VBA To Create New Client Worksheet As Added

Feb 1, 2014

I have a workbook to track clients served. The first sheet has all of the data entered into it. The name, age, demographics, services. The second sheet is a template of the individual client's pages, summarizing their information and services received. I want to code the sheet so that once a new client is entered into the table on sheet 1, the template will automatically be copied to the end, renamed, and the basic data for the new client will be pasted into the new sheet.

I've been working on this project and done a ton of googling. And also am very new to VBA. I have found a solution that works:

VB:
Private Sub Worksheet_Change(ByVal Target As Range)
If Target.Address = "$B$2" Then
Sheets(2).Copy After:=Sheets(Sheets.Count)

[Code]....

But I really don't want to do 50 "else" clauses for each line where there could be a new client. So I was thinking, if i could find a way to do a relative reference, such that it selects the cells to copy relative to the one that was changed within the range of that column, then I would only need one "if" statement. Is that possible? Is there some way to change the "B3" in target_address to "any cell in column B" and then range "A3" a few lines down would somehow be "1 cell left of the one changed" and the range "A3:K3" to copy would be "1 left:9 right" of the one changed. I know this may be impossible or just not how VBA language works, but I thought it'd be a lot easier than 50 repititions of if..then...else....

View 2 Replies


ADVERTISEMENT

Create Button & Assign Macro When Worksheet Added

Aug 6, 2007

Is there a VBA code that will enable me to create a button and assign a certain macro to it everytime I insert a new worksheet?

how to insert a new worksheet with VBA, what I want is that when I insert that worksheet, there is already a button there with a specific macro(already made) assigned to it.

View 3 Replies View Related

How To Retrieve Client Information By Client ID In Particular Cell

Oct 1, 2013

How to retrieve client profile by typing client id in a particular cell ??

i.e. if Client ID is OD001 .... is it possible to get the details of that client by typing OD001SS which i have created on another work sheet ??

View 9 Replies View Related

SQL Connections (take The Value Of A Certain Cell (client Number) And Set Another Cell To Be The Name Of The Client)

Aug 17, 2009

I'm trying to do here is take the value of a certain cell (client number) and set another cell to be the name of the client. For example if I were client number 100 and my company name was Holman Inc the user should be able to enter 100 and Holman Inc would populate itself in the next field.

View 2 Replies View Related

Create A Spreadsheet Where A Certain Value Is Added?

Apr 11, 2014

I need to create a Spreadsheet where a certain Value is added to the from of the data I enter into the cell. For example: All of my MAC Addresses start with 00:80:64. I want to be able to just type in the last three entries into the cell and have Excell automatically add the value 00:80:64 So I want to be able to add a specified value to ebvery entry in a collumn.

View 1 Replies View Related

Create Chart Which Updates Every Time New Date Added?

Jul 1, 2012

I am trying to create a chart which updates every time a new date (and its data) is added to my list below:

Date
Clicks
Impressions
Click Through Rate

01/06/2012
3
93
3.23

02/06/2012
4
100
4

03/06/2012
2
102
1.96

The chart plots the number of impressions and the Click through rate (on a secondary axis) against the date.

I think I need to use the offset property but am not totally sure how to do this

View 3 Replies View Related

Create List Of Tab Names And Automatically Update When New Added

Mar 13, 2013

Is there a way to automatically create list of the Tab names, and have it automatically update when new tabs are added?

View 2 Replies View Related

Add Tab Name & Data To Worksheet When It Is Added

Dec 28, 2009

I have a workbook that has a dynamic number of tabs. Every day the report is updated, it will create a tab for yesterday's date. I need to somehow create a summary page that will add the most current tab name (which is yesterday's date) to column B and several cells from row 7 to the appropriate row on the summary page each time I add a new tab. I have attached the spreadsheet in question. I have added manual references to the fields I need to use in the summary on the tab MTD (2) If I am able to get this to work it will replace MTD.

View 8 Replies View Related

Get Index Of A Button Added To Worksheet

Sep 8, 2007

I have created a calendar to enter various locations. At present they are set up using VBA and are called from buttons on the calendar. What I want to do is add a button to the worksheet and then edit its text. I will call a subroutine to use the edited text as the name I want in the calendar. What I cannot figure out is how to return the index of the button have just added so i can alter the button text. I appreciate I could cycle through all the shapes on the sheet but as I do not know the number of the one I have just added I cannot work on the correct one. I suppose I could cycle through all of them and use a carrier to count how many there are then add one to get the latest but that seems very crude not mention time consuming as I allready have 504 text boxes on the claendar.

View 10 Replies View Related

VBA: Sort And Format A Worksheet After New Row Added

Apr 29, 2009

From the sample file, I am using the data on (start) worksheet. (Sort and format sheet) . This one is way over my head. After new data is added to the sheet via another UserForm, I want to sort the list by name and have alternating backgrounds based on grouped unique names.

