Loop Through Customer List And Go To Sheet And Insert Data

Mar 18, 2014

I have created a excel workbook in which I use for keeping up with storage unit rent. I have a tenant list sheet and each tenant has a sheet on which I keep up with charges and credits. What I want is a macro the will loop thru each tenants sheet based on tenant list and insert data and go to the next sheet. I found this on the web:

[Code] ......

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I Have A List Containing Customer Data.. Can I Insert A Date Automatically?

Nov 4, 2008

I have a spreadsheet which I am trying to use to capture customer data. What I want to happen is whenever I enter a new record, the date appears automatically in a Date column ....

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How To Add Dropdown List AND Customer Data Validation

Mar 14, 2014

I have a very detailed spreadsheet with drop down lists. I would like to block other cells if previous cells have certain selections. I have 7 columns of data that get inputted throughout the month. These cells have drop down selections that I have created. Is there any way to create a drop down menu AND another data validation? So If a selection is made, then the next cells will be blocked, using data validation "custom"?

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Customer Records Data Sheet

Nov 8, 2008

i use excel in my dispatch office. i am working on a new workbook and could use some help. In one sheet of the workbook we enter in customer calls. i would like to keep customer records in another sheet, which would include their address, phone numbers, and past invoice numbers all on the same row of the customer database sheet. At the top of the sheet that we enter caller information i would have a table set up to automatically fill in the customer info based on the name typed in,

if the customer exists in the customer database sheet of the same workbook the table will automatically fill in their address, phone number and past invoice numbers. i was thinking something like this =IF(COUNTIF('Customer Database'!A:A,Blanks!D6)>0,'Customer Database'!A2,"Not Found") ....the problem is that no matter who's name i enter, it will always add the information from row 2 of the customer database sheet. i need it to take information from the corresponding row(if customer name is found on row 45 then my formula needs to enter the info from row 45, not row 2. not sure how to do this.

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Converting Uneven Rows Of Data Per Customer Into 1 Row Of Data Per Customer

Aug 1, 2014

I have a list of Spid numbers and a service category identifying if it is a Water Spid or a Waste spid.

The Spid is split into 2 parts. The Core is the identifier and the Category states if it is a Water or a Waste spid.

If the 1st digit in the Category is a 1 = Water.

If the 1st digit in the Category is a 2 = Waste.

There may only be a water spid or a property may have a water and waste spid.

What I want to do is have the information on 1 row rather than 2 rows

I have data in this format

SPID
Core
Category
Service Category

100000000151
100000000
151
1

[code].....

and I need to convert it into this format.

Core spid
Water
Waste

100000020
100000020101
100000020251

I have tried IF(lookup) and it works for the 1st row but I can't get it to look at the 2nd row.My data consists of 400,000 plus rows

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Insert Values From One Sheet To Another With A Loop

Oct 5, 2008

I need to insert values from a column in one sheet to another sheet with a Loop mentioned here.

(I have attached a sample workbook for your kind reference.)

IN STATEMENT SHEET, I NEED TO INSERT (IN col F) THE VALUES from Col A of NOS sheet.THE INSERTION SHOULD BE LOOPED AS MENTIONED HERE

i.e. First time, it should be 1 to 10
Second time it should be 2 to 10 and 1
Third time it should be 3 to 10 and 1, 2
Fourth time it should be 4 to 10 and 1,2,3
Fifth time it should be 5 to 10 and 1,2,3,4…. And so on, till the last row with a value in ColA.

THE VALUES IN Col A of NOS Sheet MAY BE CHANGED WHENEVER REQUIRED. There it is 1 to 10, but it may be Alphabets or any other words also.
Hence, whatever values in Col A of NOS sheet should be taken for looping.

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Create A Loop: Find Out For Each Item Number Which Customer Put Order

Oct 8, 2008

I’m getting data from query. My data has fields: Item No, Customer ID & Sales rep.
I need to find out for each Item number which customer put order and who was the sales rep. (Excel 2002). see file attached.

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Excel 2007 :: Loop Through Every File In Folder And List All Sheet Names?

Oct 9, 2012

I was wondering if anyone had any code to loop through every file in a folder and list the file name along with every sheet name in that file? I'm using Excel 2007.

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Excel 2013 :: Select Next Row / Extract Data From Next Sheet - Loop To Last Sheet

Feb 20, 2014

I work for one half of a joint venture & am responsible for planning & expediting. The other half does purchasing. The bi-weekly PO download reports I receive are less than useful. I have already written the code to delete undesired sheets & add, format, and enter headers for a "Summary" sheet.

I need code to move to the next row, and run formulas to pull data from the next sheets, and repeat until there are no more sheets.

The number of sheets will vary from one download to the next, and the sheet names will vary from one download to the next.

Following are example formulas that need to be run on successive rows while pulling from successive sheets.

