SQL To Excel - Stock Sales By Month
May 25, 2008
I am fairly new to VBA / Excel programming. I have been trying to write a report out of excel from our company DB (SQL2005). The database is run by our frontend accounting application - so i cant mess with it at all, must only run queries.
I need to pull the last 24 months of stock sales data(by stock code or category) out of our DB into excel by counting transactions on Customer Invoices / credits. Into a table as follows..
Stock Code--Month1-Month2-Month3
ABC1----------43------33------19
ABC2-----------2------10------25
I have managed to make a script that fullfills this need but it takes about 15 minutes to run(Due to having to loop many times per item/ per month)....
I was just wondering if anyone had any tips / advice on different ways to do this..??? Ive had a quick look at Pivottables but havent gone very far in, maybe they are the answer, but this amateur does not know.
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Aug 20, 2013
Basically, I'm doing a recorded macro for work where I take an export and manipulate the data to show differences between sales from last year and this year. Also comparing this months projected sales to avg of last 6 months and also against last years this month.
The problem I'm running into is in automating the this month sales for mid-month exports. I can do it individually but I can't find a formula that will do it. Data is in one cell per month, so ex. 130 sales this month so far. I need to have it convert that to projected sales for total month based on what day it currently is.
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Oct 17, 2013
I have a sales level that I need to track...My rolling 12 months' sales must be $85,000 and my currently monthly sales must be $7,000. I have a sheet that tracks the $85,000 and tells me what I need to achieve that, but I haven't figured out how to include the $7,000 monthly minimum....
The chart below is what I have. So for example, this month it's telling me I only need to sell another 3016.46 to hit the $85,000 rolling 12, but I actually need to hit $4821.79 to meet the $7k minimum.
Actual Rolling 12 Goal
Sep 2012 5,367.24 73,663.30
Oct 2012 5,649.93 69,496.28
Nov 2012 14,163.38 73,451.30 [code]....
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Dec 25, 2013
Need to create year to date sales comparing 4 years month by month. Stacked chart (Excel 2010) works OK for the first three months but adding the fourth month changes the chart to 4 series with a monthly axis. To put it another way I need a vertical axis of years and a horizontal axis of $$$ with each months sales of each year stacked on its year.
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Mar 27, 2013
I cannot solve with Excel 2010 and I have searched all over for the answer.
I have sales data that is approximately daily and would like to count the monthly data and summarize it as an average for the month in a separate column.
For example, I would like to turn this:
3/2/2005 $xxxx
3/5/2005 $xxxx
3/20/2005 $xxxx
4/2/2005 $xxxx
4/10/2005 $xxxx
Into this:
March 2005- $xxxx (monthly average)
April 2005- $xxxx (monthly average)
I have a feeling some 'countif' formula would work but I am not sure how to do this.
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Jan 14, 2013
I got individual dates in Column A. The format is 01/04/2012, 02/04/2012, 03/04/2012 and so on.
The person enters sales everyday. Now I want to make a new sheet which should sum up the sales month wise.
So in the new sheet I will have
Column A- Products
Column B- Sum of days in April 2012
Column C- Sum of Days in May 2012
Column D- Sum of Days June 2012
And so on
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Jun 6, 2014
I am trying to create a function where the user can type in a single month, and 2 different years, and it will calculate/compare that single month from the 2 different years entered.
For Example: I type in January, and I type in 2014 and 2013. The excel formula will spit out whether January 2014 is over/under January 2013.
See attached for my sales report. You can see where I left some space for the requested function.
as it is the last change I have to make to the sales report.
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May 6, 2006
I am trying to add a specific range of data
Column A include a code
Column B-X include actual data
Culumn X- AI include budget figures.
Also in cell A1i have the number of the month
For example the month is 3 (March)
I want in AK to create a SUMIF where the formula will sum columnsX+Y+Z
If month goes 4 then should calculate
X+Y+Z+AA
and so on
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Sep 18, 2009
I have created a Pivot Table to sumarize the monthly sales data.
