Using Forms To Transfer Data By Date
Apr 9, 2005
I have created a sales form entry excel workbook. This consists of 52 sales weeks for the year. A week starts on a Monday and therefore the first week for this year (2005) started on the 4th January.
As I want to run reports from the data I need to ensure that dates etc are in a certain format and that the entrys go into the correct week. I have created a "form" on the first sheet which automatically adds TODAY() as order date and then has boxes for the users other information such as customer name and price.
I now want to create a button which when clicked will add this information onto a new line in the correct week sheet. However I cannot for the life of me figure out how to do this. I am aware that Excel recognises dates as a serial number and assume that somehow I can use this. I can also do the bit where I create a marco to copy the info over to the week. I would be very grateful if someone could tell me how to put it in the right week without creating numerous IF loops?
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Jan 9, 2007
I am using a calendar control 11 in a user form. I would like to create a combobox on a user form that when you click the drop down button it opens the calender then the user can select a date which is then returned to the combobox. I beleive the way to do this is to trap the dropbuttonclick event. Tho it dosent seem to work.
Private Sub ComboBox2_DropButtonClick()
Calender.Show
ComboBox2.Value = Calender.Calendar1.Value
End Sub
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Mar 5, 2014
I'm building a report and need to transfer data to a History Tab each time the macro is run.
"Report" Tab contains data to be transferred: C6:F6 to the "Historical" tab B:E in the appropriate date row.
The Date would be found from the Oldest date (furthest into the past) on the "Calculations" sheet, Column U.
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Jul 16, 2014
I am currently working on a workbook to have employees fill in data on what tasks they compelted for the day, and how long it took. There are 5 colums (for this purpose) Task, Description, Time, Required to complete, Completed. The tasks are predefined and listed out in each row. There is also a space for employees to select the date they are entering the data for.
I would like to have a macro that is linked to a submit button and when pressed populates this data into a database on another sheet. This database is split into two sheets (1 with time and one with tasks required/compelted). Each sheet has the list of tasks going down a cloum on the left, and dates along a row on the top. When the employee presses submit I would like this data to popuplate in the coresponding date and task fields and then reset the form on sheet 1 to all 0's.
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Oct 28, 2009
I have a spreadsheet where raw data is entered ("RAW_DATA") for each month it is collected. There are 7 questions that are tallied and each of those responses are transfered to a separate data table for analysis (7 individual tabs within the spreadsheet). I'm currently manually data entering the values from the raw data tab to the other seven tabs.
I would like to have VBA code that could transfer the data from one month ("RAW_DATA") onto the other 7 tabs based on the date and facility identified in the raw data tab. I have not attempted the VBA since I do not know where to start with searching on two variables.
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Jun 4, 2007
Need to create a Data Entry Form in excel?. I would like to insert data to an excel database using a form.
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Nov 7, 2008
I'm using Excel 2003
I have done this once already, so I know its possible but I cannot remember what it is called and how to do it.
I have a "form", I open it up, fill out a few different things, and then save and print it. When I save it I want it to take a few different cells information and report it into a seperate workbook, without having to open the report workbook. I use this seperate workbook to reference when I fill out the form and who it was sent to.
I remember there was a wizard that I used to get it to do all this, but I can't for the life of me remeber what it was.
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Apr 19, 2006
I am attempting to improve an old paper-form process that we use for entering equipment in our Product database. In general, the current process is as follows:
1. When new equipment is purchased, basic information is entered into the database.
2. A separate paper form for each item is printed with the existing information and sent to the field engineer.
3. Each type of equipment has a different form because it requires different data.
4. After construction is completed, the updated information is written on the form and sent back to the main office for review/approval then entered into the database.
This is very archaic...Not only are we killing tons of trees, most specialists are getting buried by the paperwork!
