I am new at excel and have very limited experience. I have a employee training database, with employees (in column A2:A54) and the certification names (in row A1:AS1) that I must generate a monthly report on employees that are expiring within the current month. The cells are already conditionally formatted to change colors for one month prior to expiration date, current month of expiration date, and past the expiration date.
I am manually gathering the data then adding it to another sheet. In the mist of trying to gather data, I am missing and/or overlooking information. I wanted to know if there is a way to automatically generate a report based on the expiration dates that would pull the employees name and which certification is expiring or expired, preferable both. I have tried reading threads and applying advanced filters but due to the number of certifications it is not functional to do it this way.
I have attached a sample of the spreadsheet : ETD.xlsx‎
How do you create a macro to copy the information from my weekly reports to a monthly report and be able to update automatically. If you had 4 worksheets (for each week of the month) and 1 mastersheet for the whole month in a workbook. All titles are the same and If you needed to copy all the data that is in the columns, say, A through I, starting with row 4 to however many rows are in a given week. The reports can be made up of numicerial values, text and dates. Let me know if more information is needed or an example worksheet.
I am looking for code that can generate the report that a user selects.
For example the user clicks reports on the userform. The report userform opens up. The user checks the monthly report button and enters the last day of the month he wishes the report to be for. i.e 7/31/2010 and then clicks generate report. when executed excel creates a new workbook and creates two sheets. the first looks exactly like the master data sheet from the original worksheet but of course with the specified data. the second sheet will populate a summary of the data. I will address that after i figure out how to get the first sheet compiled.
I have a vba code for an excel spreadsheet that lets me know when a particular persons' certification is about to expire (within 31 days). However what I cannot figure out is how to make this work with more than one expiration date ( additional columns containing other certification dates). I keep getting errors when trying to add additional columns to check ( I do admit that my VBA coding is atrocious at best).
Ultimately what I would like to achieve is a list of names with expiration dates alongside popping up when opening, but maybe I am asking too much?
I need to set up a conditional formatting formula to show when a certificate of approval is within 90 days of expiring and when it actually has expired.
The conditional formatting is in column A and the expiration date is in column I.
I have a spreadsheet where we track our contractor's Worker's Comp and General Liability insurance certificate expiration dates. I want the expiration date to highlight in red if it is expired and to highlight in orange if it will expire within 30 days or less.
I have attached a testing sheet similar to what I'm working on. The F column has the dates that need to highlight. I have MS Excel 2010.
I manage a number if individuals in the Army and as such, track their annual training requirements. Some requirements are semi-annual, annual, quadrennial, etc...
I have a spreadsheet to track the dates that the requirement was last completed (attached). I would like to use conditional formatting to turn dates that are within 30 days of being due (or blank) RED and dates that are between 31 days and 60 days of being due YELLOW.
I am trying to use conditional formatting to calculate when the date in the top column gets within 60 days from expiring to turn yellow, 30 days from expiring to turn orange and when it expires to turn red. The dates that are listed from row 5 down are when the classes were taken. the expiration date will be based on row 3. Some are annual,3 years and 5 years, etc. I am using Excel 2010....
where to start with automating a monthly report that I put together.
My report is generated from two or three tables of data - roughly 25,000 records.
Currently, I copy and paste this table of data into one worksheet, and then have pivot tables that are written to take data from this table (this is a typical marketing sales funnel - calls, raw leads, qualified leads, customers, revenue). Then I have another worksheet that is the display to the client, with the proper formatting, mathematical calculations, totals etc. On this client facing worksheet, I pull data from the pivot table (using =GETPIVOTDATA formulas).
It seems that I have constructed this report in a very inefficient way because I have a ton of manual work to do every month to make the client view presentable as changes come about in the raw data. For instance I segregate the client facing report by lead sources, but when new lead sources get added in month by month, I have to edit the client facing report at length.
where to start, or what steps to make this more automated
I have this table that I put together everyday describing the activity of my department. There is the date displayed as "Num-Date", the day of the week and multiple columns of data. Every day I have to add a new row and update the date, and the data, etc. I have a macro that inserts a new row and auto-updates the date and weekday, I also have a web query set up to fetch the data I want and display it right next to the table, but what I want to do is make the table more intuitive and automated.
I have table and need to take out montly total for each worker...
Now... Each hours in day have own factor. (I need total hours per day but for illustration)...
So when worker works day shift from 8:00 to 16:00 it's easy... 8 hours When works from 8:00 to 20:00 it's 8 hours + 4 afternoon hours When works from 20:00 to 8:00 it's 2 afternnoon hours + 8 night hours + 2 day hours
Aditional problem is when day intercept holliday or sunday when that factors need to be included (if holliday is at sunday then it's like holliday).
Here is some attachment:
Book1.xls
I've also added last day of previous month and first day of next month because of night shifts than need to be calulcated. Therefore correct number of hours is 168 and not 188.
Below I calculated manually those numbers wich I want to be automated...
Also.. This is table I get.. If it's easier to make it somehow else, OK by me. And any number of aditional columns is not problem...
I have a workbook with 12 sheets for monthly results and a Year to Date sheet. For presentation reasons, the monthly results are listed as seen in the first three worksheets, but I want the YTD results to be structured as seen in the fourth worksheet. I have shown how I am currently achieving this in the "Call" section of the YTD sheet, but as there are 12 months and many more variables in the original workbook, I'm wondering if there is any easier way than the one I'm using.
We have a weekly "On-Time" report that shows early, late, on time, or no data. Each week has a total percentage of early, late, on time, or no data deliveries. I now need a monthly total on a seperate worksheet, but for some reason I can not get the percentages to total correctly. I am attaching the spreadsheet.