Is it possible to select just one month and show the YTD sales?
e.g. We are in September, I select August the Pivot Table should show the August sales column and YTD (Jan to August) sales column.
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Mar 27, 2014
I am writing a formula that will sum data for a 12 month period that is not based on a calendar year. For example may have data starting in June 2011 running to date, but not every month. If I set a start date for Year 1, say April 2012, I need to see Year 0 numbers (anything prior to April 2012), Year 1 numbers (April 2012 to March 2013), Year 2 numbers (April 2013 to March 2014), and so on. Date format is currently mmm-yy.
If this could be performed via a macro which references the database (spreadsheet), then even better. The database will contain multiple columns, of which two will contain the date and corresponding number respectively.
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Jul 29, 2014
I have been asked to create a report that rank top sales agent for the month with the following variables:
Total # of sales-35%
Total $ of sales-45%
Number of calls made-20%
Given that there is more than one variable they have placed percentage weight on each. Thus my task is to cull said percentage and add their total thus getting a figure which would represent their ranking depending on how higj or low the total is.
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Sep 30, 2009
is there a formula i can use to sum the sales revinue column of the attached per month into the yellow highlighted cell @ the bottom?
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Aug 7, 2012
What is the easiest way to have a cell update with real time stock quotes for a particular stock?
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Jan 8, 2014
I have created a stock sheet on Sheet1, i have say 100 items and each item has a min and max stock order. Once the item hits a min low, the last cell (O) will display an order needs to be placed.
I was wondering if there way a way that on sheet2, it can calculate all the data on sheet1 and if there is stock that needs to be ordered, it will appear on sheet2?
This way i can just print sheet2 and send it to the supplier without having the entire 100 items displayed -if it does not need to be ordered?
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Jan 5, 2012
I have an excel sheet which has 70 sheets in it...All of them are numbered but not in a sequential manner (eg : 210,211,201,202,215 etc..).The numbering is nothing but the sales order number....
All the sheets have same data (i.e Column A contains Product Sold, Column B contains Sale Value)...The thing is i want to consolidate all the data in sales order number wise. i.e.
Column A Column B
201 $200
202 $300
203 $450
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Jul 2, 2009
I am trying to determine the top contributors to 50% of sales based on cumulative percent of sales (see attached file). I can determine if percent of sales is less than 50%, but I need to include the person that pushes the group of top performers over the 50% mark.
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Feb 4, 2013
I wanted to get the data from data sheet where i have entered the data manually for sales what have done
Now I wanted is when i enter date i should get the product and price in other sheet
Example:
If I enter date in a1 cell
I should get the detail of product in b1-b10(if i sold 10 item )which is in data sheet
And c1 - c10 price (if i sold 10 item @that price)
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Feb 20, 2008
See the attachment. I want the percentage of Car Sales to total sales of different countries automatically.
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Nov 13, 2003
rows 1 and 2 are used for my parameters.
row 1 being used for descriptions: Ticker Symbol, Start Date, End Date, and pulling in the close price and volume for each ticker symbol with the selected date range. row 2 being used for entering the parameter info.
row 2 Would read (as an example)
MSFT, 1/1/2002, 1/1/2003, close price, volume.
For each ticker in column A, add a separate wksheet named the ticker symbol and pull in the corresponding info.
So the final result for MSFT, would be an added wksheet named MSFT, with the colums headers being the close and volume, and the rows being the date parameters set in row 2.
all using yahoo finance.
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Mar 16, 2014
Below are the weekly closing prices for a stock market index. I'm looking to use conditional formatting to highlight in green "buy" signals and in red "sell" signals.
Buy Signal: If the index rises 4% above any previous low point.
Sell Signal: If the index falls 4% from any previous high point.
DateAdj Close
3/10/201472.16
3/3/201473.55
2/24/201472.83
2/18/201471.92
2/10/201471.43
[code].....
In the above example a Buy Signal is generated on 1/13/2014 because the market closes 4% above the low of 68.24 on 12/9/2013.
