I have monthly reports of sales by client number. I am now trying to pull the annual sales info by month for one client by name. Eg. each month, XYZ ltd has sales figures for various products. Is there a way of me grabbing all his sales info for the year with out having to open each spreadsheet
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I have sales data for Clients that has the client name month and year(combined for date) and revenue for each month. I would like to take all clients in a given month and see the average revenue per client and then be able to display that in a bar chart by month. I also have the data loaded into a PowerPivot Data Model.
View 1 Replies View Relatedi am currently working on a file that counts things during the day and then sums them up. i have a different sheets for each day witch are named 28.07,27.07,26.07 etc'
i want the current sheet to pull data from the last sheet, lets say from cell I10. so if i'm working on the 28.07 - i use the formula " ='27.07'!I10' " and it works just fine. but i want to automate it. lets say make a cell in every sheet with the name of the previous one (i figured out how to automatically generate it) and make the formula pull from there. so lets say if i use the cell B2 for the value of the previous sheet (27.07) - it should look like " =B2!I10 "
To comply with the rules, I have already posted this request in the Excel forums http://www.excelforum.com/forumdisplay.php?f=8. I have 6 spreadsheets that the team that I work for edits on a regular basis. I also have one summary spreadsheet that our director reads and uses for her reports. Most of the forumulae pulling information through are simple = ones, but there is one section which is a bit more complicated. The team have to list the number of client related activities they have done by month - eg:
A------- B--------C--------D---------- E-------F
Month--- Client--ITT-----Quotation-- Demo---Visit
1--------A--------1--------2-----------1
1--------B--------1----------------------------1
2--------A--------1--------1
2--------B----------------- 1-------------------2
3--------C------------------------------1
I am using a SUMIF to total the number of ITTs etc done per month: =SUMIF('S:InternalSales Figures2006-2007[ES 06-07 Spreadsheet.xls]Activity'!$A$3:$A$1001,1,'S:InternalSales Figures2006-2007[ES 06-07 Spreadsheet.xls]Activity'!$C$3:$C$1127)
This works fine if both the Summary Spreadsheet and ES 06-07 Spreadsheet are open at the same time, however, if ES 06-07 Spreadsheet is closed, then all I get in the Summary is #VALUE!. At the moment, all I can think of to rectify this is to do the SUMIF in each separate spreadsheet and then copy the information over to the summary one, which is duplicating information!
I have a spreadsheet with info about students in a summer program. I need to pull out the students who have allergies along with what their allergy is and their emergency contact phone number. I would like this new info in a new spreadsheet.
Here is an example of the spreadsheet:
allergiesnamephoneallergy type
nobob410.555.1234
nojim410.555.5843
yesmeg410.555.7458nuts
nolex410.555.1159
yeswill410.555.5005fish
Is there a formula that I can use?
I'm copying and pasting data from a PDF and need to eliminate some unnecessary data. The original .pdf has 4 columns: Account, Dollar Amount, Name, Notes
When I copy this to an excel document, it copies the row from all 4 columns into column A. The two columns I need are Account and Dollar Amount. All account numbers are 8 digits so I was able to create a formula to weed that out with this: =left(A1,8)
The problem I'm running into is obtaining the dollar amount within the cell. For example:
A1 contains: 11112222 $1234.56 Sample, Name Sample Note
I pull the 11112222 with =left(A1,8) in column B but not sure how to pull dollar amount to column C.
Further, the dollar amount varies from $1.01 to $10,000+
I have a list of cities, counties, and schools with dates for each account. I want to put these into a workbook with tabs along the bottom for each one, then I want to be able to select all of the accounts that have a Jan 1st effective date and show them on a list in the first worksheet.
View 9 Replies View RelatedI have a regular table of data and dependent on the info within a column of cells I would like the info to appear within one of 3 new sheets. BUT.... I can't figure it out because the info forms an irregular part of text within the cells in a specific column - Obviously if it was dependent on the whole of the text I could use Vlookup but it's not.
If it needs further clarification, a column of cells may have, say, "blahblah234/PLblah" -> If this cell contains within the text "PL" then it should have the whole of the row in the new sheet, if not then blank.
I am trying to pull info from Access into Excel using Data, Import External Data, New Database Query. I follow the menu and when I get to the end for the info to be pulled to Excel I get an error.
Microsoft Query:
Too Few Parameters. Expected 1.
How to retrieve client profile by typing client id in a particular cell ??
i.e. if Client ID is OD001 .... is it possible to get the details of that client by typing OD001SS which i have created on another work sheet ??
