Sending Reports In Excel To Multiple Clients Using Single Data Table?
Sep 30, 2013
I have a workbook that contains
Tab 1 --a datatable with mulitiple suppliers. Data changes once a week.
Tab 2-25 --Report Tab for each client--to be sent out to client weekly to update status of deliveries.
Current process:
1. copy and paste data table into excel model Tab 1
2. use advanced filtering to pull data from the datatable into each tab one tab at a time--25 times!
3. Sort the date in the report tab--25 times
4. Format the report tab--25 times
5. Copy and Paste into a separate workbook--25 times
6. Send each report--25 times
How do I reduce the number of steps in this reporting process?
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Nov 3, 2006
I'd like to be able to drop one table of data into a workbook that already has sheets of two or more master tables, and two or more report pages. A formula on the report pages would compare aspects of the data to the master tables, and report the data on the correct sheet based on certain criterion. The reports would not have blank spaces, need to be sorted further, etc.
My initial impulse was to think in terms of ol' verable VLOOKUP, but I can't figure out how to get the report formula to move on to the next line of the data table if it doesn't find a match for the first line - short of adding another VLOOKUP (and another, and...), which is totally impractical given that the data table will likely have 20,000+ lines.
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Feb 17, 2014
I have an expense workbook (Data) with 4 columns (ID, Item, Cost, Date). I would like to create macros that will generate 3 different reports and write to 3 different worksheets.
The first report is sorted and sum up the cost for each item. Please see the worksheet "Item".
The second report is sorted and sum up the cost for each part ID. Please see the worksheet "ID".
The third report is the cost for each month and Year-to-Date cost right next to it. Please see worksheet "Summary".
write the macros for each of these reports assuming that we don't know the number of rows in the "Data" worksheet.
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Mar 9, 2014
I am trying to generate several pivot tables from one data source table. I have successfully created my first pivot table (A date field, and a water storage facility level reading) and subsequently a graph from this. I have worked out that I need to group my dates as I am supplied a daily reading, but only need monthly average. All worked great.
Now i need to create more pivot tables and graphs. The next one I want is to create one grouped by years. But when I create this new pivot table and change the grouping of the date field to yearly, it also changes the grouping on my first pivot table, which is undoing my work.How to tell excel that these pivots are independent, and I don't want them changing in unison? See screen grab of my source data and where I am up to...
Microsoft Excel - 401027_0100.00_0221.00.csv_2014-03-10_11-41-35.jpg
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Jun 24, 2014
I am creating a report where there are multiple conditions and I am using MS Excel 2010.
Summary sheet will display
Date of Completion - If the exam has been taken already
In Progress - if the exam has been started but not yet completed
Not Started - if the exam has not yet been taken
Available data in Source sheet
Completion_Date - Date when the exam was taken or "Blank" if the exam is still In Progress
Completion_Status - Completed & In Progress only (all subjects that are not in the Source sheet shall be tagged as "Not Started"
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Mar 8, 2013
I have a long list of data with many columns and I'd like all the information to be in one column without manually copying and pasting each column and adding to the first column. The data has different amounts of rows and columns as well. An Example is below. I'm using Excel 2010. Is there a formula or something for this? This isn't the data I'm using but just an example since I do this frequently.
Data Looks like:
54654
31233
42343
51234
66968
43252
54657
63253
[code]....
Would like to look like:
54654
66968
79282
91596
68185
31233
[code]....
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Aug 6, 2013
Trying to use Excel Data List to create a database style report. IE. Originally blank sheet, which is only populated by data containing data matching "filters" input into cells ( say A1 & A2 )
I.e. A1 = Delivery week to be filtered by, and B1 Manufacturer Name
So if I type week "1" into A1 & Manufacturer "Microsoft" into A2, it will show a table only containing data Microsoft, Week 1, and associated data for those lines across the screen.
Week 1
Microsoft
PO number : Date Ordered: Address 1, 2 3 etc....
0011 01/01/13 Somewhere
0015 02/01/13 Anywhere
0213 05/01/13 Nowhere
I know this is much easier with a database, however my manager insists a database cannot be used, and it must be in a spreadsheet format !
