Report Monthly Worksheets As Year-To-Date
Dec 3, 2006
I have a workbook with 12 sheets for monthly results and a Year to Date sheet. For presentation reasons, the monthly results are listed as seen in the first three worksheets, but I want the YTD results to be structured as seen in the fourth worksheet. I have shown how I am currently achieving this in the "Call" section of the YTD sheet, but as there are 12 months and many more variables in the original workbook, I'm wondering if there is any easier way than the one I'm using.
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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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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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May 21, 2014
where to start with automating a monthly report that I put together.
My report is generated from two or three tables of data - roughly 25,000 records.
Currently, I copy and paste this table of data into one worksheet, and then have pivot tables that are written to take data from this table (this is a typical marketing sales funnel - calls, raw leads, qualified leads, customers, revenue). Then I have another worksheet that is the display to the client, with the proper formatting, mathematical calculations, totals etc. On this client facing worksheet, I pull data from the pivot table (using =GETPIVOTDATA formulas).
It seems that I have constructed this report in a very inefficient way because I have a ton of manual work to do every month to make the client view presentable as changes come about in the raw data. For instance I segregate the client facing report by lead sources, but when new lead sources get added in month by month, I have to edit the client facing report at length.
where to start, or what steps to make this more automated
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Aug 8, 2014
I have this table that I put together everyday describing the activity of my department. There is the date displayed as "Num-Date", the day of the week and multiple columns of data. Every day I have to add a new row and update the date, and the data, etc. I have a macro that inserts a new row and auto-updates the date and weekday, I also have a web query set up to fetch the data I want and display it right next to the table, but what I want to do is make the table more intuitive and automated.
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Dec 31, 2009
I have table and need to take out montly total for each worker...
Now...
Each hours in day have own factor. (I need total hours per day but for illustration)...
So when worker works day shift from 8:00 to 16:00 it's easy... 8 hours
When works from 8:00 to 20:00 it's 8 hours + 4 afternoon hours
When works from 20:00 to 8:00 it's 2 afternnoon hours + 8 night hours + 2 day hours
Aditional problem is when day intercept holliday or sunday when that factors need to be included (if holliday is at sunday then it's like holliday).
Here is some attachment:
Book1.xls
I've also added last day of previous month and first day of next month because of night shifts than need to be calulcated. Therefore correct number of hours is 168 and not 188.
Below I calculated manually those numbers wich I want to be automated...
Also.. This is table I get.. If it's easier to make it somehow else, OK by me. And any number of aditional columns is not problem...
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Jun 3, 2013
I am new at excel and have very limited experience. I have a employee training database, with employees (in column A2:A54) and the certification names (in row A1:AS1) that I must generate a monthly report on employees that are expiring within the current month. The cells are already conditionally formatted to change colors for one month prior to expiration date, current month of expiration date, and past the expiration date.
I am manually gathering the data then adding it to another sheet. In the mist of trying to gather data, I am missing and/or overlooking information. I wanted to know if there is a way to automatically generate a report based on the expiration dates that would pull the employees name and which certification is expiring or expired, preferable both. I have tried reading threads and applying advanced filters but due to the number of certifications it is not functional to do it this way.
I have attached a sample of the spreadsheet : ETD.xlsx‎
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Jun 3, 2006
I need to make a sheet that give totals based on monthly figures from last year.
Then based on difference between the 2 it will show no increase and no bonus, or it will show an increase and bonus based on increments $75.
One month Last year the store made 31.82% on it’s money.
The bonus for anything over is $75 per 10% increments.
Ie
0.00% $400
0.10% $475
0.20% $550
0.30% $625
0.40% $700
So this month was over last months, 37.18% so the bonus was $3,975.
What formula do I use to make this calculation shown under % is nothing but anything over adds up to a relation with $75. added to a base of $400 every 10%.
This hurt my head trying to get it right and im new to this more complicated formulas.
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Mar 3, 2014
We have a weekly "On-Time" report that shows early, late, on time, or no data. Each week has a total percentage of early, late, on time, or no data deliveries. I now need a monthly total on a seperate worksheet, but for some reason I can not get the percentages to total correctly. I am attaching the spreadsheet.
