Report On Date Period And Subtotal
Feb 18, 2008
I have attached a sample of my spreadsheet to use as a reference. I suggest you open that up and give it a look through to get an idea of what's going on.
What I'm looking for is a way to create a report (the quickest and easiest way of course, as always) which will give the total for the columns 'Exit Weight', 'Net Weight' and 'Entry Weight' sorted by each company between the periods of the 25th of each month to the 24th of the next month (the Dates are in Column A obviously)
Below is an example of the output I am looking for:
Company: Period: Exit Weight: Net Weight: Entry Weight:
EASTWELL HA.. 25/10/07-24/11/07 102.2 124.3 200.14
25/11/07-24/12/07 143.7 185.2 250.18
25/12/07-24/1/08 ... ... ...
BOURKE TRANS.. 25/10/07-.... ... ... ...
the totals for the Exit Weight, Net Weight and Entry Weight are not the actual totals, they were just put in to give you an idea of what I'm talking about.
And on and on. If there is a way to automate this with Excel VBA and some sort of code that you could give me to plug into my spreadsheet I would be very appreciative. I understand this is a bit complicated and would probably require a few steps so if don't get the answer I'm looking for I'll probably find a way to split it into steps and then ask the questions seperately.
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Feb 2, 2008
I have an Access DB that I query with excel and I pull two years worth of sales data. I have tried using a pivot table report to display the following data, but I can't figure out how to display the data in the following format.
The pivot table will give period and YTD but the totals for YTD are not cumulative for the year up to that period (it seems to total the period only).
For the current Year- period (month) and YTD (only up to the period displayed).
For the last year- period and YTD (only up to the period displayed).
The fields I query are Customer, City, Product, Salesperson, Period(month), Year and Sales
I have tried putting the queried data on one sheet and then using formulas on another but I am not having any luck.
I would also like to be able to select which period I am viewing but this is secondary.
I can upload an example if necessary.
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Dec 1, 2008
writing a VBA to convert a set of data in sheet 1 to one in sheet 2(I am enclosing that as a Excel document"Test -Original").I have described what needs to be done ( step by step ) below.
Develop a macro
1. I have a report from SAP BW, the original format of which is in sheet 1.I need to develop a macro using VBA and need the report with the format in sheet 2.
2. I need a “Results “row after every Bill to Party in column A as below(screen shot 1.doc):
The number of customers is dynamic i.e.it keeps changing every month
4. Nothing needs to be done to column.SAP BW will not overwrite the format and the data in column G.Hence leave it as it is.
5. Calculate the number of Sales document numbers for each customer and put the value of 1 for every value. If it is blank it should not be counted and put the value of 0 for those rows. (Shown below) Display the sum of the number of sales document numbers in the results row for column H
6. In the column I, put the value of 1 if the difference column (column G) is 0 and put the value of 0 if the value in the difference column (column G) is any value apart from 0.now sum the value in the results row for each customer and display the summation value in the results row under column I
7. Compute the percentage which is the values in (column I/Column J)*100 .This should be done only for the results row
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Jun 12, 2014
Trying to automate the period part of the impt function
To calculate current value of loan i have the below formula below with the 3 being the current period
=IPMT(4.3%/12,3,5*12,-7000)/(4.3%/12)
What i would like to do is for the period to be self calcuating from current date and the loan start date. I can return a value in days using start date - today() and aware month function returns the month number but stuggling to find a way to work out cumulative month from the start date.
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Mar 29, 2007
I'm trying to find out the date quarter of a given date in cell A1.ie Q1,Q2 etc.
I've found the code below to work out fiscal quarters.I thought if I dropped the +1 from the end of the formula it would work out the quarter in non fiscal terms. This however only works from months Jan to Nov. December returns a zero.
=MOD(INT(MONTH(A1)/4)+1,4)+1
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Aug 29, 2013
I have the below code to get the difference between todays date and the date located on sheet "requests" "B3". The code returns the value: -28040498
Code:
Dim MyODateRng As String
Dim MyODate As String
MyODateRng = Sheets("Requests").Range("B3").Value
[Code]....
So i gues with the first code there is something wrong with the date formating. But i do not understand why the second code does not return simply return the value: 1.
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Jun 27, 2013
compare two lists of data in order to identify the possible matches considering date&time and the location stored in different columns as shown in the example file attached. The range of date and time for the comparison is one hour, but it can be changed...
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Aug 19, 2012
How to create the formula for dates formatted with periods.
Dates are as follows:
01.07.12 - should return as 1-Jul
01.08.12 - should return as 1-Aug
02.08.12 - should return as 2-Aug
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Aug 9, 2012
How to create a formula to determine the longer period of time between two date calculations and enter the longer period of time in the cell.
My Spreadsheet:
Cell M2: Birthdate (entered in cell as 11/1/2004)
Cell J2: Last date of service (entered in cell as 10/31/2011)
Cell G2: Calculation to enter the longer period of time between (M2 (year) + 21) and (J2 (year) + 7)
Example using information from above:
2004 + 21 = 2025
2011 + 7 = 2018
2025 is the result I want added to G2
If there is any way to include the month/year in G2 that would be ideal.
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Sep 11, 2009
I need to determine a formula which will allow me to calculate a future date based upon a current date with varying time periods.
For example:
I have a bill which is paid on the 15th and last business day of each month. I would like to be able to see the next due date regardless of what day of the week it is.
I have a bill which is paid every other Tuesday. I would like to know the next due date without having to enter +14 for every due date in the future. In other words, it is preferable to be able to open the spreadsheet and automatically see the next due date, not use autofill to repeatedly add +14 to a previous date which would limit the # of future due dates that could be calculated.