I am running Excel 2013 on Windows 8.1

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Dropdown List For Customer In Job File

Apr 25, 2014

I have a workbook that I open for each job we receive. On the first sheet I call the job information sheet I hand enter the following info

Customer name in one merged cell
address in one merged cell
city and state zip in one merged cell

This info is then transferred to a few other sheets within the workbook IE invoice sheet, Labor sheet ect

I would like to created a customer list that I can use a pull down list and input this info on the job information sheet

I have attached a copy of my file for reference.

Master CoopyALL SEASONS MATERIAL & LABOR REPORT.xlsm‎

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Removing Duplicate Records From Customer List

Mar 27, 2008

I have a list of customers that contains duplicate records. These records ALSO include thier addresses WHICH may or may not be identical.

Example: Customer with LAST NAME in A1, FIRST NAME in B1 may be the same person as A2 and B2, however each record may have a different address in column C1 and C2 respectively.

I want to be able to filter out all duplicate customers based soley on the first and last name (data in columns A and B).

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Lookup The City Tax And Add It In If The Customer Is Not On The Tax Exempt List

Aug 28, 2008

I am almost done with form I have been making and so far this forum has been invaluable.

My last hurdle is this:

I have a list of Tax Exempt Customers that when thier name is entered into the form, I would like it to not add tax.

I have tried a forumula like this:

=IF(CustName='CustTaxExemptList'!D2:D27,"Exempt",(=VLOOKUP(qtProjAddress3,'City Mileage and Tax Rates'!A2:C702,3))

The above formula does not work, but I dont know why. I want it to lookup the city tax and add it in if the customer is not on the tax exempt list.

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Dropdown List With Customer Names - Linking Them To Other Fields

Feb 16, 2014

I've had a search on here, but can't quite find what i'm looking for. I have a cover sheet with a drop down list which has customers in it. under it I have the customers address, phone etc. What I am trying to do is when I click on a particular customer, I want the address and phone numbers to all fill in automatically. I have tried a few things, but to no avail.

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Transpose A List Of Data With A Loop

Apr 12, 2007

I have a short problem:

I have a list of addresses on Excel which are all in one column like this:

Mr. XYZ
Roadstreet 2
45000 YXYX
E-Mail
Homepage
Details
Mrs.TTT
Woman street 3
45000 YXYX
E-Mail
Homepage
Details
etc.

The field E-Mail, Homepage, Details contains Hyperlinks

Now I want to transpose this list into different columns like this:

Mr. XYZ Roadstreet 2 45000 YXYX E-Mail Homepage Details
Mrs.TTT Woman street 3 45000 YXYX E-Mail Homepage Details

I have a list of more then 1000 addresses and a macro until the first blank would help.

I have already some ideas but it doesn´t work with the hyperlinks.

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May 28, 2013

I have to create about 100 sheets based off of a customer number in column a. The customer number in column a is something like 000000001905. I want the name of the sheet for that customer to be 019.05. Here is my code which is returning the sheet name as 01905.00

Code:
Sub createWorksheets()
nRow As Long

nRow = 7

Do Until nRow = 108
Sheets("Blank Customer Statement").Copy after:=Sheets("Table of Contents")
Sheets(2).Name = Format(Right(Sheets("Table of Contents").Range("A" & nRow).Value, 5), "000.00")
nRow = nRow + 1
Loop

End Sub

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Aug 24, 2009

I am tracking my sales interactions and am trying to link cells so when I update on one sheet it updates my last "customer touch" on a master sheet. Current formula-

On "sheet1" I selected a cell and used this formula... =sheet2!$b$7

The problem is that I want to keep a history of what was in that sheet 2 B7 cell so i insert a row (making B7 move down and become B8) and enter new info into the new b7. if I go back to sheet1 the formula in the selected cell becomes =sheet2!$b$8 I want it to stay to =sheet2!$b$7 no matter what I do... insert rows, delete rows etc...

in short what i am trying to do is have a cell in sheet1 show my last interaction with the customer and keep a history of in sheet2-infiniti.... with the caveat that my last interaction on sheet 2 etc... is listed first (thus the insert row)

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Apr 17, 2009

I have is a list of data with headers

mold # casting date manufacturer condition

and have about 150 entries for each column.

What i want to do is to store data to the next available row in that list by entering "w x y z" in columns A1 B1 C1 D1.
Then when i have new data ww xx yy zz, i again want to enter it in columns A1 B1 C1 D1 and automatically have it stored beneath my last entry at the bottom of the original list.

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Mar 14, 2014

I have an excel worksheet that has data in columns BA:CX. I want VBA to cut the data from the last row in the worksheet BA:CX and paste the data in the row below it's current location starting with column C:AY. I want to repeat the process for the next row up, etc. all the way until I get to BA:CX in row 2.

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Aug 10, 2008

I'm working on a simple worksheet, it is a tracking sheet for programs taught. What I'm trying to find is a code to insert a row based on a Data Validation List.

Exampl of data:

Column A is for " Name" then futher down Column K is "Program Taught" and Column L is " Date Taught".

Column K is where the Data Validation List is located with a in cell drop down.

What I would like to do is when a user selects a program from Column K a row is inserted with all of the formulas and formats from the previous row, and upon insert would like it to copy Column A into the new row.