I am attempting to find a way to search through a database I created based upon every day of the year. My goal is to have a user input a beginning date and end date for a trip, then my functions will return the range specified with each day and it's individual temperature average (in my database).
I also need generating the dates between the start and end dates that are entered by the user. I was considering combining Days360 with an Hlookup that searches through a massive sheet with all the dates for the upcoming year and then going down 1 in the column for the difference in the dates in each column.
I have lots of monthly reports to prepare. So what i do is to copy previous month report file and paste and rename it as current month report. Once i open it, i need to change the linking to the next colume of the source files. Eg Source files July is in Column H, then now i have to change it to Column I in my current month reports.
Furthermore, one file may have a few source files so the column may differ also.
I need to gather total dollar amounts from a column based on their date/month entered.
I have a sample attached, in cell L2 for example I would need to gather all the dollar amounts in Column G that were entered for that month in column B that correspond to the month in column K.
I can generate from my hotel software a list that includes the check in and checkout date for a room- and the number of nights for the stay, and the total dollar amount of that stay. if anyone is willing to look what I have so far, I am attaching the smallest sample set of data I can generate and have it useful and I have succeded in using vlookup succesfully to transfer the net room amount onto the first night of each stay on the grid.
worksheet "export tape chart" is the data generated by my hotel software- (except for Col a-- I use this for my two way vlookup match) I can reorder the output as needed for vlookups & offsets
worksheet "first night rate total NA" is where I have pulled the total room rate into the first night of the stay in a grid
worksheet "first night rate total clean" is just a simple cleanup of the first pulling for iserror.........
I must produce a report that details elapsed time between two dates and times.
The duration can span a number of days, I need to report just the elapsed working time, I can calculate the days with "NETWORKDAYS" but how can I calculate only the elapsed working time 08:00 to 17:00?
So I have exported a canned report showing me payments by day and it is EXACTLY what I need EXCEPT the dates don't repeat (and it has spaces and some headings but those aren't a big issue). Anyway, I need to dynamically fill in these dates for an entire year.
To be clearer, column A starts off with 1/1/2013 and column B has payment amount, column C check number, D invoice number etc.
But the rest of the cells in Column A for 1/1/2013 after the first row are blank until you hit the payments for 1/2/2013. Then 1/2/2013 is listed once and then blank (or junk header data at a page break) until 1/3/2013 and so on. And of course there are different numbers of payments for each day.
I'm looking to dynamically fill in the dates so that I have a real data /flat file that analysis can be run on. I have some ideas ... Could probably incorporate a "do until" statement somehow...
I have a table of yearly totals for the amount spent by x. I also have a growth rate for each month so for example in 2001 in jan the growth rate might have been 0.3% and feb 0.5% What I want to do is for each month based on the growth rate and the total produce a value for each month which sum to the total amount. It's also important to note that it restarts each year.
I’m currently pulling data into two columns labeled “Monthly” & “Non-Monthly” respectively. They indicate work orders with a frequency of “Monthly” or “Non-Monthly”
The Monthly data is obtained using the following formula:....
I'm trying to make a by month spreadsheet that has all twelve month ranges starting in for a3. in a3 it would have the start date and in a4 it would have the end date. I'm trying to locate all of the dates between those two dates and pull in the profit ammounts from another sheet, the results would be in row 5. I would also like to pull in the loss amounts and have them in row 6. All corresponding with the date range in rows 3 and 4.
I have an excel program that I want to set an expiration date on it, such as 30 days from the first time it's opened. After 30 days, activeworkbook.close
I have looked through your forums the last few hours. I have found similar code to what I'm looking for... but not quite.
I have a date in B2 (10-May-07) I have an expiration date in C2 (10-May-08) I want D3 to show months to expiration first (in this case 7) Then I want it to highlight in yellow 90 days out Then I want it to highlight in orange 60 days out Then I want it to highlight in red 30 days out
I use Excel 2007, however I want the code to work with 2003.
I work in a HR department and I'm trying to create a spreadsheet to track the amount of extra-duty hours each worker has. For every extra hour they work today, they can use this hour next time.
Screen Shot 2014-03-31 at 9.25.22 pm.png
This is my current spreadsheetCredit hours means hours added to their 'account'.Debit means hours taken out.Hours will expire in X days if not utilised.Right now, each worker has their own spreadsheet in the same workbook.I have about 25 workers.Is this the best way to manage this?How can I create a 'bank account' system to track their hours?
I have a large document control register and it is updated daily and posted to a cloud for many people to access. It is very time consuming to constantly jump in and out and highlight and unhighlight as many things as there are and keeping track of which items that need to be unhighlighted. The thing I'm trying to figure out is if there is a formula for this...If i change any cell in a row I want the row to highlight itself entirely, but after 24 hours I want the highlight to expire. Is there a formula or function I can use to make this happen?
I wonder if there is a possibility of the expiration date is in a cell, and that the file is not self-exclude, either block until just change the date in the cell.
1) Data - the students are listed in Column A, math scores in Column B, reading scores in Column C and science scores in Column D. The grades of 300 students are entered in this sheet.
Student Math Reading Science
Jimmy 75 84 100
[code].....
2) Report Card template - This is the report card that needs to be generated for each student. It's pulling the student name and grades from the Data worksheet.
Student Name =Data!$A2
Math =Data!$B2
Reading =Data!$C2
Science =Data!$D2
How do I create worksheets (report cards) for additional students? I have 300 students in the school. I need the next worksheet to reference Data!$A3. I know how to cut and paste the report card template and then edit =Data!A2 to be =Data!A3 to create a report card for Sally. How do I create the 300 report cards I need?
I've been teaching for 13 years. I can create a report card for each student in my class and edit each worksheet individually for each student. Now I've been asked to do this for the whole school and I don't know how to create the other 299 sheets I need.