Summing Data From Multiple Workbooks Based On Multiple Criteria
May 14, 2014
I track distribution using 1 workbook for each sales rep. Each workbook has a separate worksheet (scorecard) for each of their locations showing which of our products are used in that location, for various functions. Each of the locations has a segment (bar, nightclub, casual dining, etc.), and a class (AA, A, B, etc.). All of the scorecards are identical, and are in the same file folder on our shared drive.
Sample:
Location A Class:AA Segment: Sports Bar Rep: John Smith
Product: Product X Product Y Product Z
Well: 1 0 0
Back Bar: 0 1 0
Cocktail Menu: 0 1 1
I was unable to find an HTML maker so this is not an actual sample but what I'm looking at. The above data indicates that for location A (Sports Bar, Class AA), Product X is used as the well, Product Y is on their back bar and their cocktail menu, and Product Z is not used at this location at all.
I need to set up an analytic workbook where I can sum data based on multiple and grouped criteria, and for multiple reps ie- display a scorecard that shows totals for nightclubs and sports bars, class AA, A, and B, for a particular rep; OR display a scorecard that shows totals for nightclubs, class A for a group of reps. Ideally I would like to do this using drop down menus that allow the user to select multiple criteria in each of the drop downs, having the data auto-populate based on those selections.
Excel 2007. I have an Excel file that contains a data dump from an external database file with numerous analytical sheets that perform calculations. Some of these calculations utilize the SUMIFs function that was introduced in Excel 2007. This function does an outstanding job of summing a column on the data sheet based on multiple criteria.
However, someone high up in management in my organization would like to "drill down" into the data behind the
SUMIFs formulas to get a quick snapshot of the lines in the database that roll into the SUMIFs formula. =SUMIFS(DataBase!E:E,Data!A:A,C7,DataBase!B:B,D7,DataBase!C:C,E7,DataBase!D:D,F7)
If I double click on a cell with the formula above, Excel takes me to the Database tab and selects Column E which is close, but not exactly what I need. What I really need is for Excel to only show the rows on the database sheet that make up the total in the SUMIFs formula and not the entire data dump from the database.
At present, we have to manually apply the autofilter on multiple columns to show the rows in column E that make up the total in the SUMIFs formula which is a tedious and time consuming task. Is there a way to force Excel to do this? Suggested custom database application or pivot tables, but we do not want to reinvent the wheel.
I have a lot of paperwork that needs to be entered into Excel. When I finsih entering the data, there will be many workbooks containing many different worksheets. I know how to summarize each workbooks but is there a way I can add specific columns in each of those summary sheets into a new workbook? I guess the question is can I sum data from different workbooks into a new workbook?
I have been trying multiple SUMIFS and SUMPRODUCT formulas to try and revamp my budget spreadsheet. My first criteria is the month being a certain number (contained in a column), if that condition is met it needs to look for the account number I am budgeting for (row heading) and if it matches both criteria I need it to sum the Column that has the row heading of the account number. I have succeeded in doing a SUMIFS and manually finding the column that has the heading of the account number I am looking for, but I would like this to be an automated process so I can copy the formula. Below is the data I'm using (a very, very small portion of it), and the results are how my budget sheet is going to look. These will be on separate tabs in the workbook.
EX: For July electric revenue (44211) I need my formula to: (if the Month column=7 & if the Account Code row heading=44211, sum the column that has the heading of 44211). So far I cannot get this to work.
I'm trying to sum a criteria of all M's in one column that are x's in a different column, throughout multiple worksheets.
I'm able to get the summary number for 1 worksheet using the below formula (*W1 is the worksheet name); however, how do i encapsulate all the worksheets (lets say W1 through W10), please note that some of the worksheets have different ranges (meaning, not all are from Row 2 to 6)
This is a relatively long list - 1000's. What I'd like to do is create a macro that sorts by brand, and at every change in Brand, copy the user details (Username, firstname, lastname, email) to another workbook with those labels at the top of the table. Upon completion, it saves the workbook with the name of the appropriate brand.
