Excel 2010 :: Create 3 Or 4 Detailed Reports From Worksheet?
Apr 24, 2014
I need to create 3 or 4 detailed reports from an excel 2010 worksheet.
My worksheet contains data including date, invoice number, company , consultant, days, dollars. There are approximately 100 records in the worksheet.
Requirement 1 :I want to use excel 2010 to automatically generate a series of reports broken down by consultant showing date, invoice number, company, and consultant with totals for days and dollars, when all the records for consultant 1 are listed, then I want to show consultant 2.
Same for any other consultants with a grand total at the end.
My understanding is that excel 2010 makes this process very simple .
I am creating a report where there are multiple conditions and I am using MS Excel 2010.
Summary sheet will display Date of Completion - If the exam has been taken already In Progress - if the exam has been started but not yet completed Not Started - if the exam has not yet been taken
Available data in Source sheet Completion_Date - Date when the exam was taken or "Blank" if the exam is still In Progress Completion_Status - Completed & In Progress only (all subjects that are not in the Source sheet shall be tagged as "Not Started"
I'm using Excel 2010. I have a workbook that has six or seven worksheets in it. Each worksheet has a header row, and then lists of clients at the clinic where I work. The columns are last name, first name, medicaid #, social security #, DOB. We use these lists every month to verify that each client has Medicaid for the month. Therefore, there are also columns with names like April, May, June where we mark yes or no for each client. Some of the worksheets also have information about the clients' guardian, phone number, etc., but not every worksheet has those. (I can't show you the worksheets b/c of federal privacy laws, of course.)
I really, really want a worksheet that's a master list of the data from each of the existing worksheets, and I'd like to keep it synced to the source worksheets. I'd love it if I could also add a column telling me which of the source worksheets the data originally came from.
I've tried a few things to make it happen, but nothing has worked.
I've tried using the Consolidate function built into Excel as well, but that only works with numbers, not text, and it wants to manipulate the numbers instead of just copying them over.
I've found several macros online that should have worked (including one from this site) but that I wasn't able to install to my worksheet. I followed all the steps for installation, and throught it worked, but when I went back to the Excel file to run the macro, the list of available macros remained emptpy.
Is it possible that corporate IT has disabled the ability to install macros? Is there somewhere in Options were I need to go to turn Macros on?
Is it at all possible to have a hyperlink that when clicked will take the user to detailed information on another page? I have a summary information with account numbers on one page and would like to click on a hyerlink related to the account number and take the user to the detailed information on another page.
I do testing of industrial equipment, collecting a lot of data along the way. Once I've calculated the performance metrics of existing systems, I do a cost analysis on proposed repairs or replacements.
I have a couple of goals in trying to streamline my spreadsheet process and make it more effective.
My worksheets usually end up with way more columns than I can view on the screen and that gets pretty cumbersome, so I want to develop input forms that will make data entry simpler. I've tried transposing the formats but they get even more difficult to handle that way. I just ran across the "Build a UserForm for Excel" pdf in this forum and I think that's going to help quite a bit.
Then for each of these types of projects I need to develop at least two report formats, one that will be comprehensive for each individual piece of equipment or subsystem that I'm analyzing, and another that's more of a summary of entire systems, such as a network of pumps all owned by the same customer. Ideally, this summary report would allow me to rank the subsystems by various criteria, such best ROI or most critical to operations. Format-wise what I'm looking for here is to strip away anything not relevant to decision makers, just reporting the important ID info and key results.
Finally, I'd like to be able to store all similar jobs in a single database so I can easily search through past results for comparative purposes when doing higher level analysis on new projects. I keep seeing the term "relational database" bandied about but don't really know if that's what I'm talking about or not.
i would like to create reports and queries in excel just like in access is this possible or do you import a layout,i have a sheet that has data on i would like to be able to pick just one row or mutiple rows and print them off could i save them to a menu to use over and over again,would i use a userform to search for these or can it be done otherways ,have seen pivot tables but seem bit complicated
The situation I have on my hands is over 200 users, were the majority can't use Excel's built in function to create PDF's. Yes, I've tried to teach them, but I'm probably not a good teacher.
So, I've resorted to create a button at the top of the worksheet, that says "Create PDF". I thought this was gonna be very easy to program, but alas.
Is there a way to start the built-in Excel dialog that happens when you click "Create PDF/XPS" in "Save & Send"?
I want to make a bar chart, When i use Excel and try to make it - i get a chart which shows the right column height but the Male and Female bars are BOTH IN 1 Colour. How do i make it so that male bar is blue and female is pink.
I am not too sure what this is called but I am using Excel 2010 and need particular document that I use repeatedly. Basically, if a particular cell in the document does not contain a phrase then I want Excel to automatically change the text in that cell to bold and red and 2 other cells in Excel to bold and red as well. For more information, the cell is 19–20 and K–O and the phrase in the cell is "No Inconsistency".
So if "No Inconsistency" is not found in that cell then it automatically changes the text in that cell to bold and red, and it also changes two other cells that are found in that document to bold and red as well. The coordinates of those two other cells are 19 with H–J, and the other one is 17 with H.
Im looking to create a bar chart in Excel 2010 where the totalnumber of widgets is 33 and the number produced so far is 11. The bar chart would be a single bar that represents the percentage complete (33%) with the chart maximum range being 100% which would represent the number 38.
Ive included a mock up example of what the data and chart would look like
I'm trying to create a userform with a progress bar. The progress bar does NOT need to be 'real' and accurate, but simply act as a timer to illustrate to the user that the program is running some quick calcs.. Again, basic progress bar, with about about a 4 second completion time..
