Multiple Criteria Report
Jan 29, 2008
I have a 7-column 'Task' list that I need to query, and extract (preferably to a separate sheet) only those tasks that start 'ON' or 'BEFORE' the queried Date (or date range), AND/OR end 'ON' or 'AFTER' that date.
Column 1 = Dates
Columns 2-4 = Task IDs (ID1, ID2, ID3 - must match as a group)
Column 5 = indicates either Start or End of Task ('S' or 'E')
(each Task has 2 such listings - a Start [s] and an End [E])
columns 6 & 7 = Misc. & Notes (unimportant as identifiers)
So, if a Task (identified collectively by col. 2-4) starts On or Before and ends On or After (col 5) the date (col 1) queried, then that Task should be included in the results list. The tricky thing is that a task that starts long before the queried date and/or ends long after the queried date needs to be included in the results list - therefore 'S' and 'E' (Start/End, col 5) and the 3 Task ID (col. 2-4) must be used along with the date for the query. And, if a task starts (or ends) on the queried date, then its counterpart (S/E) should also be included in the results list (if available).
Tasks List:
Date | Task-ID1 | Task-ID2 | Task-ID3 | S/E | Misc. | Notes
Jan 1 2008 | AA | def | XX | S | B-11 | notes
Jan 1 2008 | FF | xyz | ZZ | S | C-44 | notes
Jan 2 2008 | DD | def | YY | E | J-55 | notes
Jan 2 2008 | GG | abc | CC | S | C-22 | notes
Jan 2 2008 | BB | xyz | DD | S | M-33 | notes
Jan 3 2008 | AA | xyz | CC | S | S-77 | notes
Jan 3 2008 | BB | def | ZZ | E | A-99 | notes
Jan 4 2008 | GG | abc | CC | E | C-22 | notes
Jan 5 2008 | AA | def | XX | E | B-11 | notes
Jan 6 2008 | BB | xyz | FF | S | J-55 | notes
Jan 6 2008 | DD | abc | AA | S | A-99 | notes.............
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Feb 16, 2014
I've got a forecast from a customer and need to summarize it with part number, quantity and date.
The spreadsheet is part no in column a due dates in row 1 values at the intersection of part no and due date and i don't want 0 quantity to report back.
my output needs to be partno, date due, quantity.
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Mar 26, 2009
Right to the point. I got two sheets in my file, one named "Order" and one named "Input". In the input sheet there is costs & revenues divided into several different divisions/activities. In column A I got the name of the cost/revenue and then the value for every period Jan-Dec in columns B-K. And the name of the activity is in column A under the cost/revenus for that activity, like a " SUM" row.
Now, in the the "order" sheet, you can select a specific activity from a rolllist and then I want that activity's revenues & cost to be shown. I've attached the file to make it easier for you guys to understand my needs. I think I need some sort of 2 criteria VLOOKUP, that is first search för the correct division, once this is found search for the different costs & revenues and the return a value. But I'm not so good at this so I can't get it to work. Maybe the INDEX function is good here but I don't get that at all. I tried Daves "2 criteria Vlookup" but all I get is #ERROR.
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Jan 18, 2008
I have a large list of items (up to 3000) that are listed by category, description, part number and weight in columns C-F. Column A is where a user will enter a quantity in the rows of the items that they want. Once the user is done picking their items they hit a button that I have written a macro in, to copy and paste only the rows that contain a quantity in, on to another sheet. My problem is that for these items (that contain a quantity) I need to have a line number (in column B) that starts at 1 and counts up for each line item. Issues to consider:
-Line item 1 may not always be the top item. (because the user may not choose the top item)
-There will be spaces inbetween the line items since the user may not pick all of their chosen items in order.
-Users can pick an item at the bottom then pick one above it. (The Line item numbers will need to readjust to include the new number in the middle)
This has been bugging for a few days now cause whenever I think I finally get it I keep creating circular references
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Feb 1, 2008
I am trying out a new spreadsheet to log my cycling. I have attached the example so far. I am going to have a form appear and fill it out. Upon clicking 'Add' button I want a macro that will search column B (a list of dates) and match the date the users filled out on the form with the spreadsheet and then paste the corresponding form data in that row.