E.g. I'd have 3 workbooks: - BrandA.xlsx - with the 2 user listed - BrandB.xlsx - with the 1 user listed - BrandC.xlsx - with the 1 user listed
I am trying to review a cell range for a specific criteria, and then sum up another cell range if the criteria matches. Here are the formulas I have typed in - there are two columns I am trying to calculate using the same formula, they are next to each other:
=SUMIF('MASTER POINT SCHEDULE'!I2:I841,"0ACA101",'MASTER POINT SCHEDULE'!O2:O841)
=SUMIF('MASTER POINT SCHEDULE'!J2:J841,"0ACA101",'MASTER POINT SCHEDULE'!P2:P841)
I am in need of creating a User Defined Function in Excel that will sum numeric values based on two text criteria. I have a large set of data in an Excel worksheet that includes a column for " Market Type" and a column for "Location ID". I would like to develop a User Defined Function that allows a new or inexperienced user of the template to use the User Defined Function to select first a "Market Type" then select a "Location ID" and get the sum of the amount those values represent. A SUMPRODUCT function in Excel works for this, but can be awkward or intimidating for a new or inexperienced user. For that reason, I am specifically looking for a User Defined Function that will simply the formula for them while at the same time maintaining the degree of accuracy I need.
I have created timesheets for employees that work in our shop. Our company manufactures products for different industries, such as mining, wind power generation, general industrial applications, and so forth. I modified some time sheet templates I found for excel to accommodate our company's actions. Each employee has their own workbook, in which the months are separated into different worksheets. Each sheet is divided further into weeks and in each weekly section the areas of information are divided as follows:
A / B / C / D / E / F / G / H / I / J / K / L / M Work Sector / Workshop or Fieldservice / Scope of Work / Job # / Reg or OT / Mon / Tue / Wed / Thu / Fri / Sat / Sun / Total
There are 7 workbooks (one for each employee), each with 12 sheets (one for each month). I want to create a master sheet that will pull information from everyone's timesheet if they worked on a particular job. In other words, I would like to type a job number into a cell, then have excel look through everyone's timesheets and pull over only the rows of information that contain that job number
I need a macro that would consolidate all data in multiple worksheets of multiple workbooks in one Master file.
All the workbooks will be in one particular folder. The macro should search for data in all the workbooks and consolidate it in one master excel workbook.
I am currently using both excel 2007 and excel 2010. This macro would really reduce manual work as currently consolidating data from 45 to 50 sheets takes an ample amount of time...
I maintain the data flow at my work. We send and receive the data using excel files with specific formatting that I then upload to the database. Each time I send or receive the excel file I must log them, this is what my code question refers to.
I use RDBMerge to merge all the contents of the 100 plus excel files into one worksheet. The first part of the macro cleans up the merge data for use in the log (i have attached an example of the clean data and finished log).
The blue shaded area of the "Raw_Data" is what the clean data looks like, the yellow column is what current macro records for each record.
As you can see by the example the Raw_Data is only two files LL_LLL_BOB_ToLLLLL_20121228_01 & LL_LLL_BOB_ToLLLLL_20121230_01, each with more that one record.
The log code in column "H" Is based on this criteria: First Letter of the Unique ID in column "E" - O, M, or L Program Type in Column "F" - U or R 1. O-U = U 2. O-R = RU 3. M-U = U2 4. M-R = R2U 5. L-R = R
You will note that Columns G-R of the "Log Sheet" correspond to the "Record Type" found in Column "G" of the "Raw_Data" sheet.
This is the area where my skill at using scripting dictionaries fails.
The results for the log list each file only once, but the log code for each corresponding "Record Type" in columns G-R of the "Log Sheet" must contain each unique instance of the code. In other words
if LL_LLL_BOB_ToLLLLL_20121228_01 contains an O-U with an "A" Record Type and an M-R with an "A" Record Type; then, on the log sheet there needs to be the codes "U/R2U" in the cell intersection of the LL_LLL_BOB_ToLLLLL_20121228_01 record row and "A" column (which is column "G")
So, If the File contains one of each code for each Record Type the corresponding cell must house one of each code separated by a "/" without any spaces. This means the cell value could no code, or one code and all the variations in between to all five codes. Also, for ease of human reading the log codes should be concatenated in the 1-5 order that I listed them in (U/RU/U2/R2U/R)
Here is my code so far.
