Updating Summary Report Automatically From Existing Data Using VBA
Dec 20, 2013
How I could generate a report using a Command Button. I have a spreadsheet that contains data in columns, some of which I want showing up in the summary report. Any new data entered should be updated in the summary report when I hit the command button. Existing data in the original spreadsheet does not get erased or written over.
So basically, I have data in column range A:R in Sheet 1. Columns A, D. E, F, G, I, J, P, and R need to show up in the report on Sheet 2. I already have 150 rows of data in sheet 1, so i don't want to start over. So I need to copy the relevant columns, and update the report with any new data that gets entered in the columns in Sheet1, in the next empy row.
I have some vba code that copies individual cells, but I don't know how to do it for columns and for new data.
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May 21, 2009
I have tabs ranging from RA to DW
Also a summary sheet. As of now i have manually copied data from each tab onto summary sheet
Is there a way to automate the summary sheet so that when i enter data in each tab it gets updated automatically in summary sheet as well
Flexibility needed is:
If row is added in any sheet from RA to DW then the same should be created in summary
IF a resource is added in any tab then the same should be added in Summary.
Similary for delete too
Overall i should be able to update summary automatically when i update the tabs.
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Apr 18, 2006
I have several tabs (worksheets) representing purchases for a specific year.
There is one tab (worksheet) that is a Summary of all purchases for all
years. How do I get Excel to automatically update the Summary worksheet
anytime one of the other worksheets are modified?
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Jun 21, 2014
I need to create a summary report on another sheet, but it is beyond my capacity.
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Jul 2, 2012
Clicking the Add to DB button will add new items but not existing one.
now, what I want to do is to first, populate the existing TIN and then do the necessary update.
my basis for update is txtTIN.value
Here are the codes anyway:
VB:
'This adds the data on the WorkSheet named DBPIT"
Private Sub cmdAdd_Click()
Dim iRow As Long
[Code].....
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Nov 10, 2008
I am interested in finding vba code that I can enter as an add-on for a weekly training report that I receive.
An example of the weekly report is attached. A Computer based training program populates the reporting tool with the date that the course was completed. Each week a report is generated as attached with the dates completed filled in the matrix.
The goal is to: Report the total percentage of training completed. I would like to be able to run a vba add-in that will determine what rows have entries. Perform a countA on the date fields. Sum the counta's and populate a cell with the % complete. In one simple touch of a button or keyboard function that can be ran each week without editing the code. These reports are filtered by department and the size of the matrix change all the time.
The hang up I am having is making the code dymanic enough to figure out what cells are filled and calculate and populate by that factor.
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Apr 30, 2008
I'm going to try to explain this as accurately as possible. This is my first post, and I'm seriously struggling with VBA, but i'm confident that someone out ther will have done this before.
I have a single workbook which has a single datasheet, and further sheets representing different months of the year.
Sheet 1 ("Data") contains the following columns and data:
DateStart MileageEnd MileageBusiness TripBusiness Mileage
01/05/2008013 get 13
02/05/200813260
03/05/200826100 euro 74
04/05/2008100113 adf 13
05/05/20081131130
06/05/20081131130
07/05/20081131238 alex begg1125
08/05/2008123812510
09/05/200812511288 service 37
10/05/2008128812980
11/05/2008129813110
12/05/2008131113780
13/05/2008137814000
14/05/2008140014560
15/05/200814561490.10
I then have a series of Summary sheets which are supposed to summarise the data on this single data sheetl. But this is where I have issues.
Basically, from the list of data above (running from 1st may 2008 - 31st December 2008), I want to pull out, per month all of the trips in that month. So for May (shown above) I need the date, business trip name, and the business mileage where the business trip name <> "".
To compound the issue, the columns that these are moving into are columns 1, 2 and 6 in the summary spreadsheet.
I have used some example code from cpearsons website to give me a list of nonblank cells in the Business Trip column, and this has worked, but I can't pull the other two columns out effectively.
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Jan 11, 2013
I have created a pivot table that is connected to an input sheet with data. The input sheet retrieves data automatically from a external source through an add-in to Excel. When updating data the fields expands, but only for the items which have been changed. I want the table to be updated automatically, but not the fields expand automatically. Is there any pivot options to prevent this problem?