How would I accomplish this? Does the formatting of the date field complicate this since on the spreadsheet I display "Saturday 1/08" and on the form the user enters in "01/08/2008"
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May 31, 2014
I am trying to pull a value from a report based on two criteria. I want to get the most recent date that has a value in Col K
1
Col F
Col G
Col H
Col I
Col J
Col K
2
106
ET
Product A
14-May-2014
[Code] ........
I use
{=IF($K$2:$K$60000>0,(MAX(IF($F2:$F$60000=C2,$I$2:$I$60000))))}
On another sheet (I left the sheet names out of the formula to make it easier to read) with C2 as the matching Col F value and it will return the most recent date, May 19th, not the most recent date with a value in Col K, May 18th. The report itself is thousand of lines long and has a couple hundred unique values for Col F.
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Jun 20, 2006
I have the following worksheet (see attached). What I would like to do with it to create a report is as follows:
1. Create separate reports for each estimator (KM, JW, WH)
2. Carry over the information in Columns I, A, B & H
3. Each report will filter column I to leave out COMPLETED and just report the number of days remaining is ascending order.
4. Flag data if the days remaining is <=5
5. Generate an email to send out notification of 5 days remaining
6. New report can be generated on any given day
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Feb 28, 2008
I have a 5 column LIST that will have new rows added daily. Column A= Date (mm/dd/yy), B=id (s or u), C= ArriveTime (hh:mm), D=DepartTime (hh:mm). E is Delay time (D-C). Arrival and Departure times will vary from 5 AM - 9 PM but will always be on the same day. I would like a count of all s with delay of 0-6 min, 7-12 min, 13-18 min, 19-24 min and 25+ minutes. Also count all u with same delays. I should get 10 results (1 of each) using the following data. Would also like the mean, median, mode, min & max for all C (Arrival), D (Depart) and E (Delay) times.
1/1/08 s 08:00 08:01 1
1/1/08 s 08:00 08:07 7
1/1/08 s 08:00 08:13 13
1/1/08 s 08:00 08:19 19
1/1/08 s 08:00 08:25 25
1/1/08 u 08:30 08:31 1
1/1/08 u 08:30 08:37 7
1/1/08 u 08:30 08:43 13
1/1/08 u 08:30 08:49 19
1/1/08 u 08:30 08:55 25
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Sep 13, 2013
So I am trying to rearrange some cells on a report based of some criteria using an IF formula and getting Blank cells. Here's what I have:
LastRow = Range("A" & Rows.Count).End(xlUp)
With Range("P2:P" & LastRow)
Formula = "=IF($F2=""/FEDERAL EXCISE TAX"",$I2,"""")"
.Value = .Value
[Code].....
So I just want it to identify whats in a cell and populate a related value if the text is present. Do I need to change formatting to find Tex or something along those lines?
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Sep 21, 2006
I currently have a report with so many large array formulas that it is virtually unusable. I want to use the DSUM formula in place of my array formulas but I am vexed in regards to creating a DSUM formula that I can put in the top-left cell of my report and then copy down to the bottom right side of my report. Currently, the array-formulas sum data from a large list when it meets two criteria -- one part of the data-record in the list must match the row label of the current row in the report and another part of the data-record in the list must match the column label in the current column of the report. I have found with the DSUM formula that you can use a "formula" criteria in place of a static criteria...the problem I am having is that the part of the formula that points to the data-set must be relative while the part that points to the formulas criteria needs to be static -- in order to be able to make one DSUM formula and copy it down and over I would need my formula criteria to have the opposite setup (with the data-set part static and the formula criteria as relative).
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Mar 31, 2014
I have two tables (Table 1 and Table 2). Table 1 has names of all employees in my organization ('Name' column) and corresponding information in the second column ('Textinfo'). I need to create Table 3 from table 1, but only select those employees who are in my team, ie matching names in the Table 2. I also need to extract corresponding 'Textingo' column information. I tried vlookup but it did not work because if there more that one name in the table 1, vlookup confuses it (i think). Would you know what function or code to use?