This would be so I can keep a historical of programs and dates taught.

And to really spice things up I want to lock Columns K & L of the previous row after the new row is inserted.

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Dec 9, 2011

I am trying to do a vlookup to 1 sheet based on customer number and return price. If no customer number than I want to do a vlookup based on dunnage number to return the price. This is what I have for a formula but it never returns a value if one is found in the first lookup.

=IFERROR(VLOOKUP(C4,'Dunnage Exception'!A:C,3,FALSE),IFERROR(VLOOKUP('Raw Data'!D4,'Dunnage Master'!A:C,3,FALSE),"0"))

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Jan 11, 2010

I have SQL data that I'm extracting and populating two sheets accordingly on daily basis. (This is done manually and sheets are refreshed with new data)

Name of tabs: (Peaked & Confirmed)

Each sheet consist obviously of different data but table extract contains the same name & number of columns.

Name & Number of Columns :Org_province
Port_Of_Load
Port_Of_Discharge
BK_Client_Name
FF_BK_Name
VesselVoyage
GrossWeight
Export_Closing_Date_Yard................

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May 30, 2014

I have built a sheet - sheet1 like this: It has 2 columns, header (line 1,9,19 etc...)and blank line (line 8,18,27 etc...) between groups. Groups are derived in the first column - Name.

What I'm trying to do is loop to take each group and copy it to a new sheet. Also it is necessary that the name of the new sheet will be derived from column A (A,B,C etc...).

NamePrice
A1,054,999
A1,132,500
A1,140,000[code].....

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Feb 25, 2009

where exactly to add the code under Tools > Macro > VB editor.

My version: Office XP Pro ("2002")

The first code I need should be simple. I want Excel to copy cut delete files from the hardware, using data from a workbook.

There are 3 sheets:
1. "Names" - contains picture file names (without the JPG extence) in one column,
2. "From" - contains a cell with the original path to copycutdelete from
3. "Target" - has a cell with the target folder path (in case of copying/moving).

I made it in 3 sheets for making it user-friendly, since unskilled users will use the method.

I need to have 3 hyperlinks in the first sheet: "Move (cut)", "Copy", and "Delete", and by pressing the matching VB code eill be activated.

The second code should output (and print, if possible) data from a line to a pre-defind sheet.

Let's say there are 4 columns: picture file name, name of photographer, description of the photo, and the date it was taken.
There will be in the end of every line a cell with a hyperlink called "Output photo details" to output the data to specfic cells in the Print sheet (e.g. the date goes to D7, the name goes to A3, etc.). An important thing I wanna output is the picture itself (like from "Add > Picture" ment, in a location I define in the code.

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Jul 1, 2012

i attached link to sample and its contains employee sheets and Report sheet ,and in Report sheet there is comment

[URL]

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Apr 16, 2009

I have 2 sheets in a workbook.Sheet1 is a master sheet with Customer code and there Sale.And Sheet2 is the sheet which has only Customer code.

Note: Its just a Example i have total 1924 data.

Now in Sheet 1 there are some Customer code which is Repeated some times 2 and 3 or even 4 times. In Sheet 2 Same as sheet 1 there are some data which is also Repeated. Now i how can i know which Customer Code in sheet 2 Missing from Sheet1
I have Colored Some Data in sheet 2 which is not match with Sheet1

For Example.
In Sheet 1 221000000232 is repeated 2 times but in Sheet2 has only 1 times.

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Dec 27, 2012

So I have a guest list workbook. There are two sheets. On the first one is a list of names on Column A. On Column B is a classification: 'C' if confirmed; "D" for declined; "I" for pending. I want to have all the names with "C" on sheet 1 appear on sheet 2 automatically.

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Jul 31, 2009

I have an excel workbook with two sheets. Sheet 1 has a list of people names, rank, address, and phone numbers. Sheet 2 has boxes where a user can select a last name from all last names in sheet1. What I want to happen after the user selects the last name in sheet 2 is for it to automatically fill in the rest of the data (ie Rank, First Name, Address, city, Home phone number, Cell Phone number). What do I need to do in order for this to work?. Attached is a very small example of my much larger project.

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Jul 3, 2009

I have created a simple order form to take customer orders . I would like to summarize the orders on a summary page .(The order Form will be very long so i don't want to print the entire document every time .

I have started to create a summary page using information from a similar post on this forum. I am having trouble creating a summary when the products on my order form have multiple sizes rather than just one

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Sep 19, 2013

Is it possible to 'loop through a spreadsheet a7 - a5000 and where 'portfolio code :' is found in col A insert a row above it ?

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Jan 7, 2008

I have a simple list of all purchases made. ie)

Name.......Purchase date
John........01.01.07
Susan......06.08.07
John........07.07.07
John........01.05.07

I'd like to roll up the sames to create one customer row, but so I see the varience between purchase times. ie)

Name.......Ist Pur date....2nd pur date.....3rd pur date....time from pur 1 to 2
John........01.01.07.........01.05.07..........07.07.07........120 days
Susan......06.08.07...................................................(not sure to include this)

Is this possible in excel?

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