I'm trying to make a spreadsheet that will track my expenses. What happens is I enter in my daily expenses in a "Notes" worksheet. This includes the date, whether it's a debit/credit, and what category is it (rent, tuition, entertainment, work income etc). It looks like this
Then I have another worksheet called "Expense outline" which pretty much sums all expenses in each category and displays a summary. So it would show how much I have spent in total on each category for each month. Looks something like this
So what I did for the Entertainment summary for the month of May was, I used a SUMIF(column of categories, "Entertainment", column of credits). This will look for the category name "Entertainment" in my "notes" worksheet, and sums the corresponding amount from the credit row. The problem is, I also want to include it so that it will automatically differentiate between the different months. Right now, when I'm choosing the column of categories for May, I select only the cells in the month of may when I'm choosing my column of categories and credits.
I need to create a form that if you were to enter a name in the text box it would fill all the information across that row into other boxes on the form. Basicly if I type John Doe in the text box it would look in col A for John Doe and then put whats in the cells on that row into different boxes on my form. I have tried searching but I have had no luck. Im very new to forms so this is a great experience.
I'm trying to use a VB code to insert check box in excel. I have 1000 records and i need to insert 1000 cehck box. I know how to do it manually for few but to do it for 1000 that just going to take too long.
I know this problem could be easily solved with the use of access. Unfortunatly I can only use excel. I am creating a uniform stock database. I a trying to create a user friendly face sheet, so that the operator does not have to have any knowledge of excel to use it. My question is to do with a data entry form. Sheet 2 of my spreadsheet has a list of all uniform in stock. At the moment it has two coloumns, "uniform type" and "uniform size". Is it possible to create a form on sheet 1 (the user interface) where a user could imput the type and size of an article of uniform that had just come in, and have it automatically added ot sheet 2?
I've got a spreadsheet that contains company names and columns with specific information about each company. There is a different company in each row. I have a form (text bow) at the top of the spreadsheet that I would like to auto-populate with the row's information when the user clicks on a row. How do I go about doing this?
This challenge may be better handled in Access or a true database but the person making the request only uses Excel.
1. Create a form that will accept names, dates, and grades.
2. Store the information on a separate worksheet so that it's being accumulated and reports can be ran from it.
I'm aware of Excel's automatic form but it doesn't allow for validation.
Example: some score ranges are 0-5 others are 0-15. We can't allow for a 12 to be put in where the max is 5.
I know how to do the validation. The big challenge now is telling Excel: I've completed entering this record. Now clear, and start a new record on the next row?
I need to create a form that if you were to enter a name in the text box it would fill all the information across that row into other boxes on the form. Basicly if I type John Doe in the text box it would look in col A for John Doe and then put whats in the cells on that row into different boxes on my form. I have tried searching but I have had no luck.
I am a personal loans officer and have created a worksheet to input a range of information about an application. The information is personal details and details about the loan. The data I input runs down Column D [with line breaks to seperate the answers into categories] with the question beside it in Column C.
I do this for every new application as I use it for reporting on my loans as well as mail merge to produce documents for the loan.
Currently I am doing one per loan but would like to have a button at the bottom of the page that once clicked, it will push the data onto another worksheet so that all my loans for that month are on the one spreadsheet. The data will be pushed onto a row, not a column, but it will also need to find the next available row to put the data on.
Once the button is clicked, the first worksheet will clear ready for the next loan to input and the data will transfer to the 2nd spreadsheet. And, if possible, on the first sheet will be a drop down list of all the current loans so I can recall any application details to the first sheet if needed to update details. So if the 'loan number inputed' already exists, it wont create a new line on the 2nd spreadsheet, but will know just to update the fields.
I have a formula which looks in a folder for a file and returns the cell I want from that folder and work book
='H:NCHOCall CentreCall Centre ResourcingStats[NHC_Telephony_Daily_2012-11-27.xls]NHC Daily'!$E$55
as you can see I have a date in the middle, I want it to reference to a cell with a date in and return the information from that document with the change in date. So all I have to do is drag the formula down and it will return the info i want out of each report.I think it might be an add on that I need to download?
I'm wanting to create a simple form type interface for the viewing and changing of data one record at a time. What I'd like is on sheet one, and simple portait form to display
First Name Surname House Name Address Line 1 Address Line 2 Town County
on sheet two each column will be one of the above fields and each row will be a new record. Is there a way to do this in excel? Im trying to create a simple user experience that hide the rows & colums.
this is my first attemp at doing a "userform". I am looking for some help in creating a user form that enables users to choose items from drop down boxes, which shows next level drop down list items, then down to final drop down list with information based on first two choices. I've attached the sample file for reference.