Sample file is attached : excel question 1.xlsx
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Jun 7, 2009
Each week our department receives a single Excel report that contains ~15,000 rows of data.
Column A of this report is populated with a store number.
Every time the report is received, we go through a manual process in which we have to break the report down into individual store numbers and then email the data to the branch managers for their particular store only (~40 emails).
I have attached two spreadsheets (1) Invoice Report and (2) Email List.
To clarify:
Send data for branch 124 to mike@xyz-company.com (column header + row 2 only)
Send data for branch 126 to susan@xyz-company.com (column header + rows 3-9 only)
Skip branch 140 as there is no data
Send data for branch 159 to tim@xyz-company.com and d.ortiz@xyz-company.com (column header + row 10 only)
And so on.
I want to do is to (1) create a report for each branch in the list (2) email the report to the specified recipients and (3) delete the created report.
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Sep 19, 2007
I have a project that is quickly growing out of control.
I workbook made up of 14 worksheets. Oct - Sep, Summary and main.
I have been entering all my data in main, which is A - AB. Various types of data, dates, dollars, names, etc. I have been trying to sort the 'main' worksheet into the separate months based on a date in column B.
For example if the date in column B is 1 Aug, I would like the entire row copied to Aug 07 worksheet. Then in Aug 07 worksheet is the formulas to calculate the data needed for Summary page.
Pretty simple, except I cannot get it to do that. I have tried to pivot, auto sort, and a few various VBAs to no avail. One of my Googles turned up this site and many pointers have been found and are close, but most are focused on combining. The workbook is a tad over 1mb so I did not post it yet, but can if needed.
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Apr 5, 2013
Below is a simplified/truncated version of a data set that I am using in a pivot table:
Client Asset Return
1 Port1 10%
1 Port2 12%
1 Port3 11%
1 Port4 13%
1 Port5 10%
[Code] .....
I have created a pivot table and I'm using report filters for both Client and Asset (obviously there are a lot more data points). When I filter on Client 1 I would expect to only see Port 1 - Port 7 available in the Asset filter however, I see every asset in the data set. I need to pick and choose using the Select Multiple Items check box without having to scroll through every single asset. Is there a way to easily do this?
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Apr 21, 2014
I have to track how well location managers are keeping track of skill competencies.
We rate skills as...
0 – know nothing ,
1 – read training manual,
2 – check off by manager.
I need the managers to provide these ratings then I have to report what locations need more training. When an new employee is entered into the system, the manager should give them a target of 2 for each skill the employee needs to gain. If the target skill is 2 rating higher than the current skill level, I have a column named Delta that records a 2.
I have learned how to use the pivot table feature. I can make separate pivot tables using filters that show…
a) how many 2s each employee has for a target,
b) how many 2s each employee has for deltas,
a) how many 2s each employee has for a current level and I can show the date the 2s where achieved
What I need is to learn how to combine all of this information on one pivot table (or report), but the filters really seem to make a mess of it all when it is all together. adding multiple sheets to one Pivot table.
Screenshots...
Count of Targets
Count of Deltas=2
Count of Current Skills
!What I need to produce!
[Code].....
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Dec 15, 2007
I would like to return the value in the "Temp" column that meets all the conditions of the columns "letter", "day", and "time." Specifically, the "Temp" of "A", "Weekday", "East." I have attached a small spreadsheet to help.
The suggestion of an Index with a Match Array worked but the problem is that my spreadsheet has over 5000 rows and my data has to meet three criteria = 15000 cells to cross reference. And I need to set up a spreadsheet that would do about 300 arrays. So obviously my excel is soooo slow I can't even get 10% complete.
Any other suggestions? I've read (from Dave I think) that database is a powerful alternative but have not been able to find any info on this and it's not an Excel function. For your reference I'm attaching a demo spreadsheet of what I'm trying to do with the two Index + Match arrays that work for small files, not mine.
I looked into Pivot Tables but it can't handle all the row and column headings.
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Jan 13, 2008
I came across a code on your website that looks across numerous sheets and stops at the first match. I have a similar need but only i do not want the code to stop when it has found the first match. I want the code to lookup from 1 column in 1 sheet to another workbook with 20 odd sheets, then want it to return a findings report or show all matches.
