Multi-Level Reporting
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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Apr 19, 2012
I have the following function. the problem with this excel is i give it "C:" as directory, it search only one level of sub folders i.e it will search the filename in
C: est
C: est3
It does not go deeper. i.e it wont look in folder that is for example
C: estanotherlevel
C: est3anotherlevelmylevel3
How to modify my function so that it goes to the deepest folder. is there a way to do it?
Function GetFile(directory As String, filename As String)
Dim FSO As Object
Dim fldr As Object
Dim subfldr As Object
Dim file As Object
Dim fullname As String
[code].....
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Oct 24, 2007
I'm looking for a formula to pull the correct piece of data from one worksheet and display it in another. I have tried VLOOKUP, but it is only returning values from the first instance of my lookup value. Below I have included a sample of what the data from the first sheet looks like. My lookup value is entered on Sheet2 in cell A1. The formula I have used is as follows...
=VLOOKUP(A1,Sheet1!A2:D13,4,FALSE)
The result this would return for a value of 111111111 is 15, but I'm looking for one more level of depth in this lookup, by being able to pull not necessarily the cost of the first code, but of a specific code......
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Nov 19, 2009
Been trying to figure out whats wrong with my formula. The 4th column doesn't seem to produce the intended result. I have attached here for reference.
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Feb 9, 2010
create a multi level BOM in excel:
i have a formula
A=a+b+c+B
B=a+d+e
if i select A, i need excel to give 2a+b+c+d+e (and that should be in another sheet.
also i may take 50% of A +50% of B the resulting formula must appear.
i attached an exemple file.
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Mar 13, 2014
So our company gets Material Statements which basically state what chemicals and how much of said chemicals go into producing X item.
I need to figure out the percentage of MASS for each chemical.
So data might look like this:
Total Weight of product: 500 grams or mg, etc.
Sub-Item - Contact - 450 g
Material - Copper - 425 g
Substance - Nickel - .05 g
Substance - Copper - 422 g
Substance - Lead - .02 g
Material - PVC Insul - 5 g
Substance - Polysomethings - .5 g
Substance - Red Dye - .4 g
Substance - Plastic - 4.1 g
So basically the sub-item line is 450/500
first material line is 425/450
substance is .05/425
the substance lines use vlookup to find the material line to divide by. formula i'm using is below:
=IF(B2="Sub-Item",I2/$M$2,IF(B2="Material",I2/VLOOKUP("Sub-Item",$B$2:I2,8,FALSE),IF(B2="Substance",I2/VLOOKUP("Material",$B$2:I2,8,FALSE),"n/A")))
B2 is either sub-item/material/substance
Col I is the mass of that line
M2 is the total weight of the item
Formula works until you get to the Polysomething lines in the above example data. instead of taking the material weight from PVC Insul, it takes it from Copper.
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Feb 25, 2010
I need to set up an excel sheet with dependent data validation that is multiple levels deep.
ie. Select value from dropdown list in Col A returns dependant list in Col B, select value from the list in Col B returns list in Col C etc.
Is this possible?
Also, is it possible to set multiple values to return the same list? ie in the drop down you have 4 items. Each returns a dependent list but items 1 and 3 both return the same dependent list. Just saves me making many copies of the same list with different names which isn't a huge issue.
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Dec 23, 2008
I am looking for some assistance to make pivot tables with multiple data values against a control item. A sample excel file is attached herein with. I am quite new to pivot tables was unable to find out a solution self.
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Jul 24, 2009
Below is the partial copied text of a Multi Level BOM. I am trying to hide or unhide the rows with 4, 5, 6, 7, 8 and greater number of dots. The dots indicate the level of BOM.
Would a macro make the task more automated?
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Feb 16, 2012
I am having a problem formatting a chart in Excel 2010. My chart has multi-level category axis labels, and I would like to have a vertical grid line separating each major group of categories. In Excel 2003, I could right-click on one of the gridlines and then specify the spacing I wanted between gridlines. In Excel 2010, as soon as I indicate that I want multi-level category axis labels, I get a vertical gridline between each category and I am unable to alter the spacing. If I deselect the multi-level axis label option, I can adjust the spacing between the vertical gridlines, but the axis multi-level label functionality is lost. Is there a way to fix this problem without having to resort to using the drawing tools or text boxes to achieve the desired results.
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Jun 30, 2014
I have a listbox with 8 columns. Multiselect is enabled, and it must stay this way. As part of my program, after the user presses a command button, I need to use the row indexes of the selected rows in order to copy the selected information into an array which is then placed in a different listbox, and then delete the items from the original list. Pseudocode of what I want to do:
[Code] .....
But my understanding is that .ListIndex does not work this way with multiselect listboxes. I've tried searching for a solution for a while, but I cannot find one.
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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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Jul 16, 2013
Let's say I have one column of;
1
2
3
4
5
6
7
8
9
What is the most efficient way to change this into '3-columns & multi-rows' like this?:
1 2 3
4 5 6
7 8 9
The actual list is a lot longer and numbers are not in order.
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Aug 21, 2013
I have multiple rows within a cell separated by Alt+Enter, and would like to combine them as follows:
Desired Result
First
First
Name
Name
First Name
First Name
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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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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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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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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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Jul 24, 2012
How can I obtain the sheet-level name through VBA? I'm not referring to the sheet (tab) name but the name as defined though Insert/Define or Insert/Create, etc .
I know the way to get the cell level name goes something like this:
MsgBox Sheet1.Range("A1").Name.Name
But i don't know the correct syntax for sheet level.
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