Creating Database Records From Invoice
Apr 30, 2013
This is my invoice. I want to be able to create a database record of every transaction. In the end I want to be able to export this data into Access, but it needs to be in sequential rows and columns. I want to be able to list the cells on Sheet 1 that have Data in them in the configuration on Sheet 2 that I have listed. What I need to keep in mind is that someone might have 1 item in a transaction and others might have 5. So I need the ShopID and Customer information to appear in front of every item listed in rows 20-27.
A
B
C
D
E
F
G
H
1
ShopID Data
[Code]....
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Feb 9, 2014
create an excel spreadsheet, where i can enter all my products name, unit price etc. so when i am doing an invoice for the customer, if i just type the product name price will show up automatically.
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Aug 3, 2013
I am creating a database for Customers and Invoices.
1.I want to select a customer from a drop down list. I only have a few customers.
2.I want to save Invoices to review or make changes before mailing.
Per sample Invoice template.
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Feb 22, 2014
need macros :
Copy From Sheets ("PO")
Copy D7 & H7
Copy C11 : H25 (Only Active Cells)
Paste To Sheets ("Sheet1")
D7 & H7 = Column A & B
C11 : H25 = Column C, D, E, G, H
database.xlsm
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Mar 31, 2004
I am currently trying to create a database of products for my company. For each product I would like to include an image associated with it. I then want to have on another sheet a place where the user will click an error and be able to cycle through the products. As tehy cycle the associated image will pop up.
What I need to understand is after importing the image into excel, how do I associate that image to a cell so I can reference it in another sheet of the database. I am not concerned with how large the database will get, my pictures are quite small.
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Aug 1, 2014
Following macro code is for copying Excel Invoice Data to Excel Database. Also cleans the specified cells after copying. Its working Perfectly.
But there are some issues that should be solved.
Problem 1: It copies empty cells(""), formula based cells and blank drop-down list.
Problem 2: After copying it cleans formulas too. Formulas must be remain their.
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May 7, 2006
example of a database user form that will allow me to list records in a sheet as well as search for records in a sheet. I know excel has a built in feature for this but it is menu driven and I need something that is button driven and will allow me to resize the form layout. I was not able to figure out how to do that with the built in form.
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Apr 7, 2010
The way that I was thinking about doing this would be by creating a template in word and using bookmarks. Then I would use VBA to populate those bookmarks based on the person (publisher in this case) i was invoicing.
I'm having a couple of issues logistically though. I'm not sure how to attach the sample invoice, so i'll do my best to write them out and if i figure out how to attach a doc by the end of this i will include a sample so you see what I'm talking about.
Issue 1: Each Invoice form has the publishers Name and Address listed at the top of the form. The problem is, the information i'm pulling the number of sales (and money we owe them) is from a different spreadsheet every month and wouldn't contain this address information on it as it is an aggregate spreadsheet of ALL publishers numbers. Would it be possible to create an initial template for each publisher and then have the rest of the information be populated with the data from the CSV that has their sale information. I could create a seperate database in excel with each publishers address and name but then it might get difficult to match these up. how to automate that, as we have 100's of publishers and invoices are done every month.
Issue 2: Bookmarks seem like a nice way to use VBA to replace their values with excel data (in theory, i've only read about it and never attemped)... However, in this particular invoice form, I have to create a seperate listing in the description field for each product a publisher sold (including how many they sold and how much money they are owed). Some publishers may have sold 5-10 different products, while some may have only sold 1 or 2. How do i get word to insert a new bookmark (or something) based on the number of products a person has sold.
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Apr 13, 2007
I am still in the process of creating my Invoice, and now I want to add a proper save macro. I want to add a Macro button, which when clicked it copies that invoice sheet as it is and then places it at the end of the sheet tabs, so they're saved after the first 2 important parts of the invoice, and then saved in time order. If possible, i'd also like it to rename the invoice tab to the Customer's name/lastname IF Possible. I've attached the file so if someone fancys trying to do it for me, they can. I want these saved sheets to be seperate for each invoice/customer, and I want them to be in the same file as the invoice 'creator' it's self.