It should be mentioned that the pivot table is not directly connected to the input sheet (which is updated from the external source), but from a "help-sheet" reflecting the input sheet with some additional columns. I use conditional formatting and name range in the pivot.
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Apr 30, 2009
I'm working on some homework for a CIS class, that is pretty straight forward...except I don't know how to make a summary report in excel.
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Dec 1, 2006
I have a report that I need to summarize, here is some sample data.
Dealer CodeParticipantModules
F23CH ROB MASSON10
F23CH ROB MASSON7W
F23CH ROB MASSON8
F23CH ROB MASSON9
F32C5 JOHN COUTTS16
F32C5 JOHN COUTTS17
F32C5 JOHN COUTTS21
F32C8 SCOTT PLAKHOLM7
F32C8 SCOTT PLAKHOLM7S
F32C8 SCOTT PLAKHOLM7W
F32C8 SCOTT PLAKHOLM8
Desired results would be column A Dealer Code, Column B Particpant, Column C a summary of Modules taken, Column D a count of Modules
Ex:
F23CH Rob Masson 10,7W,8,9 4
F32c5 John Coutts 16,17,21 3
F32C8 Scott Plakholm 7,7s,7w,8 4
Is there a easy fix using VB code? The report is usually between 1500 lines and 2000.
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Jul 17, 2007
I have been asked to create grand summary workbook that basically copy and paste from a few workbooks in different folders location in a network drive in this grand summary. The sheet to copy from these other workbooks is named as "summary" and the location and filenames are as follow:
P:Section 1RegisterNorth.xls,
P:Section 2RegisterSouth.xls,
P:SectionRegisterEast.xls
The data can be found from A7 to R7 downwards in the "Summary" sheet tab in each of the workbook above.
The data are updated every week and as such I hope to have a macro create to first clear the old data and update the new data.
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Jan 3, 2008
I have the following example:
Math Science Biology
A Dave Pete John
B Mary Cate Dave
C Jack Dave Bob
How can I have excel give me all the subjects as well as classes that Dave teaches ie. Math(A), Biology(C) and Science(B)
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Feb 11, 2008
columns A,B and C contain the details of each event(race).Column d is the runners in each event and column E a score for each runner. I need to add 5 extra columns with the total score for each event,the maximum for each event,the average for each event,the meadian for each event and the standard deviation for each event. I need all cells filled. see attached spreadsheet. I will have thousands of events.
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Jan 20, 2014
I need a formula to automatically change the summary column according to the month we are in.
Ie:
Last Months Data
Nov
Dec
Jan
Feb
1
8
1
7
4
7
9
2
9
'Last Months Data' column should show Dec. However, as we move into February and I complete the 'Jan' column, I would like 'Last Months Data' to automatically change to show Jan's data - is this possible?
I was previously told to use the following formula but this would automatically select the current months data and not the previous months data which is what i need - =INDEX(B2:L2,MONTH(TODAY()))
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Aug 16, 2008
I have a spreadsheet of website stats showing the number of visitors to all the domains and aliases we use for company websites. Each domain or alias has its own unique row of data. The data is in the order of most visitors. I have attached a simplified and anonymised example of the data in worksheet "stats". In real life this sheet runs to several hundred rows.
As you can see if look at the worksheet "domain key", each of our websites has more than one domain or alias pointing at it - these are reported separately by our stats package.
What I want to do is find an easily sustainable way of generating a summary report each month, such as you can see on the worksheet summary, which will give a total number of vistors for each site calculated from the visitors to the various adresses each site uses.
What I have done so far is use a very long SUMIF function, e.g. to find all visitors to the FR site the function reads:
=SUMIF(stats!A2:A16, "www.companyname2.fr", B2:B16)+SUMIF(stats!A2:A16, "www.othername.fr", B2:B16)
This looks OK in the example above but in the real data we have in some cases over a dozen domains pointing to one site and its very messy and hard to maintain.
What I would prefer to do is something that would use a range of data for the criteria rather than a specified string e.g.:
=SUMIF(stats!A2:A16, domain_key!C2:C16, B2:B16)
Obviously the straight SUMIF function won't do this. The advantage to this approach is that it would make the ongoing management of which domains are counted for each country a lot simpler as I could just edit the data in the domain_key sheet rather than having update the functions.