Is it at all possible to create a User Form where the number of CheckBoxes will be linked to the number of entries in a cell range?
For example I have a 3 records in the range A:A called "Blue", "Green", "Yellow". I want to have a user form with 3 CheckBoxes with the same caption names.
I have created the code below to create a Pivot Table using VBA, so that it populates from a list box option.
I would prefer if it didn't show any subtotals and was in a tabular form. It keeps dropping off at that point for each row field.
CODE Sub trail() ' ' trail Macro ' ' Dim wksPivot As Worksheet Dim wksData As Worksheet Dim pc As PivotCache Dim PT As PivotTable Set wksPivot = Sheets("PIVOT")
I'm creating a Purchase Order Form that will reduce time spent adding in contact details.What I'm looking to achieve is a form that will be printed with a few formulas allowing sections of the form to be filled out automatically once a singular company name (chosen from a drop-down list I created, currently with a 'Combo box ActiveX') then the rest of the form is filled out accordingly.
At the moment it's a bit of a mess, not too sure where I'm meant to put the ranges.There are currently 2 sheets - Sheet 1 with the form, Sheet 2 with all contact information.
I've been tasked with creating an updated booking system for a company which offers projects / services to the educational sector (UK Primary Schools.) I've done an alright job at augmenting their current Excel based system, but I would like to take it further so that the system is more all encompassing.
Currently, the booking form is filled in when a booking is made and the data from that is populated into their copy of the contract and our copy of the contract using simple "=" and to a certain extent, the text on the contracts is manipulated based on the booking form data using "IF" functions.
There is a basic macro which removes excess lines from the contracts if they aren't used, but that's about it. The difficulty we're having with the current system is that a lot of our projects are bespoke, happen over more than one date, and require a lot of manual manipulation in order to get them ready, which sort of defeats the object of having a 'clever' booking system.
I don't know very much about VB, but the sort of thing I would be looking to integrate is having drop down lists to select a 'project' which would load project-specific text into the contracts area. Also, instead of having to remove lines manually, I would like the data to be 'dropped in' creating rows as appropriate.
I'm trying to create a very simple order form. It's been a while since I've done this in Excel, and I couldn't find an answer when I searched. (I may be a lousy searcher, though.)
I want the user to enter a quantity in Column E of the "Common Items" worksheet, and have all the rows with quantities copied to the "Order" worksheet. (On the "Order" copy below, I just did a copy/paste to show the desired effect.)
I'm pretty sure this can be accomplished with an If/Then, but I'm lost! Optimally, they'd enter their quantities, click on the Order sheet and hit print.
I have an expense report with one row labeled as "Auto", and 7 columns labeled with Sunday, Monday, Tuesday, etc. I'd like to double-click a cell within that row and have a userform (or something else) pop up with 2 spots for data entry: "Personal" and "Company". A user would enter dollar amounts in one or both fields. After they're finished, I would like the total of what they entered to populate the cell that was double-clicked, but still have that breakdown available or even be able to change it by re-double-clicking the cell. Is that even possible?
To add complication, at the end of the row are two additional columns that total personal and company expenses. I'd have to have all personal expense amounts sum together in its column, as well as all company expenses sum together in the other column.
The expense account we work with involves several currencies due to the international nature of the business. With that, each row must show the currency involved and the formula used from one line to the next makes it repeat the currency until changed i.e. if cell B22 has a date entered then Cell H22 will reflect the currency from Cell H21 =IF(B22="","",H21). If Cell H21 showed CDA for Canadian currency then H22 would also become CDA. Once changed manually then all cells below will now reflect the new currency until changed again.
Using the lookup function we collect the individual amounts of each currency and run totals at the bottom. Therefore, if there were three entries in SGD (Singapore Dollars) and two entries in EUR (European Euros) etc. that each row will do a lookup by the three letter currency code and collect the sum of each currency. SGD could repeat later again and when changed manually will be included in the lookup.
At the present we are entering the three digit codes manually i.e. SGD. What we would like to do is automatically have the bottom be able to pickup the currency change when a new currency is entered on the individual rows on the top part of the expense sheet. So if Cells H21:H23 were SGD and Cells H24:H25 were ERU that Cell A58 would show SGD and cell A59 would somehow be able to grab the ERU etc. One of the same currencies may repeat itself and the lookup will capture the additional totals but SGD would only show once.