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Dec 21, 2006
I'm creating an Excel UserForm where the user can view, edit, and delete records they've entered.
The following code is for Deleting a selected record, and it IS WORKING. But it seems TOO SIMPLE and I want to be sure it's correct and not leaving any loose ends in the Database file that could cause corruption later on....
Sub vCLdbDel()
Dim cnt As ADODB.Connection
Dim dbPath, dbName As String
Dim stSQLAs String
Dim stCon As String
Dim dbid As Long
Run "setvars"
'Get the dbID from the selected Item in the list
With vCL.CLdbList
dbid = .List(.ListIndex, 6)
End With
'Path & FileName to the Database File
dbPath = M. Range("G2").Value
dbName = M.Range("G3").Value
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Apr 11, 2008
I am a building a database where each row represents a record. Each record has a unique identifier number.
In worksheet "Record Search and Amend", I have recorded a macro to look up the data.
The problem is once the record is retrieved I need to be able to amend the record and save it back into the database in the right row. This could be another button to initiate this action.
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Nov 7, 2011
I am using ADO to retrieve records from an MS ACCESS DB in Excel. All my queries work fine but I am having problems with subqueries. My subqueries work fine in ACCESS but when I execute them via ADO I get the following error message:'"The SELECT statement includes a reserved word or an argument name that is misspelled or missing, or the punctuation is incorrect".
with the correct syntax. Alternatively I was thinking of creating a view in ACCESS but that seems not possible.
PHP Code:
Sub retrieve_loan_details()
Dim Provider As String
Dim Source As String
Dim sConn As String
Dim sSql As String
Dim rep_per As Date
[Code]...
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May 8, 2008
I am having trouble with my excel spreadsheet, which I am using in effect as a database. I do realise that Access or something would be better but lets just say I'm forced to use this method.
Basically, i have a table of records storing names and addresses, identifiable by a reference number, "ID" eg. record number 001,002 etc.
I need to be able to display a given ID number's record on a different sheet in the same document. I have already achieved this by using a macro and some VLOOKUP's.
So, in my second sheet, I have person 001 for example and their name, address, post code, telephone number is displayed each in its own seperate cell.
What I need to do now, is create a macro of some sort that will allow me to save this record back over the original record in the table (in sheet 1).
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Aug 30, 2013
Specifically, I have customer sales data from my web site that contains order numbers and sales data. From Google analytics, I have transaction information that also contains the order number. The data element that is common to both is order number. I can't just paste columns from one file into the other because the records listed in rows may not match up.
I don't want to have to copy and paste data from one file to another for each record manually since I have thousands of records. Is there a way to merge the two files together automatically by having Excel "understand" that it should pair the two files together using the order number to create a row that contains data from both files?
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Feb 16, 2008
I have a list box that I'm using to pull customer information from my "Customer" sheet to my "Invoice" sheet. I can actually open, select, and close the userform. However, I can't get the macro to put the information into the specified location on my "Invoice" sheet.
Here's my code so far:
Private Sub Cancel_Click()
Application.ScreenUpdating = False
Unload Me
End Sub
Private Sub customer_Change()
End Sub
Here is the "Customer" sheet I'm pulling the info from:
And here is the location on the "Invoice" sheet that I'm trying to direct the userform to:
And here's my userform just for reference:
The userform works perfectly until I press the OK button. That's when I get the error.
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May 28, 2014
I am using Access as a backend and Excel as a frontend. I want to count total number of records for todays where Time<13:01
Modify the following code accordingly?
[Code] .....
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Jan 2, 2013
I would like to be able to create a reactive, searchable database. I have data that will be broken down into two divisions: Origin and Destination States. I would like to type in an Origin State, then a Destination State, and then have the document provide results for matching data. For example, if company 1 is in the origin state, but not destination state, its data will not be shown in the search result. However, if company 2 is listed in both the Origin State and Destination State, its data will be listed.