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Sep 22, 2009
What it is, I have a rolling report for the whole year, each with a score for the week.
However, it needs to show the whole year, but I need a seperate box with a summary of only the last 4 weeks on a rolling basis, ideally this would automatically update depending on the week.
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Sep 5, 2007
I would like to calculate the sum of investments based on their expiry date and have the totals per month (and year). I have a table that looks like:
TermInterest rateMaturityBalance
24 Months7.12%11 November 200740,000.00
12 Months7.74%13 November 200750,000.00
24 Months7.05%10 January 200853,889.12
12 Months7.85%11 January 2008120,000.00
12 Months8.02%22 March 200817,000.00
36 Months6.68%30 June 200832,000.00
I'd like to have something like:
Nov 07 90,000.00
Dec 07 0.00
Jan 08 173889.12
and so on...
Admittedly I am an Excel novice, so excuse me if my question is dumb and has a simple answer (actually I hope it has :-) but I have tried to find a solution by searching forums, my books, online help, I tried my luck with sumif and SUMPRODUCT functions, even used the conditional sum wizard, but I can't get it right
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May 14, 2009
I have dates in my column “A”, for example (A1 cell =22-Mar-1971), (A2 cell=30-Dec-1965). Now my requirement is in B column date and month from A column and year should take current year. Output in B column (B1 cell =22-Mar-2009), (B2 cell=30-Dec-2009)
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Feb 23, 2008
Last week I posted a question related to formatting a cell to return a Day of the Week versus a numerical representation IE "Wed" instead of 02/20/2008 12:00AM. The solution provided worked for me:
1) Format cell to DDD MM/DD/YYYY HR:MN. Cell range (A1:A500)
2) Format destination cell with DDD. Cell range (B1:B500)
3) Destination cell (B1) = to original cell A1
4) B1 displayed data as "Wed"
However, the issue I still have is; I wanted to create a pivot table summarizing a year activity by Day of Week (in other words 7 entries for the year) and the pivot table still recognized all the MM/DD/YYYY. I ended up with a table displaying every day of the year instead of a yearly summary by Day of Week. Is there some way to strip out all the other numerical data from the new column I created to run a pivot table by Day of the Week for a whole years activity?
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Oct 13, 2008
i have the following table of information
Year DOB
7 01.09.96 -31.08.97
8 01.09.95 -31.08.96
9 01.09.94 -31.08.95
10 01.09.93 -31.08.94
11 01.09.92 -31.08.93
and a list of dates i need to look up the date to see which year it falls in and return the year
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Feb 27, 2009
DATE function won't return TODAY()'s year in the "year" slot.
Is there a way convert, for example, 2/8/1963 to 2/8/2009 without using Concatenate?
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Feb 13, 2009
I am trying to compare almost 2 identical spreadsheets. Please see the attachment below. This is used by our HR department to identify people that are active or inactive, department, title, who are their supervisors, etc. This spreadsheet will be updated monthly to reflect all the changes (new employees, people move from one dept/home location) to another, come back from temporary leave, promoted, or terminated). I saw some macro code application to highlight the differences of 2 spreadsheets but the spreadsheets are so much simpler than mine. We have approximately 1000 employees.
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Aug 30, 2009
I have lots of monthly reports to prepare. So what i do is to copy previous month report file and paste and rename it as current month report. Once i open it, i need to change the linking to the next colume of the source files. Eg Source files July is in Column H, then now i have to change it to Column I in my current month reports.
Furthermore, one file may have a few source files so the column may differ also.
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Nov 3, 2009
I want to create a summary pivot table report + chart. What I have is 12 worksheets, one for each month, each with total amount invoiced and gross profit by client.
I want a pivot table that shows me the clients and amounts each month (this is the bit stumping me). Basically I want a drop down box to select the month on the pivot table, which then shows the data from the relevant worksheet (Aug-09, Sep-09 or whatever).
I've tried using multiple consolidation ranges but this just aggregates all the data; it doesn't allow me to limit by the worksheet the data has come from.