VB: Option Explicit Sub test() Dim dic As Object, a, i As Long, rng As Range, e, w, n As Long Set dic = CreateObject("Scripting.Dictionary")
I have a directory which contains many files, they are all names based on their locations. eg. Burwood-File1.xls,Burwood-File2.xls,Burwood-File3.xls etc
I have a master that which will contain the branch in the first column.
I have defined the directory location in a separate sheet as well as email template.
When I click on the Send Email button I want ti to attach the files that match the Branch name.
Im struggling to find a formula to populate cells based on values to be checked in two fields (ICODE, COMPANY) as shown below.
In the example here, all records where ever the ICODE = 49, i need to populate the fields(columns) AD1,AD2,AD3 or AD4 with the product name of the same company where the ICODE <> 49. There could be between 1-7 products per company.
CURRENT SHEET
ICODE PRODUCT COMPANY AD1 AD2 AD3 AD4 89PENS ABC STATIONERY CO LLC [code]....
The attached example file may be a better alternative to view this problem.
Worksheet 1: In column A I have a people's initials. In coumn B I have text boxes with miscellaneous text. (The same person could have multiple rows within this sheet.)
e.g. AAA blue BBB orange AAA round CCC smelly AAA elongated
Worksheet 2 I want to show: A2 = initials, B2 = first text box associated with that person, C2 = second text box (different row) associated with that person (if applicable), D2 = third text box (different row) associated with that person (if applicable), etc.
e.g. AAA blue round elongated BBB orange CCC smelly
I have been trying to search an array and cannot find the correct combination of functions to get the information I want. I might need a macro to do this but I will try anything. Here is an example:
1 A 1 1 B 2 2 A 3 2 B 4 3 A 5 3 B 6
I want to search for 3 and A and return the value in the 3rd column. I have tried several functions but cant figure out how to make sure I get the correct value in the 2nd column that corresponds to the value in the 1st column.
I need to remove any rows containing "EEE" in the size column.
I also need to remove any discontinued ("D" in the "Type" column)styles that are currently not in inventory. For example 05-5490 does not have any available in either width "D" or "EW" and should be removed; however, 28-112 does have stock and should remain in the spreadsheet. Anything with an "F" in the "Type" column should be left alone.
I have a worksheet with several columns of data that I have to summarize elsewhere on the sheet. Here are the columns:
ID Status Joined Name
Name can take on 4 possible values. For each value in Name, I want to count the number of cells in a column that fit certain criteria. Here are the counts I want to make:
Status OK: Status is a date. Joined OK: Status is a date and Joined is a "1".
There are going to be about 500 records to count. I've already implemented these counts in a Windows scripting language that interfaces with Excel, but I know there must be a more direct and faster way to do it entirely in Excel, whether with VBA or writing functions into cells.
Is there a shorter way of doing this formula using sumif on Excel 2002? This formula works but only up to worksheet 13, need it to go through 31. =SUMIF('1'!A4:A41,"12C",'1'!E4:E41)+SUMIF('2'!A4:A41,"12C",'2'!E4:E41))+SUMIF('3'!A4:A41,"12C",'3'!E4:E41).............
I am trying to create an inventory control system that keeps tracks of what's in bins based on additions and subtractions to the bin. I am hoping to generate a summary output of bin contents based on the transaction list. I know how to do this using pivot tables, but am looking for a VBA or excel function solution since I will have hundreds of bins and thousands of transactions.
Bin number Product Code Pounds
1 A 50
1 A -25
[Code] ......
I want to have the following table auto generated.
Bin Product Code Sum Quantity
1 A 25
1 D 75
[Code] .......
I'm using an array formula right now, but it is proving to be extremely slow.
