Edit Customer Information Rows

Jul 1, 2008

I am trying to develop a procedure that allows the user select a customer from a drop down list (using Data validation), thereby providing the user with a summary of customer information. That I can do. What I would like to do is allow the user to add new information in the summary section which is then appended to the customer record further down the sheet (see attached example). New data could only be added to the last two columns. The user would be required to press a form button to append the data.

The catch would be if the customer was selected again, the new data would also display in the summary section.

View 4 Replies


ADVERTISEMENT

Look Up Customer Information Based On Dates

Jan 9, 2009

I'm still having trouble with this formula. I have a sheet, sample attached, that has a list of transactions, with customer name, date, cash-in & cash-out information that is listed down a set of rows. I'll have a tab for each year & the information will be seperated by months.

My other sheet is a monthly report that I will be printing. I have a seperate "section" for each customer & I want excel to fill the information from that customer based on the month. I tried using a index match formula & a vlookup formula in a helper column, but it doesn't bring out the info that I want.

View 6 Replies View Related

Remove Duplicate Prospective Customer Information?

Feb 8, 2014

I have two different spreadsheets with customer leads on them. I want to ensure that I don't duplicate my effort by contacting the same customers again, so I want to remove duplicates, but not in the usual way. If I simply use the remove duplicates function I will be left with a combined list of customers, some of which I have contacted and some of which I will not have contacted. I want to be able to search the second spreadsheet so that it removes the information that also exists in the first spreadsheet without combining the two so that I am left with a list of only customers I have not contacted already. I understand I may have to copy and paste, but I need a way to ensure the two lists are able to be separated once the duplicates are gone.

Someone said something to me about an "IF" function

View 1 Replies View Related

Purchase Order Customer Information Autopopulated

Sep 29, 2008

I have a Purchase Order template that I created in Excel and an Excel Customer spreadsheet. I am trying to get the Customer Name, Address, City/State/Zip (all found in different columns on the customer spreadsheet) to autopopulate on the Purchase Order when the matching phone number is entered. New to advanced formulas but looking for something like: if the phone number on the purchase order equals the phone number on the customer database, bring over the Customer info above to the appropriate cells on the purchase order.

View 5 Replies View Related

Converting Uneven Rows Of Data Per Customer Into 1 Row Of Data Per Customer

Aug 1, 2014

I 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

View 3 Replies View Related

Edit Table Information After Using Advanced Filter To Another Sheet?

Nov 19, 2013

Is there a way to edit my database located on sheet 1 using the advanced filter (output) on sheet 2?

I have a gigantic database and I want to filter it down to the rows I need to edit.. so I used advanced filter to extract the rows I need on to another sheet. But if I edit the rows on sheet 2 how do I makes those changes reflect on sheet 1 (the full database)

View 2 Replies View Related

VBA Code To Split Multiple Customer Rows?

Feb 2, 2012

I currently have a number of data sets relating to customer's and values, eg.

Customer 1 12 12 12 12 12

However within this data set I also have a number of items where different customers have been grouped but are separated with a “/”, eg.

Customer 1 / Customer 2 / Customer 3 12 12 12 12 12

I want to be able to, find these rows, and break them out so that each customer with relating data is on a separate row, eg.

Customer 1 4 4 4 4 4
Customer 2 4 4 4 4 4
Customer 3 4 4 4 4 4

View 7 Replies View Related

Comparing Customer Names In Rows And Returning Text Data In Different Cells If Same

Jan 26, 2010

I've got a list of donor names, names listed multipled times in Column A, each row with different donation data. For instance:

Sheet 1

A1 - Mary Jones, B1- Internet Donation
A2 - Mary Jones, B2 - Silent Auction Purchase
A3 - Mary Jones, B3 - Event Ticket Purchase
A4 - Gary Jones, B4 - Foundation Grant
A5 - Gary Jones, B5 - Internet Donation
A6 - Sara Parker, B6 - Event Ticket Purchase

I want Excel to compare rows A1 and A2, and if the name has not changed, enter the donation data from Column B into another sheet that will just list that person's name once:

Sheet 2

A1 - Mary Jones, B1- Donation1, C1 -Donation2, D1 - Donation3
A2 - Gary Jones, B2 - Donation1, C2 - Donation2, D1 - Donation3 (which would return no value because there the name changes

Does this involve IF, MATCH or VLOOKUP formulas?

