Excel 2007 :: Spreadsheet To Track Group Timeline For Completing Strategy Meetings With Customers

Apr 30, 2014

How to use conditional formatting in Excel 2007 (). I'm creating a spreadsheet to track my group's timeline for completing strategy meetings with our customers. When we have a meeting, I will enter the date of that meeting in a specific cell. In a successive column(s), I'd like for a cell(s) to turn a specific color based on the length of time from the last meeting (or if there is no date for a meeting entered - i.e. no initial meeting has been set).

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Spreadsheet To Track Customers Contact Information And Purchase History

Jul 1, 2013

I am creating a spreadsheet to track customers contact information and purchase history.

A B C D
1 First Name Last Name Phone Number Etc.
2 Mike Jones
3

I wanted to know if theres a way to click on a customer (say Mike Jones) and be able to enter and view purchase history information relating to that customer in either a drop down box or different sheet?

ex.
Mike Jones
Date Item Spent Last Contacted
4/24 Toy $500 4/31
5/16 Movie $15 5/20

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Excel 2007 :: Gantt Or Stacked Bar Chart Timeline

Mar 19, 2012

I'm attempting to chart data obtained from our phone system to see when users are logged in/on rest.

I'm using Excel 2007.

The data we extract has:
person | status | start | finish | duration

Status is either "login" or "rest"
Start/finish is time (h:mm)
Duration is a formula (h:mm, finish - start)

I want to have a stacked bar chart that shows when a person was logged in/on rest; one bar for each person.

x-axis: person
y-axis: time (8am - 6pm)
legend: status

The problem I'm encountering is that each person logs in and out multiple times throughout the day (therefore, has multiple lines to their name in the data), and I can't get this information to appear on a single bar for each person.

I've sorted the data into a pivot table which gives me the information I want, but how to get the chart.

Row labels
a. Person
b. status
c. start

Values
Min of duration

Ideally, I would like to avoid using a Gantt chart within cells (as it would involve vlookup/if statements), but am beginning to think that's my only option...

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Using Name Ranges To Group Customers Into Different Pricing Brackets

Aug 27, 2009

I have a worksheet that needs customers split into different price bands

here we go

I have 13 customers all from the same group (a)
1 customer in group (b)
1 Customer in group (c)
& 80 independant customers (d) worksheet only has 9 (1,2,3,4,5,6,7,8,9)

Column a is a list
D17 is the drop down list
D21 is the starting price

C2:D5 is the pricing multiple to be applied

What I am trying to achieve is when an independant company is chosen it defaults to d for pricing.

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Excel 2007 :: Change Text In A Group Of Shapes?

Jun 22, 2012

Ii have a UserForm with a ComboBox in it. the selections in the box are

0
5
10
15
20
25
30

I have 7 shapes in Worksheets("Interface") and renamed each shape caution1 through caution7

What i need is when i click on continue in my userform each shape will change according to the selection.

if 5 is selected all caution shapes will read, Caution flag is out 5 minute break
if 10 is selected all caution shapes will read, Caution flag is out 10 minute break
if 15 is selected all caution shapes will read, Caution flag is out 15 minute break
and so on

excel 2007 btw

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Excel 2007 :: Pivot Table - Can't Group On Dates

Aug 8, 2012

I have a stripped down data source for debugging purposes. I only have 4 rows of data for test purposes. The dates are formatted as dates.

When I create the pivot table the dates become my column values. When I select the first date in the pivot table the Group By Field menu option is grayed out. I tried setting a tabular format but didn't work.

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Excel 2007 :: Formula For Highlighting Cells Within Sub-Group

Jan 26, 2014

I am using Excel 2007 with a WIN XP OS…. My objective is to color code each cell in Column F within each sub-group based on the following instructions:

1) Column F contains a percentage…. Each sub-group in Column F totals 100%.... Each sub-group is separated as shown on the enclosed sample.
2) Starting with the highest percentage, followed by the next highest, (etc.), I want to sum each subsequent cell until reaching a target threshold (total sum) of 62%.... All cells in this grouping to be highlighted “yellow”.
3) Once the 62% target threshold is reached, the very next highest subsequent cell percentage is highlighted “light olive”…. If there is a tie, the lower number shown in Column E serves as the tie-breaker.
4) All remaining cells within the sub-group are highlighted “light brown” including those denoted by 0%.
5) Finally, if the cell is blank and absent of a % call out, then no highlight is required.