I have a bill which is paid on the last business day of each month, not the last Friday of each month. I would need excel to return a value for the last day of the month which = Monday-Friday, regardless of what day of the week it may be as long as it isn't Saturday or Sunday(holiday exclusion would be nice but not required).
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Feb 5, 2007
way to do this but i have a sheet that is into 5 - 6 thous rows, in one of the columns (names) i sort it by names and then order it by subtotal for certain values.
What i need to know, is there anyway i can take just the subtotal values out and put onto another spreadsheet without copying and pasting it all as there are lots of subtotals and this would help alot as the other info is not nec. just the subtotal'd info. either that or is there anyway i can highlight the subtotal'd row info in yellow/bold text anything like that that would make it stand out without having to do it manually?
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Oct 23, 2008
I’m trying to get my sheet so that at each change in month it creates a sum of the value but I want to sum to show up in the subtotal value column.....
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May 15, 2014
have a data set with client id and most dates of activity....
I would like to be able to include within a report the date of first activity and the most recent date of activity....
please see attached sample worksheet...
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Oct 8, 2007
I have a report that gives me dates in a format that's mostly useless. I am sure there's a simple formula I can do each time I run the report, but I'm not sure. My report gives me dates like this...
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Sep 19, 2007
in column A, i have a dates listed, in column G, the transaction amounts that correspond with those dates, i want to know how to run a report on this. what i need is to auto sum the amounts for a specific month without having to create a new spreadsheet for every month. IE - what are the sales for september? how do i do this?
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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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Jul 31, 2014
I have a spreadsheet which is used for tracking work items for a team of people. On one sheet I have a column of dates and rows of named 'tasks' against them. I need to identify the first and last dates at which a 'task' is listed.
My spreadsheet is attached.
On sheet2 K2 I want to see the first / earliest date where 'Fish' occurs on sheet1
On sheet2 L2 I want to see the last / latest date where 'Fish' occurs on sheet1
I have tried using SUMPRODUCT MAX / MIN but I got myself in a muddle!!
TrackerRH.xlsx‎
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Jul 8, 2013
I am trying to COUNTIF some data from a spreadsheet I have, where they have been entered after a certain date (which is part of the information). The problem I am having is that I am trying to enter the date I want as a variable in another field so that it can update the rest of the table.
Basically I have a field where it says "Calculate new business since" and then a date should be entered - in turn the formulas should make the calculations based on that date. Is this not possible?
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Jul 17, 2013
I have 2 sheet in MS Excel (MATTER & REPORT) . Database included at sheet MATTER. Report will be seen on sheet REPORT based on entry date. What formula used to produce report automatically.
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Aug 5, 2010
I am looking for code that can generate the report that a user selects.
For example the user clicks reports on the userform. The report userform opens up. The user checks the monthly report button and enters the last day of the month he wishes the report to be for. i.e 7/31/2010 and then clicks generate report. when executed excel creates a new workbook and creates two sheets. the first looks exactly like the master data sheet from the original worksheet but of course with the specified data. the second sheet will populate a summary of the data. I will address that after i figure out how to get the first sheet compiled.
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Aug 18, 2009
I am trying to loop through some data in Column B and I want it to report on ALL values that are < todays date. However the loop is stopping at the first date that is less and not continuing on afterwards. I know what is causing this but I am unsure how to solve it.
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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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Jun 25, 2008
Please see attached spreadsheet on what I am trying to achieve.
In the data tab I have my base data, which is dates across the top and names down the side. I have information in the middle such as 'H8' which means that the person was on holiday for 8 hours on that particular day, and 'S8' which means they were sick for 8 hours on that day.
I want a macro that will rearrange the information in the table and put it into the report format which is in the report sheet.
If you see the spreadsheet you will probably get a better idea of what I am trying to achieve.
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Nov 11, 2013
I have a pivot table with the following items;
Report Filter = Project Names & Dates (filtered on 2 fields)
then the pivot table of data shows
Dept, Sum of Hours, Sum of Total ($), Sum of Days
When you click on the drop down to adjust the filter for the Date it gives you the whole list of dates, day by day as it is in the source data.
Is there a way to make it in the filter by month and year, the way it would in an ordinary filter. So if I wanted to have the pivot table show only the values with an October date I can, rather than having to deselect all and then individually check the boxes for the 1st through to the 31st of October.?
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May 16, 2006
I have looked through the forum and found pits and peices but can not put the puzzle together. Found the VBA code in my example from a earlier post but there was no final answer to the post.
Trying to have the user put in a date range via command button. Fro mthis date range the data thats falls within that range is copied to a report sheet. Will also need to have all the old data from a earlier querry removed. Have attached example sheet.
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Feb 23, 2008
I have a long list of data in a table. the first column is a date&machine. in another column there is a comment field. To find the first occurance of a date/machie and report the relavent coment I have been using a vlookup; this works well. Is there any way to find a second or third comment for the same date & machine?
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Aug 30, 2013
I have two worksheets in my report cards:
1) Data - the students are listed in Column A, math scores in Column B, reading scores in Column C and science scores in Column D. The grades of 300 students are entered in this sheet.
Student
Math
Reading
Science
Jimmy
75
84
100
[code].....
2) Report Card template - This is the report card that needs to be generated for each student. It's pulling the student name and grades from the Data worksheet.
Student Name
=Data!$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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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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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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Apr 12, 2009
find the attached Example file. I need to create a report either by using or without using VBA.
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