How To Create A Reporting Table
Jan 17, 2014
So I've got a workbook with three main sheets: Pipe, Fittings, Report. In the pipe sheet I've got 8 charts that are all the same but they're for pricing different types of pipe. I want to assign each line in all charts a category and then in the reports tab have a chart that will add all the prices from all charts in each category. I've tried using the VLOOKUP function but I can't seem to get it to work. I can attach the spreadsheet here if that would make things easier.
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Sep 11, 2007
I have a list of all my products in the "Price Listing" sheet organised by a 3 level tree structure (small range of products shown in excel file attached).
I am trying to create a way of getting this list into an organised way (via macro) so that I can print this off and give to my customers. Sheet 1 shows an example of how it might look after the macro is run using the tree structure. I have tried to use pivot tables with no success.I am currently creating this manually each month and updating all new products, then running the prices for each customer but it is taking far to lonng to create the master sheet.
Different customers have different prices and I want to create a price list so I can get someone in the office to output the file to excel, run this macro and create the file without me having to put alot of work into each one, or even be in the office while they are creating this.
Is it possible to create a table of contents for the completed result using either seperare sheets, text formatting
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Apr 14, 2009
I would like to have a macro to automatically generate a statistics table (on the "statistics" tab) with the 5 following fields:
Fragment names / # samples / # of failed samples / % of success / # of variations in the fragment (SNP). At the bottom of this table, I would like to have a cell with the average % of success for all fragments. The data to generate these statistics are on the "gene name" tab (please note that this name will change every time I will work on a new gene). To make things easier, I think the macro should be run from this tab.
1. The Fragment names are displayed in row #5. I use one column per variation per fragment. If one fragment has 3 variations, there will be three columns and I will merge together the fragment name cells. The fact that some cells are merged can be a problem when copy-paste to the stats table (as I would like to get rid of the merging).
2. # of samples corresponds to the number of cells in blue in column A. The number of samples can change from one report to another but is always constant in the same report.
3. # of failed sequences. In the table, I type "Failed Sequence" (if the analysis has failed) and "Missing Sequence" (if the analysis has not been done). When a sample is failed or missing, it is for the who fragment, no matter how many variation there is in the fragment, so I usually merge the cells of all variations for this failed sample.
4. % of success: this is quite easy #sample/#of failed+missing sequence for this fragment
5. # of variation is equal to the number of variations for this fragment (can be 0, 1, 2, etc.). When there is no variation in a fragment, I put '-- in all cells of the corresponding fragment on the "gene name" tab. Fragment 3 on my file is an example of 0 variation.
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Apr 26, 2012
Recently, the boss showed me a Pivot table & chart, which consists of a list of about 30 user names in the first column. The row headings were the different items they purchased from a vending machine. & when he clicked on any name in the first column, this created a new sheet, renamed with users name, with a small table of results showing what that person purchased.
Problem is, none of us can figure out how to do this. I have created a new Pivot table & chart exactly like the original, but I cannot get the smaller sheet to generate. (Excel 2010)
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Dec 17, 2012
I have a table with list of equipments and asset number assigned as primary key, I wanted to have a history movement of these equipments but my idea is somehow not logical and very primitive to update every time 2 excel sheets:
ie:
asset no
description
received by
day
[Code].....
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Nov 5, 2008
I want to accomplish something like this but slightly different:
[url]
I have the same issue but a bit more complex. In my case I have an additional amount of columns (let's say dimensions). So for the example given (sales per month) I would add two columns for 4 different regions and 5 machine types (just examples).
The output (that would serve as pivot tabel input) would then have to be a 4 x 5 x 12 x 4 = 960 row database table.
I have tried to accomplish it by customizing the given code but that provedto be beyond my powers ;o)
and some 3rd party software [url]and [url] but non of them is doing what I'm looking for.
The code I'm looking for ideally would count the number of columns and unique records per column and construct the database table from that. So I am looking for flexibility in the number of dimensions also...