View 9 Replies View Related

Macro To Edit Multiple Rows Of Text

Oct 22, 2007

I used the macro editor to create a "simple" macro to edit 7 rows of text. The steps were basic and simple - F2 key, backspace about 25 times, and down arrow then repeat these 3 steps 6 more times. The macro I got gave me the result of the very first cell as I was recording the macro. I think I remember the old Lotus 1-2-3 macro text - {edit}{backspace}{down}. Wish it were still that simple.

View 5 Replies View Related

VBA Edit To Only Copy Rows With Populated Data?

Jun 19, 2012

I am using the below code to pull information from multiple sheets into one master sheet. Currently, it is funcitoning fine with one slight problem. In each of the sheets I have formulas copied down until row 500. However, some of the sheets may only have formulas populated up until row 50 for example. edit the below macro to where I am only pulling in the rows that have populated formulas?

Code:
Sub Consolidate()
'Author: Jerry Beaucaire'
'Date: 9/15/2009 (2007 compatible) (updated 4/29/2011)

[Code]....

View 1 Replies View Related

Protect Sheet Allowing Users To Format Rows/Edit Objects?

Nov 16, 2009

I want my macro to protect my sheet again after it is done to allow editing objects and formatting rows. I am really stuck and have come up with the below, but it isn't working.

View 5 Replies View Related

Exchanging Two Rows Of Information With Each Other?

Dec 11, 2012

this may seem like a relatively simple thing, but I want to take two rows of information and just switch them with each other. I want all of the formatting to stay the same though relative to each other. The problem is a color name. I have four colors of a pant that I'm tracking for production and the color order is just slightly flipped so I need to switch two of them. I don't want to have to redo the whole thing, too much info!

View 2 Replies View Related

How To Combine Rows Of Data With Like Information

May 13, 2014

I have 500 rows of data with 6 columns. Columns A,B,C,D,E are text, and column F is values.

I'm looking for a formula where I can say for any of these rows where the data in columns A through E match each other in those rows, combine them into one row of said text, with column E values totaled. I thought I could use SUMIFS for this, but I only know how to define SUMIFS with the criteria being a specific cell/text/value for which it should search on. In my example, the data in the cells can be anything, I just need rows to be "collapsed" to one row for like data.

View 2 Replies View Related

Reference Corresponding Rows Of Information Neatly?

Oct 9, 2008

I've manually inserted of what I'd like the program to be able to figure out, and a description of what I've tried, and failed at, so far.

The product codes and prices would of course all be unique, I've just mashed this together so there's some generic info, and I'm not divulging confidential.

View 2 Replies View Related

Duplicate Information To Be Removed From Different Rows?

Sep 24, 2013

I'm busy cleaning information from an excel spreadsheet. Not all the columns are populated. e.g. Row 17 will only have an email address in column E whilst row 18 will have a name, surname, company and email address (same as in row 17).

Using the remove duplicate function, removes row 18 and thus leaves me with the row that only contains the email address.

What would it take for me to be able to remove the rows that do not have the additional columns populated?

View 2 Replies View Related

Moving Rows When New Information Is Added

May 18, 2012

I have a workbook where on one sheet various peoples information is listed and based on their organization the information is then linked to one of a few different worksheets for costs. On the cost worksheets, when a new person is added to the original worksheet, their information populates the next row. At the end of the cost columns I have a the total cost of each person added together. What I need to do is have these totals continue to move down the worksheet as new people are added. Is there a way to do this in excel using VBA or another function?

View 1 Replies View Related

VBA To Add Rows Or Columns If Information Not Exist

Jul 24, 2012

I have a spreadsheet that contains overtime information for employees. Basically, it has a list of names in column A, and a list of projects in the first row, similar to this:

Name
100323
100887
100987
100987
Sum

[Code]....

At the top of the page I've inserted a section similar to this:

Name
Project Number
# Of Hours

SMITH, John
100883
5

Where the name and project number are drop down data validation lists containing all of the project numbers and employees at our facility, and the # of hours section is just a manual entry.

