I have this table that I put together everyday describing the activity of my department. There is the date displayed as "Num-Date", the day of the week and multiple columns of data. Every day I have to add a new row and update the date, and the data, etc. I have a macro that inserts a new row and auto-updates the date and weekday, I also have a web query set up to fetch the data I want and display it right next to the table, but what I want to do is make the table more intuitive and automated.
where to start with automating a monthly report that I put together.
My report is generated from two or three tables of data - roughly 25,000 records.
Currently, I copy and paste this table of data into one worksheet, and then have pivot tables that are written to take data from this table (this is a typical marketing sales funnel - calls, raw leads, qualified leads, customers, revenue). Then I have another worksheet that is the display to the client, with the proper formatting, mathematical calculations, totals etc. On this client facing worksheet, I pull data from the pivot table (using =GETPIVOTDATA formulas).
It seems that I have constructed this report in a very inefficient way because I have a ton of manual work to do every month to make the client view presentable as changes come about in the raw data. For instance I segregate the client facing report by lead sources, but when new lead sources get added in month by month, I have to edit the client facing report at length.
where to start, or what steps to make this more automated
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.
I have multiple files that I need to get data from. My dream is to push a button and gather the data from variable files. (I know how to make the button and get data from single file).
The file name is below:
Cell A1 contains this formula ='C:ReportsYear 2009[CityWaterReports Jan 2009.xls]PHFlows'!$B$44
Cell A2 contains this formula ='C:ReportsYear 2009[CityWaterReports Feb 2009.xls]PHFlows'!$B$44 and so on.
I would like the customer to be able to push the button and be asked to enter the year(eg: 2008) and have the formula update to the new year in each cell.
Each week our department receives a single Excel report that contains ~15,000 rows of data.
Column A of this report is populated with a store number.
Every time the report is received, we go through a manual process in which we have to break the report down into individual store numbers and then email the data to the branch managers for their particular store only (~40 emails).
I have attached two spreadsheets (1) Invoice Report and (2) Email List.
To clarify:
Send data for branch 124 to mike@xyz-company.com (column header + row 2 only) Send data for branch 126 to susan@xyz-company.com (column header + rows 3-9 only) Skip branch 140 as there is no data Send data for branch 159 to tim@xyz-company.com and d.ortiz@xyz-company.com (column header + row 10 only)
And so on.
I want to do is to (1) create a report for each branch in the list (2) email the report to the specified recipients and (3) delete the created report.
I have the task of pulling results of an Access query into Excel, formatting them in a "standard" way (the data will be formatted the same everytime in every report), then AUTOMATICALLY emailing them at a pre-determined time everyday.
1. I have tried using the record macro function, and it works as far as pulling in query results and formatting them 2. Then, using the macro i recorded, i added onto it so that when I manually run this new macro, the whole thing gets emailed, but it is not automated. My issue is not having to manually run these macros and have them run as scheduled tasks.
I have table and need to take out montly total for each worker...
Now... Each hours in day have own factor. (I need total hours per day but for illustration)...
So when worker works day shift from 8:00 to 16:00 it's easy... 8 hours When works from 8:00 to 20:00 it's 8 hours + 4 afternoon hours When works from 20:00 to 8:00 it's 2 afternnoon hours + 8 night hours + 2 day hours
Aditional problem is when day intercept holliday or sunday when that factors need to be included (if holliday is at sunday then it's like holliday).
Here is some attachment:
Book1.xls
I've also added last day of previous month and first day of next month because of night shifts than need to be calulcated. Therefore correct number of hours is 168 and not 188.
Below I calculated manually those numbers wich I want to be automated...
Also.. This is table I get.. If it's easier to make it somehow else, OK by me. And any number of aditional columns is not problem...
I am new at excel and have very limited experience. I have a employee training database, with employees (in column A2:A54) and the certification names (in row A1:AS1) that I must generate a monthly report on employees that are expiring within the current month. The cells are already conditionally formatted to change colors for one month prior to expiration date, current month of expiration date, and past the expiration date.
I am manually gathering the data then adding it to another sheet. In the mist of trying to gather data, I am missing and/or overlooking information. I wanted to know if there is a way to automatically generate a report based on the expiration dates that would pull the employees name and which certification is expiring or expired, preferable both. I have tried reading threads and applying advanced filters but due to the number of certifications it is not functional to do it this way.
I have attached a sample of the spreadsheet : ETD.xlsx‎
I have a workbook with 12 sheets for monthly results and a Year to Date sheet. For presentation reasons, the monthly results are listed as seen in the first three worksheets, but I want the YTD results to be structured as seen in the fourth worksheet. I have shown how I am currently achieving this in the "Call" section of the YTD sheet, but as there are 12 months and many more variables in the original workbook, I'm wondering if there is any easier way than the one I'm using.
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.
I have lots of monthly reports to prepare. So what i do is to copy previous month report file and paste and rename it as current month report. Once i open it, i need to change the linking to the next colume of the source files. Eg Source files July is in Column H, then now i have to change it to Column I in my current month reports.
Furthermore, one file may have a few source files so the column may differ also.
I have a table of yearly totals for the amount spent by x. I also have a growth rate for each month so for example in 2001 in jan the growth rate might have been 0.3% and feb 0.5% What I want to do is for each month based on the growth rate and the total produce a value for each month which sum to the total amount. It's also important to note that it restarts each year.
