I have a excel file to keep track of sales pipeline. What I am looking for, is an automated utility or code that will allow excel to automatically move entire rows once a task is completed and can be moved to another sheet. In Prospects sheet I have a column for " Stage" and here you have to select from a drop down menu, either "Prospect", "Contacted" "quoted" "WON" "LOST" What I would like, is that once you have selected one of the sales stage, the entire row or entry, will be automatically moved to the right tab from the "prospects" to a new sheet according to each stage.
I need help to create a formula that would grab data from one sheet and populate another sheet based on the employee that is selected from a drop down list.
Attached is a draft of what I am looking to do.
Basically this would allow us to enter employee variances from several employees on one sheet and get a detailed break down of their history on another sheet.
Changing the data based on a drop down selection. My drop down list is based on the months I need the data (percentages for each person) to change depending on which month is chosen. So If I select Jan, the percentage fills in for each person. I've attached an example.
If a user selects certain options from a drop down list created by cell verification (from list), is it possible to display an input box and have the resulting input populate on another worksheet in the workbook? I have an attendance template I'm working with and if a user selects OT (Over Time) then a input box is displayed prompting for how many hours. The overtime is then tracked on another worksheet.
I have attached a portion of an excel file I am using at the moment. What I require is a piece of VBA code which will allow me to copy selected data based on a combo box selection. What needs to happen is this :-
If the selection in the "Index" worksheet combo box related to "Month" in cell G19 is for instance "December", I would like the macro to compare this cell value to the cell values in cells C96, C124, C152, C180, C209, C236, C263 and C290 in the "Tech Services" worksheet and where the values match.......copy the commentary (Range C126:Z147 in December's case) to the range C34:Z55.
I have 5 cities and each city has a set of data in separate tabs. Right now i have data pulled for all 5 cities in a single sheet but its too cramped up..
I want to use a drop down list (data validation) and if any of the 5 cities are selected in the drop down, the data from that particular city (tab) should be pulled up. This way my sheet size will be reduced 5 time which will look good.
A common v lookup wont work because the data has to be pulled from 5 different tabs for 5 different cities.
I have written basic macros (probably not the most efficient solution, but its what I know how to do). Up to the present point things are going well. (I tried to attach file, but without success - So I will email the file directly it is pretty easy to figure out) I have option buttons tied to macros that populate a data sheet based upon the input.
This works out quite well and I am able to generate the statistics I desire quite easily. Now comes the second phase, (this is where I am stuck) - when I click the option button "no", I would like this to generate a line item in a separate existing worksheet which lists the item number, tells the discrepancy (as written in the column on the inspection criteria sheet), has a text field for the inspector to briefly explain the exact nature of the discrepancy, and also keeps discrepancies in proper order. Conversly, if "yes" is selected, I would like to be able to check the associated comment page, search the page for that discrepancy number, and if found, delete the line item, then re-oder the page.
I am trying to find something that would allow me to have a spreadsheet clear the contents of a certain cell based on the selection made from a data validation list which resides on the same row. This can best be described with an example.
The user selects anything but " " or "none" from the validation list, which for this example resides in C5, would trigger code to clear the contents, if any, in AA5. If " " or "none" is chosen the value remains.
This capability should be available for each row through 100.
I am using the combo box that lists the loan officers number from the selection the loan officers name and branch is loaded. I want to be able also base on the officer selected add get the total new loans opened by that officer. I added an if statement that checks if the loan officers number from the "Oct_2012" is equal to the loan officers' selection from the combo box then add all the loans than match that criteria. I am not sure if what I am doing will work but when it reach to the For block it only reads the For statement and then go to the endif and don't execute the statement within the block.
Code: Sub cmbLnOffNum_Change() Dim idx As Long Dim LnOffRow As Long
show/display data based on month criteria, with selected month in cell H2 (as start date) and I2 (as end date) my expected result start from cell H7, i called "blue area"..
I have a tab set up to display information that has been colletect on other tabs. What I would like to do is change this information depending on what month is selected.
For example, if I select December then data would be pulled from other tabs and displayed. If I Select June the information would change and select other data from the same tabs.
I have a question on how I could populate data using a combo box selection in Excel 2010.
For example, I have a table with values in Sheet 1, & below that table there is a combo box whereby another table of values can be populated based on the selection of the combo box.
Maybe to make it clearer...
Table 1 Name | Address | Phone number Andy | Avenue 2 | 999 John | Road 5 | 998
Combo box (selection of names): John
Data derived from combo box - Table 2 Name | Address | Phone number John | Road 5 | 998
how I could solve this Also, do let me know if this can be done without the use of VBA.
I'm using Excel 2007. I would like to seek some advise on how i may update cells after selecting a month from a drop down list.
i have created a simplified version of what i intend to have. One the 1st tab 'Cash Budget 2009', i have filled up a table with numbers, sorted by months. On the 2nd tab 'Dec09', i would like to create an expense table, to be able to be selected by month. So i have created a drop down list based on the months that are created in the 1st tab.