I used erecord the other day to do my activity statement for the first time (I have just started a home based business which has not yet started trading but I had to send the BAS for the purchases that I had made for the business) and it was quite easy to use and you can send it electronically to the ATO which saves a lot of hassle particularly as I am very not accountancy litterate. However I am trying to develop an expenses/payment spreadsheet similar in function to erecord but that allows me to categorise the inputs.
My headers are: Date Cbookref = (drop down validation box) similar to a chart of account # Category = ie - advertising accounting fees etc.. uses a look up function with cbook ref to populate field Description .........................
We have a form (an Expense Sheet) that has the date entered in the "Monday" cell using the =Today() formula (the rest of the week uses =Today()+1, =Today()+2, etc).
I am betting you already see the problem...this only works if you open the form on a Monday....before I point out the error to the document owner I thought I better have a solution...
So...what is the best way to self-populate the "Monday" cell with the correct date for the Monday of the week?
I am looking to take the data off of a "detail" sheet and put it to a summary page. I want the summary page to find the capital and expense from "details" sheet by the month on the "details" sheet. Then for every month add all the expenses and capital and put as 2 values per month, Capital and expense, on the summary page. I am not really sure where to begin but have added my excel workbook that I have started.
I've set up a simple spreadsheet to keep track of my food expenses every month. The first column is for the date, the second is for the daily total expenses and then the next three columns are where I add the data which is then calculated into the daily total column.
I also have a total at the bottom for the entire month. Now what I want to do is I want to also have underneath the grand total, a cell which keeps track of my average daily expenses. Basically I want to divide the total expenses by the number of days which I've entered data. Now normally this would be fine but because I've applied the formula to all the cells in the expense column, it automatically lists every day as "0" rather than leaving it blank. So when it does the average calculation it's dividing my total by 30 days rather than by only the 7 days I have data for.
While I was working my daily expense I come up with this issue. I do eat outside while I am on work. Sometimes I go to Pizza, sometime I go to mexican etc etc. The common between them is word FOOD. I would like to modify the formula suggested by Ron Coderre
I have limited ability with Excel, and I'm trying to create a database using the Data/Form menu choices. My problem is I only want specific data in two of the 20 or so fields. When I use Data/ Validation and direct data entry, I get exactly what I want, EXCEPT that the choices don't come up when I use the Data/Form. Users can enter anything they want, which defeats the purpose. I tried to build a user form to use for data entry, but I don't know how to get it to add items to a database or lookup items like the data/form process does. I also want to add a few macro buttons to the form to do other things.
I am pretty sure of a few things: 1) This should be pretty simple. Anyone knowing VBA would probably know how to do this in minutes. I found some code that did a simliar function, but couldn't interpret it to fit my needs, which brings me to 2) I'll never use VBA or complicated macros again. I don't have the need for them. This is just an isolated incident. Therefore, signing up for a class would be useless to me. I tried to locate some advanced Excel/VBA classes, hoping to find an instructor or even a student who would welcome a simple challenge, but there are none available.
I'm looking to use excel to track a number of expense items accross 15 worksheets with up to 500 rows accross 30 + columns per worksheet. Many of the learned people in this forum have helped me get this far, now I need some more assistance - please.
In my speadsheet I have a vlookup formula that returns a value from another worksheet. Here's an example.=IF(ISERROR(VLOOKUP($D3,Room_Configs!$A$1:$BO$3006,MATCH(M$1,Room_Configs!$1:$1,0),FALSE)),"",VLOOKUP($D3,Room_Configs!$A$1:$BO$3006,MATCH(M$1,Room_Configs!$1:$1,0),FALSE))
This works brilliantly. Now here comes the tricky part. What I'd like to do is append that formula with another one to do a vlookup on a second worksheet.
If both lookups return a value then I'd like the value of the 1st vlookup returned in the cell. If the value of the 1st vlookup is "0", then I'd like the value of the 2nd vlookup returned, and if the 1st and 2nd vlookup values are blank then a "0" is returned.
The name of the 2nd work sheet is "Non_Network_Equip"
Finally, it would be really great if the font colour for values returned from the 2nd vlookup forumla was blue.
After using =Char(Mid(A1, 15, 1)), =Char(Mid(A1, 16, 1)), =Char(Mid(A1, 17, 1)), ... a few hundred times in years past, I made a form and wrote some code to list the contents of a cell in binary. It's been handy.
I recently added support for Unicode, so it may not be fully cooked (or maybe reheated), and double-width Unicode characters are problematic.
In addition to adding the attached form to the workbook, this needs to go in a code module.