The linking Field on the Interface tab defines what row I need to paste the data to on Module 1-7. The column headers are the same on both the interface and other tabs (“YES, NO, N/A, BLANKS, STANDARDS MET, STANDARDS NOT MET, NOT APPLICABLE”)
The tab is selected based on the row Module 1Medication Management Module 2Privacy Module 3Process Module 4Patient Safety Module 5Medical Records Module 6Infection Control Module 7Environment of Care
I’m trying to modify code written for a similar purpose with no luck. This is the code I'm trying to modify. I know I'm not on the right track yet.
I have a few people all entering in data into excel, since they cannot be all in one sheet they each have their own copy. I would like to be able to extract all data where column P reads "Red" from each users spreadsheet and then delete the corresponding lines from their spreadsheet (end of day activity)
The Sheets will be named FDEntryU1AM.xlsm FDEntryU2AM.xlsm FDEntryU3AM.xlsm FDEntryU4AM.xlsm
[Code] .......
I will then need to do the same in another workbook for all items Labeled Blue, but that of course will be same code with just an item replaced.
The idea is after they close up the person overseeing the data can import all at once and leave the users with fresh empty workbooks.
I've got a matrix combining actions on the left hand side (Col A) and owners on Cols B to F. I have drop down list for each action/owner combo: N/A, OK, KO, TBD.
I would like to create a formula in Col G that does the following:If any of the values in columns B to F equals OK, then OKIf any of the values in columns B to F equals KO, then KO I've been tinkering with multiple IFs and quite rightly got bogged down as too many criteria to take into account...
So, another question with regards to this sales sheet that i am setting up. I want to be able to take the information below and for each of the people listed (i.e. by their initials) i would like to...
1.) Take their associated % (Columns C, E, G) 2.) Multiply the % by the Revenue (Column H) 3.) Sum up the total for each of the names (Locatedin Columns B, D, F) 4.) Only sum up the ones that occur in Month 1 of the Year 2012
I have tried multiple ways with a Sumproduct but none of them have worked. I would love to be able to do this with a single formula without having to add another column, for instance, to track what MonthNum it is. I tried using some kind of offset, but i could never get it to work.. For instance to look through the range, find the initial go over 1 column to the right and multiply that % by the revenue if the Month is 1..
Date (A)Rec1Name (B)Rec1Pct (C)Rec2Name (D)Rec2Pct (E)Rec3Name (F)Rec3Pct (G)Revenue (H)1/1/12AD25.00%RU25.00%BF25.00%1000.001/1/12AD25.00%RU25.00%PNF25.00%2000.001/1/12BF50.00%00.00%00.00%1200.002/1/12BF50.00%00.00%00.00%1000.002/1/12BF50.00%00.00%00.00%1000.003/1/12AD25.00%RU25.00%00.00%1000.003/1/12AD25.00%RU25.00%00.00%1500.004/1/12AD16.67%RU16.67%BF16.67%1500.004/1/12BF50.00%00.00%00.00%1500.00
I would like a macro that select all cells based on multiple criteria. It's a big sheet, but I've made it smaller in the following example.
In row 1, there are 2 headers, in B1 (electricity) and C1 (gas) In column A, there are 3 houses, in A2, A6 and A10. The blocks of cells in between (e.g. B2:B5) have 2 headers, 'period' in B2, and 'account number' in B4. B3 and B5 have a list of options in them.
I want to select cells that meet certain criteria. Either electricity or gas, and either period or account number. So, if in cell D1 I choose electricity and in D2 period, I would like to select B3, B7 and B11. If I choose gas and account number, I wish to select C5, C9 and C13.
My workbook is tracking how many products have been sold and to whom.
Customer Market Apples Oranges etc (10 products) POSTING xyz South 100 xxx South East 600
I have a second workbook that works out how much it costs us to send the goods and this is a matrix based on where our customer is and which produce they have purchased.
South Apples Oranges Pear etc South East $x $y $z North etc North West etc
I would like to write a formula under the POST column that takes into account: The Market. The Produce type (the column heading) based which cell contains a value i.e using above Row 3 criteria would be Market = South and Produce = Apples. These two pieces of information are then to be used to go to the workbook containing our postage costs and picks up the relevant cost for Apples in the South region.