What I would like to do is create a form or template that can be used with different spreadsheets. Instead of printing a separate form for each item, the specialists would dump the existing data for a site into a spreadsheet, attach the template/form, and send the file(s) to the field engineer (FE). When the FE opens the file, he would select the equipment type (using a dropdown box) and the appropriate form would pop up. He would then be able to edit the data for that piece of equipment or view the next item of the same equipment type. If he selects a different equipment type, a new form would be displayed. All changes would go into the spreadsheet and get sent back to the specialist. I’m hoping the review/approval can be done using the Track Changes feature in Excel. They then have a way to import the spreadsheet data back into our Custom database.
The basic implementation seems straight forward albeit a lot to learn. I have found many good examples in the forum; however, I’m having a problem figuring out how to handle the following:
1. Many different people create the spreadsheets and send them to different FE’s. When they create a new spreadsheet, how would my template/form get “attached”? Would they need to open a template file and add their data as a different sheet?
2. The equipment table in the database has approximately 95 fields; however, only about 20-30 of them are used for a particular type of equipment. I was thinking of using a unique list to create the form for each equipment type.
3. Since different specialists create the spreadsheets. The columns won’t always be in the same order. Is there an easy way to order columns or do you think I should use the ' find' feature to dynamically find each field? (Like I said, that may be 20-30 fields for each type of equipment, and there are currently 40 different equipment types.) Is there a limit on the number of user forms that can be in a project?
4. Finally, can you use the Track Changes feature when items are changed using VBA or a form?
The form seems like a good idea, but because the dynamic nature of the spreadsheets, the code gets rather complex.
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Oct 22, 2012
Is the an easy way (ie, No VBA) that can have a form (similar to this one [URL]) and then extract the input data to a regular table look spreadsheet with the column heads at the top that match the form, Name, Hotel costs, Date, etc?
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May 8, 2014
Solve this issue for transfer value from master sheet ( Daily Report) to corresponding sheet and add value according to its Date. E.g. :
Master Sheet : Daily Report
Manpower : 35
I want to transfer the value of manpower to sheet ( D_manpower) and insert value 35 to according to month & date ( C5 & G5) shown in master sheet ( Daily Report )
Like this all data need to insert according to its corresponding sheet according to month and date
File attached : Report 2014.xlsx‎
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Jun 25, 2009
I'm trying to get values to transfer from one cell to another based on whether the date in an adjacent cell is equivalent to the current date or not. I've tried using "Now" and "Date", but can only get my code to respond if the two are "<" or ">", I'm basically looking for a response for "=".
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Nov 21, 2006
I have an 8-digit number like this :
06152002
06 = year 2006
152 = day number 152 in the year
002 = sequence of entry
Is it possiable to transfer that number into date in one cell and the sequence of entry in another cell ?
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Jul 26, 2007
I have a userform with many textboxes that I am using to collect data which is transferred to a worksheet using a command button on the userform. All data is correctly transferred to the worksheet except for the text box I am using for the date.
The date is transferred from the userform to the spreadsheet but the date is left justified implying that it is text but dates that I have manually entered into the spreadsheet cell are right justified. This may seem picky but I am using a 'count' function within the spreadsheet to determine how many rows contain the date.
I am using the following code which I am entering in the format of dd/mm/yyyy, to to transfer the date to Cell A1 the worksheet 'Results'.
Private Sub CommandButton1_Click()
Worksheets("Results").Cells(1, 1) = UserForm1.Textbox1
End Sub
how to transfer the date to the cell so that it right justified, hence treated as a number within the cell.
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Mar 29, 2009
I would like to use a vba procedure/procedures to achieve the following:
I have a folder with many Word2003 forms in and I want to save just the data from each form and then import the data into an Excel spreadsheet.
Currently I am opening each .doc file in turn, saving just the data to a new plain text (comma separated file) in a different folder and am unable code searching that folder for all the text files and importing them into the spreadsheet.
