Template For Conditional Sum With 3 Variables

Jan 6, 2009

Payments are entered usually by date on the Payments sheet, based on those payments, I need to sum the code 3 payments on the Adj sheet by name and Qtr.

I original created a pivot table to do this, but I want the workbook (w/o data) to be a template for other users, and the users are not going to know how to do a pivot table report, and I would prefer the totals to update w/o updating the pivot table. I actually was just using the pivot table to supply the data to the sheet anyway, but I couldn’t setup/automate the pivot table with no data in the list/table on a blank template?

I want to copy/transfer just the data, similar to the results of the pivot table, based on the 3 criteria to another sheet.

Criteria:
Variable1 – Name (Unique records only, not known until after entered)
Variable 2 – Payment Code 3
Variable 3 – Quarters 1-4

I've attached a sample version of the two sheets, and my attempts.

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I have a table with a lot of variables and i need to extract some of the values of that are conditionated by 5 variables and put them in a drop box. How can I do that???

The first picture is a part of my "help table" and the second is the table that i want to fill.

In yellow are the problems...

first.jpg
second.jpg

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The validation I have is in Column V and contains the following:

Received and being processed
Incorrect/Incomplete/Invalid information provided
With Disclosure Scotland
Complete
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None of the additions to the template will change the placement of existing data, nor will it change the data itself. It will however add Values to cells that were previously empty.

Hints, Tricks, or Ideas?

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Apr 23, 2009

1)
I created a one-sheet template, and a new workbook from that sheet. When in that new workbook I go Insert>Sheet>Other and select the aforementioned one-sheet template, Excel crashes, or if not, it adds the new sheet, but then no longer saves the workbook and starts producing error messages (like: "An unexpected error has ocurred. AutoRecover has been disabled for this session of Excel.").

1a)
Now, the complication is that this is working when I do a model operation with a generic template sheet. So I checked the template that I actually want to form sheets after, and Excel finds no errors, nor does it's name contain any unusual characters. What could Excel prevent from working with a template like this?

2)
How do I edit a template? The only way I can find is to manually find the spot in finder, open, and save with the same name. But: if I do that, the documents basing on that template don't change accordingly. If they're intended not to, the whole template procedure makes no sense. I could then just as well copy a file. — I've been searching for tutorials on that, but google doesn't even return a single result on Excel "edit template". Therefor my very basic question here.

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Kept the test files simple but would need to modify any code to apply to much larger database consisting of many more fields etc.

Master.xlsx‎
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Now to my question.
I have a template sheet I want to copy from ( "Template" ), and select any sheet that starts with "S", and copy/paste this template to.

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Dec 18, 2012

I have a template file for ordering trafolyte and steel plates. I have added macros to this template file. The existing macros do the following (shortly described):

Macro 1: clears order
Macro 2: update order date + send a read only file to the supplier of plates + save a read only copy of the file into one of three folders acc to info in one of the cells.

It's the Macro 2 I want to edit.

I want to add a "function" which copy a selection of data.column A to N from row 12 to 548 but only the rows where there is a value in column A.

Row 1 to 11 includes standard order info and Macro buttons.
Row 11 includes the heading for order data.

For everytime someone click on the Macro 2 button in the template file, I want the selection to be paste into the first "available" row in a "Total list" file.

The "Total list" file may have to be open (or a function to open, paste selection and then close the "Total list" file may be added)

File and Folder info:

To simplify suggestions, the following file and path info can be used (I can change to the correct later):
Template file name: template_order.xlsm
Template file location: \servershared emplate

Total list file name: total_list.xlsx
Total list file location: \servershared otal

Selection info:

The template file exists of a "general order info area" A1:N10
The column heading for order data is located at A11:N11
The selection to be copied is A12:N550 - But only rows where column A includes data (not empty).
(If the spesific order consists of 14 plates than there will be item no 1-14 in column A and I then I want to copy A12:N25 (row 25 will be item 14).

When I try to use record macro it looks like it only records what's happening in the template file - It doesn't record the pasting in the total list.

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Sub ImportGeneric(rsImported As ADODB.Recordset, rsConfirmed As ADODB.Recordset)
Dim fd As FileDialog
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Dim wb As Excel.Workbook
Dim ws As Worksheet
Dim iFilePicked As Integer
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fd.Filters.clear
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...
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