Addition - Attached is a small example of the worksheet that I would like to create. In the "SEARCH" tab, I would like to enter the Origin and Destination States. the search would yield all appropriate matches. In this example, if I entered Alabama as the Orign State, and Arizona as the destination, the search would provide the following match:
GreenLine
H&M Bay
Refrigerated Express
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Jul 1, 2013
I am working on creating a medical master database. I have a master sheet with a huge number of columns. I have a couple of guys working with me, and they have their own sheets in the workbook.
So here is what I would like to do: anytime one of the guys enters data into his respective worksheet, I want the data to be copied over to the master sheet in a new entry.
The columns among the worksheets are different, and I would like the data to automatically sort in the appropriate column on the master sheet when it is copied.
I have attached a copy of the workbook.
I have included an example of what I would like to see. For example, if Charles puts in an entry in his worksheet, a new entry is created on the master sheet with the information from Charles' sheet sorted in the appropriate columns.
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Dec 28, 2009
I am working on a label printing set-up for my work. So far I have completed the userform that formulas will be entered on and printed from. I had an idea of being able to save these formulas for recall later. I included “Save” and “Recall” buttons on the userform. My plan is to have my co-workers click on the “save” button and be able to enter an additional piece of data and have everything saved to another worksheet labeled “database”. If you look at the said sheet you will see a column for “customer”, “color” and then the colorants. Due to the wide variety of colorants and quantities available, I set it up so that I have the colorant and under that Oz and 48ths. I am trying to figure out a code that will populate that across the row.
Then I want to be able to push “recall”, find my customer and then color in a combobox and have that populate my label.
At this time I am stuck. Part of my problem is I don’t quite know the terminology to google.
Attached is the file I am working with. The only sheets that need concern anyone are "main" and "database". The others are from the original file and I will be deleting those once I am done.
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Mar 13, 2013
I have a strange problem I cannot solve in that I'm trying to create an auto filter that returns records based on a date variable.
If I set the code to equal the date variable, it returns information. If I set the code to return records AFTER the date, it returns nothing.
Code to return records on the date:
Dim startdate As Date
startdate = Format((Now), "dd/mm/yyyy")
ActiveSheet.Range("A:B").AutoFilter Field:=2, Criteria1:="=" & startdate
This returns data, however if I slightly amend it to get records on or after the date:
Code:
Dim startdate As Date
startdate = Format((Now), "dd/mm/yyyy")
ActiveSheet.Range("A:B").AutoFilter Field:=2, Criteria1:=">=" & startdate
It returns nothing. Is there a syntax problem in my code.
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Dec 6, 2013
I have been creating a simple database to hold a record of attendance.
I'm now at the stage where I want to create a worksheet that cannot be modified; but rather is something the user can look at in a glance.
I need forming a SUMIFS formula that will look for monthly periods of the times late, sick, absent etc and add them up to return to one place.
So the dependants will be the month, the employee and the type of record (late, sick, holiday)
I have created a userform that I can use to add in the raw data, so I'm not sure what range I can create, as every time new data is added it finds the next available row.
Here is what I'm using so far: [Code] ........
What the Overview will look like : Overview.PNG
What the raw data looks like : Raw Data to use.PNG
Do I need to introduce a matched up column that has the employee name and date?
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Mar 10, 2014
I am creating a spreadsheet utilizing the National Vulnerability Database (NVD) from NIST.
I am successfully able to import the xml files and have the xsd mapped fine.
My problem is within each xml files for each records(1000s of records) there are sub pieces to certain record parts. I.e. software versions (that will be different per piece of software) however they will always fall under prod vendor
"
"
Excel creates a new row for each of these.
How can I make it only create the 1 row and comma seperate those?