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Feb 2, 2009
I have been trying to create a report that involves three conditions, but so far I have had no luck using SUM and IF conditions to do this.
I have attached a file with an example of what I would need. Basically, I would need the "Resolved" and "In-Progress" quantities filled in below the "Country Report" for each respective country.
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Oct 19, 2011
I have a static table that contains a list of all posible components for a particular product that we sell. The sheet successfully calculates the qty. of each component required for a particular install.
What I would like to be able to do is to create a new list able from the static one that only shows the components that are needed i.e. those that don't have a zero qty count.
I have seen some examples that come close on YouTube but can't find anything that does exactly this.
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May 15, 2008
I have a 2-column employee file. Column A has the employee id and column B has the manager's employee ID. The reporting layers can get pretty deep. In this example, there are 6 layers of reporting. For example, Employee id 1200 (which is not in column A) has 2 employees. One of them (1712) has several employees, one of whom (1680) has employees reporting to them and so on for several levels.
Is there a way in Excel (2003 or 2007) to summarize the reporting structure? For instance, I need to know all of the employees that report up through emp id 1712 - not just that report directly to 1712, but all those under 1712's tree.
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Oct 1, 2005
I'm trying to figure out how to get Excel 2003 to report a value from a
separate column where the value reported by a MIN or MAX function
occurs. For example, say this is my setup:
Column A: time
Column B: value 1
Column C: value 2
I want to create a function using the MIN and MAX functions for cell
ranges in either column B or column C plus I want the value that
corresponds to the MIN or MAX value from column A. Basically, I have
data in columns B and C that occurs at times listed in column A. I not
only need to know the MIN and MAX values for certain ranges in columns B
and C but also the times at which these values occur (across hundreds
and hundreds of values with multiple MINs and MAXs, so this is not
something I want to do manually across multiple workbooks).......
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Mar 4, 2013
I have a 2- column data as shown below
column A
Column B
aaaa
3
aaaa
8]
I have a data validation list in a different cell that reports the texts in Column A without repetition. The task for me is to write a formular in another column, which will report all the numbers that correponds to the text i select from my data validation list. For instance if i select bbbb i want the following numbers to appeear in a given column:
9
25
34
4
21
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Aug 19, 2008
I run a store, and currently we handwrite all of our reciepts - and then implement them into a "Sales Sheet" on Microsoft Excel. From there we can monitor monthly sales and targets - coincide what we are selling, and figure sellthroughs etc etc.
To make life easier I am looking at typing out reciepts in Excel - within the same workbook as the "Sales Sheet". I would save each reciept as a separate sheet, and would like to know if it is possible to somehow copy data from the "Reciept" worksheet to the "Sales Sheet" worksheet??
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Dec 31, 2009
I have a 2 page excel book, 2003, that runs a vlookup off a list from the 2nd page of the workbook. It is a long listing of information. It returns successful info in most of the cases, but in some instances it returns #n/a in one instance where it returned the correct info in others as in:
12345 = dog
12346 = cat
12345 = #n/a
Some instances don't report the corerct info at all while others only report the correct info some of the time like above where 12345 = dog and in some cases it doesn't turn out dog as the anser to the vlookup.
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Feb 22, 2010
Assuming the below performance report:
Day 1
Actual 1
Target 1
Achieve 1/1 = 100%
Day 2
Actual 1
Target 1
Achieve 1/1 = 100%
Day 3
Actual 9
Target 10
Achieve 9/10 = 90%
Which method do you use to report the Achievement for the 3 days?
