Carry Forward Balance In Excel Using Template

Mar 12, 2013

I want to make a template in excel. Lets assume I have Opening Balance in A1 and closing balance in B1. How do I make template make new sheet and every time I make new sheets it should take the closing balance of the previous sheet as the opening balance and so on and so forth. But the very first sheet needs to have the opening balance as unlocked cell but the rest of them needs to be locked.

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How To Carry Last Entry Forward

Apr 30, 2012

below fig 1 is a part of a worksheet we are using for Stock. The idea is to track stock write downs on a yearly basis. Where I am struggling is a formula to carry the stock balance and value forward if there has been no movement in a given year.

The enteries in green (fig1) colums "Stk Forw" & "Car Fwr" represent how I would like the info to look.

Is there a formula that could look for the last entry in "Stk In/Out" if the column "YTD to date" is empty and carry that value forward to the next row.

I Would also need a formula to sum the Total & Car Fwr colums as one total.

Fig 2 Shows the formula I am currenlty using.

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Dec 8, 2013

I have subtracted two dates from B2 & B1 using DATEDIF() Function and the results are available in (B5) Year, (C5) Month and (D5) Days respectively. Now the problem is how to Subtract, Add days & Months using borrow, Carry forward to the previous cells (I need formula, function for the above). I have to take 30 days from month ie in C5 if the days (D5

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Jan 5, 2009

I Have a number(30+) of excel files based off of one template. I have since updated the template, thus making the the old ones obsolete. Is there a way to update the older files to use the new template without having to copy and paste the addition's row by row column by column?

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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Oct 26, 2006

For the small database in my example workbook, I would like to apply credits earned at a later date to the oldest charges and create a "To Date" balance. After creating the "To Date" balance, I would like to select the smallest "To Date" balance as a way to identify the first charge that has no payment. Please see the attached for more clarity and additional information. The last column shows the desired results.

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May 2, 2009

I have a program in Excel with VBA code. The VBA code is all under password protection.

Is it possible for Excel to carry a virus or worm or whatever to another user?

If it can, how does a virus get into the Workbook?

If it can, how do I protect the program from carrying a virus?

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Mar 27, 2013

Conditional formatting format: Boarder - bottom boarder

The problem when I insert a raw in the middle of the table the condition formatting is not applied. How can I make excel carry over the conditional formatting?

The only reason I formatted the data in a table because it'll automatically control alternating row background color when insert rows.

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Apr 19, 2012

Excel 2007 copy/paste is bringing over formula results and not the formula (e.g. Ctrl-c "=A1+B1", Ctrl-v "3").

I've validated my calculation options are set to automatic and that the sheet format is "general", which I saw on older posts.

Perhaps related, when I paste special, I get a different box which only allows me to paste as Unicode Text or Text.

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Aug 16, 2013

i am working with a large data set of excel files . I need to format the sheets in a specified way . i have recorded a marco that does this . I now have the problem of creating an automatic loader that opens the files , carrys out my macro , then closes the files.

For example i have a folder X that has 10 files inside it. i would like to be able to load the first file , carry out the macro, close the file move it folder y . Then look back into Folder X , take the first file it see's , carry out the macro , close the file , move it folder y , the go back to folder x and carrying out this until all the files are done and stopping when the folder is empty

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Jul 31, 2006

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Dec 16, 2011

So I'm trying to create a balance ledger to track my transactions at different locations.

This is basically what I have:

C4 = numerical value for site A
D4 = balance for site A
E4 = numerical value for site B
F4 = balance for site B
G4 = total balance of both sites

Values for C4 and E4 are manually entered.

D4: =IF(OR(ISBLANK(D3), ISBLANK(C4)), "", D3+C4)
F4: =IF(OR(ISBLANK(F3), ISBLANK(E4)), "", F3+E4)
G4: =IF(AND(ISBLANK(D4), ISBLANK(F4)), "", D4+F4)

I have these formulas auto-filled to the bottom of the sheet of each column. The problem I'm having is that with this setup, the return on the G column is giving me

#VALUE!

for all rows that do not have any values entered yet. Is there any way to fix the formula in column G so that it reads the value of the cell instead of the formula in the targeted cell?

I am using Office 2010 on Windows 7.

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Feb 21, 2013

how to create a copy of my employee attendance template. Is there a way to create a copy of the template by entering an employee name in the "name" cell of the template and it automatically renames the sheet that employee name and also saves or recopies the template for use with the next employee?

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Jan 2, 2012

Quick rundown, I have a sales background, so other parts (accounting, inventory, etc) are what I want to improve so Im not running around when an order comes in, where is it, do I have it in stock.

I know microsoft has some templates, any worth downloading and starting with, then move the data or add functions to an inventory and accounting template to start, any other templates recommended for an online business.

