Have a small data base with customer details and comments. I would like a form to sit over that so that people on phones can enter customer # and check info and add further comments etc. for a specific customer. Before I try and design a form is there any templates for this type of thing. Have done a Google and Ozgrid search, but I maybe asking the incorrect names for the procedure.
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Using Excel 2003 and am trying to do a calculation by customer, by service type. Attached is the workbook and I've tried numerous ways to do this. On the revenue calculation worksheet, I am tryng to calculate the type of service minutes from the data retrieve worksheet, multipled by the service rate on the rate table for the specifc type of minute by customer. I'd like to build it as a vlookup by customer and then by service type, but have run into difficulty.
View 4 Replies View RelatedI'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 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?
View 4 Replies View RelatedI am trying to figure out how to enter and edit data using a form for stock traceability.
I have created the form with the headings etc and everything works well at data entry.
However, I am trying to create a search and edit form that searches and edits existing entries.
A third form displays the data in form format when the user types in the appropriate ID.
i have some data and i want search a record by two fields ("hsc and section") with in my data and i want to edit the remaining fields.
the fields of record are "hsc, section, amt, bcrc, date, prno"
Now that the calculations are working, with the press of a button, I need to be able to select a range of dates and copy all lines within the range to a seperate sheet with the desired name under the same headings they currently reside under. I have included some modified code that is being used in another spreadsheet that was created for me, but I do not pretent to understand all of it and I no longer work with the creator of the spreadsheet. How do I use a button to open the form for date selections and entering the name of the new sheet, and then use the start button on the form to begin the matching and copying to a new sheet? If there is an easier way I am all for that too.
View 14 Replies View RelatedI am having trouble creating a custom data entry form in excel. What steps would I need to take..
Attached is a example of the data, the Headers are in bold, the highlighted columns are to be drop boxes.
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.
I'm making a data entry form for a user, and one of the fields is in a time format (mm:ss). Is there any way that I can validate that field in "cmdOK_Click()" so that when the user clicks "ok" on the data entry form, if they haven't entered a date a msgbox comes up.
I tried IsNumeric with an If function but to no prevail.
Basically at the moment our static data group use a generic sheet which lists all possible field variables. However, what I want to do is design something which only shows the fields that need to be filled out (ie if the field is shown it needs to be input).
Once the form is filled out it will get saved and sent via email, where it is then printed out and input by our data group. One way I thought about approaching this was to have 18 sheets which are hidden, and which are then selected when a report type is filled out. The other way would be to have IF statements but I think that would get complicated on the one sheet. Just really looking at ideas at this stage.... For example there are 30 fields on the sheet that we use now, but some reports may only need 5 of these fields - I therefore need to "hide" the remaining 25...
I making a data entry form that sereval employees will be using. But what I need is data quality protection. My idea is to have a userform with a combo box. The employees would select there name from the combo box and then enter there personal password to get access to the data entry information, which will appear if the password is correct but kept hidden if password is incorrect. I have a example.xls without any code contain in it.
View 2 Replies View RelatedI have a list of Spid numbers and a service category identifying if it is a Water Spid or a Waste spid.
The Spid is split into 2 parts. The Core is the identifier and the Category states if it is a Water or a Waste spid.
If the 1st digit in the Category is a 1 = Water.
If the 1st digit in the Category is a 2 = Waste.
There may only be a water spid or a property may have a water and waste spid.
What I want to do is have the information on 1 row rather than 2 rows
I have data in this format
SPID
Core
Category
Service Category
100000000151
100000000
151
1
[code].....
and I need to convert it into this format.
Core spid
Water
Waste
100000020
100000020101
100000020251
I have tried IF(lookup) and it works for the 1st row but I can't get it to look at the 2nd row.My data consists of 400,000 plus rows
I have a set of data which is the total monthly sales whereby each customer has several entries.
I have created an automated invoice through a vlookup system, yet i encounter the problem that i need to return each entry for the same customer into the automated invoice. But my vlookup will only return one entry for each customer as it is looking up the customer code and just brings back the first one it encounters, is there any way to bring back all entries for each client?
I have built a data entry form (Input tab) and have code populating a table (Table tab). Currently both are in the same book, but I would like to house them in separately.
What is the proper VBA syntax for this? Will both books need to be open in order to populate the table?
The 'real' data is hosted on sharepoint and is getting darn big. The result is problems opening the doc and looong save times. My thought was to have the secretaries doing data entry open a single sheet (Input Form) which will then populate the data in another sheet. I'm dreaming, aren't I...
I know Access would solve everything, but for cost reasons I am stuck with Excel.
I have a large database of customers. I would like to edit this database so that it only lists those customers that have an email address listed in that particular column. I can then save that as a separate list to upload to my marketing campaign.
Is there an easier way than just deleting entire rows at a time? About a 2,000 name list with maybe 30% having email addresses.
I used a form with textboxes for data input for one of my vb macros. Currently I have the private sub from the form transfer those entries to a remote cell on the spreadsheet, (like in column "HZ"), so that the macro that will actually utilize them can retrieve them. Is there a way to pass that data directly from what is entered in the form in the textboxes to the macro that will actually use them?
View 4 Replies View RelatedUser form data entry.
I need to save the data of For Eg. A form in Sheet 1, B form in Sheet 2, C form data entry in sheet 3.
what is happening now is that, all the entries are going in the Active Sheet that is open in the excel file. I want to automate the process of data entry, by making it enter data from specific form in specific sheet.
