Creating Report Based On Criteria
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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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!$A3. I know how to cut and paste the report card template and then edit =Data!A2 to be =Data!A3 to create a report card for Sally. How do I create the 300 report cards I need?
I've been teaching for 13 years. I can create a report card for each student in my class and edit each worksheet individually for each student. Now I've been asked to do this for the whole school and I don't know how to create the other 299 sheets I need.
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May 31, 2014
I am trying to pull a value from a report based on two criteria. I want to get the most recent date that has a value in Col K
1
Col F
Col G
Col H
Col I
Col J
Col K
2
106
ET
Product A
14-May-2014
[Code] ........
I use
{=IF($K$2:$K$60000>0,(MAX(IF($F2:$F$60000=C2,$I$2:$I$60000))))}
On another sheet (I left the sheet names out of the formula to make it easier to read) with C2 as the matching Col F value and it will return the most recent date, May 19th, not the most recent date with a value in Col K, May 18th. The report itself is thousand of lines long and has a couple hundred unique values for Col F.
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Sep 13, 2013
So I am trying to rearrange some cells on a report based of some criteria using an IF formula and getting Blank cells. Here's what I have:
LastRow = Range("A" & Rows.Count).End(xlUp)
With Range("P2:P" & LastRow)
Formula = "=IF($F2=""/FEDERAL EXCISE TAX"",$I2,"""")"
.Value = .Value
[Code].....
So I just want it to identify whats in a cell and populate a related value if the text is present. Do I need to change formatting to find Tex or something along those lines?
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Apr 20, 2007
I am trying to create a summary of values based on some criteria. Here it goes, I have a list of number under a column ex 6299, 6399, 6118, 6124, 6411. I would like to create a summary table that would add all of the values associated with 6100's, 6200's etc... that are in an adjacent column. Ex. A1 is 6124 b1 is 100.00. I have tried different ways to use sumif, dsum and if but i am missing the part where the formula sees the column where the number is located then figures out if they are 6100, 6200 and so forth so it can then determine whether to add the adjacent column value. I woulld like for it to be one formula instead of two.
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Sep 24, 2013
I have a long list of names in column A, and in Column B next to each name is one of 10 group identifiers (Advertising, Marketing, Finance, etc). I'd like to divide the 300 names into groups of four people, with none of the four people having the same group identifiers. So, groups of four people that look like:
Column A Column B
Amanda Jones Marketing
Shelly Stevens Finance
John Banana Advertising
Tim Stewart Logistics
What is the best way to do this?
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Jan 22, 2009
[Sheet] .....
I have the above sheet, what i need to do is pull all records to a seperate sheet. The records need to be between the start and end dates and have no full reply. Please help. I am using excel verion 2003.
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Jun 21, 2008
Currently I am using Excel 2000. I did a search and couldn't seem to find the answer I was looking for. Hopefully someone can help. It would be greatly appreciated since I have been trying to figure out how to do this for days.
I am trying to create a worksheet that will pull info from a row on one sheet to another sheet based on the name; then continue to list the info on each line afterward until there is no more of the that particular criteria. See below (this is just an example to simplify the data but would need the same process):
This would be the data on sheet 1:
Name Bonus Commision
Tom $45 $50
Mary $25 $75
Mary $30 $80
Tom $60 $50
Tom $90 $25
What I would like to do is have 2 more sheets. One would be Tom's sheet and the other would be Mary's sheet and it would look like this:
Tom's Sheet:
Tom $45 $50
Tom $60 $50
Tom $90 $25
Mary's Sheet:
Mary $25 $75
Mary $30 $80
I am not completely familiar with all of the functions in Excel and compared to you guys I am a complete novice.
Is this possible to do in Excel without using a macro?
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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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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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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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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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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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Mar 26, 2009
Right to the point. I got two sheets in my file, one named "Order" and one named "Input". In the input sheet there is costs & revenues divided into several different divisions/activities. In column A I got the name of the cost/revenue and then the value for every period Jan-Dec in columns B-K. And the name of the activity is in column A under the cost/revenus for that activity, like a " SUM" row.