I require a macro that, upon clicking a button, will verify that the name is in the list and insert a row if there isn't as well as verify the project is in the row and insert a column it isn't.. then it will add the number of hours i specified in the box. It would also be nice if the list of names would sort alphabetically and the project numbers would sort numerically from left to right after any additions. As well as clear the selections and # of hours I entered in the second table shown above once everything has been entered in to the main (first) table.

I'm pretty new to creating my own macros (even though im an engineer.. )

View 1 Replies View Related

Converting Column Information Into Rows

Jan 5, 2013

I have a set of training information in the rows, with dates under it which maps back to names of employee in the left hand side. How do I convert that to Name of Employee Training attended dates expiry date.

View 8 Replies View Related

Insert Rows Between Blocks Of Information

May 11, 2006

I have used some code that Kris gave me a couple of weeks ago and changed it to insert a row between each block of information. Have I got it right?

Sub InsertRows()
Dim lRow As Long
Dim r As Long
lRow = Range("A" & Rows.Count).End(xlUp).Row
Application. ScreenUpdating = False
Columns("M").Insert
[m3] = "temp1"
Range("M4:M" & lRow) = "=LEFT(A4,5)"
For r = Cells(Rows.Count, 1).End(xlUp).Row To 2 Step -1
If Cells(r, 13) <> Cells(r - 1, 13) Then Rows(r).Insert Shift:=xlDown
Next r
Columns("M:N").Delete
Application.ScreenUpdating = True

Application.DisplayAlerts = False
ActiveWorkbook. SaveAs Filename:= _
"H:HOME imcEXCELCOUPON_COUNT5_MAYREFORECAST.xls", FileFormat:=xlNormal _
, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False, _
CreateBackup:=False
Application.DisplayAlerts = True
ActiveWindow.SelectedSheets.PrintOut copies:=1
End Sub

View 3 Replies View Related

Sorting Columns And Keep Information In Rows Intact

May 26, 2009

I am trying to sort/filter the information by columns but I need the information in each row to stay together for instance...

1 2 3 4 5
2 3 4 5 1
3 4 5 1 2
4 5 1 2 3
5 1 2 3 4

I need to sort the numbers in column 3 in ascending order or filter them but i need the entire row to move when sorted so it needs to look like this


4 5 1 2 3
5 1 2 3 4
1 2 3 4 5
2 3 4 5 1
3 4 5 1 2

I am using the list function to sort and filter the data in the columns but when i try to sort them in ascending order i get....

1 2 1 4 5
2 3 2 5 1
3 4 3 1 2
4 5 4 2 3
5 1 5 3 4

I don't know how to write formulas or VBA's or anything but am willing to try.

Is it possible to sort the data and get a result like the second set of data? and is there an easy way to make this fool proof so people that use the spreadsheet will not mess up the data?

View 8 Replies View Related

Combining Multiple Rows With Duplicate Information

Nov 24, 2009

I have a sheet with over 1000 rows showing me every employee's benefit choices. It has multiple rows for each employee - one that indicates their health option, one that indicates their dental option and so on.

I'd like to combine them so I have one row that has columns for health, dental, etc...and then their options would be listed all in the same row. I've attached the original with the solution I'd like pasted below. I'm sure this isn't difficult but I'm having trouble figuring it out.

View 2 Replies View Related

VBA To Name New TAB And Populate With Specific Wanted Information From Rows

Feb 1, 2008

1. When text is entered into a specific cell in the Master Sheet a new Tab is created named after this text and a second string of text i.e the date.

2.At the same time as this TAB is created I would like only the rows with checkboxes ticked in the Master Sheet to be copied to the new TAB(Not the Checkboxes themselves) [possibly using TRUE/FALSE in "B" row].

3.I would like the formulas, formats of these checked rows to be copied too.

4. Additionally the first 12 rows(all headers) and the last row(subtotal row)should be copied too.

The idea of the Workbook is to have an overall options sheet that is customised on a per customer basis with a record saved on a new tab in the same workbook.

View 14 Replies View Related

Copy & Repeat Single Row Information To Many Rows

Sep 3, 2008

In the excel sheet bellow that I'm attaching you will see what I'm looking for.