[URL]
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Jul 15, 2013
setting up a stock ordering system in Excel. I have been sent a spreadsheet with about 400 items I've ordered before and about 15 columns of descriptions which include the name, category of item, manufacturer, cost, number etc.
I would like to set up a simple Excel spreadsheet which staff can use when they want to order some stock, which will automatically fill in the adjacent cells with the product category and unit cost, once the name has been typed into the first cell. Once I add the SUM formula I can therefore have an immediate total of how much each staff member is spending on stock that week, without having to look at the invoice I get back from the supplier.
I know Excel has a predictive text style feature (autocomplete?) but I don't know how to get it to automatically fill several cells in a row with data that is linked to the first cell.
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Apr 14, 2006
I have been using MSNStockQuotes on a few computers without any problems for months.
Now (in the last day or so) , when I press "update Quotes" on any of the computers, I get a "Failed to get requested Data" message. I can often "trick" it into getting the quotes by deleting a bunch of the quotes, then choosing Edit-Undo, which then fetches the quotes properly, but even that fails some of the time (same displayed message).
This happens even with older copies of my spreadsheet that used to work perfectly.
Are others having problems with MSNStockQuotes Excel Plugin?
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Feb 25, 2011
I am using the the stock chart and I would like there to be a horizontal line across the chart with a y-axis of the opening price. In the end I want this to be in VBA but how to do this manually I should be able to put it in loop of data that will produce many charts with a horizontal line starting at the day opening.
I have tried to add a new series to the chart but I'm using the Candle stick stock chart and the new series comes out as a vertical not horizontal line. I read about using a secondary horizontal axis but all the tutorials I find are in Excel 2003 and they donlt line up well with Excel 2007.
I found this link on charts with horizontal lines but again they are in 2003 and I'm using a candle stick stock chart not a scatter chart. [URL]
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Jan 5, 2010
I have daily basis monthly sales. Now I want to summarize into monthly gross. Pls look attached file. I am looking for a formula to summarize January daily sales from date 1st to 31 st as of just January and and sum of each day gross.
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Jan 4, 2005
I have created a chart on excel for us to track daily sales but also to figure sales tax so we know what to send the IRS each month. We have been figuring the sales tax ourselves and
filling in the chart on excel but I would like to create a formula that
automatically does it for me based on total sales.
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Apr 15, 2014
I have Stock market daily data for last 30 yrs. for my cycle analysis a macro which would insert date which is missing
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Aug 1, 2014
Currently I am using MS office 2000 premium. I would like to implement real-time stock prices (i.e. ticker MSFT) from the Nasdaq website (NASDAQ Stock Market - Stock Quotes - Stock Exchange News - NASDAQ.com) into a single cell, so that this cell shows the current stock price only.
By a click on the hyperlink symbol in the excel sheet I entered the following information... Microsoft Corporation (MSFT) Real-Time Stock Quote - NASDAQ.com and clicked the OK button.
Instead of receiving the real-time stock price information directly into the single cell, a new window opens with the Nasdaq website and all kinds of information that is not needed.
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Feb 16, 2012
I am trying to add a dynamic date rang to the heading of a table. I can find the earliest and latest dates, and want to concatenate them in the heading...
January 1 2012 to January 31 2012
The day and year (and the other bits) are easy, but is there an easy way to convert 1 to January, without going through a vlookup.
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Jun 13, 2014
I want to set up an Excel spread sheet where I can put my total number of sales appointments for the month and the percentage of those I closed. I've done this before, but for the life of me I can't remember the formula I used & I know it's a very simple one! I'm using Office 2007.
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Oct 3, 2012
In cells A4 to A54, their names are displayed.
In cells I4 to I54, their total sales are displayed.
Starting in cell B59 and C59 I'd like to display their name and sales respectively.
Also in column I I'd have a second value which would be a total of each department. Would it be possible to leave this data out of the formula? No big deal if I have to put that value in the next column.
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