Now, in the the "order" sheet, you can select a specific activity from a rolllist and then I want that activity's revenues & cost to be shown. I've attached the file to make it easier for you guys to understand my needs. I think I need some sort of 2 criteria VLOOKUP, that is first search för the correct division, once this is found search for the different costs & revenues and the return a value. But I'm not so good at this so I can't get it to work. Maybe the INDEX function is good here but I don't get that at all. I tried Daves "2 criteria Vlookup" but all I get is #ERROR.
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Jan 18, 2008
I have a large list of items (up to 3000) that are listed by category, description, part number and weight in columns C-F. Column A is where a user will enter a quantity in the rows of the items that they want. Once the user is done picking their items they hit a button that I have written a macro in, to copy and paste only the rows that contain a quantity in, on to another sheet. My problem is that for these items (that contain a quantity) I need to have a line number (in column B) that starts at 1 and counts up for each line item. Issues to consider:
-Line item 1 may not always be the top item. (because the user may not choose the top item)
-There will be spaces inbetween the line items since the user may not pick all of their chosen items in order.
-Users can pick an item at the bottom then pick one above it. (The Line item numbers will need to readjust to include the new number in the middle)
This has been bugging for a few days now cause whenever I think I finally get it I keep creating circular references
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Jan 29, 2008
I have a 7-column 'Task' list that I need to query, and extract (preferably to a separate sheet) only those tasks that start 'ON' or 'BEFORE' the queried Date (or date range), AND/OR end 'ON' or 'AFTER' that date.
Column 1 = Dates
Columns 2-4 = Task IDs (ID1, ID2, ID3 - must match as a group)
Column 5 = indicates either Start or End of Task ('S' or 'E')
(each Task has 2 such listings - a Start [s] and an End [E])
columns 6 & 7 = Misc. & Notes (unimportant as identifiers)
So, if a Task (identified collectively by col. 2-4) starts On or Before and ends On or After (col 5) the date (col 1) queried, then that Task should be included in the results list. The tricky thing is that a task that starts long before the queried date and/or ends long after the queried date needs to be included in the results list - therefore 'S' and 'E' (Start/End, col 5) and the 3 Task ID (col. 2-4) must be used along with the date for the query. And, if a task starts (or ends) on the queried date, then its counterpart (S/E) should also be included in the results list (if available).
Tasks List:
Date | Task-ID1 | Task-ID2 | Task-ID3 | S/E | Misc. | Notes
Jan 1 2008 | AA | def | XX | S | B-11 | notes
Jan 1 2008 | FF | xyz | ZZ | S | C-44 | notes
Jan 2 2008 | DD | def | YY | E | J-55 | notes
Jan 2 2008 | GG | abc | CC | S | C-22 | notes
Jan 2 2008 | BB | xyz | DD | S | M-33 | notes
Jan 3 2008 | AA | xyz | CC | S | S-77 | notes
Jan 3 2008 | BB | def | ZZ | E | A-99 | notes
Jan 4 2008 | GG | abc | CC | E | C-22 | notes
Jan 5 2008 | AA | def | XX | E | B-11 | notes
Jan 6 2008 | BB | xyz | FF | S | J-55 | notes
Jan 6 2008 | DD | abc | AA | S | A-99 | notes.............
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Feb 1, 2008
I am trying out a new spreadsheet to log my cycling. I have attached the example so far. I am going to have a form appear and fill it out. Upon clicking 'Add' button I want a macro that will search column B (a list of dates) and match the date the users filled out on the form with the spreadsheet and then paste the corresponding form data in that row.
How would I accomplish this? Does the formatting of the date field complicate this since on the spreadsheet I display "Saturday 1/08" and on the form the user enters in "01/08/2008"
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Aug 25, 2014
I can't seem to get this to work the way I need it to do. Let's say I have a 2 sheet workbook. Sheet1 is called "Order" and Sheet2 is called "005". On sheet2 (005) I have 9 columns that are populated. Row 1 is my header row and then row 2+ is all my figures. On sheet 1 (order) I want A1 to look at sheet2 (005) in F1:F10000 to find all cells that have "N" in the cell. I then want it to return value in column A that corresponds with the "N". I want it to list all the ones from Sheet2 (005).
