Sorting Imported Data By Invoice
Sep 19, 2006
I have imported some files in to excel. I have attached the test document to give you an example of exactly what Im working with. Here is what I need to do.
1) On a separate worksheet I need to sort out the data by invoice number (Column E).
In the example I have on the worksheet titled "Main" I have listed what I would like it to look like. The purpose of this is that I don't want any spaces in rows. I just want a long list of invoice numbers and their information (Including the project number & customer on all rows). In long story short I want to erase all the information from A18:A25, and add project number and customer name to all the correlated invoice numbers. The way I think I can do this is that the first 4 digits of the invoice numbers are the same if their in the same project.
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Oct 30, 2008
I have an Excel Invoice Template, saved as a template.
I have code that generates a new invoice number each time the template is opened in VBA Editor. The auto numbering system works great! However.... (here comes the sad part)
After I enter all the data I need on the invoice, I want to save a copy of the invoice in a different file folder, which I can no problem. The problem is, if I re-open the saved invoice, we will call it Invoice #100, excel asks me if I want to update, if I say either yes or no, the invoice number will change to Invoice #101. I'm sure you can see how this can cause a major problem if we need to compare information later on, finding the correct invoice would be almost impossible as it would not match the customers invoice number.
What I need to know is:
Is there code I can add to the existing code, to stop the increment on a saved invoice, but not on the original template?
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Feb 14, 2014
I have a workbook that requires refreshed source data each day. The workbook has all of the macros and formulas that analyze the data. I have the following code to import the worksheet with the raw data (onto a fresh worksheet in the calculation workbook), but I would like to create code that also adds the date and time to the imported data worksheet -- not the date/time the raw data was created; instead, when it was imported into my calculation workbook.
Below is my code for importing the raw data worksheet:
[Code] .....
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Jan 9, 2006
I am working with Microsoft Excel 2003. I am trying to import(or something
like it) from worksheet (A) to worksheet (B). Worksheet A is a spreadsheet
that I have saved to keep the same row names, etc. but the information within
the named cells is forever changing. I also save the information from
worksheet A, but have another copy that when I open, it always opens without
any changed data in it. MY question/problem is that I need to import the
data from A to B, and every time that A changes, I need B to automatically
update the data and continuously add to the spreadsheet I have made up for B.
I can NOT have A overwrite any data that I have already put into B.
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Nov 7, 2006
I've imported a few thousand lines of data into excel, but some rows have a rogue character or a blank cell in the middle of them taking up a cell and shifting the rest of the row along one cell and putting it out of sync with the columns I want that data in.
Is there a way of remedying this without going through and manually moving a couple of hundred rows along one cell.
I'm not sure I've explained that particularly well, so I'll try and illustrate it with an example.
AAA 1.23 1.23 BBB 1.23 1.23 CCC 1.23 1.23
AAA 1.23 1.23 BBB 1.23 1.23 CCC 1.23 1.23
AAA 1.23 1.23 BBB ------ 1.23 1.23 CCC 1.23 1.23
AAA 1.23 1.23 BBB 1.23 1.23 CCC 1.23 1.23
Ignore the fact that they are all 1.23, I've just used that to make it quicker for me to show. As you can see row 3 has a ------ (representing a rogue character or blank cell) in the 5th column shifting columns 5-9 right one cell.
Now as I said I have a few thousand lines of data like this with maybe 2-3 hundred rows with this problem and I really don't want to manually go through and fix each one.
Is there a tool in excel or a way of using VB to fix this?
Alternatively, is there a way when importing the data to have a number of delimiters rather than the one extra one you can select to remove these on importing?
Maybe it could be fixed by taking any blank cell (or character) and deleting it whilst shifting all cells to the right of it one cell to the left?
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Aug 11, 2008
I have import the database from SQL server, all the records imported begins with a blank space and they can not be trimmed using Trim function. Is there any smart solution ? I prefer to get VBA code to solve the problem.
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Mar 17, 2009
Using VBA to clean up imported data ...