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Feb 6, 2012
I have an master excel file with 20 sheets with names x,y,z,a,b,c,f,.... Each and every sheet has data which start from Row 7 and Column 2. Now i need to consolidate this data in one sheet in another excel file.
Consolidation should be like
Suppose X sheet has 20 rows and 4 columns of data which starts from Row 7 and Column 2, this data has to be copied and pasted in my new excel file copied on my desktop. Now first 20 rows are occupied in new excel file.
Now code should move on to master excel file Sheet Y which has 45 rows and 4 columns of data which starts from Row 7 and Column 2,this data has to be copied and pasted in my new excel file from row 21, which means Master excel file sheets has to be clubbed to one consolidated excel file.
In All the sheets in Master file Data starts from Row 7 and column 2.
Data range varies row wise in each sheet but column length is fixed to 4.
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Mar 28, 2014
I have a folder with multiples excel sheets
Destination : C: Project CustomerExcel
I would like to extract and compile the information contained in these cells:
a5,c5,a6,c6,c7,a14,g14,e16,g16,e18,i18,a20,g20,h22,j22,h24,l24 all the sheets.
New sheet would contain the information of each sheet eg. Column A2= file name
And Row B2 to R2 or whatever will be the corresponding cells mentioned above for each cell. The code I have only brings back the file name but only a5 from the range but not the rest.
VB:
Sub MergeAllWorkbooks()
Dim SummarySheet As Worksheet
Dim FolderPath As String
Dim NRow As Long
Dim FileName As String
Dim WorkBk As Workbook
Dim SourceRange As Range
[Code] .....
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Feb 16, 2012
We have a master worksheet, and I cant let staff see it, but I want them to update 'their bits' themselves, rather than email the admin staff and let them update the master sheet..
every job is on its own row and contains a unique ID.
is there a way i can merge their data in to the correct row and column(s) on the master sheet?
i've been playing with datasources etc
Excel 2010
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Apr 4, 2013
My goal is to learn how to universally add specific codes to all clients in one shot.
Here's an example of the data I'm working with......
In column A - I currently have a list of 200 unique clients listed multiple times (1000 rows).
In column B - I have several different types of codes, but that are the same for each client.
Example:
A B
Client 1 Code A
Client 1 Code B
Client 1 Code C
Client 2 Code A
Client 2 Code B
Client 2 Code C
Etc. Etc. for 200 clients
So the question is: When adding a new code, How do I add a codes to all clients in one shot?
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Jan 12, 2014
I have a workbook that contains something like 50 worksheets and they all contain data with the same columns, for example column A is Project, column B is Project Name, etc. I need to convert data in each worksheet into an Excel Table. There has to be an easier way than manually converting each worksheet into a Table. However, when I group all of the sheets, the option to Insert a Table is not available even though the data starts in the same row and contains the same number of active columns in each worksheet. Is there an easier waty to insert a table in all of the worksheet simultaneously?
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Oct 2, 2007
I would like to create one page (sort of like a form) to use to collect specific weekly payroll related data for multiple employees and be able to automatically transfer that data to its own weekly data page based on the week date, and then also automatically post specific data to each individual employees' total pages. While I am self taught and comfortable with formulas I do not yet have a lot of experience with VBA and am just now recognizing and exploring the true power of Excel so I don't always yet see the best way to accomplish my goal.
My current way of doing this is to reuse the same form page. I plug in the data for each employee that week, it calculates, I print it out, and then I manually update each employee's total page for that date. As I do this I lose the previous week's details. I would like to retain a page for each week's details in addition to having each employee's total pages. Is this possible or is there a better way to accomplish my task?
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Aug 8, 2009
When I creating a Pivot Table Report on a different sheet. I have attached the Stock Report, where I have created a Button at the top to create the report, but the worksheet name is the default Excel name rather than the one that I want (in my case the name of the new sheet should be "Admin".
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May 12, 2014
I am trying to look & match key values from 2 areas of one table with two areas of another table; in turn, it'd return one value based on the lookup table...
Attached worksheet : Test booklet.xlsx
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Aug 31, 2012
I have a worksheet entitled 'Data'. In this worksheet there is a table consisting of 4 columns plus relevant data:
TABLE 1:
Project
Benefit Type
Delivered or Enabled
Benefit
PJ1
Financial
Delivered
Saving of $4M over 24 months.