I'm wondering if I have to consolidate all my months into one big sheet, then add a field for the month. I would rather avoid this but accept it might be the only way.
Final thing; can't use VBA at all (too much hassle for IT apparently).
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Oct 15, 2007
I have a sheet in my workbook with at least 180 small tables, there may be more.
I woulds like to be able to change total formulas for all tables at once to show either year-to- date or total year.
For example:
If we have only progressed through the second period of the year, I would like to choose something to indicate period 2. At other time I may want to know the total year whether the periods are completed or not.
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Jan 11, 2008
I have two worksheets. Worksheet1 has material number and plant number. Worksheet2 only has material number (along with other columns of info). What I am looking to do is look at worksheet2, find the corresponding material number on worksheet 1 and populate worksheet3 with all the info from worksheet1 and worksheet2.
Now this gets tricky for me because worksheet1 has duplicate material numbers, because there are duplicate plant numbers. I need worksheet3 to produce a row that contains all plant numbers, the corresponding material numbers and the rest of the columns from worksheet2.
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Aug 6, 2007
How do you get a quick report of all of the worksheets in a given file?
Is there functionality in Excel that would provide this? Or a simple macro?
I inherited a file w/ approx. 50 tabs and I'd like to print out the list of all the worksheets so I can create a checklist of tasks I need to do for each worksheet.
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Dec 4, 2006
im creating a spreadsheet at work that gathers project and FTE figures.
I have attached a copy, but ive had to totally simplyfy it to get it to the required uploadable size.
Basically each team member goes into the sheet tab with their name on it (the full version has about 40 sheets), enters the total hours per week they will be spending on each project.
Then the manager opens the spreadsheet, clicks on get data then enters the date. Data for the selected date is then shown. However I need excel to go into each persons sheet, take the names of the projects that will be worked on (obviously the ones that are not blank) then report the names onto the front sheet under "name of projects".
can anyone help me with this? as you will see, im self taught with vba etc so its probably not the best but im trying.
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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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Jul 28, 2009
Serial No Search E220060926320061125420060612520070824620061026720061226820061127920061226 Excel tables to the web >> Excel Jeanie HTML 4
E - Year Month Date
I need F column as Month Date Year Format
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Apr 4, 2012
I have a workbook which I'm using to collect monthly data. Each sheet (with the exception of a sheet called 'welcome') is named by month and year. Is there a way to sort these in chronological order?
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Jun 3, 2014
I have been trying to sum the data in each column on each tab of my workbook by month and year into one pivot table on a new summary worksheet within the workbook. In the summary pivot table, I would like to be able to select the description as labeled on the tab and a year or month and have the respective totals for each tab and set of columns displayed. The column headings may or may not be the same for each tab. I've been able to separate the data for each tab and summarize without dates or sum the data in columns by date via a pivot table, but I have not been able to consolidate the data for both tabs, with the option to select the month and year, in one pivot table.
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Feb 25, 2014
I have a forecast monthly trial balance sheet and an Income Statement Analysis sheet. I am analyzing the Year to Date performance for Dec-2013. I need a formula that will match the income statement line i.e revenues, accounting expenses etc. and then sum horizontally from Jan-2013 to Dec 2013 ( if YTD month' Dec-2013' is greater than or equal to date range then sum horizontally the corresponding income statement lines up to the reporting month).
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Jan 8, 2013
I have a document that I downloaded some data from the Internet "Kronos" and within this data there is a column for date. This column is formatted as Date (01/08/13), but it only displays the date as Sun 1/01. It's missing the year, which it should be 01/01/12. I have tried to use TEXT function to convert it to month name and day name using TEXT(N4, "mmm") and Text(N4,"ddd"), but I still getting Sun 1/01. I have also tried to use Text to columns to split this date but, it does not work. Is there any other way I can convert this date into m/d/yy?
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Oct 22, 2007
what formula could I use when I type in a date another cell rounds up to Jan 1st of the next year? ie 2/1/07 & in another cell it returns 1/1/08.
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