Set-up Spreadsheet For Lookups & Reporting
Aug 19, 2008
I run a store, and currently we handwrite all of our reciepts - and then implement them into a "Sales Sheet" on Microsoft Excel. From there we can monitor monthly sales and targets - coincide what we are selling, and figure sellthroughs etc etc.
To make life easier I am looking at typing out reciepts in Excel - within the same workbook as the "Sales Sheet". I would save each reciept as a separate sheet, and would like to know if it is possible to somehow copy data from the "Reciept" worksheet to the "Sales Sheet" worksheet??
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Feb 2, 2009
I have been trying to create a report that involves three conditions, but so far I have had no luck using SUM and IF conditions to do this.
I have attached a file with an example of what I would need. Basically, I would need the "Resolved" and "In-Progress" quantities filled in below the "Country Report" for each respective country.
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Jan 17, 2014
So I've got a workbook with three main sheets: Pipe, Fittings, Report. In the pipe sheet I've got 8 charts that are all the same but they're for pricing different types of pipe. I want to assign each line in all charts a category and then in the reports tab have a chart that will add all the prices from all charts in each category. I've tried using the VLOOKUP function but I can't seem to get it to work. I can attach the spreadsheet here if that would make things easier.
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May 15, 2008
I have a 2-column employee file. Column A has the employee id and column B has the manager's employee ID. The reporting layers can get pretty deep. In this example, there are 6 layers of reporting. For example, Employee id 1200 (which is not in column A) has 2 employees. One of them (1712) has several employees, one of whom (1680) has employees reporting to them and so on for several levels.
Is there a way in Excel (2003 or 2007) to summarize the reporting structure? For instance, I need to know all of the employees that report up through emp id 1712 - not just that report directly to 1712, but all those under 1712's tree.
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Oct 1, 2005
I'm trying to figure out how to get Excel 2003 to report a value from a
separate column where the value reported by a MIN or MAX function
occurs. For example, say this is my setup:
Column A: time
Column B: value 1
Column C: value 2
I want to create a function using the MIN and MAX functions for cell
ranges in either column B or column C plus I want the value that
corresponds to the MIN or MAX value from column A. Basically, I have
data in columns B and C that occurs at times listed in column A. I not
only need to know the MIN and MAX values for certain ranges in columns B
and C but also the times at which these values occur (across hundreds
and hundreds of values with multiple MINs and MAXs, so this is not
something I want to do manually across multiple workbooks).......
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Mar 4, 2013
I have a 2- column data as shown below
column A
Column B
aaaa
3
aaaa
8]
I have a data validation list in a different cell that reports the texts in Column A without repetition. The task for me is to write a formular in another column, which will report all the numbers that correponds to the text i select from my data validation list. For instance if i select bbbb i want the following numbers to appeear in a given column:
9
25
34
4
21
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Dec 31, 2009
I have a 2 page excel book, 2003, that runs a vlookup off a list from the 2nd page of the workbook. It is a long listing of information. It returns successful info in most of the cases, but in some instances it returns #n/a in one instance where it returned the correct info in others as in:
12345 = dog
12346 = cat
12345 = #n/a
Some instances don't report the corerct info at all while others only report the correct info some of the time like above where 12345 = dog and in some cases it doesn't turn out dog as the anser to the vlookup.
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Feb 22, 2010
Assuming the below performance report:
Day 1
Actual 1
Target 1
Achieve 1/1 = 100%
Day 2
Actual 1
Target 1
Achieve 1/1 = 100%
Day 3
Actual 9
Target 10
Achieve 9/10 = 90%
Which method do you use to report the Achievement for the 3 days?
1. Do you take the average of 100%,100%,90% to give 97%
OR
2. Do you sum Actual (Day1+Day2+Day3 = 11) / Target (Day1+Day2+Day3 =12) to give 92%
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Jun 19, 2007
I operate a small music management company and I run my accounts using relatively complex Excel Workbooks with different sheets for purchase and sales ledgers, cash in and cash out etc etc. Each financial year has its own workbook. My problem is creating financial reports. For example, if I need to create a report for outgoings and incomings relating to a particular project (a concert tour for example), and if that project was split over several financial years, I find myself spending hours creating pivot tables, and then pivot tables based on other pivot tables etc etc, to just get a clean report on that particular project. What I would love to have is a single report generating system, where I can just enter the name of the project, and get a financial report at the click of a button, based on all the raw data I have painstakingly entered in the individual workbooks and sheets. I reckon I'm too busy to sit down and tackle VBA programming myself, so I wondered if anyone knew of any third party software that might help me realise my dream simply and easily. Someone has already mentioned Crystal Reports, but I don't know whether this will be overkill.
