Pulling From One Sheet To Another Based On Date
Dec 31, 2009
I'm building a personal budget that looks a lot like a set of business financials (really just an exercise to learn excel techniques).
So, I have one sheet that acts as a register -- in column A I have the date of the transaction, column B is the amount, C is from which account the money came, D is the use of the money, and E is a code (1 for paycheck, 2 for investment income, 3 for food expense...etc).
On another sheet I have an income statement. I want the income statement to pull code 1s from the register sheet for the month indicated by column A in that sheet into the proper month column (B is january, C is Feb....). I then have a cash flow sheet which uses V-lookups to pull the information from the income statement, and that seems to work fine.
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Jun 1, 2009
I've got a bit of a quandary here that my novice programming skills can't seem to solve.
Here is the scenario. I work for a photographic library. We have a spreadsheet that contains 5 or so columns, and a couple of thousand rows. Essentially each row contains an imagine code (the number we use to file away the imagine, ie. US_NY_NYC_1 ) in the first cell, and the image information in the following cells (ie metadata, keywords, photographer, date, etc).
so a typical row would look as follows:
Filename | Keywords | Photographer | Metadata | Location |
all the keyword, photographer, metadata, and location information can only be tied to the one image code whose cell begins the row.
Now, here is my dilemma. This sheet (lets call it the master sheet) contains all the images we have in a given batch. However, when a client orders images, we will send them most images in that batch, but not all, and we may send a few additional. So I have a separate sheet that contains only those image codes that the client requested. What I need to do is essentially take a code from the second sheet, find that same code in the master sheet, and copy over all the cells associated with that code's row. If the number does not exist in the master sheet, simply leave that row with only the code in the first cell, and the rest blank, and move on.
so for example, in my second sheet lets say I have the following A_B_C . I would like for excel to find that same code in the master sheet, and then copy over the metadata, photographer, date, etc, associated with that code, and paste it into the second sheet, so that that row in the second sheet now looks identical to the row with the same image code in the master sheet . If A_B_C does not exist in the master spreadsheet, then I would like excel to simply leave that code in its own row, leave the rest of the row blank, and move on to the next code.
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Jan 25, 2014
I have a workbook with multiple tabs, each tab is representative of a person and their ongoing project list. What I am trying to do is to be able to pull rows from each tab identifying the persons active projects based on an assigned due date.
Details: Tabs for Tom/Susan/Phil/Jerry each person will be updating their own sheet with project completion details. Each tab has similar headers with a corresponding due date or completion date. On the master sheet I would like to pull those rows that correspond to the specific dates for all persons.
Example - give me all rows that reflect projects due on 1/21/2014.
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Jun 18, 2013
Here is an example of my spreadsheet: Excel example.xlsx
I would like to get all the bid/ask quotes for the different currency pairs in sheet 2 into sheet 1 sorted by the right date and time.
I need a formula which recognize the time + the currency from sheet 1 and search for it in sheet 2 then brings the right bid/ask quote back into sheet 1.
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Jan 21, 2014
I am pulling a date from a cell to another and I need to create a formula based off of the result.
This is the formula I am using to pull the date over
=MID(AA3,FIND("/",AA3)-2,10)
This is what I need to do to the result
=WORKDAY(M3,6)
I believe =INDIRECT should be used, but I'm having difficulty making it work.
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Mar 29, 2013
we use # of days per disbursement as a performance measure to ensure that we are providing out grantees with the appropriate amount of service. I keep a tracking chart that I manage with overseas partners that use these dates to prioritize the 30+ grantees in their portfolio at any given time. It would be great if this # of days to disbursement #1, disbursement #2, etc could automatically pull to show them who they have neglected.
"Sheet 1" = Overview sheet to see general information (where I'm trying to pull to)
"Sheet 2" = table to track information as the disbursements or other actions are processed per grant
Column A (on both sheets) gives the grant reference
Column B (data entry sheet) gives the date the payment was sent
When I do =SMALL(('Sheet2'!B:B),2), I get the 2nd smallest in the whole sheet, but then when I try to make an IF function to tie it to the specific grant...
=IF('Sheet2'!A:A,A2,SMALL(('Sheet2'!B:B),2)) --> this gives me a 1905 date
I've tried a bunch of different formulas and tried reformatting the dates... but I'm having very little success...
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Dec 5, 2013
I have created my main spreadsheet in a form format - one form per student in a row downwards (30 students) and then a row for each of 4 terms.
On a separate sheet I want to pull particular entries. I have done this for Term 1 and can continue and do Terms 2 - 4. However, I have to wonder if there is not an easier way. If not, then I'm good to continue - just takes a couple of hours to create the second sheet section for each term.