I process a daily spreadsheet having typically in excess of 1000 rows and in turn, I’m looking for a method to automate the color coding….

PGM
HORSE
MLO
PRICE LINE
PL RANK
New PACE

[Code] ........

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Excel 2007 :: How To Return Previous Sequential Number From A Group

May 10, 2014

Windows 7, Excel 2007. a formula to find the next lowest sequential number within a group.

Here's an example data set, which represents transactions by date and category:

Col A is a user entered Date which will not be in chronological order (unfortunately a sort is not an option)Col B is a user entered CategoryCol C is a formula that gives the chronological sort order based on the date.

The formula in C2:C9 is =COUNT($A$2:$A$9)-(RANK(A2,$A$2:$A$9)+COUNTIF($A$2:A2,A2)-1)+1Col D is a formula to determine if the row is the first chronological transaction within the Category

The array formula in D2:D9 is =IF(MIN(IF($B$2:$B$9=B2,$C$2:$C$9))=C2,"Y","")

This might not be a necessary column, but can be used as a helperCol E is where I would like a formula to give the next lowest value in Col C for the Category in Col B (the order number in Col C for the previous transaction within the same category).

I have entered in the values that the formula should return in Col E in the table below

A
B
C
D
E

[Code]...

If the current line is the first transaction of the category, the formula should return the value in Col C for that line (so E2 would equal the value in C2, which is 2).

So the first part of the formula could be straightforward, using the helper column:
=IF(D2="Y",C2,

Here's the tricky part: If it's not the first occurrence of the category, then it should return the value of Col C for previous transaction (or the next lowest number in Col C that is within the same category).

E3 would return 4, since the previous transaction for Category A was line 9
C3 = 6, and of all the values of Col C for Category A (2, 4, 6, 8), 4 is the next lowestE4 would return 6, since the previous transaction for Category A was line 3 C4 = 8, and of all the values of Col C for Category A (2, 4, 6, 8), 6 is the next lowestE5 would return 1, since it is the first transaction in Category BE6 would return 1, since the previous transaction for Category B was line 5 C6 = 5, and of all the values of Col C for Catebory B (1, 5, 7), 1 is the next lowestEtc.

I'm thinking I need an array formula to find the minimum value within the category, where that value is less than the value of Col C in the current line. Just not sure how to write that...

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Excel 2007 :: Can't Edit Cell - Unprotected Button On Changes Group Tab Grayed Out?

Jul 28, 2014

I'm trying to change a cell in a 2007 workbook but I'm getting this message:

"the cell or chart that you are trying to change is protected and therefore read only. To modify a protected cell or chart first remove the protection using the unprotect sheet command (review tab, changes group) you may be prompted for a password."

However, the unprotect button on the changes group tab is greyed out (the protect button is available though). The workbook isn't password protected and I'm not being asked for a password. What am I missing?

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Excel Not Auto-completing Long Word?

Jun 24, 2013

I have to type in a long place name with 10 letters repeatedly and whereas before Excel completed it after I typed the first two letters it has now stopped doing so. Is there a way to reactivate this facility? Other names do get auto-completed when typed in the same column.

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Excel 2007 :: Why Won't Spreadsheet Let To Insert Hyperlink

Nov 20, 2012

I want to put a hyperlink into an existing spreadsheet (which already has some hyperlinks in) but for some reason that option is now greyed out on my tool bar.

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Excel 2007 :: Insert Dropdown Box Into Spreadsheet?