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Mar 28, 2007
to extract a number from an imported cell containing text, a number and date. i need to use this number as part of a formula in another cell and the data needs to be refreshed every hour.
eg. the cell imported is "USD 30.97 (March 27, 2007)" and i need to use 30.97 in another cell.
i've tried using data - text to columns, but i realised that after splitting the cells, the 2nd and 3rd columns can't be refreshed.
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Jun 5, 2013
I have recently changed my software at my work from Sim-pro to Clik. I have about 4000 customer details that have been exported from Sim-pro to a CSV file but unfortunately some of the addresses are in one cell and need to be split up into 2 or 3 cell so it can be imported into Clik. In the Sim-pro program addresses are entered into one dialogue box e.g Address 1(house name - if applicable), Address 2(street name) & Address 3(suburb/area), after each line you press enter to separate them. The town/city, county and postcode do have their own entry box though and these do import normally into excel.
Unfortunately to import the addresses from the CSV file into Clik the Address parts 1,2 & 3 need to be in their own cells but obviously these are all in one cell(not every address have 3 parts some just use 1 address line which is fine). Can excel recognise the imported information from Sim-pro that is separated by 'enter' in that one cell and move them into another cell? I have tried using text to columns and selecting delimited and entering 'ALT 010' in the 'other' box but that doesn't work.I'm dreading the thought of going through 4000 addresses and cutting and pasting parts of the cells....
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Jan 5, 2006
I imported data from another program to Excel, it is an address database. Some of the entries are all capital, some are all lowercase, some are proper. I would like to switch everything to proper. I have tried numberous times to do EXACTLY what I am reading about copy and pasting, entering the formula, designating the cells I want it to apply to. However, when I do it, nothing changes.
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Nov 20, 2011
I have exported a aging report from SAL to excel. Now the problem is each figures in the report is not in number format. when i checked each cell contains a space after the numbers so excel does not treat them as a number format.
how i can remove all the spaces in those cells. find and replace doeasnt work.
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Sep 18, 2007
i want to import data from sheet2 a1 from sheet1 a1 continously. now problem is when iam importing i shouldnt loose my previous data. eg: at time 11 when i import data to sheet2 a1 from sheet1 a1 with value 9. and at time 12 when i import data to sheet2 a1 from sheet1 a1 with value 10. value 10 will be over wrting value 9. here i shouldnt loose value 9. i want values comming afterwards should come to next row.
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Oct 4, 2007
I have an excel spreadsheet that contains customer data exported from Quickbooks. In that file there is a column called CType (Column G) which contains the scheduling cycle for that customer. There are eleven different possible schedules, including 15xYr, 1xMo, 2xMo, EOM (every other month), EOW (every other week), EOW-S / 1xMo-W (every other week between 5/1 and 10/31 and once a month during the rest of the year), EOW-Th (every other week but must be on a Thursday), ETW (every third week), On Call, W, Q.
Although the number of records changes daily, on average there are about 950 rows of data in the spreadsheet.
I need to set up an array (?) for the values in column G starting with G2 through the last non-blank row (all records will have data in column G), and calculate the next scheduled service date based on the schedule type shown in column G and the last service date which will appear in column M of that row. The last thing I need to consider is whether there is a value in Column N, which would represent a hard-entered ‘Next Scheduled Service Date’. If I find a date in that column it needs to over-ride the calculated value. My assumption to this point is that I should use a new column T to hold the value of the calculated schedule date. There are a few other details, but rather than confuse this whole thing further I’ll stop there.
What I’m struggling with is the most efficient means of running this macro. I’ve been looking at many, many threads over the past few weeks, reading
VBA Programming for Dummies (which I apparently am), and reviewing other resources.
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Jun 27, 2008
I want to be able to do, however. I want to make a spreadsheet that has all the equipment items preloaded into it, along with the quantity that we're supposed to have of said equipment. Then, I would like to import the data from the text file, having it match items in the spreadsheet to their equivalent in the imported text file, and then bring in the quantity scanned. That way, I can use some conditional formatting to show when there is a miss match between "Required" and "On-Hand" quantities.