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Nov 9, 2008
I have a master document that I want to break apart into sections. How can I pull data from the Master document (sheet1) to sheet 2 without having to make changes to both parts?
If this is hard to understand I will try to explain better....I have addresses on the first page and want to make a separate group from that original document on sheet2. My main goal is to be able to only update the first sheet and to have the changes go on to the sheet2 document.
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May 21, 2014
I have this spreadsheet where in there's a Raw Data. Along with is there's a different tab for different user, is there a way that if a certain user choose a date it will pull up the data for that date in the Raw Data.
What formula should I use? and how should I do it.
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Dec 2, 2009
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
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May 8, 2007
I have two sheets....one sheet has a all the detail I need on it. On the second sheet I am trying to pull all the detail by category but want to eliminate any zeros in between. Anyone know how to do this?
I feel like I am being very vague so if I need to give more detail just let me know.
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May 4, 2009
I don't think this may even be possible, but what I am trying to do is pull only certain information from one worksheet to another based on whether there are entries on certain dates for employees.
A sample is attached.
On the first worksheet I have a drop down menu for all employees on the second sheet. (the drop down menu pulls the names from the second sheet)
The second worksheet has all employees in Column A and to the right has all their variances by date. Most dates will be blank as they didn't have a variance.
What I would like is on the first worksheet, is to select their name from the drop down menu and have all the dates that they had variances and the variances show up.
If you take a look at the attached excel file it might explain what I am trying to do better.
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Mar 14, 2014
Right now, it pulls a sheet from another workbook, and saves it to this workbook. It works great. My problem is that I want it to keep what it pulls in, and not change when the other workbook changes. The other workbook has a macro that clears its cells every morning, so new info can be entered.
I want the old info that the code below pulled over to stay the same, so that I can keep a running history of what was entered everyday. At the moment, if I run the clear cells macro in the other workbook, it also clears all in this workbook. What needs changed in the code to make it work right?
SampleEOD.xlsm
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Jun 24, 2009
I was wondering how to input data on one sheet, then have specifics from that first sheet get sorted and put on the second and third sheet according to it's value. I have attached an example with my comments in red.
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Apr 3, 2013
Expand the explanation for the previous thread? [URL]....
I am trying to do basically the same thing, I have a long list of clients and need to separate them by date they contacted us. I am using Excel 2008 on a mac, which does not allow micros. the previous thread does exactly what i need to do, but i cant get it to work.
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Mar 7, 2007
I am working on a project for a monthly report. My back sheets have (or will have) 12 columns of info for monthly income/expense for multiple companies. The front sheet will have 2 columns, one for the past month & one for cumulative.
Obviously the cumulative is an easy one to pull off, but how can I make the correct column show up for the current (last) month I am working on.
Rather than make it tied to the actual date of input, I have used an approach in the past with a "sum if" formula for a single reference where =sum if(b6:b6,a2,a6:a6) but I'm not sure how to make it work for 12 references. Can this be done?
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May 17, 2013
I have a file which has a number of sheets each relating to a different project. Each project has a line for each milestone starting at the same row but each project has a different number of milestones.
I would like to create a summary sheet that either pulls through each row relating to a milestone from each project sheet or ideally each milestone that relates to a certain month from each project sheet (each milestone includes a completion date).
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May 22, 2014
Basically, I run a DJ Management company, arranging bookings for 6 artists. What I'm trying to do, is have data be auto populated from the Master sheet, into separate sheets. The aim, is to create 1 master with ALL the dates for the month in, and the each of the separate sheets to only populate data relating to that artist.
For example!
Artist
Event
Location
Fee
Date
Tony
Tomorrowland
Boom, Belgium
5,000
01/05
[code]....
Now, I need to send the artists their individual schedules for the month, but I do not want to copy and paste individual rows to their new sheets as this is a pain. I know i can sort by artist and copy it easier, but really i just want to put in the info once and not multiple times.
So the master is sheet 1, on sheets 2,3,4,5,6,7 (each one assigned to a particular artist) i need the artists gigs for that month.
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Jun 29, 2008
I have a workbook for a category of academic journals. It contains the journal name in the first column, the year it was published in the second and various bibliometric stats in the next twelve as follows: ....
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Feb 13, 2009
I am creating a spreadsheet for mutiple clients, which has around 5 columns. This spreadsheet will have 7 sheets on it. 1 sheet for each client, and the 7th will be to display all of the information together.
Basically I am looking to find out if this is possible?
I will try and explain a bit more, as above is just beifly what I am loking for.