Upon selection of the month from the drop down list, i would like the cells to display (fetch) the data from the 1st worksheet. It would also be helpful if the name of the 2nd tab can be updated to read as the month that is being selected.
I've created seven names in my data validation source list on Sheet 3 in the following range of cells, A2-A7. My data drop down validation list is located on Sheet 1, A2 in the same workbook. I would like to trigger a macro based on the name I select in this drop validation drop down list that will fill out an address, telephone number, and email address in the following cells next to my data validation drop down list on Sheet 1: B2, B3, and B4. I want it to be designed so that users will select a name and have that person's corresponding address, telephone number, and email address fill right next to their name on the same sheet.
I have a spreadsheet that I am using to try to track Project Man Hours. What happens is:
I enter in the amount of weeks a Project Phase is in and when the Project Starts. I also enter in how many "Men" we are going to need.
i.e. Project Start - January 2009 Phase 1 - 4 weeks with 1.5 Men Phase 2 - 20 weeks with 2 Men.
What I want to happen is: Excel then adds that data to a chart showing EACH MONTH and the amount of men needed for each phase.
Project 1 showing a line chart with January-December and the lines correlating with the amount of "Men" needed each week based on the Start Date and Sequential Phase Week Amounts.....
I have created an action plan in Excel, with a column containing the values Yes, No and Partial to show prgress against the actions. I have used CountIF (in cells D72 to D74) to count the number of each Yes, No and Partial. I want to be able to put these figures in a chart each month. I am using columns F to Q for the chart data. the headings of the chart columns are month values, e.g, F1 is "6" (for June).
I have used Month(Now()) to generate the current month value in cell B1. I now need a macro that will check the value in B1 against the chart table headings in F1 to Q1 and if it finds a match, will copy the values D72 to D74 into the chart table below the relevant heading.
I want to have a drop down list in a cell so that the value in the cell can be only selected from two columns of data. Additionally once the data from the first column has been selected I want to be able to limit the inputs the user can select from in the second column.
e.g. In cell C115 I want to have the value BDS05.
I want to be able to select the value BDS from a drop down list of values and once that value has been selected I want to be able select 05 from a list of values from 01 to 14 If I select BCS as the first value then I want the second set of values to be limited to 01 to 02 etc.
I have read about combo boxes and list boxes and I'm a bit confused about the best way to achieve this (or even if I can).
I would like to create a monthly inventory, based on workdays (Monday - Friday)Myrna Larson has a formula that I would like to use with the workday function, but I don't know how to combine them.
First sheet has a client name and several cells of data along the same line. All of the data on this sheet is kept long term.
The second sheet is completed copied and deleted. In completing the second sheet the client name is selected of a drop down list and pulled from sheet one.
What I want to do and not sure if there is a way is that when I select a client and populate it on sheet two I would like the related data on that clients line from sheet one to populate to same named lines on sheet two.
if this is possible and if so provide a brief description of how it would work
I want a table to display data based on which month i select from a drop-down list, the data is of course extracted from a different table. For example, in my final table( highlighted in yellow), i want to display the revenues, cost of goods sold..etc of April in this table when i choose April from the drop-down list, the data of the entire year is located in another table that i plan to hide, as we only need to review one month.
I have a detailed note inside biweekly.xls, it explains everything in context.
Two excel sheets, one is updated manually (Vikki's Yearly Averages.xls), while the other is for reporting (biweekly.xls)
The coding will all be in biweekly.xls.
First, it needs to take a date to the right of a name from biweekly.xls and use the month and year from that date for the search.
Then it needs to look in VYK.xls under the name and copy every entry starting in the year specified and month specified and ending at the current date.
I am trying to create a drop down list that when selected will display data in the 10 rows below and 4 columns, so a total of 40 cells. I would like the data to be based on the selection in the drop down list.
i have 27 different combinations of the above list with up to 10 different rows. I have a label for each one, but i cannot get the rows below my drop down list to display the proper values base don the selection in the drop down list.
I am trying to create a formula that compares month over month data. If the prior month is 0 I get an error. I am having trouble with incorporating ISERR into the formula to eliminate the error.
In cell A2 on Sheet 1 = January. On sheet 2 in cell A2 I need it to = February, On sheet 3 in cell A2 I need it to = March, On sheet 4 in cell A2 I need it to = April, etc.... How can I do this with a regular text formula, not VBA coding.
I m trying to write a formula for my financial model. If anyone can take a stab at a solution. I'm trying to write a formula that will equally distribute revenue either over the next 1 month, 2 month or 3 month period depending on size of the deal.
Details: Sales will fit in 1 of 3 categories. Less than 25k; between 25k & 100k; greater than 100k.
- if under $25K, recognize in next month (month N+ 1) - $25K-100K, recognize in two equal parts in months N + 1 and N + 2 - over $100K, recognize in three equal parts over 3 months N + 1, N + 2, N + 3 ...
I am trying to auto generate a calendar based on two drop down menus - Month and Year.
Once the month and year is selected I want to import all work orders onto the calendar based first on the "Labor Name" found in the list of work tab, then assign each work order for that labor name to the respective date on the calendar for the month.