I have a spreadsheet with names and phone numbers. I have another spreadsheet with similar- but not the same names and not in the same order- with email addresses.
I have pasted all info into one spreadsheet and alphabetised it- it looks a little like this now.... (joe bloggs being an example name)
joe bloggs telephone no
joe bloggs email
Is there a way i can easily merge these two rows keeping the name the same? Otherwise it will take FOREVER!!
I am accustomed to using filters to find a lot of my information in large datasets.
However, now I am trying to use formulas to return specific values. For simplicity's sake, I have included a sample below with a couple types of scenarios I am looking to solve through the use of formulas. Would this involve sub-arrays perhaps?
sabinfire1.xlsx
Excel questions.docx
I have found a code to pull outlook calendar information from outlook to excel. I am trying to determine how to pull from Shared Calendars. This code looks as if they calendar has a number (9), but I can't figure out what the other calendar's numbers would be. How to pull from Shared Calendars and how to pull the month for which the calendar is on. My shared calendars are under Calendars>Shared Calendars in outlook. So for example, I would need to pull John Doe's calendar information for January if the calendar was on January. My code is listed below.
Sub ListAppointments()
Dim olApp As Object
Dim olNS As Object
Dim olFolder As Object
Dim olApt As Object
Dim NextRow As Long
Set olApp = CreateObject("Outlook.Application")
[Code] ......
i have attached a sheet, i want if i put date in cell a2 and automatically month should come in cell b2 and year in c2,
LIKE JAN AND 2009 LIKE THAT
I have a large Excel project that I am working on and it is in it's final stages......i have a table with week 1 to week 5 on the top.....I hoping to be able to change this across multiple sheets to the week ending date for that month? so if on the first sheet someone selects april 2006 then week1 and so on would show 07/04/06
View 2 Replies View RelatedI need to list the days of each month on separate spreadsheets...and need to to do this each year...
I was wondering if in cell A1 I type the first day of the month then is there a formula I can use to put the rest in without having to manually put them all in?
I'm trying to do here is take the value of a certain cell (client number) and set another cell to be the name of the client. For example if I were client number 100 and my company name was Holman Inc the user should be able to enter 100 and Holman Inc would populate itself in the next field.
View 2 Replies View RelatedHere is what I am trying to do with no luck so far.
If I type RS23U1R109000 in a cell A1, I want B1 to read the 5th letter or
number and fill B1 with E86.
Example
A1= RS23U1R109000 B1=E86
A1= RS23V1R109000 B1=E87
A1= RS23R1R109000 B1=E84
As you can see in my example, the 5th letter could be U,V,R or whatever, but
I need cell B1 to read that letter and populate B1 with E86, E87, E84 or
whatever.
I would like to fill in a a form on page /sheet one and have the same info on every sheet that follows is it possible?
View 3 Replies View RelatedI have attached a spreadsheet and I am trying to capture the info in lines 2,7,12,17 and return the info into column d,e,f,g
The info in these columns at present has been manually entered but I am sure it could be automated.
OOL Roster Final 18-31Aug14.xlsx
I have an excel file from a data dump. I need to populate the client name next to the total. There is no unifomed lines between the different client files. The file has over 12,000 lines I am in need of a formula to poplulate the blank cell. See attached file.
View 2 Replies View Relatedto send a single email from a list if addresses from cells in a single column...i have figured out the code to add the range of addresses but my only problem is that with this code it uses outlook...my default email is gmail and i can send email from single cells this way, however when i run the code it opens it in outlook..i do not now how to change the code i have to open gmail instead of outlook..
View 15 Replies View RelatedI have been sent a document of clients names that I need to check against our own, is there a way on excel in which I can see if there are any matchers between our client list and the one I have been sent. It is for security purposes.
I do not fancy Ctrl - F 4000 client names
I have a workbook to track clients served. The first sheet has all of the data entered into it. The name, age, demographics, services. The second sheet is a template of the individual client's pages, summarizing their information and services received. I want to code the sheet so that once a new client is entered into the table on sheet 1, the template will automatically be copied to the end, renamed, and the basic data for the new client will be pasted into the new sheet.
I've been working on this project and done a ton of googling. And also am very new to VBA. I have found a solution that works:
VB:
Private Sub Worksheet_Change(ByVal Target As Range)
If Target.Address = "$B$2" Then
Sheets(2).Copy After:=Sheets(Sheets.Count)
[Code]....