I Have Client.xls
On my Tabs I have
Client1, Client2, Client3, Client4, Client5, Client6, All Clients
In Each individual spreadsheet, I have the following Columns
Incident Reference; Description; PMDB number
Each Day data will be entered into each client sheet, and I would like this information to be populated into the All Clients Tab. I am not sure if this is possible, and if it is, would I then be able to put it into the All Clients tab, and have it auto sort by the incdient reference column? As this is an autogenerated reference for all of our clients.
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Jul 23, 2007
I 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.
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Mar 8, 2012
I have a workbook that has one sheet for every day of the year. In cell A1 of every sheet I want to have the day of the year dynamically updated then name that sheet that date??? See example below
Sheet1 cell A1 = Jan. 1, 2012 then name that sheet tab 1-1-12
Sheet2 cell A1 = Jan. 2, 2012 then name that sheet tab 1-2-12 etc....
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Mar 27, 2009
i'm have a master spreadsheet of contact details and categories. i want to be able to pull contact information onto other sheets within the same workbook, based on category. example attached.
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Aug 21, 2012
I have created a comparison sheet and compares my old one from last week to the new one I create for this week.
It populates cells with the differences and shows me the data from the new sheet. But since my they are so massive A5:AZ20,000 so you can imagine how many blanks there are.I want to create an auto summary or something from the non blanks.
Column A has each properties Unique Identifier And the rest is various info for the property. I would like it to return my unique ID and then the columns with new data that has showed up from the comparison some are text and some are numbers.
Also I am using Excel 2010.
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May 15, 2006
I have an identical worksheet for all the days of the month - i.e. the May workbook has 30 identical worksheets. I am wanting to pull only certain rows from each worksheet onto a master. Something like - copy row from all worksheets where that rows cell "D" has any value other than " ".
I have used the following macro to pull all the data from every sheet onto a master - but i don't want all the data - just the qualifying data.
Sub Combine()
Dim J As Integer
On Error Resume Next
Sheets(1).Select
Worksheets.Add ' add a sheet in first place
Sheets(1).Name = "ALL"
I am not sure what the range "A1" is - i am thinking i can modify it to only grab certain rows.
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Jul 25, 2014
What I want to do is take information from a main sheet and pull certain rows (determined based up on the selection made in the delivered to column) and move it to a worksheet that contains information only for that individual entity. Below is the list of headers in my lis of all information
Ticket #DateDelivered ToNet kg WtTonsRunningTotalDaily Total
As I said, depending upon the name in the delivered to, I would like to carry forward the following information only for the specified vendor. For example if we have 3 entries 1 delivered to company a, 1 to company b and 1 to company c, each would carry forward to the respective worksheet for that vendor.
Ticket #DateDelivered ToTons
how I might accomplish this in a usable format for what I am trying to do.
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Jun 12, 2014
I've done some searching and cannot find the right answer for my question. I need to create a formula that will pull column header text data based on cells within a table that contain a numeric value not equal to zero. The catch is that I cannot use any one specific numeric value as the basis for a Lookup.
I've attached an example spreadsheet for reference. Basically, I need two formulas:
1. Formula to pull column header (Receiver name) based on Sender. This is a necessity.
2. Formula to pull individual lines for those senders that have multiple receivers (Division D in my example).
My actual data file has 80+ senders and 100+ receivers.
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Dec 17, 2013
I've attached a workbook with a description of what I'm trying to do. I'm not sure if it can be done with formulas or if it will require VBA. I can move it to the VBA section if the latter terms out to be the case. it's not that I'm opposed to copying code, I just like to know how it works with enough depth that I can fix/modify it, and I can't do that with VBA).
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Oct 4, 2013
How to pull data based on column B to individual tabs.
I have the following data:
A B C D
Jane Doe | L1 | 20% | High
John Doe | L2 | 15% | Medium
Mike Smith | L1 | 60% | Low
Marie Smith | L4 | 10% | Low
I want to have the first tab/spreadsheet only pull records that have L1 values for column B
In the next tab/spreadsheet I want to pull records that have L2 values in column B etc.
What formula can I write that will pull all L1 records (A.B.C.D) in to Tab 1, then all L2 records (A,B,C,D) into the next tab?
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Dec 31, 2008
I have a spreadsheet that I enter daily totals into. The sheet is named by date.
I take totals from a number of catagories from the prior day's sheet (ending totals) and enter them on the current sheet (beginning totals), then enter the current day's totals to wind up with new ending totals.
I want to generate a new sheet in the same workbook based on the date of the prior sheet, copy my formatting, and copy the data from the old ending sheet totals to the new sheet beginning totals.
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