What I don't know how to do, is get Excel to only import the name of the item, and the quantity scanned, instead of all of the information that the scanner spits out. Also, I don't know how to make it match the name, with the one preloaded into the spreadsheet, so that the correct quantities are matched up. Here's an example of what the scanner spits out: FIELD WIRE,6145-01-155-4256,[Scanned Quantity Goes Here],N/A,N/A,RESPONSE TRAILER,,
The scanner creates records like this the first time you scan an item. So if you scan Field Wire first, it's the first record. However, if you scan it fourth, it's the fourth record. How do I make that match up with a predesigned spreadsheet?
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Aug 21, 2012
Have the following code:
With iSheet
i = .Range("A" & Rows.Count).End(xlUp).Row
j = .Cells(1, Columns.Count).End(xlToLeft).Column
.Range("A1", .Cells(i, j)).ClearContents
[Code] .......
If I use F9 to pause the code before the sort part in blue, then the data imports into Excel from the database and then subsequently pressing F5 sorts the data as required.
However, if I run the macro in a single pass, the data does not sort. Why it's not sorting as expected and how to make it sort as required?
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May 1, 2002
I am importing data from my AS400 in Excel, the dates are coming into the spreadsheet as numerics. How do I convert these numbers into a date format? i.e. 3202002 should be 3/20/2002, how do I get the number to that format?
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Sep 6, 2013
We have a software program that we use to takeoff HVAC equipment on drawings. It will export all of the items to an Excel worksheet. Once it is into Excel I need to sort the data by two or more different columns, then sum three to four columns for each unique item for transfer to the equipment sheet for pricing. I've searched this site and others, but have not found a way to do this with VBA in Excel.
Floor
Rank
Name
Description
Qty
Cost
Labor
Seismic
[Code]....
The sheet is a simplistic view of what I'm trying to explain, obviously in high rise there will be many floors and hundreds of items. The actual spreadsheet has approx 12 columns, but only 3 or 4 need to be summed per similar item. Most times I sort by Range & Name. On occassionwe need to sort by Floor, Range & Name. Used to do this with a Database & RR Report Writer, but the new software does it onscreen with digitized drawings.
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Oct 4, 2013
I've created a spreadsheet which, on running a macro, imports data from a text file, formats it and then sums various parts of it giving me a subset of the large file as a range of data for a chart (a pie chart) on Sheet 2.
The problem begins when I delete the data in the worksheet in preparation for another import - the Pie chart just loses all the data and I have to manually reselect it in the chart each time.
Once deleted the chart is blank, but as soon as the data is imported, I get reference errors when I click on Sheet 2
I must be doing something wrong. You can delete data and repopulate it and the chart should pick up with the new data. If the cells it is referencing are empty, it is blank. Not so here.
Is it to do with importing the data? Or the formula for my chart data?
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Feb 7, 2007
I am trying to achieve can not be based on a range of rows or cells it must as this data is imported from a forecasting application and the location of the targets may change.
Perhaps an offset to the current selection can be used some how, but have a look-see if you know where Im coming from.
'I have used this to find a target in a data range.
Dim r1 As range
Public Sub FindDataIn Range(r As Range, target As Variant)
Set r1 = r.Find(target)
If r1 Is Nothing then
Msg Box target & " was not found"
Else
r1.Select
End If
End Sub
'Then I inserted and Named this procedure to find the data on various assumptions or targets - SUCH AS THE VALUE "14306".
FindDataInRange ActiveSheet.Range (A1:A226), "14306"
Selection.EntireRow.Select
Selection.Copy
Selection.Insert Shift:=x1Down
Selection.EntireRow.ClearContents
Then I write this again for another Target such as 14307 and it repeats
The result is that it finds the target cell I get an empty row above the two rows that contain that target. (LET ME EXPLAIN WHAT I MEAN BY TWO ROWS)
The thing is there are two rows containing 14306 in that range and the range is sorted ascending so that they are positioned one under the other. Each row has different forecast totals beside this number because one is an export SKU and one is a Domestic.
What I want to do is combine the two rows as one with one row of forecast totals for the number rather than two.
Like this:
14306big Widget Domestic 26 89 (This is combined as a new row)
Instead of this:
14306big Widget Export 12 14 (These 2 rows are then deleted)
14306big Widget Domestic 14 75
Also the Forecast totals run across 12 columns (one for each month) and then there is a column for year totals of each row that needs to remain the same.