View 2 Replies View Related

Checking If Worksheet Is Added In Another Workbook With VBA

Jul 23, 2014

My company uses two excel workbooks to track campaigns, I'm looking to create a VBA script that can detect when a new worksheet is added to the other workbook when it is activated. To provide a more concrete example:

In workbook one there are worksheets : Apple, Orange, and Pear

In workbook two there are rows Titled: Apple, Orange, and Pear. Each row has formulas that pull from the specific worksheet.

Then a 4th worksheet, Grape, is added to workbook one. I'm aiming to make a script/button which when activated would notice that there is not a corresponding row named Grape and create one.

However, more simply, I could also make this work if I could just create a Script which when activated populated a column in workbook two with all the worksheet names from workbook one.

View 2 Replies View Related

Edit Links When New Worksheet Added

Jun 27, 2008

[url]

I was wondering if it is possible to update links from one worksheet to another that contains a running tally - even when another worksheet is added and needs to be linked to the running tally as well?

I have attached a sample workbook. What I have is a summary sheet ( Sum Hrs CMS) that has SUMIF calculations for a series of rows in the Estimate Sheet.

The problem that I have run into is - when you press the Add New Sheet button on the Estimate sheet, it copies hidden sheet and inserts it at the end of the workbook, however I then need the hours in the CMS portion to link to the summary sheet. What I was wondering is how do the links on the 'Sum Hrs CMS' sheet include this new sheet and the data that is entered on it?

View 3 Replies View Related

VBA Code To Automatically Email Notification When Data Added To Worksheet?

Jun 20, 2014

I need VBA code to automatically send an email notification when data is added to worksheet. I am not very familiar with writing code and have been using other code from other posts. Ideally I would like it to send an email notification with the added information attached, in this case it would be Row # and Columns A thru O.

View 1 Replies View Related

Show The Accumulated Amount Found In Another Worksheet Within The Same Workbook Where The Value Added Will Be Accumulated Only When The Criteria Is Met

Oct 22, 2009

I have one worksheet in, which I have to show the accumulated amount found in another worksheet within the same workbook where the value added will be accumulated only when the criteria is met. I have enclosed herewith a sample of what I am trying to do since it is long to explain in writing. As the chinese proverb says: "better see once than hearing/reading 1000 of words.

View 8 Replies View Related

How To Populate Client Name Next To The Total

Jun 11, 2013

I have an excel file from a data dump. I need to populate the client name next to the total. There is no unifomed lines between the different client files. The file has over 12,000 lines I am in need of a formula to poplulate the blank cell. See attached file.

View 2 Replies View Related

Email From Default Client

Feb 3, 2010

to send a single email from a list if addresses from cells in a single column...i have figured out the code to add the range of addresses but my only problem is that with this code it uses outlook...my default email is gmail and i can send email from single cells this way, however when i run the code it opens it in outlook..i do not now how to change the code i have to open gmail instead of outlook..

View 15 Replies View Related

Client Search On Two Documents

Apr 17, 2012

I have been sent a document of clients names that I need to check against our own, is there a way on excel in which I can see if there are any matchers between our client list and the one I have been sent. It is for security purposes.

I do not fancy Ctrl - F 4000 client names

View 2 Replies View Related

Create A Separate Worksheet That Has The Data In And Reference Cells On Budget Worksheet?

Feb 7, 2014

I need to reference the projected and actual expenses from the total on worksheet 'expenses' So i did so, however, if I change the drop down on the expenses worksheet to only display housing data, then the projected and actual expenses on my budget worksheet changes as well to the new data portrayed on the expenses worksheet.

I need to reference the cell, without it changing when I change the category display, but I need the cell to change accordingly if I enter new data in the overall tablet on the expenses worksheet.

Or do I need to create a seperate worksheet that has the data in and reference my cells on my budget worksheet to that new worksheet?

View 1 Replies View Related

Pivot Table - New Worksheet Auto Create To Right Of Existing Worksheet

Sep 2, 2013

The new worksheet is created to the left of the existing source worksheet.

View 2 Replies View Related

Getting Average Revenue Per Client By Month?

Jun 26, 2014

I have sales data for Clients that has the client name month and year(combined for date) and revenue for each month. I would like to take all clients in a given month and see the average revenue per client and then be able to display that in a bar chart by month. I also have the data loaded into a PowerPivot Data Model.

View 1 Replies View Related

Object Invoked Disconnected From Client

Sep 21, 2007

I seem to be coming on here every day at the moment! Someone helped me with this code, it works great apart from 1 error, which stops the script. The lines that appear when i select debug are in italic / bold. The error message appearing is:

"Object invoked has disconnect from its client" or something very similar.

'Define variables.
Dim lngRowPasteTo As Long
Dim codelive, codeclosed, codeassigned, vLookFor As String

'Set variables
vLookFor = "Closed"
codelive = "gio1"
codeclosed = "gio2"
codeassigned = "gio3"

Worksheets("Live").Unprotect Password:=codelive
Worksheets("Closed").Unprotect Password:=codeclosed
Application. ScreenUpdating = False
MsgBox ("Moving Claims...")
'Ensure the 'Live' tab is selected (active).
Sheets("Live").Select

'Remove any existing AutoFilters.
ActiveSheet.AutoFilterMode = False

View 9 Replies View Related

Change / Mask Client Sensitive Data

Nov 28, 2013

I have a long list of data (around 10,000 rows) with one column Client Sensitive (Column A see below) that needs to be changed before using in a pivot so the client won't see this data.