Some issues to be aware of are:
The order of data will change each month so youcan't guarantee that each address will be in the same row every monthThere isn't a pattern to the addresses that would allow you to use any kind of wildcard, e.g. you can't say all addresses containing "companyname" are the UK site and all addresses using othername are the French site. Similarly, you can't say all the french site addresses end in .fr - some countries use .com
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Sep 14, 2007
I use a specific report on a daily basis which is attached here. Is it possible that that report is generated automatically in the same sequence of rows once the data is updated in another sheet. I am not good in VBA so looking some built in function. I have tried the pivot but all the formatting and design of the report is changed. use the Template wizard with data tracking is used is the above exercise is possible. Is there any other better methord is available in excel. Is there any good web site availble to learn these things.
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Sep 19, 2007
I have a project that is quickly growing out of control.
I workbook made up of 14 worksheets. Oct - Sep, Summary and main.
I have been entering all my data in main, which is A - AB. Various types of data, dates, dollars, names, etc. I have been trying to sort the 'main' worksheet into the separate months based on a date in column B.
For example if the date in column B is 1 Aug, I would like the entire row copied to Aug 07 worksheet. Then in Aug 07 worksheet is the formulas to calculate the data needed for Summary page.
Pretty simple, except I cannot get it to do that. I have tried to pivot, auto sort, and a few various VBAs to no avail. One of my Googles turned up this site and many pointers have been found and are close, but most are focused on combining. The workbook is a tad over 1mb so I did not post it yet, but can if needed.
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Apr 7, 2008
Not sure if this is possible. From the attached spreadsheet (reduced to only 2 worksheets), i'm trying to create a formula that will find how much an individual trader made for the month (worksheets 1-31 being a month). The problem is a trader will not be at the same stall everyday and may pay by either cash or cheque.
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Mar 8, 2008
i have daily time sheets that make up a week and have 52 sheets for each week...there are contract numbers and contract ticket numbers that i want to use as criteria to sum the total hours of each day and export the data to a sheet that will keep a running total of all hours booked to those contract number and contract ticket number over the coarse of the year as i fill out the weekly time sheets.
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Apr 6, 2008
A worksheet called "purchases" contains the list of shares purchased during the period 1.4.5 to 31.3.8. It has four columns :
1. Date
2. Name of the share (name is repeated for every new purchase as it is entered in a new row and is totally independent of the earlier entry of purchase)
3. Qty
4. Sale price
Likewise there is a sheet for sales also. I want to do the following:
a) Find out all the records showing purchases of a particular share and add them up (both quantity and value). And thus, make a list of shares showing aggregate purchase of each share during the entire year. Likewise, I want to do this for sales also.
b) For every share that has been sold within one year after its purchase, apply 20% tax on the profit earned on sale of such share.
Additional information: If 100 shares of A Ltd are purchased on 1.4.5 and 200 shares on 1.5.5 then during the sale of 150 shares of A Ltd on 2.4.6, 100 shares purchased on 1.4.5 and 50 shares purchased on 1.5.5 shall be deemed to have been sold.
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Dec 1, 2008
writing a VBA to convert a set of data in sheet 1 to one in sheet 2(I am enclosing that as a Excel document"Test -Original").I have described what needs to be done ( step by step ) below.
Develop a macro
1. I have a report from SAP BW, the original format of which is in sheet 1.I need to develop a macro using VBA and need the report with the format in sheet 2.
2. I need a “Results “row after every Bill to Party in column A as below(screen shot 1.doc):
The number of customers is dynamic i.e.it keeps changing every month
4. Nothing needs to be done to column.SAP BW will not overwrite the format and the data in column G.Hence leave it as it is.
5. Calculate the number of Sales document numbers for each customer and put the value of 1 for every value. If it is blank it should not be counted and put the value of 0 for those rows. (Shown below) Display the sum of the number of sales document numbers in the results row for column H
6. In the column I, put the value of 1 if the difference column (column G) is 0 and put the value of 0 if the value in the difference column (column G) is any value apart from 0.now sum the value in the results row for each customer and display the summation value in the results row under column I
7. Compute the percentage which is the values in (column I/Column J)*100 .This should be done only for the results row
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Mar 3, 2014
We have a weekly "On-Time" report that shows early, late, on time, or no data. Each week has a total percentage of early, late, on time, or no data deliveries. I now need a monthly total on a seperate worksheet, but for some reason I can not get the percentages to total correctly. I am attaching the spreadsheet.