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Sep 11, 2007
I have a list of all my products in the "Price Listing" sheet organised by a 3 level tree structure (small range of products shown in excel file attached).
I am trying to create a way of getting this list into an organised way (via macro) so that I can print this off and give to my customers. Sheet 1 shows an example of how it might look after the macro is run using the tree structure. I have tried to use pivot tables with no success.I am currently creating this manually each month and updating all new products, then running the prices for each customer but it is taking far to lonng to create the master sheet.
Different customers have different prices and I want to create a price list so I can get someone in the office to output the file to excel, run this macro and create the file without me having to put alot of work into each one, or even be in the office while they are creating this.
Is it possible to create a table of contents for the completed result using either seperare sheets, text formatting
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Nov 17, 2009
I have a pretty big worksheet (230 columns x over a thousand rows). Any given column might have 3-4 nonblank cells; the rest are blank. What I want to do for each column is obtain the address of each nonblank cell, then grab the contents of the corresponding cell in the B column and concatenate the results. In the attached example, I want to put the function in d2, and the expected result would be ar 001, fc 001, hw 003.
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May 18, 2012
Users copy and paste source data from a report into worksheet 1 each month. Data from last month is deleted and data for the current month copied into worksheet 1.
I am trying to write a formula within worksheet 1 to check that data for the current reporting period only is in worksheet 1. For example all data from last month's reporting period has been removed and the only data in worksheet 1 is the current reporting period.
Reporting period is shown in two columns Year and Period number (1 to 12).
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Oct 27, 2012
I have linked Combo Box to Pivot Reporting Filter through VBA. When I Select Combo Box Value, same will be filtered in Pivot table. Combo Box values are constant where as Pivot report filter may not contain all the values which are in Combo Box. If Combo Box value is not available in Reporting filter of Pivot it should throw up msgbox and should select first value of Combo box.
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Apr 14, 2007
see attached image. Chart is recognizing the 20 dates but not using the real dates listed in the column. Changed settings multiple ways to try to get it to use the actuals - no luck. I realize 'month's is checked in the image - but I tried 'days' and still no luck. What needs to be changed to make it report actuals listed in the 2 columns?
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May 17, 2013
I am looking for a formula or VBA code that will allow me to Select a Team leaders name and all the agents reporting to that team leaders would populate. I have the first part of that problem solved but its getting the agents names to generate uniquely that I find problematic.
Below is a step by step example of how i intend it to work
Step 1
I select the Teamleaders name
Shelaine
Once that has populated the Team Names automatically appear
Shelaine
Score
Andrew
20%
John
30%
Mark
40%
Sarah
50%
June
60%
The scores will populate on its own as I will include a Vlookup formula to generate the scores, Its just the Agents names. I am using Excel 2007
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Feb 27, 2009
I need 2 different formulas to generate commission reporting information on the Summary tab of the attached sample Excel file. The first is highlighted in green. For these cells, I need a sum formula that reports the total commissions (column H of the "Data" worksheet) for items Ordered in the month listed in column B of the "Summary" worksheet, but not invoiced until the month listed in the column D, E & F headers of the same worksheet. Date of item order can be found in column A of the "Data" worksheet. Date of invoice can be found in column E of the "Data" worksheet.
Now, the problem that I think I am going into is the way Excel handles dates and times. All columns and data highlighted in orange on the data sheet need to be maintained without being changed, as eventually I am going to have a report setup by our operating program drop in there so that it automates the information without any additional labor by our employees who have varying levels of Excel proficiency. Unfortunately, the report from our operating program cannot simply list a date without a time. Feel free to create any column or field to the right of the orange columns in order to complete formulas based on those orange columns. I will just lock those cells when finished so that coworkers don't accidentally blow the shizel up.