1. Do you take the average of 100%,100%,90% to give 97%
OR
2. Do you sum Actual (Day1+Day2+Day3 = 11) / Target (Day1+Day2+Day3 =12) to give 92%
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Jun 19, 2007
I operate a small music management company and I run my accounts using relatively complex Excel Workbooks with different sheets for purchase and sales ledgers, cash in and cash out etc etc. Each financial year has its own workbook. My problem is creating financial reports. For example, if I need to create a report for outgoings and incomings relating to a particular project (a concert tour for example), and if that project was split over several financial years, I find myself spending hours creating pivot tables, and then pivot tables based on other pivot tables etc etc, to just get a clean report on that particular project. What I would love to have is a single report generating system, where I can just enter the name of the project, and get a financial report at the click of a button, based on all the raw data I have painstakingly entered in the individual workbooks and sheets. I reckon I'm too busy to sit down and tackle VBA programming myself, so I wondered if anyone knew of any third party software that might help me realise my dream simply and easily. Someone has already mentioned Crystal Reports, but I don't know whether this will be overkill.
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Nov 17, 2009
I have a pretty big worksheet (230 columns x over a thousand rows). Any given column might have 3-4 nonblank cells; the rest are blank. What I want to do for each column is obtain the address of each nonblank cell, then grab the contents of the corresponding cell in the B column and concatenate the results. In the attached example, I want to put the function in d2, and the expected result would be ar 001, fc 001, hw 003.
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May 18, 2012
Users copy and paste source data from a report into worksheet 1 each month. Data from last month is deleted and data for the current month copied into worksheet 1.
I am trying to write a formula within worksheet 1 to check that data for the current reporting period only is in worksheet 1. For example all data from last month's reporting period has been removed and the only data in worksheet 1 is the current reporting period.
Reporting period is shown in two columns Year and Period number (1 to 12).
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Oct 27, 2012
I have linked Combo Box to Pivot Reporting Filter through VBA. When I Select Combo Box Value, same will be filtered in Pivot table. Combo Box values are constant where as Pivot report filter may not contain all the values which are in Combo Box. If Combo Box value is not available in Reporting filter of Pivot it should throw up msgbox and should select first value of Combo box.
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Apr 14, 2007
see attached image. Chart is recognizing the 20 dates but not using the real dates listed in the column. Changed settings multiple ways to try to get it to use the actuals - no luck. I realize 'month's is checked in the image - but I tried 'days' and still no luck. What needs to be changed to make it report actuals listed in the 2 columns?
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May 17, 2013
I am looking for a formula or VBA code that will allow me to Select a Team leaders name and all the agents reporting to that team leaders would populate. I have the first part of that problem solved but its getting the agents names to generate uniquely that I find problematic.
Below is a step by step example of how i intend it to work
Step 1
I select the Teamleaders name
Shelaine
Once that has populated the Team Names automatically appear
Shelaine
Score
Andrew
20%
John
30%
Mark
40%
Sarah
50%
June
60%
The scores will populate on its own as I will include a Vlookup formula to generate the scores, Its just the Agents names. I am using Excel 2007
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Feb 27, 2009
I need 2 different formulas to generate commission reporting information on the Summary tab of the attached sample Excel file. The first is highlighted in green. For these cells, I need a sum formula that reports the total commissions (column H of the "Data" worksheet) for items Ordered in the month listed in column B of the "Summary" worksheet, but not invoiced until the month listed in the column D, E & F headers of the same worksheet. Date of item order can be found in column A of the "Data" worksheet. Date of invoice can be found in column E of the "Data" worksheet.
Now, the problem that I think I am going into is the way Excel handles dates and times. All columns and data highlighted in orange on the data sheet need to be maintained without being changed, as eventually I am going to have a report setup by our operating program drop in there so that it automates the information without any additional labor by our employees who have varying levels of Excel proficiency. Unfortunately, the report from our operating program cannot simply list a date without a time. Feel free to create any column or field to the right of the orange columns in order to complete formulas based on those orange columns. I will just lock those cells when finished so that coworkers don't accidentally blow the shizel up.
The second sum formula that I need is highlighted in yellow on the "Summary" worksheet. Basically, I need a formula that sums all commissions in column H of the "Data" worksheet for those items that are cancelled AFTER invoicing. Column D of the "Data" worksheet lists the cancellation date. There are explanations for each of these on the worksheets for quick referral.