I have a two part question to my current approach:
1) I am 99% there with the first part (opening and converting the forms) with the following code having followed advice from another thread but I need Word open and not showing an open document. Is it possible to add code to take care of opening Word in the background and close it again after so the process is fully automated?:
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Oct 18, 2012
I have 3 forms(3 sheets) with the same layout (fields) for data collection. I want to transfer the data from the 3 forms to a consolidated database worksheet. Every form needs to have its own rows of data. For example, if there are three forms for three divisions laid out as below:
BegBal Additions Subtractions Adjustments End Bal
xxxx xxxx xxxx xxxx xxxx
The resulting database worksheet should look as follows:
Division Beg Bal Additions Subtractions Adjustments End Bal
A xxxx xxxx xxxx xxxx xxxx
B xxxx xxxx xxxx xxxx xxxx
C xxxx xxxx xxxx xxxx xxxx
Sub MoveRecord()
Dim WSF1 As Worksheet ' Form 1 worksheet
Dim WSF2 As Worksheet ' Form 2 worksheet
Dim WSF3 As Worksheet ' Form 3 worksheet
[Code].....
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Dec 5, 2013
I have a worksheet, with a "cost" column, and a date column. I have another sheet with dates pre-written, and a cost column as well. I'd like to know how to make the cost from worksheet 1 go to worksheet 2 under cost, but also add up any costs that are on the same date.
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Dec 24, 2009
Attached is an example of what I am trying to do.
I am looking to transfer the sums for a calendar month in one column to cells in another location for each month.
I put some notes in the sample attached, I appreicate any help getting this to work.
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Aug 14, 2014
I use excel and would like to know how to copy a large volume of address data but at the same time filtering out irrelevant data placed under each other in a row, in this case, air compressors air conditioning web address etc ( see below for example). I need the first 5 lines only. The rows of unwanted data are irregular i.e some have 10 lines, others 5 , and others 2 or one line which makes using a formula difficult as there is no consistency. The data eventually need to be placed horizontally in columns to be compared to other address lists. To make matters worse, the text data has been merged and wrapped.
BDD LIMITED
3 Telford Place
L*****r QLD 4315
Phone: 07 5777 3622
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Feb 4, 2010
I have a spread with five tabs. Each tab is a person's job responsibilties for numerous properties. Each person works with a property called Orange Avenue. I want to create a tab for JUST Orange Avenue items but want it to automatically pull any and all info from each tab where that person's Ornage Avenue duties are.
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May 17, 2007
cells(a,b):cells(a+4,b) have 1,9,9,0,5
cells(a,b+3):clells(a+4,b+3) have 1,9,0,emtpy,empty.
how to fill 9,5 to empty cells.
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Jan 20, 2007
I'm trying to convert this code so it transfers the data without the input box being needed.
Dim response As Long
Dim strLastRow As String
Dim rngC As Range
Dim strToFind As Variant, FirstAddress As String
Dim wSht As Worksheet
Dim rngtest As String
Application.ScreenUpdating = False
Set wSht = Worksheets("Transfer Sheet")
strToFind = Application.InputBox("Enter Your Initials")
If strToFind = False Or strToFind = "" Then Exit Sub
With ActiveSheet.Range("H2:H5000")
Set rngC = .Find(what:=strToFind, LookAt:=xlWhole)
If Not rngC Is Nothing Then
FirstAddress = rngC.Address
Do
strLastRow = Worksheets("Transfer Sheet").Range("A" & Rows.Count).End(xlUp).Row + 1
rngC.EntireRow.Copy wSht.Cells(strLastRow, 1)
Set rngC = .FindNext(rngC)
Loop While Not rngC Is Nothing And rngC.Address <> FirstAddress
End If
End With
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Jan 23, 2009
I have to workbooks and I want to populate one of them with data from the other. The receiving document has the fields Account and SubAccount which I need to match up with the account and subaccounts in the other workbook.
However, in the other workbook, the line looks like "1000 Wages 000001" (which is account, name, subaccount). I can't find out how to have my receiving document scanning the providing document and when it finds an account and subaccount (in the above string) that matches the account and subaccount in the receiving document, to bring over the data.