May 14, 2013

I need to insert a drop down box into my spreadsheet, and depending on the option selected, the formula used to calculate the value into another cell changes. How do I implement this in Excel 2007?

To put this in context, I need a list of acids in cell C3. Depending on the acid selected, the formula used to calculate acid concentration in another cell (D3) changes. I need a way to implement this.

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Excel 2007 :: Add Attachment To Spreadsheet That Can Be Accessed By Others?

Jul 23, 2013

I'm using Excel 2007, and when I add attachements to a spreadsheet cell (e.g. a saved email) nobody else can open the file when viewing the spreadsheet. Is there a way around this?

Currently I'm inserting it by going Object > Create from File > Browse > Select File > Display as Icon. But if the spreadsheet is emailed to anyone else or put on a staff website nobody can open the attachements.

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Excel 2007 :: Embed Spreadsheet In VBA UserForm

Feb 27, 2012

I've done this before in Excel 2003 but I can't seem to do it in Excel 2007 because the control isn't there in the additional controls list.

In Excel 2003 it was called Microsoft Office Spreadsheet 11.0 and when ticked gave an extra item on the control toolbox which allow you to draw an excel spreadsheet control into a userform.

It's not there in the VBE of Excel 2007 - How to do it in this version?

Screenshots of the additional controls screen in both versions: [URL]... [URL]....

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Excel 2007 :: Edit Query From Spreadsheet

Apr 11, 2012

I have recently installed excel 2007 how do you edit and ODBC query from the spreadsheet. In 2003 you right clicked on a cell that opened a dropdown where you selected edit query.

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Put Together A Basic Spreadsheet To Track

Sep 15, 2008

I'm trying to put together a basic spreadsheet to track offensive plays for high school football. I'd like a formula that will change the LOS (Line of Scrimmage) to reflect the yards gained on the previous play. The problem is that you'd probably need negative numbers up to 49, and then back down to 0.

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Excel 2007 :: Unable To Enter Any Data In Spreadsheet?

Apr 19, 2008

Very simple Excel 2007 spreadsheet. It consist of four columns with either numeric or alpha data in the. No formulas, no macros etc...

She emailed the spreadsheet to me and it works fine, I can enter data without problems. Whenever she tries to use it she just can't enter any data. She clicks in a cell and it highlights but she doesn't get a cursor and can't enter data. If she tries to click in the area underneath the toolbar to enter data she also does not get a cursor!! It used to work just fine for her but has suddenly stopped!

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Excel 2007 :: Spreadsheet For Taking Class Attendance?

Sep 10, 2013

I've got an Excel 2007 spreadsheet that I want to use to take the attendance in the school where I teach. I've got it more or less the way I want it, but there are 2 improvements I'd like to make:

1. I don't want to have press Enter to go down to the next cell. If a kid is present, I want to press 'p' and automatically be one cell lower.

2. When I open the spreadsheet (which contains multiple worksheets for different classes), I'd like it to open at today's date on the left regardless of which worksheet I go to (I've frozen the first four columns, so I'd like 'today's column' to appear next to them). I've put the dates in row 1. I've put the dates in the format ddd, d/m/y. (I don't know if that info makes any difference, hence I'm including it). I've already looked up some posts on this and copied and pasted a few different suggestions, but none worked.

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Excel 2007 :: Locate A Chart In Large Spreadsheet?

Nov 16, 2011

I have inherited a series of Word reports containing links to charts in several Excel files. I can tell by the link in Word that one of the charts is named 'Chart 6'. Is there an easy way to locate which chart in the Excel file is 'Chart 6' (and on and on for all of the other charts linked in the Word doc)? There are upwards of 21 charts in each Excel file linked to each of the Word reports. I am using 2007 but the files are in 2003 format because of limitations of the program from which the data comes for the charts.

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Spreadsheet That Keeps Track Of Data From Other Workbooks?