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Aug 7, 2008
how can i automatically add one day to an existing day..
a
1 Monday
in b1 what would be the formula for tuesday..
=a1+1
?
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Jul 2, 2008
How do you create a macro to copy the information from my weekly reports to a monthly report and be able to update automatically. If you had 4 worksheets (for each week of the month) and 1 mastersheet for the whole month in a workbook. All titles are the same and If you needed to copy all the data that is in the columns, say, A through I, starting with row 4 to however many rows are in a given week. The reports can be made up of numicerial values, text and dates. Let me know if more information is needed or an example worksheet.
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Jul 31, 2007
Is it possible to automatically populate a summary worksheet, based on matches in other worksheets within the workbook which match a particular date?
I have a workbook with 15 worksheets--each sheet is setup like a database with 4 columns (fields). One column is for the date.
I would like to populate a summary sheet that serves as an executive summary of all "records" which match a particular date.
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May 28, 2014
Why a formula would not automatically update? Possible problem is in relation to "<=" component of formulas'.
NOTE: This is not in relation to calculations option being set to 'Manual'.
This problem only effect two cells on my entire workbook and all other cells within the column affected, with the exact same formula, work fine.
The "<=" part of the formula is in relation to a drop down list with values from 1 to 12 and the formula works fine initially when flicking between the dropdown list numbers. But if I save the workbook on dropdown list number 2, the formula no longer works...
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Jul 1, 2009
I have a long list of sedols and wish to download the last price for each on a limited range of dates (30 dates, hundreds of sedols). So I built my excel file to have the sedol running down a column and dates across the top, with the function:
=BDH($A4&" Equity SEDOL1","PX_LAST",DATE(YEAR($D$1),MONTH($D$1),DAY($D$1)-0),DATE(YEAR($D$1),MONTH($D$1),DAY($D$1)-0),"Dir=V","Dts=S","Sort=A","Quote=C","QtTyp=Y","Days=T","Per=**","DtFmt=D","DTS=H")
the cells are not updating automatically, even when I hit refresh.. the only way is to go into each cell and hit enter (not practical!).
The next problem is that it adds something like ("cols=1;rows=2") to the end of the function and copies down further than I want.
Is it the case that the Bloomberg functions just can't handle having the dates across the top and security identifiers down the side - or is there some work around?
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Nov 20, 2009
Based on the attached I want to make the time automatically count down in MS Excel using VBA.
The attached will give you a flavour for what I want to achieve.
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Mar 6, 2006
I am trying to update 25 different spreadsheets, and have the latest row of data from each of the 25 automatically go to a 26th spreadsheet that is my summary.
My goal is anytime I add a new row of data in any of the 25, that the summary sheet gets updated automatically.
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Jan 15, 2009
I am going to try to be as detailed as I can here:
I have been manually inputting the most recent "paid to date" field from one sheet to another within the same workbook.
There are about 20 different payment schedules for each deal. Each of these has their own sheet, and we will call this the "Deal" sheet. Some deals are paid based on a monthly schedule, some are quarterly, and others are annual.
The "deal" sheet looks like this:
Due Date Payment Payment Rcvd Remng Payment Payment Date
8/31/08 $10,000.00 $10,000.00 $0.00 08/1/08
9/31/08 $10,000.00 $10,000.00 $0.00 09/1/08
10/31/08 $10,000.00 $10,000.00 $0.00 10/1/08
11/31/08 $10,000.00 $10,000.00 $0.00 11/1/08
12/31/08 $10,000.00 $10,000.00 $0.00 12/1/08
1/31/08 $10,000.00 $0 $10,000.00
I want to have a macro that will paste the most recent "Due date" based on a zero value in the "Remng Payment" column. For this example, the most recent "Due Date" should be 12/31/08 because that is the most recent zero value.
I want to past this value in another worksheet that contains a report for all 20 deals. Lets call this the "Reports" worksheet. Each of these dates individual deals needs to be applied to its respective row on the "Reports" worksheet in a "Paid to Date column.
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