I’m currently pulling data into two columns labeled “Monthly” & “Non-Monthly” respectively. They indicate work orders with a frequency of “Monthly” or “Non-Monthly”
The Monthly data is obtained using the following formula:....
I have one spreadsheet with a list of materials by material number. I have another with all sales activity. How can I pull into the first spreadsheet the date of the latest activity from the second spreadsheet?
I have a very large spreadsheet with financial information I am trying to graph on a line graph (which I know how to do). I would like to take only the last 48 months of activity and graph that. Is there a formula I can use to select only the last 48 months without reselecting the data everytime?
Example (for simplicity purposes in this example I only want ten months of data
Jan Feb March April May June July Aug Sept Oct Nov Dec 10 12 14 10 9 12 11 12 12 10 9 13
I would like a graph that displays march-december sales figures.
I sit possible to run a macro that will record email activity from an Outlook inbox and store it in a Excel file. For example, the date received and the subject line for every email that comes into an inbox would be logged.
I received a suspicious email from <Excel Help/VBA Help: [forum@ozgrid.com]>. It may be nothing but I am wanting to inquiry about it's origin and content, how would I do this? I of course have received other emails from this site.
I am recording attendance to our various activities as follows (screenshot):
Column A show the activity
Columns B onwards show attendance by day of the week (names gathered from list).
Now I've got a simple formula =COUNTA(Sep!B4:AE51) to count the total attendance for the month, modifying the range to cater for each activity, but it would be better if I could keep the range the same and modify the activity.
Also, I would like a formula to show the attendance at each activity by the day of the week (ie to show the total and average attendances for Mondays or Tuesday etc).
I have Activity data from my production line that details when a job is running "RUN" and when its on stop "SETUP". It looks like this:
Run 0.45 hrs (decimal hours) Setup 0.1 hrs Run 1.2 hrs Setup 0.2 hrs etc.
I want to be able to graphically present this against a fixed timeline, I have the timeline in a column, (not a row). I have cumulatively summed my times so I have this...
Run 0.45 hrs Setup 0.55 hrs Run 1.75 hrs Setup 1.95 hrs etc
However I want to be able to establish whether the job was ON RUN or SETUP at each interval of my timeline. For example: if my time line was in 0.01 decimal minute intervals, my chart would look like this:.................
I have a spreadsheet whereby process activities can be attributed to the different staff members who complete the activity. Each activity is on a different row and up to three staff can be assigned to each activity, so for example if a level one employee sorts the mail on four out of five days per week I would attribute 80% contribution to the task to the level one employee. If a supervisor sorts the mail on a Friday I would allocated a 20% contribution to that staff group.
My question is how do I prevent someone filling in the spreadsheet from allocating a combined contribution above 100% to any task. This could be for example either putting a number in greater than 100% into one of the allocation columns or a total across up to three different columns above 100%.
The columns where I assign the percentage contribution are E,H and K. I would like to generate an error which says something like 'Cumulative staff contribution per process activity cannot exceed 100%.
I need to show an information box e.g. "Initialising..." that I can show and remove without user interaction. I can't seem to find this using either a userform or msgbox.
1) Data - the students are listed in Column A, math scores in Column B, reading scores in Column C and science scores in Column D. The grades of 300 students are entered in this sheet.
Student Math Reading Science
Jimmy 75 84 100
[code].....
2) Report Card template - This is the report card that needs to be generated for each student. It's pulling the student name and grades from the Data worksheet.
Student Name =Data!$A2
Math =Data!$B2
Reading =Data!$C2
Science =Data!$D2
How do I create worksheets (report cards) for additional students? I have 300 students in the school. I need the next worksheet to reference Data!$A3. I know how to cut and paste the report card template and then edit =Data!A2 to be =Data!A3 to create a report card for Sally. How do I create the 300 report cards I need?
I've been teaching for 13 years. I can create a report card for each student in my class and edit each worksheet individually for each student. Now I've been asked to do this for the whole school and I don't know how to create the other 299 sheets I need.
Unfortunately, the formula above gives me the total number of activity and NOT the total number of hours within a specified period. I attached the file I'm working on as reference.
I am trying to figure out the calculation steps that Goal Seek is doing behind the scenes so I can create the formula rather than clicking on goal seek whenever I need to make a change. I need to maintain certain weeks of supply every week depending on the sales. Let's say i want to maintain 5 weeks of supply every week, I would like to insert a column for "Suggested To Order' column that would change if weeks of supply goes below 5. In this scenario I would do a Goal Seek, but I want to automate the calculation so I don't have to do this step every week.
I create a schedule based on abbreviations which is given to staff. Then this is retyped up with actual times and put in a schedule book that is the final product. I am trying to automate this change from one sheet to another
n = night shift = 2330-0800 D = day off etc, etc
I have alot more abbreviations, but I hope I just need some advice and can figure it out from there....................
I have a workbook that I use for my purchase orders which is pretty simple. Each row is a separate PO, with 10 columns (po#, description, cost, date, etc.).
Is there a way to automatically generate new workbooks that contain all of the info from each individual row? For example: if I have 100 rows on my spreadsheet, which means I've issued 100 POs, then I want to have 100 individual xls workbooks, with the filename for each workbook representing the PO #s (206904.xls, 206905.xls, etc.).