Feb 3, 2014

User will save as Job # or Job name to their computer This job # or Job name will be also typed in location ..lets say cell a2 of every workbook the user creates from the master workbook. After the user is finished inputting all data into workbook they save it when they save it to send or have another workbook pull from it certain information...lets say total hours and total $$ respectively in cells s30 and p18

this workbook will save those numbers every time the user opens the one he is working on and saves it(could the workbook be closed and still store these data figures from other workbooks)

workbook called "DATA STORAGE" will compile this information from every workbook created from the original master workbook.

The point is so that the user can instead of opening up a possible 50 to 60 workbooks to check on $$$$ and hours they can see that information from all 50 or 60 workbooks at once on one page.

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Excel Chart To Show Timeline?

Nov 23, 2011

I have a spreadsheet where users can enter a time using the 24 hour clock - these times are random and can be anything within the 24 hour period.

I want to create a chart or graph that has a timeline of 24 hours, (in multiples of 1 hour starting at 07:00 and going right through to 06:00), and I need the times entered by the users to appear on the chart to give an overview of when these incidents are happening most.

I was thinking that the cluster or scatter chart might work but I can't figure it out. I don't actually need both X and Y Axis, just a timeline - is it possible?

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Excel 2007 :: Make Column Headings Appear On Large Spreadsheet?

Sep 7, 2012

How do I make the column headings appear when I'm working on a large spread sheet so I don't have to scroll to the top each time to see where I am. This is on Excel 2007.

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Spreadsheet That Keeps Track Of Annual Expenses For Company Car

Jul 25, 2012

I need to design a spreadsheet in Excel that keeps track of annual expenses for the company car, but have no numerical data.

The only information given is the labels needed to be used, such as main heading, date, mileage, petrol, maintenance, registration, insurance, subtotals, averages and main totals. I've designed the spreadsheet with date - subtotal at the top of each column, with total and averages on the left hand side, under all the months (so the answers to both the total and averages would be in each column)

I also need to write a formula to work out the averages of everything and the formula I thought would be right is giving me this error message: #DIV/0!

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Excel 2007 :: Import Data From Worksheet Into Another And Group Data Into Sections

Mar 2, 2012

I want to be able to run a macro that will export some of the data from a worksheet called Generated Report into another worksheet called Matrix. The data will be taken Generated REport and grouped into sections of the worksheet. These sections will be defined by the BRID value.

The Data that i want to export will be from the first 5 columns within the Generated Report(note there are other columns which data is not required from).

The following columns will be exported from Generated Report -

BRID,Requirement, Bug Description, Bug ID and Alt Bug ID.

BRIDRequirement Bug DescriptionBUG ID Alt Bug ID
PQ115 PQ115-Login Bug Description text xihllloloj43712 123
PQ116PQ116-Landing Bug Description text ghghghgoot 43713 126

For Matrix

The data will be imported into Matrix worksheet into the following columns as part of the row headings

- Requirement, Description, Bug ID and VF Bug ID.There will also be other columns (outlined below) which i will use to manually enter data

The data will be grouped and imported into the relevant section by its BRID eg PQ115, PQ116 etc.

I want each section (marked by BRID number)to be separated by row headings.

These row headings are to be generated after populating all data within each BRID number.

When the data has been populated in each row there is a column called 'Status' which contains drop down list boxes which can be assigned.

The default status will be set to 'To Do'. The complete row headings are displayed with Output from Generated Report underneath

BRID Priority Requirment Description BugID Alt Bug ID PC UpdateNotes Actual Result Type of DEfect Test Status Tested by
PQ115 PQ115-Login Bug Description text xihllloloj43712 123 To Do

BRID Priority Requirment Description BugID Alt Bug ID QC UpdateNotes Actual Result Type of DEfect Test Status Tested by
PQ116 PQ116-Landing Bug Description text ghghghgoot43713 126 To Do

So far the macro that i have been using allows me to locate the data for each specific BRID in Generated Report and copy into the corresponding BRID section within the Matrix. I have to repeat this step for each new BRID and i want to be able to whole automate this process.

