Expand And Contract Group On Click

Jul 7, 2013

I have an excel file where I have a grouping of cells. I don't trust some people to expand and contract the grouping via the tiny buttons on the left of the screen as some people using this program will have no prior experience with excel so it needs to be very simple and intuitive.

On clicking a specific cell I would like the grouping to expand if it is already contracted, and contract if it is already expanded. I would also like for this to happen outside of using VB because I hate those enable/disable macro options when you first open excel but I am willing to use VB if necessary.

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Apr 11, 2008

I work with contracts and have to report the sales for each contract by customer number, name, address, product code or sku, sales amount, quantity, and invoice date. Each contract number is associated with a product group and within that product group are a laundry list of product codes or skus.

Customers are often on different contracts for different products and may purchase some or all of the products on that contract. When I run a query from the system to extract this data, I get one sheet that contains 20,000 lines that have to then be sorted and seperated into different tabs based on the contract number. Keep in mind that a customer may be listed multiple times because each line in the query represents a product code and an invoice date.

I currently have a macro that will format the reporting such that it sorts the data, however, what it doesnt do is look for each instance of a particular contract number and separate it into different tabs.

So below are two examples: April and May 2008 Reports

April 2008 Report
Contract 1 contains 5,000 lines of data - extract into new tab
Contract 2 contains 5,000 lines of data - extract into new tab
Contract 3 contains 5,000 lines of data - extract into new tab
Contract 4 contains 5,000 lines of data - extract into new tab
Total lines = 20,000

May 2008 Report
Contract 1 contains 7,500 lines of data - extract into new tab
Contract 2 contains 5,500 lines of data - extract into new tab
Contract 3 contains 8,000 lines of data - extract into new tab
Contract 4 contains 9,000 lines of data - extract into new tab
Total lines = 30,000

So for the April Example, I would like excel to take this one list and break into 4 new tabs based on the contract number and carry over all of the data into that tab.

Where this may become difficult is that there may be more lines of data one month and fewer another. Im not sure if there is a function that will tell excel to stop when it reaches the last line for one contract number and to start a new tab for the next contract number. (see the month of May example)

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I have a column of contract numbers of varying length. I want to run a sumif of all of the values on my reference sheet that have the contract number beginning with the contract number in my listing. All of the the contract values in my reference sheet are very long. Since the numbers I am working with vary in length, i don't know how to match this string in the sumif function

I want something like this

=SUMIF('Reference Sheet!$A$5:$A$13410,LEFT("", LEN('Select Contracts'!$C6))='Select Contracts'!$C6,'FINALIZED DATA'!$H$5:$H$13410)

Is there a way to refer to the range in the sumif function,

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I have a very long Excel spreadsheet (>2500 rows by approx 20 columns) that consists of >400 customer statements. At the top of each invoice, in colun B, is the text "Service Requestor Contract Number", and 5 rows down is the respective contract number. Further down (and the number of rows differ for each contract as each has its own unique level of detail) , again in column B is the text "Current Month Charges", and on the same row, in columns K and O, the current month number of items sold and $ charges respectfully. The spreadsheet is NOT paginated for each respective statement.

What I need to do on a separate spreadsheet is sum, by contract, both the number of widgets sold, as well as the amounts due.

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Feb 19, 2014

I'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.

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Mar 10, 2014

seeattached data set.

Contract Item
Gross Profit
GP %

[Code]....

It is Gross Profit in Dollars and % for a particular project. Each row is a contract Item. The Overall Gross Profit for the month in dollars is 34,114.86 In preparing a short commentary to discuss this 34,114.86 I need to discuss atleast some contract items. If there were no negative results I have often in the past simply written. The top 5contributors to this Gross Profit were contract items 1 -6, out of 42, delivering 80% of the result. I might also go into what actually those contract items were and why they presented such a decent Gross Margin, ie. Costs came in well under budget(estimate). But with negative results, the bottom 4 contract items represent a large dollar loss of-34k which is 100% basically of the Gross Profit itself. If these had even just broken even we would have a GP double the current amount. So they obviously deserve as much comment.

Q1
In excel orsimilarly in say Crystal Reports what is a good way of further sorting these 42records either in a table or chart, whereby say the top 80% contract items that had a major impact on the gross profit are shown and the rest hidden. Ie. All thelittle sub 1000 or sub -1000 amounts.

Q2
How wouldother people here write a commentary on this data set? Can you script something to illustrate?

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I know it's easy, but I can get the code to keep the selection.

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Dim r As Range
Dim rf As Range
Set rf = Range("TotalFTEByStaff")
Set r = Range(rf.Cells(1, 1), rf.Cells(rf.Rows.Count - 1, rf.Columns - 1))

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Jones Jim $1000
Jung Joe $700
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here's link to my spreadsheet: [URL]....

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