But I really don't want to do 50 "else" clauses for each line where there could be a new client. So I was thinking, if i could find a way to do a relative reference, such that it selects the cells to copy relative to the one that was changed within the range of that column, then I would only need one "if" statement. Is that possible? Is there some way to change the "B3" in target_address to "any cell in column B" and then range "A3" a few lines down would somehow be "1 cell left of the one changed" and the range "A3:K3" to copy would be "1 left:9 right" of the one changed. I know this may be impossible or just not how VBA language works, but I thought it'd be a lot easier than 50 repititions of if..then...else....
I seem to be coming on here every day at the moment! Someone helped me with this code, it works great apart from 1 error, which stops the script. The lines that appear when i select debug are in italic / bold. The error message appearing is:
"Object invoked has disconnect from its client" or something very similar.
'Define variables.
Dim lngRowPasteTo As Long
Dim codelive, codeclosed, codeassigned, vLookFor As String
'Set variables
vLookFor = "Closed"
codelive = "gio1"
codeclosed = "gio2"
codeassigned = "gio3"
Worksheets("Live").Unprotect Password:=codelive
Worksheets("Closed").Unprotect Password:=codeclosed
Application. ScreenUpdating = False
MsgBox ("Moving Claims...")
'Ensure the 'Live' tab is selected (active).
Sheets("Live").Select
'Remove any existing AutoFilters.
ActiveSheet.AutoFilterMode = False
I have a long list of data (around 10,000 rows) with one column Client Sensitive (Column A see below) that needs to be changed before using in a pivot so the client won't see this data.
At the moment I'm using a formula but happy to use VBA for this as the rest of the report updates with VBA.
The formula that works but takes far too long is
=IF(COUNTIF($A$1:$A2,$A2)>1,VLOOKUP($A2,$A:$R,18,FALSE),MAX($R$1:$R1)+1)
Where column A is the sensitve data (and the unique identifier) and column R is the column the formula is entered.
The below is what I want, the column R I now use in a pivot to get the results I want then I can hide that column and delete Column A so no Client Sensitve data is with the spreadsheet.
However as I've said it takes far too long to calculate down 10,000 rows..
Column A
Column R
A12345
1
[Code] .....
I developed an Excel application for some users. Everything used to wrok very well until recently. When the click some buttons, the error "Automation Error: Object has disconnected from its clients" appears. Problem is, everything works very well on my PC. We run the same Excel version, same OS but I can't seem to find a solution to this problem. I'd have posted the code I'm running here but I don't know how to use the code tags and I don't want to be banned from this forum.
View 6 Replies View RelatedI m trying to write a formula for my financial model. If anyone can take a stab at a solution. I'm trying to write a formula that will equally distribute revenue either over the next 1 month, 2 month or 3 month period depending on size of the deal.
Details:
Sales will fit in 1 of 3 categories. Less than 25k; between 25k & 100k; greater than 100k.
- if under $25K, recognize in next month (month N+ 1)
- $25K-100K, recognize in two equal parts in months N + 1 and N + 2
- over $100K, recognize in three equal parts over 3 months
N + 1, N + 2, N + 3 ...
I have developed a product that's a bunch of Excel spreadsheets strung together. Real estate and mortgage professionals use the tools to counsel home buyers. We include a pdf converter in case recipients of emailed file attachments don't have Excel.
We provide an 'Export' procedure that calls a custom dll that uses the outgoing mail server that the user [must] setup or our web's mail server as a default. The action attaches the Excel or the PDF file and sends in the background. We use an Excel form for user to write the message and the process saves a copy of the message sent and the file send in an Archives folder.
This procedure is not very user friendly, as it does not offer the user's address book to select a recipient, does not put the message in the user's email client Sent folder...Plus the Archives folder could become quite large...plus it involves a user setup that creates alot of support calls.
But actually the most critical shortcoming has become that ISPs (Comcast and ATT so far) are blocking the use of custom email clients!
Recently my son showed me in QuickBooks their attach file-to-email process. It simply opens the user's default email client with the file attached. I need an app that does that! And it needs to be distributable.
Shared Workbook
"Existing Risk Changes" worksheet is "Very Hidden"
getting the "Object invoked has disconnected from its client" Run Time Error.
I'm not getting the error when the workbook is not in shared mode.
Code:
'When Submit is clicked there is a check done to make sure that the submitter has enterred a name:
Private Sub cmdSubmitEdit_Click()
[Code]......