Most important this here is this cannot be based on a range it must as this data is imported from a forecasting application and the location of the targets may change.
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Dec 24, 2007
I have 2 Workbooks. One is invoice data extracted from SAP and the other is a workbook I have to send to the client (has about 10 worksheets containing 5-10 different branches in each worksheet). The layout of the one I send to the client can not change so I am trying to import the values form the 1st workbook (SAP) into the 2nd workbook. What I do now is copy the first 4 columns of data for each branch and paste it into the 2nd workbook.
I was playing with a VLookup formula but I don’t think that is the correct formula. I need the second workbook to be populated with all the invoice info (Number, Type, Date, Balance) that appears in the raw data workbook.
=VLOOKUP(H14,'[abcbank raw data sample.xls]Sheet1'!$A:$A+'[abcbank raw data sample.xls]Sheet1'!$A:$E,4)
H14 is the branch number on the client sheet (I cut the column containing the branch # on the raw data and inserted it before column A).
Raw Data From SAP
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Apr 7, 2010
The way that I was thinking about doing this would be by creating a template in word and using bookmarks. Then I would use VBA to populate those bookmarks based on the person (publisher in this case) i was invoicing.
I'm having a couple of issues logistically though. I'm not sure how to attach the sample invoice, so i'll do my best to write them out and if i figure out how to attach a doc by the end of this i will include a sample so you see what I'm talking about.
Issue 1: Each Invoice form has the publishers Name and Address listed at the top of the form. The problem is, the information i'm pulling the number of sales (and money we owe them) is from a different spreadsheet every month and wouldn't contain this address information on it as it is an aggregate spreadsheet of ALL publishers numbers. Would it be possible to create an initial template for each publisher and then have the rest of the information be populated with the data from the CSV that has their sale information. I could create a seperate database in excel with each publishers address and name but then it might get difficult to match these up. how to automate that, as we have 100's of publishers and invoices are done every month.
Issue 2: Bookmarks seem like a nice way to use VBA to replace their values with excel data (in theory, i've only read about it and never attemped)... However, in this particular invoice form, I have to create a seperate listing in the description field for each product a publisher sold (including how many they sold and how much money they are owed). Some publishers may have sold 5-10 different products, while some may have only sold 1 or 2. How do i get word to insert a new bookmark (or something) based on the number of products a person has sold.
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Feb 26, 2010
I have a worksheet that contains data on products including prices and I want to use that worksheet to fill out an invoice for every sale of those products. I know how to make the list/table dynamic and varify the data to "list", then use VLOOKUP to get the price to appear, but what I'd like to know is how to overcome the problem that will arise when a product's price has to change. Eg. if on 1/1/10 the price of product A rises from £15 to £20, how do I ensure that 2009 invoices do not change when I update/edit the price, but that the current price goes up? So far, the only thing I can think of doing is to create another product, but there are several other bits of data about each product on the worksheet which will not change (weight, height, width, supplier etc), so I don't really want to have to duplicate the unchanging bits and also leaving the productA with the old price in the list may lead to accidentally selecting the old price. What do you think? Is there a way of maybe fixing the price to date or something?
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Dec 7, 2007
I have a workbook with just one worksheet. It's just a list of data imported from Access and saved as a worksheet. When I try to enter a formula ie '=4+4' it goes in as text and will not calculate. I have tried various formatting to no avail. I added a second worksheet to see what happens and this works fine. (XP home, Excel 2003).
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Sep 13, 2013
I have a google earth KML file that I have converted to text, and through a bunch of manipulation have been able to pull a series of GPS coordinate strings into a single cell string. Unfortunately, the string data is beyond what excel 2007 can handle for a single cell. so my thought is to have excel pull each coordinate string into a separate cell with which i can then run a macro to develop a new KML dynamically. (changing multiple attributes based on a query to a database)
Each string of coords actually maps out a single region (path) on the KML, truth be told it is telecom rate center data, and each rate center will have numerous other variables applied to it depending on my company's voice network capability for a given rate center. Currently my only desire is to depict differently any rate centers that I'm able to deliver VOIP services to by showing them in a different color...but these change very often so it will support to be able to auto generate the map from time to time.
the raw data from the KML looks like this:
Code:
CLINTONVL
RATE_CNTRCLINTONVL
STATEPA]]>
ff000000
1
0
1
[Code] ..........