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Nov 6, 2012
I am a Microsoft Excel 2010 user and am trying to create a usage report for a website that I work on. I have been compiling the usage reports into one spreadsheet. The columns I use are Month, Device, Language, Title 1, and Title 2. I can filter each of these rows and it shows me the number of records found. Each row on this spread sheet refers to a time that someone selected something on the site. For example the row may say;
Month (filtered)
Device (Filtered)
Lan (filtered)
[Code].....
How do I automatically populate a table on a separate sheet with the number of records found for a certain combination of filters applied. So if I'm looking at monthly trending I want to know how many times the stress test was started in May, June, or July, but automatically using info from the multiple filters.
What is a formula I can use to compile the filtered data from above.
Jan
Feb
Mar
Aprl
May
Start
=formula?
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Jan 4, 2010
I'm trying to write a macro that will create a pivot table, and am getting an Error code 1004: Cannot Open Pivot Table Source File "Sheetname". My code is below. I've tried to note what each section does, and it all seems to work well except for the Pivot Table creation.
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Dec 6, 2008
how I could create the following...
I have a table that is 4 columns x 178 rows (varies by row)
Columns are :- Name,sold,returned,%
I want to reate another table that is 4 columns (same) x 20 rows.
The twenty rows showing the worst % figures.
This isn't a one off otherwise I could just use the data sort.
I know one way would be to create and use a macro but was intrigued to find out if it could be done by perhaps some sort of array formula etc.
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Nov 11, 2013
I'd like to create a workbook to track milestones of different projects in a calendar view. For instance, the first worksheet would have a table where I can list projects (Project 1, Project 2, etc.) in the top row, and milestones (Milestone 1, Milestone 2, etc.) in the first column. Then I'd populate the table with dates. The second sheet would be a calendar view that shows the milestones of each project under respective days. As an example, I'd have something like "Project 3 - Milestone 1" under January 1, 2014.
PS: I'm using Excel 2011 on Mac OSX.
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Oct 26, 2008
I have to create a 12 row 14 column table which will be printed out and put onto a (around) 20 by 20 poster board...so it has to be HUGEEEEEE. How do I do this, all the boxes inside the table I want to have control of meaning size and stuff. I will have to write in all boxes.
P.S: Yes. I know you guys prolly think im a idiot but this is my first time and my due date is appraoching fast, if anyone could help that would be great.
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Feb 18, 2009
I've got a table on a worksheet (daylies) with daily data, dates in A6, A7, A8, ..., various data in columns B, C, D, ... .
Now I would like to make a subset table on a separate worksheet (weeklies) with just weekly snapshots, i.e.,
snapshot from daylies off row 6 on row 2 of weeklies,
snapshot from daylies off row 13 on row 3 of weeklies,
snapshot from daylies off row 20 on row 4 of weeklies etc.
Is this possible or do I have to use the sledge hammer technique of copy and paste?
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Jan 6, 2009
I have an array which I would like to extract the information and put it in a table in a spreadhseet. Does anybody knows a faster or better way to do it different than using a for next?
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May 1, 2009
1) I want to create a pivot table in a new tab that has both the prefix “ENG” and the date of creation as the new name of the tab every time a new table is required, using the example headers highlighted in the attached file.
2) Then if possible format the table as in the example, i.e. bordered cells for all the data and the dates only aligned to the right. Example in tab “Eng 01 05 09”
No 1 is the most import question I would like help on. Formatting is not crucial. This is only to make the table easier on the “eye of the beholder”, I am writing this spreadsheet for people who have less knowledge than myself and would like to keep it as simple as possible, (run a macro and get the results).
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Jul 12, 2012
I am trying to get a table that is created based on the numbers i have.
eg i have the following data in cells A1:B4
1 List 1 1.00%
2 List 2 2.00%
3 List 3 3.00%
4 List 4 4.00%
Ineed a formula that will look at them and put them in highest order first in cells E1:F4
1 List 4 4.00%
2 List 3 3.00%
3 List 2 2.00%
4 List 1 1.00%
I think i need to use an index but don't know how
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