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Oct 30, 2008
I have an Excel Invoice Template, saved as a template.
I have code that generates a new invoice number each time the template is opened in VBA Editor. The auto numbering system works great! However.... (here comes the sad part)
After I enter all the data I need on the invoice, I want to save a copy of the invoice in a different file folder, which I can no problem. The problem is, if I re-open the saved invoice, we will call it Invoice #100, excel asks me if I want to update, if I say either yes or no, the invoice number will change to Invoice #101. I'm sure you can see how this can cause a major problem if we need to compare information later on, finding the correct invoice would be almost impossible as it would not match the customers invoice number.
What I need to know is:
Is there code I can add to the existing code, to stop the increment on a saved invoice, but not on the original template?
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Jun 3, 2013
I have a 5 major categories of products e.g. Ketchup, Hot sauce ,mayonnaise , pizza sauce etc.
Now each of these individual categories are further divided into number of of subcategories based upon the the sizes and brands.
I want to create a sheet (One sheet) where I have to record production of each product on daily basis.
Like for example if I am producing ketchup, I select ketchup from drop-down list,Now in next column I have to select production size from predefined sizes i.e subcategories. But it should also be from drop-down menu and it should only show me the subcategories of my selected product like ketchup .I think this has something to do with data validation but I am not sure how this model will work.
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Feb 7, 2008
I would like to automatically update a 'yearly' database file with info from a file that is changed on a daily basis.
The daily file that i use has info like date, truck number, delivery stops, weight.
the database file has the similar headings.
at the end of each day this daily file is saved. I would like to have the info that is entered into the daily file automatically plugged into the yearly database file into the next available group of cells with respect to the salesperson.
This is kind of a generalization but i'm hoping to just get pointed in the right direction. If something like this involves vba then it will be beyond my ability and i'll have to do it manually, which is fine
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Aug 10, 2014
I have a range of columns i.e. 23 columns (i.e. B through X). Someone can write records in these columns (starting from B21).
Duplicates are considered the rows with similar data in columns 3 and 11. I know about the removeduplicate method and works really well but i want the duplicates not to be removed. Instead another column shall be checked for date of entry (user will entry date in format dd/mm/yyyy). The newest entry will change the value of the cell in column 4 (islatest column)to TRUE while all other records will be FALSE. This will work with the filtering of data on a pivot table on another worksheet.
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Apr 25, 2014
Book1 and Book2 are workbooks that I have modified in order to protect private information.
Book1 will have 11,000 records (my example Book1 has only 100). I need to rearrange Book1 such that it looks like Book2. Book2 has 20 complete records from Book1 combined into one single row, and my example Book2 has populated 3 rows only (3 rows x 20 records, making 60 records now appear on 3 rows only).
Macro for getting Book1 to Book2? 11,000 records in Book1 will take a lot of hours to transform into Book2 unless a macro can do the job for me.
Book1.xls
Book2.xls
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Nov 7, 2008
I'm trying to lookup a database named database and return a time in column A, based on criteria in cells a1 and b1 on another sheet, A1 would contain a number and B1 would contain a day from mon-fri
eg of Database
A B C D E F G
10:00 5000 Mon Tues
11:00 5000 Wed Thur Fri
and so on
if a1= 5000 & b1=Wed
how can I return 11:00
I have tried index and match =index(a:a,match(a1&b1,b:b&e:e,0))
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Oct 17, 2013
I've used a countifs, but I'm having trouble doing a sum in a similar way. I have 2 databases and I will try to explain below. I need the to sum the values of database 1 if the second database is >= 20. So the value I would expect on this example would be 900. I would also like to be able to highlight which ones are elliminated. Such as coloring the text red.
Database 1
Eric 100
Jenny 200
Gina 300
Doug 400
Database 2
Eric 18
Jenny 20
Gina 34
Doug 55
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Apr 12, 2009
Been doing a lot of searching with no luck, I think this is a very easy fix I hope.
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