can be generated on any given day
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Dec 11, 2013
I have a huge Excel spreadsheet with various worksheets and data, I want to merge some of that data into a report using word template. How can I pull simple data like the company infomation into that word report from Excel? Do I need to know VBA to accomplish this?
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Mar 24, 2014
I am creating a report and I am using the following Formula with condition.
(IN Q2 in the file attached)
=IF(P2="","Enter New to IMP check Date",DATEDIF(P2,C2,"d"))
Where in P2 is the START Date and C2End date.
P2 = 01 Jan 13
C2 = 10 Mar 14
When I apply the DATEIF formula its ignoring the year differ ace and give a result of 8 days not sure whats wrong here as the "Y" & "M" function works correctly and give proper result.
Sample attached : Book1.xlsx
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May 16, 2013
What I need it for is an automated report that should be used for several different projects. Each projekt have events on different dates, and I only want the report to show a specific date if there is some text (i.e. event) on that date. As it is now, it's a looong report with several blanks with only a date showing. So it should insert a row (the tricky part) + the date + the text if condition is met, and do nothing if they are not. The script should add and remove rows and text depending on what project the information is taken from.
The data it should grab is in this form (many more data inputs though..):
Date Date Date
TEXT
And the report:
Date:
Date: TEXT
Date:
and should be like:
Date: TEXT
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Aug 8, 2012
I was wondering if it is possible to create a custom pivot table report filter? I would like to take an existing pivot table report filter and manually add values into it. I would like to do this because I have multiple pivot tables, some with the same values and some with different values and I have a VBA code from Contextures that applies a mass filter to all fields with the same name. So if i could manually add values into one report filter, I could filter from one location and have all my pivot tables update at the same time if they contain the value that i would like to filter by.
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Apr 24, 2014
I want to create a report using power pivot while creating the relationship between the linked tables, power pivot is throwing error "The relationship cannot be created because each cilumn contains duplicate values. Select at least one column that contains only values"
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Jan 5, 2012
I have an excel sheet which has 70 sheets in it...All of them are numbered but not in a sequential manner (eg : 210,211,201,202,215 etc..).The numbering is nothing but the sales order number....
All the sheets have same data (i.e Column A contains Product Sold, Column B contains Sale Value)...The thing is i want to consolidate all the data in sales order number wise. i.e.
Column A Column B
201 $200
202 $300
203 $450
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Jul 2, 2009
I am trying to determine the top contributors to 50% of sales based on cumulative percent of sales (see attached file). I can determine if percent of sales is less than 50%, but I need to include the person that pushes the group of top performers over the 50% mark.
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