After doing my data import, i extracted via various manipulations, the rate center name (a common lookup value that stays constant across multiple databases), and the string of coordinates. this is where i run into trouble. i need to pull each coord into a separate cell assuming i won't run out of cells in the x coordinates to gather this data OR find a way to grab the data via another lookup to another document...not desireable.
I want my output to look like:
Code:
RC_NAMECOORDSLATAVoip?
ALIQUIPPA
80.334114,40.520974,0-80.327493,40.520023,0-80.323915,40.51957,0-80.31997800000001,
40.519933,0-80.316958,40.521221,0-80.314431,40.521445,0-80.314262,40.521332,0-80.31398,
40.521194,0-80.31315600000001,40.520832,0-80.313057,40.520794,0-80.312805,40.520641,
[Code] ........
First off, my import was jacked up by missing some comma's...this i can fix easily with the string importation and manipulation HOWEVER...i still run into the issue of string length OFTEN.
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Jul 26, 2009
I have two macros one of which imports the data and the other processes the data. These macros were created at different times and need to be joined into a single macro that will combine their operations – with slight modification to the importing macro. Let me describe what each of the macros does:
PROCESS macro:
Cycles through the CONTROL CELL on the “1” tab using the VALUES TO TEST. For each value to test it copies the values form the output tabs and pastes them into the A+B tab. Then it removes the duplicate rows there.
Option Explicit
'======================================
Sub PROCESS() 'This subroutine is called when clicking on the first button
Dim i As Long, j As Long, k As Long 'Those are the variables that will browse through the whole sheets
Dim l As Integer 'this will be used to browse through the values to test
Dim TheSearch(1 To 2) As Object 'This is an array of objects that will be used for the search
Dim TheRange As Range 'This will be used to flag the range of duplicates in the output
'Searching for the Text string 'VALUES To TEST' in the sheet "1" in order to know where the array of values to be tested start
Set TheSearch(1) = Range(Cells(1, 1), Cells(ActiveSheet.UsedRange.Rows.Count + 10, ActiveSheet.UsedRange.Columns.Count)).Find(What:="VALUES TO TEST", LookIn:=xlValues, Lookat:=xlWhole)
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Aug 1, 2014
Following macro code is for copying Excel Invoice Data to Excel Database. Also cleans the specified cells after copying. Its working Perfectly.
But there are some issues that should be solved.
Problem 1: It copies empty cells(""), formula based cells and blank drop-down list.
Problem 2: After copying it cleans formulas too. Formulas must be remain their.
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Nov 2, 2013
I have multiple rows of data. Some have single invoice number and some have 3. I want to find the rows with multiple same invoice number by filtering then selecting certain data and paste to another sheet.
sheet1 A:I
Name
PO
Chemical
C/T
Center #
[Code]....
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Feb 14, 2014
I have a number of large CSV files with approximately 1.9 million rows, (this is more then excel can bring in). I typically have to import/delimit the files when brining them into excel. However, when I try this I get the message not all data imported. I would like to be able to split the records in the csv file to multiple tabs in the excel woorkbook when doing the import/delimit but do not know how to accomplish this. The delimit of the data varies each time due to the nature of the data so doing a macro is more trouble to create each time. Currently I am having to open the csv file in notepad and split it up into multiple files then import each new file seperately.
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Dec 5, 2012
creating an Excel invoice that would auto-populate from another Excel worksheet or file with data. The information that I would want to include are:
Company name
Name (person)
Email address
Start date
End date
Promotion description
Number sold
Price per item
Total charged
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May 15, 2014
Our business has a spreadsheet set up for invoicing. A Macro has been created to increase the invoice number, save to the desktop as a PDF with a file name taken from the cells
This is working on my colleagues mac but when we've loaded onto my computer it errors, when I debug I am getting the following error:
Sub Macro3()
'
' Macro3 Macro
'
'
Range("g10").Select
[g10] = [g10] + 1
[Code] .......
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