[code]....
I have been trying to create a formula that will enable me to pull data from the 'benefit' column(column D) so that the cell contents populate in a single cell in a table in a different worksheet.
TABLE 2:
Financial - Delivered
Financial - Enabled
Tech - Delivered
Tech - Enabled
Green - Delivered
Green - Enabled
[code]....
So, as an example, I am hoping that a formula can be created which pulls the text from relevant cells in column D when criteria from columns A, B and C are met e.g. Tech benefits that are Delivered in PJ2 would populate cell E3 ('Tech -Enabled') in Table 2 with:
Continued maintenance of hardware.
Increased capacity.
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Jul 26, 2013
How to print multiple reports and have come up with the following code which does exactly what I want, except it prints the reports out individually. I need them all combined into one PDF.
Sub PrintCombined()Dim c As RangeApplication.ScreenUpdating = FalseWith Sheets("Key Metrics Report")
For Each c In .Range("S1", .Range("S1").End(xlDown)).Range("C2").Value = c.Value.PrintPreview 'PrintOutNext c
End With Application.ScreenUpdating = TrueEnd Sub
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Jul 19, 2013
We have a list of around 800 clients containing client id, name and e-mail and i need to add contract number. I can only get the contract number by accessing the admin (password-protected) using a URL that looks like this admin/index.php?client=id.
Problems:
1. if i use the From Web option in excel's data tab, i get the entire table not just the needed cell
2. if i get the data using the above mentioned option, i can only do it from one client at a time
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Feb 18, 2014
I'd like to apply multiple formula to a set of cells on a summary page. My summary page also contains 3 variable dropdowns, and I'd like to display data based on the text selected in those dropdowns (pulling data from 2nd tab "Variables")
The following formula works in the first instance:
=IF(AND(H4="Product Type A1", H6="External", H8="Existing"), Variables!C4, 0)
What I'm struggling to do is add additional formula to the same cell in order to deal with the remaining eventualities of the drop down variables:
Variable 1:
Product Type A1
Product Type A2
Product Type B1
Product Type B2
Variable 2:
Internal
External
Variable 3:
Existing
New
Or am I better using a VLOOKUP or something?
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Jun 30, 2014
my macro comes up with an error on the Consolidate line that says 'Cannot add duplicate source reference'. I have a workbook with a variable number of tabs and I want to consolidate-sum (not copy and paste) the data from the various sheets onto a summary sheet within the same workbook. I'm at the point where it all works fine until it hits Consolidate.
Option Explicit
Sub ConsolidateExport()
'
' ConsolidateExport Macro
[Code]....
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Aug 30, 2013
editing the code below. what i want is when i filter column X, all email addresses appearing in column V will be included in the TO field in my mail.
Option Explicit
Sub SendEmail()
Dim OutApp As Object
[Code]....
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Jan 23, 2014
I have written code in VBA to send emails via Excel based on a name that is held in a spreasheet that is then looked up against an organisation address book. What I need to know is there anyway that you can save mails into the Draft folder that were unable to send for example if they have an email adress that is incomplete or not recognised or if the email box has reached capacity?
With OutMail
.SentOnBehalfOfName = "XXX"
.To = Emails
'.CC = "XXX"
.BCC = ""
.Subject = pi.Name & " - Enablement Request"
[code]......
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Sep 23, 2011
I am building a rather good size userform. It is getting really lengthy code-wise because I want certain things to be enabled and disabled on the form as they click on certain options.
I know I can hard code the lines but so I am trying to come up with some coding elements where I will not have to add 20+ lines of code for everytime I want to add a new feature.
Here is one of the functions that I have, There is going to be several of these:
Private Sub chkMore2_Click()
If chkMore2 = True Then
cboProtocol2.BackStyle = fmBackStyleOpaque
cboApplication2.BackStyle = fmBackStyleOpaque
txtLowPort2.BackStyle = fmBackStyleOpaque
[Code] .......
So If I click chkMore2 ... all of the 2nd elements will be editable. If I click chkMore3 ... then all of the 3rd elements will be editable, etc. etc.