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Feb 15, 2009
From the attached spreadsheet I need to transfer all the rows where the issue status in column T is either ongoing or open. Now I know how to transfer them over if row 1,2,3 etc was going into row 1,2,3 etc into the new spreadsheet but as not all rows from this sheet is going over I need to now how to transfer data so in the new spreadsheet it just follows down rather than have spaces in it. i.e. if on this sheet I need to transfer data from rows 1, 5, 10, 15 on the new one they go into row 1,2,3,etc
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Apr 4, 2009
There’s one “master table”. Two columns in master table are titled “Name-1” and “Name-2”, and all columns in front of it carry “Properties” corresponding to these names.
In a “second” table, when we choose/type the Name-1 and Name-2, corresponding properties should automatically be picked up from the master table. Is that possible?
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May 13, 2013
I have a sheet with 1250 data. All are in Column "A" I want to print them out and therefore would like the data also in Column "B" and "D" in order to save printing paper and make it easier to search. Since the data is alphabetical sorted, doing it manually is a big job.
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Sep 26, 2013
I have a new spreadsheet that I made to give us the break down of each invoice we create. what we want is to see each job that is done (by code), the amount we charge per each, the cost of goods per each, and the profit margin. In this spreadsheet I have two tabs. in tab one it has the form I made that has a place to input the data that will change with each invoice as well as a section that is broken down into columns. In these columns I have it listed this way. CA=Job code, CB=Job Description, CC=how many, CD=Charge ea., CE=rate total, CF=COGS ea., CG= COGS total, CH=profit
I have the formula done for all of the math the get the totals. My idea was to make a second tab. In tab 2 I have everything listed in columns that will go into tab one. It is broken down like this. CA=Job Code list, CB=Job Description list, CC= charge ea. CD= COGS ea.
What I want to be able to do is when I type in the job code in the first cell under the column A on tab one, it will bring over all of the info from tab 2 and put it in the right spot for that code. So if I typed in say TT001 in that cell it would bring over the description matching that code and put it in the cell under B, along with the charge in column D, and the COGS under column F. And I want it to be that way for each code I type in and it will be different each time I fill this out. How do I explain this part? Ok so I a new invoice made its # 22. I take this spread sheet and do what I want and get all the totals so I print it out. I then want to be able to clear all the info and or just type in a new set of codes that will be on invoice # 23 and then #24 etc.
So what I am saying is the codes will be different each time I fill it out. that's why I have them listed on a different tab and will just put them in tab one long enough to get the total and print it out. Is that clear as mud? I will stop here and wait and see what questions I get back.
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Jan 30, 2014
I have a program I built and need to transfer data from a form, from workbook "C" to another workbook "W". The workbooks are open by different users . 90% of what I locate on the Web pertains to worksheets and what don't, does not work. The folders are stored in my Public Documents.
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Mar 19, 2014
How to transfer data from one workbook that's open to another in a macro form. I included two sample data workbooks I have. Sample will have the macro inside it and will already be open for the other portion of the macro that will be running. I already have code that will open up the Sample2 file. I'm trying to take specific data from Sample and paste it into a summary sheet in Sample2. In Sample i will be cycling through roughly 30 sheets to find this data but I only included one because I just need to know the basics on how to make this work and then how to modify it.
Sample2.xlsx Sample.xlsx
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Mar 26, 2014
i need the data from columns D & E on the JOKE sheet to be transferred to columns F & G on the sheet called MY PRODUCTS...
you will see that the products may have slightly different names but the product codes (column C on the joke file and column E on the my products file) are always the same.
i want to just click a button and add the data from sheet 2 tab to the columns on sheet 1 tab.
my products.csv
joke.csv
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Oct 29, 2008
I'm trying to get my code to search through some information and transfer the data from one sheet to another. Trying to find out why my code isn't working. I keep getting errors...
Here is the code I am having trouble with...
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