View 8 Replies View Related

Sum Up Duplicate Information And Delete The Un-needed Rows

May 24, 2006

I have a worksheet with duplicate but necessary information. in column A there is a Name and in column B there is a number. like...

John 43
John 6
John 23
Karen 54
Kathy 12
Kathy 23

I need to add all the numbers up for one name and then delete the un-needed rows. so it ends up

John 75
Karen 54
Kathy 35

View 5 Replies View Related

How Can I Pull Selected Rows Of Information From 1 Worksheet Page To Another

Jul 1, 2008

how to reference cells in 1 page from another and understand basic formula's, and would appreciate any input on how or if i can acheive what i'm trying to accomplish.

I have a worksheet with say 100 rows of information, it is a list of materials to go into a construction job. the columns to the right of the description calculate volume/quantity etc and produce a cost for the item. what i want to do is have a summary page that only lists the items that are being used, not all 100 items are in every job and i dont want to have to print the whole list with a bunch of empty values, which will just waste paper and ink. I'd like to enter a value in a cell or setup a check box or something that i could somehow use to then list that row or a part of that row of information on a seperate sheet, for a nice concise, easy to read list of job materials. i would like to do produce 1 sheet with the cost associated with the item, and one without cost.

View 9 Replies View Related

Searching And Editing - Add Information To Specific Rows Of Data In Worksheet

Jun 11, 2014

I am working on a project that I feel should be relatively simple but I seem to be stuck. My Goal: To add information to specific rows of data in the worksheet. I want to use a user form, and eliminate as much typing for the user as possible. I have already designed my user form, and written the code to identify the row in which I want to edit. Nonetheless, I do not know how to code the insertion of the new data. The data I want to add will be in empty cells at the end(right) of the data table.

I have attached a portion of my data set.InsertQuote.jpg

Here is where I am. The words in red are just colloquial words that I cannot seem to put into code.

Private Sub CmdInsert_Click()
Dim Company As String
Dim PartNumber As Variant
Dim Condition As String

[Code] .....

View 1 Replies View Related

Placing Numbers In Sequence Down Rows And Duplicating If Information Matches?

Mar 7, 2013

I have 2 columns,

column A has a series of 8 digit numbers (some will match some will not) sorting in A-z order from lowest to highest value.

Column B is blank at the moment.

What I want

In column B i need to add numbers starting at 1 and moving down in sequence.

If more than one rows have the same number in column A they get the same numbe rin Column B

It's really a pain or have to hand type in the numbers and I can't figure out a easy way to do this.

Attached example.

Tab 1 = Origanl Data
Tab 2 = results i'm lookin for.

View 2 Replies View Related

Prevent User Seeing Senstive Information In Hidden Rows/Columns

Aug 19, 2008

I have a feeling the answer to this will be 'no' based on the searching I've done, but is it possible to allow formatting of rows/columns on a protected worksheet, yet prevent the user from unhiding some rows/columns I don't want them to see? I've allowed them to format rows/columns so they can "size" them to fit the text they enter, but that has opened up the ability for them to unhide columns. Using Shrink To Fit would be cumbersome due to the number of cells involved.

View 5 Replies View Related

Automatically Color Fill Rows Based On Changing Column Information

Jun 24, 2009

I would like to automatically color fill a series of rows based on like information from a single column. When the information in the column changes then the rows would either stop filling (this would be best) or fill with a different color until the information changes again.

Summary: series of alternating rows would either be filled or unfilled based on changes from the column information.

Hope this isn't too confusing. Below is an example except I would want the cells filled, not the text or numbers to change. The highlight is changing based on the changing of the numbers.

ABCD 12345
ABD 12345
ABCD 12349
ABDF 12349
ABCD 12358
ABF 12358

View 9 Replies View Related

Userform Data (allows Input Of Information And Then Deposits The Information On A Specific Sheet)

Feb 11, 2010

I have created a userform that allows input of information and then deposits the information on a specific sheet. I am looking for a way to have that information not only deposited on the specific sheet it is already set to but also to another sheet based on a selection made from a combo box.

here is my current

View 5 Replies View Related







Copyrights 2005-15 www.BigResource.com, All rights reserved