So I tried to play with this code example:
Private Sub CheckBox1_Click()
If CheckBox1 = True Then
Call Changeit(1, "yes")
Else
Call Changeit(1, "no")
[Code] ........
Excel 2007 does not like the .concatenate element.
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Apr 15, 2014
I am using Excel 2010.
At work, we've got a program that outputs the results of a search into an Excel file, in column 1 below.
17,43,61,63
17
43
61
63
23,29,53,57,77,79
23
29
53
57
77
79
17,29,63,69,71,75,79
17
29
63
69
71
75
79
11,43
11
43
57
57
I need to get that list of numbers listed out to the right, with one number per cell. The list in column one could possibly contain from 1 to 20 numbers, and the last number is always without the comma after it.
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Aug 16, 2013
I have an excel document with multiple excel sheets(sheet1, sheet2...etc), now every sheet contains a cell "total".
Now I want to copy the row containing "total" from all the sheets into another sheet called "report".
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Mar 19, 2014
Win7/2010
I have an array PeopleList(6,320) that contains
PersonID, FirstName, LastName, Email, Phone, Notes
What I'm trying to do. I have two separate requirements:
(1) To add the whole array to a listbox on form initialization - see Sub UserForm_Initialize()
(2) To clear the listbox and re-add only certain items based on what's typed in a textbox - see Sub txtSearchTerm_Change()
I have two errors:
Error 1 in UserForm_Initialize()
The listbox contents need transposing! It is displaying as
Code:
1 2 3 4 5
Tom Ben Heidi Julie Mark
Smith Jones Evans Simpson Petersen
x@yo.com a@bo.com c@do.com e@fo.com g@ho.com
02071001022 02071001026 02071001027 02071001028 02071001029
Friend
When it should be displaying as
:
Code:
1 Tom Smith x@yo.com 02071001022 Friend
2 Ben Jones a@bo.com 02071001026
Is there a way to transpose the array?
Error 2 in txtSearchTerm_Change()
I cannot find anywhere - even on MSDN - all the information I need how to correctly add a single record to a multiple-column listbox! What I'm trying is:
Code:
For i = 0 To UBound(SearchList) If InStr(1, SearchList(i), SearchTerm) 0 Then
With lstPeople
.AddItem
For j = 0 To UBound(PeopleList, 1)
.List(c, j).Value = PeopleList(j, i)
[Code] ......
How do I add a record to the listbox????
Full code for reference:
Option Explicit
Private PeopleList As Variant
Private SearchList As Variant
Private Sub UserForm_Initialize()
[Code] .......
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Apr 24, 2014
I need to create 3 or 4 detailed reports from an excel 2010 worksheet.
My worksheet contains data including date, invoice number, company , consultant, days, dollars. There are approximately 100 records in the worksheet.
Requirement 1 :I want to use excel 2010 to automatically generate a series of reports broken down by consultant showing date, invoice number, company, and consultant with totals for days and dollars, when all the records for consultant 1 are listed, then I want to show consultant 2.
Same for any other consultants with a grand total at the end.
My understanding is that excel 2010 makes this process very simple .
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Nov 9, 2013
see sample file, i need a formula to do like B column,
I WANT MAKE LIKE B COLUMN, COMPARE A COLUMN DATA IN C,D COLUMN AND ALL DATA SHOULD BE IN B COLUMN..
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Jun 23, 2014
i have the following code in my Excel worksheet. This code successfully send out email to our customers when if the criteria is true. I have tested this at home and it works perfectly as I use Outlook at home. However when I take this code to work I couldn't get this working as at work we use Outlook 365 and we use web Outlook, OWA.
Is there a setting I can specify to use OWA as I don't think I am allowed to install outlook at work.
[Code] .....
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May 15, 2012
I have a spreadsheet that has a command button which generates an email in outlook express, which until today was 100% fine no problems at all.
However I now need it to generate an email (with the email address and subhject line completed) but not to send it - I've tried everythign I can think of but with no joy
Code below:
Private Sub CommandButton6_Click()
If Range("I88") = 1 Then
MsgBox "You have not completed all the details.", vbCritical
Else
[Code]....
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