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Aug 30, 2013
I have two worksheets in my report cards:
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.
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Jan 21, 2014
This is a sample of what I am trying to accomplish (file attached). I have information in one worksheet (called MasterList) and a second worksheet called (RecordList). I want to take information from MasterList and RecordList and combine them to produce a report (Results). Assume the user does not have access to MasterList or Results.
The user would enter the UID in RecordList, which then populates information from MasterList. There can be multiple entries for each UID and there is no set number of entries (could be 1, could be 500)
The user enters the UID into RecordList, which populates information from MasterList. The user then adds in the additional information into the fields.
What I want is all the information from the Master List must be reported whether anything exists in RecordList or not. If there is information in the RecordList, display it and on a seperate line for each entry. Each UID then needs to be totalled (which can be done through pivot table later).
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Aug 3, 2014
I have to create a report that captures the work of 2 different resources on each day of the month, the sheet i am working with has 3 tabs - Main (this houses the main report, with identical fields for each resource), ABC - for details pertaining to work done by the resource ABC ... and a tab called XYZ for details of work performed by XYZ. A resource can work on multiple projects and 3 different modules in one day.
So for each date, i need to bring in the details for columns .. Project Name upto the column # of FB's, for each resource that is for ABC and XYZ.
I have attached a file with sample data, it has the main tab with what it looks like before the data is pulled from the ABC and XYZ tabs ... and what it should like after the required data has been pulled from the ABC and XYZ tabs.
What i am looking for is the formula that i got to enter in the main tab in order to pull the required data from the ABC and XYZ tabs for each date mentioned in each of the columns for each resource (that is ABC and XYZ) in the main tab.
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Sep 25, 2013
I am trying to create a a file that will serve as time log and dashboard report for consultants who work a maximum of two hours a day, with a strict(fixed) calendar schedule with multiple sessions. Some consultants may work one hour of a particular schedule on category A(Lead) and the second hour as category 2. How to create a sheet that sums the rates for all the categories worked on a given day without using a macro. Here is my sample data
Pay Categories:
Lead
Assistant
Admin
Pay Rates
Lead-$75/hr
Assistant - $40/hr
Admin - $20/hr
Sessions and Session Dates sample:
Session 1 - 10/8/2013 to 11/8/2013
Session 2 - 11/15/2013 to 12/15/2013
Session 3 - 01/06/2014 to 03/15/2014
*Note the dates will or should be listed in separate columns in order for them to be used for daily logging.
Employees (Sample)
Jane Doe
Jack Doe
John Doe
Desire goals of the report:
1. Daily log as employees work e.g if Jane Doe works on 10/8/2013 as a Lead and Assistant, ideally the data entry person should be able to enter these two values on one cell or pick the relevant value from a set list
2. The report would then match the value of the data in the cell for Jane Doe on 10/8/2013 with a table array with categories in one column and the pay rate in another, and return the appropriate pay value which can either be a sum of the two rates or the total hard coded into the cell.
3.Be able to create a dashboard report that would sum the totals by employee, month,sessions etc in a separate sheet vs other criteria such a budget etc.
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Jan 9, 2007
Is there a really good tutorial for laying out multiple database queries in excel? Or even just for automating reports between Excel and Access? Here is my situation: Monthly, Quarterly & Annually I report on performance standards such as: duration, best practices, cost-benefit analysis, etc. The information is pretty standard and is pulled from Excel Reports. Access is used to filter this information by appropriate month, quarter, year, and/or data type. In access I calculate the performance averages, max and min. Then this is in linked back to Excel to update the charts and summaries. My concern is how much time I spend rebuilding this system every month (about 4 business days)
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Jul 2, 2008
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.
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Oct 21, 2006
I am trying to solve a problem. I am currently using this formula
= SUMPRODUCT(--(Sheet2!B2:Sheet2!B300="MARKETING"),--(Sheet2!D2:Sheet2!D300="200612"),Sheet2!E2:Sheet2!E300)
This formula works for me as it is but I would like to add more months to 200612. I want this to also be 200701 and 200702. In another cell there will be up to 10 months. Is there a way to do a Vlookup or something that will look up these months in another table, rather than keep typing them out in the formula?? Otherwise my formula will be very long.