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Excel 2007 :: VBA Auto-populate ComboBox With Range Of Data In Spreadsheet

Sep 20, 2012

I'm trying to get some vba to automatically find the range of data in a spreadsheet (So start from a specified point and loop until it's blank) and populate a combobox with this range accordingly. I have read numerous articles and posts but nothing seems to work!!

I am using Excel 2007.

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Excel 2007 :: Finding Code To Enable Emailing Items On Spreadsheet

Jan 20, 2013

Need a code that sends emails to the intended receipients based on hold codes if Columnd J reads as YES Email formats are listed on "Email Format" tab, code should pick the required field value from the table (Hold Report).

Analyst name, Phone number are entered in the text boxes (data validation for these is desired)

option boxes are used to send email based on the selection as below

if "send initial email without attachment" is selected then emails should be sent without the attachments

if "send initial email with attachment" is selected then emails should be sent with the attachments

Attachments are usually .PDF files and are stored on users desktop with file name as .pdf

if the follow up otion is selected the subject line on the mail should be appended as *** 1st Follow-Up*** along with standard subject line

Rest of the requirement remains same for followup option (same email format is used) based on the option selected, code should be able to send emails with or without attachments. I have provided three command buttons that are intended to work as follows;

Validate data: need to validate the data to ensure that each row has atleast one email address in "TO" column and there are no spaces in the email address.

Clear Data: Should clear the existing data from the table

Send Emails: Should send emails

Standard subject line is a combination as below

Invoice on Hold for ; Invoice number: ; PO Number: ; Invoice Amount:

Note: Column H and I apply only for hold codes Qty Ord and Max Ship Amount

I use Microsoft 2007.

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Excel 2007 :: Textbox Control Source Linked To Cell In Spreadsheet?

Oct 10, 2013

I have a userform with a textbox and would like the user to type inside the textbox which in turn send the text typed to a cell on my spread sheet say sheet 1 cell ref A1. I am writing the following into the control source Sheet1!A1 but the control source does not except this. I am using excel 2007 .

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Excel 2010 :: Generating Custom Timeline On Separate Tab?

Jan 1, 2014

I'm trying to get Excel 2010 to automatically generate a custom timeline in a separate tab using data I enter in a different tab. In the attached example, the data in the first tab ("daily log") tracks the number of trucks parked at a certain yard by the state they are registered in, their company, and their ID number. I would like Excel to automatically generate the timeline I've created by hand in the second tab ("Timeline (desired outcome)"). I need a formula that returns a "1" if several conditions are met (see comments in example) and a " " if those conditions are not met. I played around with IF(AND...) functions, but I've never used them before and couldn't make them work. There are a few complicating factors: there aren't a consistent number of trucks at the yard per day, and some trucks changed their ID numbers during the data period. I use a blank row, highlighted in dark grey, to visually differentiate days. This row can be filtered out with the "null" column.

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Excel 2007 :: Generate Microsoft Word Document From Data Encoded In Spreadsheet?

Jun 18, 2012

I need to generate a microsoft word document from the data encoded in my excel spreadsheet. I am currently using MS office 2007.

in the Excel Spreadsheet from columns C to F "a) b) c) d)" was not typed but in the word document it automatically appears before the choices encoded in excel. Another thing is that some of the choices typed in the excel spreadsheet are in bold font and I want it to be generated in word document with the bold font as well.

By the way I am planning to use this technique to create a 100 item multiple choice exam for my students as I find using EXCEL to generate the document a lot easier than creating the test manually in WORD.

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Getting Percentage Of Attended Meetings

Mar 31, 2014

I am working on a spreadsheet to keep attendance at meetings. I have used "X" to mark someone present. I have calculated all of the "X's" to once column then I want to get a percentage of meetings they attend. Here is what I have:

=COUNTIF(A3:V3,"X") - This gives me the number of meetings attended there are a total of 21 scheduled.
=(X3/21)*100 - This should give me the percentage of meetings attended.

Problem is I get 476%, I know it will be something simple, just wanted to ensure the formulas were right and it should be something simple.

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