The second sum formula that I need is highlighted in yellow on the "Summary" worksheet. Basically, I need a formula that sums all commissions in column H of the "Data" worksheet for those items that are cancelled AFTER invoicing. Column D of the "Data" worksheet lists the cancellation date. There are explanations for each of these on the worksheets for quick referral.
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Nov 6, 2012
I am a Microsoft Excel 2010 user and am trying to create a usage report for a website that I work on. I have been compiling the usage reports into one spreadsheet. The columns I use are Month, Device, Language, Title 1, and Title 2. I can filter each of these rows and it shows me the number of records found. Each row on this spread sheet refers to a time that someone selected something on the site. For example the row may say;
Month (filtered)
Device (Filtered)
Lan (filtered)
[Code].....
How do I automatically populate a table on a separate sheet with the number of records found for a certain combination of filters applied. So if I'm looking at monthly trending I want to know how many times the stress test was started in May, June, or July, but automatically using info from the multiple filters.
What is a formula I can use to compile the filtered data from above.
Jan
Feb
Mar
Aprl
May
Start
=formula?
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Mar 12, 2007
How can I conditionally total based on a Lookup?
e.g.
Column A shows the item code.
Column B shows the age of stock items as 1, 2 or 3 (years).
Column C has the cost of the stock items.
I want to total the costs for stock items (column C) according to age, so that the totals at the bottom would look something like:
Total stock value for year 1: $14,537.10
Total stock value for year 2: $7,657.70
Total stock value for year 3: $1,773.00
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Apr 4, 2014
How could I do a lookup on the following accounts but I want to ignore all the numbers and spaces. For example, in another sheet, I just have ACCRUED PTO and I want to do a vlookup on 601190 601190 5007 ACCRUED PTO.
407200 3044 UPR-STAT SELLER COV F.R.
407300 3047 UPR-GP/ST SELLER COV F.R.
407200 3040 UPR-STAT BUYERS
601190 601190 5007 ACCRUED PTO
601150 601150 5033 WAGES OVERTIME
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Dec 28, 2012
I'm currently working on a side project for work that I believe will save many man hours as at the moment we're using paper and calculators!!! I'm scheduling buys. I've worked out formulas and formats to show how much we should buy and how they should be split (for example for UK purchases we buy x amount and split it 10% 90%). However, the dates of delivery are different. See below:
PORT L'poolPORT HKPORT Portsmouth
1.113-Aug-1206-Aug-1230-Jul-12
1.210-Sep-1203-Sep-1227-Aug-12
2.103-Sep-1227-Aug-1220-Aug-12
2.201-Oct-1224-Sep-1217-Sep-12
3.124-Sep-1217-Sep-1210-Sep-12
3.222-Oct-1215-Oct-1208-Oct-12
Campaign 1 first buy (1.1) I know that my product is sailing from port HK. Therefore I want it that in the 'delivery date' cell, it returns 6/aug/12 (that's the first lot of 10%, and underneath it returns 3/sep/12) which the remaining 90%...2.2).
However, both the campaign number AND port options are variable (using a data validation drop down list). In effect meaning if I choose campaign 2 instead of campaign one, it'll return the dates 27/aug and 24 sep....if I then change the port to Portsmouth, the dates will be 20 aug and 17 sep.
I've attached a quick view of the schedule I've created. The yellow cells are where I want the dates to be returned.
ScheduleEX.jpg
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Mar 3, 2007
I'm trying to use a state transition matrix in Excel. I randomly generate a
percentage and want to lookup the value in a corresponding table where this value would fall if we were to sum across the row. For example, the first randomly generated value is 13.5% and we are starting in state 6. Therefore, I want a formula that looks in row 6 (starting state) and determines which column (1-6) has the value 13.5% if you sum the values across (in this case the answer is 5). Then 5 becomes the new starting state and so on. Is there a formula or combination of formulas in Excel that can carry out this complex function?
State transition matrix
123456
185.00%10.50%3.10%0.74%0.66%0.00%
28.90%79.00%9.20%1.70%1.20%0.00%
31.00%7.50%73.00%15.00%2.50%1.00%
40.00%1.00%13.00%76.00%9.00%1.00%
50.00%2.00%5.00%6.00%71.00%16.00%
60.00%1.00%1.00%6.00%9.75%82.00%
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May 22, 2007
I have a master table that has a list of Product Names in column A and the associated product rollup names in column B.