Code: Date Jan-14..........Jun-14............Dec-14...........Jan-15..........Jun-15............Dec-15 Measure1 Measure2 Measure3
Code: Date 2014 2015 2016 Measure1 Measure2 Measure3
I have two tables, examples above In the first table, Jan-14 is a dropdown value that updates all the values to the right by a month increment when a specific date is selected
I then have some code that populates the cells which have 2014,2015,2016 in them.
What I need to do next is populate the 2nd table with values based on the date ranges in the above table.
I'm trying to create a pivot in vba. I can record what I have done but if I run that recorded code, it returns an error "Invalid call procedure or argument".
I have a workbook which needs a new sheet for each day of the month.I normally just create and re-name each sheet with the date...is there a simpler way where i can create the new sheet with a date for each month instead of doing indiviually?
See attached file - I would like to use the "Create Parts issue Report" Button to create worksheet titled "Parts Issue Report" based on the pulldown menu in cell B1 tab "Vehicle data" so each pulll down will generate a different "Parts Issue Report" when clicking the "Create Parts Issue Report" button. I think it needs to be a looping VBA to go thru the "Vehicle Data" rows and columns looking for the keywords "late" or past" as I only want a report created on that criteria. The output criteria I have label in the tab "Parts Issue Report" I can explain further if needed.
I have an expense workbook (Data) with 4 columns (ID, Item, Cost, Date). I would like to create macros that will generate 3 different reports and write to 3 different worksheets.
The first report is sorted and sum up the cost for each item. Please see the worksheet "Item".
The second report is sorted and sum up the cost for each part ID. Please see the worksheet "ID".
The third report is the cost for each month and Year-to-Date cost right next to it. Please see worksheet "Summary".
write the macros for each of these reports assuming that we don't know the number of rows in the "Data" worksheet.
I have 2 reports on one worksheet. I have put a button at the top of each report to navigate back and forth. One report is located at a1:S27 - it shows up fine. The issue is the other report located at BA1:BT52. No matter where I assign a name to it the report doesn't come up full page with cell BA1 at the top left hand corner.
I have 6 columns. The 5th and 6th columns are the most important. The 5th contains a figure and the 6th contains a type.
Bascially I am trying to do a basic chart showing the following 2 things. A. Do a percentage chart of column 6 (service) but not of percentage of hoem many lines the product is in. Not based on percentage of how many times Apples are shown compared to other products. I need it to add up everything, then do a percentage of total amounts of oranges and total of for Apples from the figures on column 5. Also, if possible, the pie chart will even show teh actual total figure per product in each (or next to) each pie chart slice.
know the easiest way to do this (step by step) in Excel 2010 and then I can perhaps write a macro for the future?
I am trying to create a database that contains data taken from several work books that i have saved in one folder on my hard drive. These workbooks contain quite a lot ** data, but i only want to extract the data i want to instead ** having to extract it all? these works books are used by several other people as well, so i want it to be able to update as data changes.
I was thinking about using data links, but that only seems to extract all the data instead ** just what i want?
As you can see in the attached file, I have a column of classes , a columns of related revenues and the total for each class. I have to create a column, next to these, where I can create the percentage with respect the sum of each class (as you can see by the formula). My problem is I am not able to say vba to find the totals and to create the percentage just with the revenues related to that total.
I get a "Object variable not set" error when creating a Pivot Table from a cache. I want the destination to be in a different sheet in the workbook. I set the new worksheet as: Set WSD = Worksheets.Add and I reference WSD.Cells(2,FinalCol +2) in the destination field of the CreatePivotTable method. I use the code from the Excel 2010 VBA book I got last week.
I am working on a schedule worksheet, the days are the columns and the staff member names go down the rows. I want to create a new cell value based on a condition on each row. I have been successful working with one row but how to efficiently do the same for each row.? I'm working with Excel 2010.
Using Excel 2010, I am trying to create a macro to insert INDEX and MATCH formulas on a sheet that reference Tables on the same sheet.
The formula works fine when entered in a cell where I can point to the Table. Now I need to put the formula in a macro where it will automatically reference the first Table on the sheet.
The original file has multiple sheets and multiple Tables on each sheet. No naming convension was used in naming the sheets or Tables.
Can I cycle through all the Tables on a sheet and rename each of them? For example, find the first Table on the sheet closest to cell A1 and rename it Table 1, find the next Table and rename it Table 2, etc.
Is there a way to reference Tables based on an index (similar to sheets)? Is there a Table(1) and Table(2) referencing system? Is it on a per sheet basis or across the entire workbook? That is, can there be more than one Table(1) in a file?
Can I start in cell A1 and find the first instance of a Table and return the name or index of that Table?
There was an option in excel 2007 in the pivot wizard to use an existing pivot table report as the source for a new pivot. I cannot find this in Excel 2010.
method. It seems like the limitation is in the Countif function going over 1000 (or some other size limit)
I have a list of ~1500 rows, of that there are approximately 55 unique items. Doing the unique array works correctly up until item ~40, upon which it fails by returning the 1st item only (for the rest).
Trying to debug, and pulling out the Match section, it functions up until 976 (that is
MATCH(0,COUNTIF($N$1:$N40,$C$3:$C$1500),0)
returns 976) anything after returns just 1 (1st item).
It seems to be a limitation on the text string size that COUNTIF can handle.
I have these formulas auto-filled to the bottom of the sheet of each column. The problem I'm having is that with this setup, the return on the G column is giving me
#VALUE!
for all rows that do not have any values entered yet. Is there any way to fix the formula in column G so that it reads the value of the cell instead of the formula in the targeted cell?