At the moment I'm using a formula but happy to use VBA for this as the rest of the report updates with VBA.

The formula that works but takes far too long is
=IF(COUNTIF($A$1:$A2,$A2)>1,VLOOKUP($A2,$A:$R,18,FALSE),MAX($R$1:$R1)+1)
Where column A is the sensitve data (and the unique identifier) and column R is the column the formula is entered.

The below is what I want, the column R I now use in a pivot to get the results I want then I can hide that column and delete Column A so no Client Sensitve data is with the spreadsheet.

However as I've said it takes far too long to calculate down 10,000 rows..

Column A
Column R

A12345
1

[Code] .....

View 4 Replies View Related

Pulling Client Info From Spreadsheets For Each Month

Jun 16, 2014

I have monthly reports of sales by client number. I am now trying to pull the annual sales info by month for one client by name. Eg. each month, XYZ ltd has sales figures for various products. Is there a way of me grabbing all his sales info for the year with out having to open each spreadsheet

View 3 Replies View Related

Automation Error: Object Has Disconnected From Its Client

Jan 18, 2008

I developed an Excel application for some users. Everything used to wrok very well until recently. When the click some buttons, the error "Automation Error: Object has disconnected from its clients" appears. Problem is, everything works very well on my PC. We run the same Excel version, same OS but I can't seem to find a solution to this problem. I'd have posted the code I'm running here but I don't know how to use the code tags and I don't want to be banned from this forum.

View 6 Replies View Related

App To Open User's Email Client, Attach File

Apr 8, 2008

I have developed a product that's a bunch of Excel spreadsheets strung together. Real estate and mortgage professionals use the tools to counsel home buyers. We include a pdf converter in case recipients of emailed file attachments don't have Excel.

We provide an 'Export' procedure that calls a custom dll that uses the outgoing mail server that the user [must] setup or our web's mail server as a default. The action attaches the Excel or the PDF file and sends in the background. We use an Excel form for user to write the message and the process saves a copy of the message sent and the file send in an Archives folder.

This procedure is not very user friendly, as it does not offer the user's address book to select a recipient, does not put the message in the user's email client Sent folder...Plus the Archives folder could become quite large...plus it involves a user setup that creates alot of support calls.

But actually the most critical shortcoming has become that ISPs (Comcast and ATT so far) are blocking the use of custom email clients!

Recently my son showed me in QuickBooks their attach file-to-email process. It simply opens the user's default email client with the file attached. I need an app that does that! And it needs to be distributable.

View 9 Replies View Related

Runtime Error - Object Invoked Disconnected From Its Client?

Feb 3, 2014

Shared Workbook

"Existing Risk Changes" worksheet is "Very Hidden"

getting the "Object invoked has disconnected from its client" Run Time Error.

I'm not getting the error when the workbook is not in shared mode.

Code:

'When Submit is clicked there is a check done to make sure that the submitter has enterred a name:
Private Sub cmdSubmitEdit_Click()

[Code]......

View 2 Replies View Related

Formula To Calculate Average Number Of Rebills Per Client

Aug 30, 2009

I need help with a formula to calculate average number of rebills per client.

I don't know how to get excel to add the number of unique client in a given row. Example

Column A
Client 1
Client 1
Client 1
Client 2
Client 2
Client 2
Client 3
Client 4
Client 4
Client 4
Client 4
Client 5

Formula needs to calculate number of Unique clients. In this case, the answer is 5, but how can I get excel to calculate for me?

View 9 Replies View Related

Create New Worksheet From Form Vs. From Existing Worksheet

Feb 11, 2009

I have code in a worksheet that creates a new worksheet when clicking a button:

View 3 Replies View Related

Excel 2010 :: Automation Error - Object Disconnected From Its Client

Jun 17, 2013

Ever since I updated to excel 2010 I am getting this error "Automation error: the object invoked has disconnected from its client" for this line

Sheets("Data-History").Range("E" & Rows.Count).End(xlUp).Offset(1).PasteSpecial Paste:=xlPasteValues

View 9 Replies View Related

Macro Runs Fast When Rows Added / Deleted Slow When No Rows Added / Deleted

Jun 27, 2013

We have created a macro that basically looks for rows that contain an "H" and hides the row if it does.

Users can add new rows throughtout the year to this spreadsheet. and based on certain criteria, an H or U will be placed in a hidden column which the macro looks at and hides any row it finds an H.

The user has to click on the button that has the macro assigned to it once they have finished working on the spreadsheet.

The problem we're finding is that for users who insert/delete rows, once they click the button it takes up to 15 seconds to run through macro (which is ok). However, users who haven't added or deleted any rows and who click the button, they have to wait upto 5 minutes (which isn't ok) for the macro ro run.

We can't figure out why the macro takes longer to run when no changes have been made?

View 8 Replies View Related







Copyrights 2005-15 www.BigResource.com, All rights reserved