Next, I have a data table that has a list of company names, Product Names (the names are all included in the master list of Product Names), Transaction Type (Sale, Cancel) and Value.
Lastly, I have a data summary template that I built where I want to be able to calculate total values based on the data table and the product rollup from the master table.
I would like to build formulas into the summary template where it looks at the Product Name column from the data table and finds the associated Product Rollup from the master table and then sums all the values for Transaction Type Sale and then sums up all the values for Transaction Type Cancel. The end result would be a Sales Value for Product Rollup 1, a Sales Value for Product Rollup 2, a Cancel Value for Product Rollup 1, a Cancel Value for Product Rollup 2, etc.
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Jan 28, 2008
I have 2 sheets, First is the Master that contains 2 columns (Item Code and Item Name), The second also contains the transactions for item codes and item names.
I can check all the item names that it's entered according its code using Vlookup for every row...My question: Is there an array formula (one formula) to check that all Item names is correct according to its code in Sheet1?
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May 3, 2008
Here what I want to do.
I have 2 columns A and C.
The A column displays the winning teams every week and column C displays the losing teams each week.
our league has 2 divisions. Now during the regular season schedule we go head to head against our own division and against the other division.
What I would like to do is keep track of win loss record against each division and against the others.
So for exampls if the Cardianls win against the Angels the Cardinals would be in column A and the Angels in column C. The Angels are in our division. (So are the Braves, White Sox, A's). And if the Cardinals beat the Yankees, the Cardinals are again in the A column and the Yankees are in the C column. In the other division are Blue Jays, Mets, Red Sox and Cubs. From that I would like to see the result of NL 1-0 and AL 1-0.
Let me know if you need more info.
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May 7, 2008
Sheet 1 has a data entry sheet - with a list of Local Authorities down the left, and criteria against which they are scored along the top. They either score, 1, 2, 0, or 'Unknown.' The order may be changed through sorting.
Sheet 2 is a summary, and I need to count how many 'unknowns' there are for each line.
I can't figure it out. And I am sure it is dead easy. In my defense I have been in bed ill for a week, and my brain isn't firing on all cylinders.
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Feb 21, 2007
I need a formula that combines sumproduct and vlookup. Basically i have a speadsheet with staff names and hours worked in two columns. I need to lookup the staff names to return their cost rates and multiply it by the hours for each individual. However, there may be 20 members of staff so don't want to have to do a formula for each person.
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May 15, 2007
I have a player list, from which i have put a sample below:
ALL ROUNDERS W1 W2 W3 W4
Garry Adamson ar 23 2 45 12
Charlie Baxter ar 10 0 23 14
Iqtiwar Chaudray ar 0 0 1 2
Hugh* Doulton ar 0 5 12 10
On the left is the player name and then to the right are their scores for the first 4 weeks. Each team that has entered the league has a tab of its own with the 11 players they have selected on. I would like to just have to update the main sheet and then have a look up in the other tabs on an if the player is ion this squad basis... I have attached an example of the whole player list and an example of a team on the 2nd tab.
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Aug 19, 2009
I have a spreadsheet with a medium-sized data set, and I need to look up values from the large table, and thin the table down to only the relevant values.
To arrive at each unique value, I will have to match 3 input cells to the first 3 cells of the data table, then copy values from across that specific line to the appropriate cells of my smaller table. I really don't need to sum or do any math in this step, its just a copy from the master table to the smaller table, the math will come later.
I think I'm attaching the file (remember-first post) so hopefully it will help with what I'm trying to accomplish. Hopefully this isn't a big deal, but I've been pulling my hair out on this all day and I just can't find a solution anywhere that really matches up to this.
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Sep 14, 2009
Without using helper columns, what is the best way to return a value from an array using three criteria from irregular data? The attached sample gives and example.
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Dec 23, 2009
If you look at my attached example. I'd like the date line/columns in Sheet "8002372008" to be populated automatically with data from Sheet "Data".
Is this possible? VLOOKUPs and MATCH are what I was thinking, but I'm not sure how to do it.
I know it could probably be done in VB, but I don't want to have to click on each "800 Number" sheet to update it every time, so that my summary sheets are accurate.
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