1st form
Code:
Private Sub CommandButton1_Click()
eRow = Sheet1.Cells(Rows.Count, 1).End(xlUp).Offset(1, 0).Row
Cells(eRow, 1) = ComboBox1.Text
Cells(eRow, 2) = TextBox12.Text
Cells(eRow, 3) = TextBox2.Text
Cells(eRow, 4) = TextBox3.Text
Cells(eRow, 5) = TextBox4.Text
Unload Me
ThisWorkbook.Save
End With
End Sub
2nd form
Code:
Private Sub CommandButton1_Click()
eRow = Sheet2.Cells(Rows.Count, 1).End(xlUp).Offset(1, 0).Row
Cells(eRow, 1) = ComboBox1.Text
Cells(eRow, 2) = TextBox14.Text
Cells(eRow, 3) = TextBox2.Text
Cells(eRow, 4) = TextBox3.Text
Cells(eRow, 5) = TextBox4.Text
Unload Me
ThisWorkbook.Save
End Sub
I have an excel spreadsheet with the column headings a1(Emp Name), b1(Hire Date[dd/mm/yy]). There around 1000 records of employees. Every month I have to generate a report for the following month, for example by the 3rd week of this December 2009 I have to extract the report of following staffs from those 1000+ records.
- those who will be completing 1 year in January 2010
- those who will be completing 5 years in January 2010
- those who will be completing 10 years in January 2010
- those who will be completing 20 years in January 2010
How shoud I do it? What should be the formula in which cells? I would appreciate if anyone could guide me with the complete formula with a very reliable way to do it.
I have a custom data entry form which is working fine. The form completes customer data for reviewing at a later date. I have now been asked to change it so it will seperate the data in to customer's who require some documents sent out and some that dont.
Is it possible to have a combobox on the form and if the options on the combobox are Yes and No (original), when either option is selected the data will complete on to a seperate sheet for cases with documents required or documents not required?
I have a workbook I need to input information into sheet 1 and have it populate and print sheet 2 for every row that filled in. Sheet 2 is set up to take the data in various cells. Is this possible?
View 4 Replies View RelatedExcel has a built in data entry form window which is opened from the ribbon, how can I create a button which opens this form for a specific table on the worksheet. It should allow the user to create or edit entries in the table. I tried creating a macro to select the data range and open the form, but this returns an error.
View 3 Replies View RelatedI want to require that certain Text Boxes in a User Form have entries and I am coding the message box improperly.
View 7 Replies View RelatedI want to change data through a user form and disable users from going around my form. I want users to see the underlying spreadsheet as the form manipulates data.
If I enable a form in Modal mode users can bypass the form. If I use it without modal form I can't change data from my form. I seem to be in a catch 22.
I am trying to create a form to use as a golf tracker. I basically have created a scorecard where I input the date, score, fairways in regulation, greens in regulation and putts. I want to be able to put that information just like if it was a scorecard and then have a button that says submit. Then that information is output into individual sheets (i.e. one for scores, one for fairways, one for greens and one for putts).
I'm trying to use the following formula to filter data based on "Service Type" and it seems to work on one of the service types but not the other. here is the formula
=IF(LEFT(A5,1)="0","Both",IF(OR(A5="SERVICE",A5="REVENUE",A5="REVENUE",A5="CIC",A5="RAO",A5="CARRIER NAME",A5="TYPE",A5="RECORDS",A5="INCLUDING TAX",A5="BEFORE TAX",A5="FEDERAL TAX",A5="PROVINCIAL TAX"),"Both",IF(LEFT(D5,3)="REG","Table1",IF(OR(D5="900"),"Table2",IF(A6="",IF(B6="","XXX","TRUE"),"XXX")))))
Notice the highlighted red text, this is where I'm trying based it on "Service Type". I have also attached on example workbook, the items highlighted in green should marked as "Table1" and items highlighted redish orange should be marked as "Table". Wierd thing is that I use a similar formula in another workbbok and it seems to work fine.
I have 2 sheets in a workbook.Sheet1 is a master sheet with Customer code and there Sale.And Sheet2 is the sheet which has only Customer code.
Note: Its just a Example i have total 1924 data.
Now in Sheet 1 there are some Customer code which is Repeated some times 2 and 3 or even 4 times. In Sheet 2 Same as sheet 1 there are some data which is also Repeated. Now i how can i know which Customer Code in sheet 2 Missing from Sheet1
I have Colored Some Data in sheet 2 which is not match with Sheet1
For Example.
In Sheet 1 221000000232 is repeated 2 times but in Sheet2 has only 1 times.
i use excel in my dispatch office. i am working on a new workbook and could use some help. In one sheet of the workbook we enter in customer calls. i would like to keep customer records in another sheet, which would include their address, phone numbers, and past invoice numbers all on the same row of the customer database sheet. At the top of the sheet that we enter caller information i would have a table set up to automatically fill in the customer info based on the name typed in,
if the customer exists in the customer database sheet of the same workbook the table will automatically fill in their address, phone number and past invoice numbers. i was thinking something like this =IF(COUNTIF('Customer Database'!A:A,Blanks!D6)>0,'Customer Database'!A2,"Not Found") ....the problem is that no matter who's name i enter, it will always add the information from row 2 of the customer database sheet. i need it to take information from the corresponding row(if customer name is found on row 45 then my formula needs to enter the info from row 45, not row 2. not sure how to do this.
I have created a simple order form to take customer orders . I would like to summarize the orders on a summary page .(The order Form will be very long so i don't want to print the entire document every time .
I have started to create a summary page using information from a similar post on this forum. I am having trouble creating a summary when the products on my order form have multiple sizes rather than just one
I'm missing something in my UserForm initialization code. If I fill the form out once and click 'OK' (run the code to put the form data into a sheet), when I go back into the form all the old info is still there. If I then click 'Cancel' (Unload Me) and reopen the form, the old data is cleared out. What am I missing to make it clear it out the first time?
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