Sheet 1 (order)
A
052611
052806
052843
Sheet 2 (005)
__A_____B____C_____D_____E____ F
052611_________________________N
154272_________________________Y
125485_________________________Y
052806_________________________N
125478_________________________N
052843_________________________N
how I can write is in a formula?
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Feb 28, 2008
I have a 5 column LIST that will have new rows added daily. Column A= Date (mm/dd/yy), B=id (s or u), C= ArriveTime (hh:mm), D=DepartTime (hh:mm). E is Delay time (D-C). Arrival and Departure times will vary from 5 AM - 9 PM but will always be on the same day. I would like a count of all s with delay of 0-6 min, 7-12 min, 13-18 min, 19-24 min and 25+ minutes. Also count all u with same delays. I should get 10 results (1 of each) using the following data. Would also like the mean, median, mode, min & max for all C (Arrival), D (Depart) and E (Delay) times.
1/1/08 s 08:00 08:01 1
1/1/08 s 08:00 08:07 7
1/1/08 s 08:00 08:13 13
1/1/08 s 08:00 08:19 19
1/1/08 s 08:00 08:25 25
1/1/08 u 08:30 08:31 1
1/1/08 u 08:30 08:37 7
1/1/08 u 08:30 08:43 13
1/1/08 u 08:30 08:49 19
1/1/08 u 08:30 08:55 25
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Sep 21, 2006
I currently have a report with so many large array formulas that it is virtually unusable. I want to use the DSUM formula in place of my array formulas but I am vexed in regards to creating a DSUM formula that I can put in the top-left cell of my report and then copy down to the bottom right side of my report. Currently, the array-formulas sum data from a large list when it meets two criteria -- one part of the data-record in the list must match the row label of the current row in the report and another part of the data-record in the list must match the column label in the current column of the report. I have found with the DSUM formula that you can use a "formula" criteria in place of a static criteria...the problem I am having is that the part of the formula that points to the data-set must be relative while the part that points to the formulas criteria needs to be static -- in order to be able to make one DSUM formula and copy it down and over I would need my formula criteria to have the opposite setup (with the data-set part static and the formula criteria as relative).
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Feb 16, 2014
I've got a forecast from a customer and need to summarize it with part number, quantity and date.
The spreadsheet is part no in column a due dates in row 1 values at the intersection of part no and due date and i don't want 0 quantity to report back.
my output needs to be partno, date due, quantity.
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Mar 31, 2014
I have two tables (Table 1 and Table 2). Table 1 has names of all employees in my organization ('Name' column) and corresponding information in the second column ('Textinfo'). I need to create Table 3 from table 1, but only select those employees who are in my team, ie matching names in the Table 2. I also need to extract corresponding 'Textingo' column information. I tried vlookup but it did not work because if there more that one name in the table 1, vlookup confuses it (i think). Would you know what function or code to use?
Sample file is attached : excel question 1.xlsx
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Jan 11, 2008
I have two worksheets. Worksheet1 has material number and plant number. Worksheet2 only has material number (along with other columns of info). What I am looking to do is look at worksheet2, find the corresponding material number on worksheet 1 and populate worksheet3 with all the info from worksheet1 and worksheet2.
Now this gets tricky for me because worksheet1 has duplicate material numbers, because there are duplicate plant numbers. I need worksheet3 to produce a row that contains all plant numbers, the corresponding material numbers and the rest of the columns from worksheet2.
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May 25, 2009
I'm looking for the same thing, this great macro by Leith Ross looks for the word "buy" in kolom A starting at A2. Now this all works fine until i change the value of the colum into a if statement : =IF(C2>0;"buy";"NR"). See the attachment on what i mean. If i run the macro now i get error 91 : objectvariable or blockvariable With is not set.
I can work around it, if i hardcode the A2 with "buy" and then A3 etc with the if statement i works for some strange reason. But there must be a smarter way of doing it, that's why i came here .
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