So the info looks like this in excel
MARKETING 200612 -10
MARKETING 200701 -25
MARKETING 200708 -50
ECONOMICS 200709 -30
The info goes on and on. The two variables are the MARKETING column and the month column. My problem is that I would like a seperate table that can be the months. So 200612 and 200701 is one table, and 200708 and 200709 is another table. The table changes often so I dont want to mess with the formulas, rather a table.
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Jun 6, 2014
Average.xlsxHi
I have changed the attachment to use CSV's
I am trying to create a report that I can enter the codes I am looking for and the formula will search the sheets within the report and once the results are found then find the average of those results.
What I am trying to do is search the codes from Sheet 1 under Outlet and ESA(in Blue) in sheet A,B and C. The problem is the ESA code seen in column I of A,B,C is only used when column L is empty in A,B,C.
Once the relevant codes are found I then need to look for the KPI's seen in sheet 1 B4, B6 and B8, they can be found in A,B,C in column R. then the result comes from column S in A,B or C.
Once the result is found for each code I want to find the average of them, with the answer to populate in yellow in sheet 1
I want the formula to be able to handle more or less codes as well as adjust the formula so I can add more sheets(possible D,E,F,G etc)
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Jun 19, 2013
I'm trying to use a List Box to select multiple items on my Pivot Table but I can't seem to get it to work. Its the Report Filter part of the pivot table.
When the list Box is set to fmMultiSelectSingle it work and selects the indivdual items, but I need it set as fmMultiSelectMulti for if i'm also needed to select multiple items. (which doesn't seem to work!)
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Jun 21, 2008
Currently I am using Excel 2000. I did a search and couldn't seem to find the answer I was looking for. Hopefully someone can help. It would be greatly appreciated since I have been trying to figure out how to do this for days.
I am trying to create a worksheet that will pull info from a row on one sheet to another sheet based on the name; then continue to list the info on each line afterward until there is no more of the that particular criteria. See below (this is just an example to simplify the data but would need the same process):
This would be the data on sheet 1:
Name Bonus Commision
Tom $45 $50
Mary $25 $75
Mary $30 $80
Tom $60 $50
Tom $90 $25
What I would like to do is have 2 more sheets. One would be Tom's sheet and the other would be Mary's sheet and it would look like this:
Tom's Sheet:
Tom $45 $50
Tom $60 $50
Tom $90 $25
Mary's Sheet:
Mary $25 $75
Mary $30 $80
I am not completely familiar with all of the functions in Excel and compared to you guys I am a complete novice.
Is this possible to do in Excel without using a macro?
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Jan 10, 2014
I have a perfectly working pivot table and I would like to make some graphs based on the report filter. My report filter has 4 categories, with each more than 10 sublevels.
When I make one pivot graph/chart, this goes fine, the data is ok, and I am happy. But one I make a second, and thus adjust the report filter, the first graphs changes according to the filter. I dont want that to happen
Ultimately I would like a powerpoint presentation with multiple charts, based on one table, with different report filter filters. Updated ONLY on the values, not the filter.
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Jun 20, 2006
What i want to do is copy all records from whatever date i enter, onto sheet test. The full excel file has over 80 worksheets for each individual rep, the example i attached has 8 sheets..
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May 1, 2008
I've seen a few threads on here about this issue but none of them do quite what I am looking for. I'd like for a single page "report" to be created when a user presses a button (which runs a macro, of course) The macro should be able to run through certain named sheets (even if hidden) and if a cell in any row is red within a sheet then the entire row or rows that meet the criteria should be copied and pasted into the Report sheet.
On the report sheet, for each sheet that has had rows that were copied, I'd like to have the name of the sheet as the header above the pasted rows so that the user knows which sheet the data came from. Any sheet that doesn't have red cells would be excluded from the report. I've attached a sample file but had to limit the number of sheets because of Orgrid's file size limit. Hopefully, you'll see what I am getting at here.
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