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Apr 12, 2012

I was wondering if there was a template in excel 2003 that could be used for printing on a 3x5 index card. if so,e finding it or setting it up?

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How do I add a pivot table to a template so when the template is run the pivot table still shows?

I have added the pivot table - clicked SAVE , but when i run my template (Picking up external data) the pivot table disappears?

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Sep 9, 2011

I have an excel sheet on which to address, cc address, subject , attachement location and file name is mapped. Can some one help me out but executing the macro it will pick the file from the location and send to the Recipient with cc and subject and attach the file accordingly. The excel sheet is attached for your reference.

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I am using Excel 2010. The template only has 5 working days in it, but I need to set 6 working days (Saturday is also working day). Wondering, how to get this working without spoiling the functions. Also the date format is in US , need to change to UK without disrupting the Formula/Functions.

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Jul 24, 2014

Using Excel 2007. When I put password protection on the template, the template child doc also gets the same password protection. I want to prevent tampering on the template, but I want the child doc to be fully editable for the end user. After all, isn't that the purpose of a template? I just don't want anyone to be able to edit the template itself, which also seems like the purpose of a template. Am I missing something about not seeing how to configure this obvious functionality?

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Jan 10, 2010

I work for a company that has about 650 locations. Each location has a location manager that is responsible for submitting a Performance Review spreadsheet for all the employees at their location.

Currently I have an Excel file that has all employees/locations. One of the columns on my spreadsheet is "Location ID"...which is literately a number we've assigned to our Locations. I have an Excel template saved that I'd like each Location to open into.

Can someone help me? I need each location to be it's own spreadesheet...which I have a template created already. I'd prefer to find an automated way to do this...rather than manually creating 650 spreadsheets.

I'd prefer to do this in anoter application, such as MS Access, but senior management already made the decision this will be done in Excel...so I'm stuck with what I got.

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Feb 24, 2014

Month Pay Tax Socia sec.tax
Jan 10000 2000 2999
Feb 15000 3499 3333
March 3455 222 333

I have an excel document with sheets representing employees and within the sheets it shows wages taxes nd social security tax for each month.

I want to create word documents for each month which inserts all the values for that particular month, aswell as the name of the employee into th word document. How to do this?

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Sep 5, 2012

In Excel 03 I could just password protect a template and prompt for to open the template at read only is there a way to do the same thing in Excel 07?

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Mar 9, 2014

Is it possible to make excel template work only on 1 computer by giving any vba password (on lines of license number).

Aim is to ensure it works on only client computer, even if template is shared outside it becomes useless.(We often see clients audit team getting access to templates using it for thier purpose & distributing).

In same spirit what are best practices one can take like protecting formulas with password etc

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Mar 31, 2014

I've set myself a project to try and automate some repetitive filling in of word documents and would like a point in the right direction. I've done some research on the MSDN and some sites on the web. The way I was thinking of doing it would be,

make a template with either Fields or Bookmarks (which would be best?) for each piece of data on the paper work.Put the repeated data into an excel sheet (with a button for the macro to be assigned to).

write some VB script that will, define and "label" the data in the XL sheetopen the word templateenter the data into each Field/BookmarkSave as a new file in a "New" folder (name of file and folder taken from the Data)open the next template and repeat.

would this be the best way of approaching this problem?Whats the best way of defining points in a word template, Fields, Bookmarks?what objects would I need to use to rename the folder?

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Jul 7, 2014

I have a .dot word template that has the little 'grey' boxes that is awaiting information to be filled in, this information is already stored on a master excel sheet and the doc is simply for 'archiving' and users benefit, from my point of view its pointless.

So what I want to know is...

If I always have a .dot file which has :

Username : DATAHERE
Password: DATAHERE
Email: DATAHERE

and I have an excel file which is A1 : Username B1 : Password C1 : Email how easy / hard is it to create a button macro to automatically go to the .dot file location, open it and then put the create data in.

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Jul 9, 2013

I am trying (and failing) to set up a mail merge with a Word document. I would like for the doc to take information entered in specific columns and display it in the right field. I've set up the field and the excel doc and went through the mail merge wizard's steps for setting it up but it doesn't seem to be doing what I want.I am attaching the doc and spreadsheet below.

MichaelFields TEST.Contract Entries.xlsxFields Test.Contract to Provide Legal Services.docx

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Jan 9, 2013

(Excel 2007), I have a template that I need duplicated for every reference. My Worksheet lists all the references and the macro use to duplicate a worksheet for every reference in the worksheet. The problem is when duplicating now, it duplicates the name of the template. For example, when the macro is ran sheet1= Template(1), sheet2= Template(2) ect.

Here's the code- I think it has something to do with the named ranges

Code:
Sub Macro1()
For i = 1 To Application.WorksheetFunction.CountA(Worksheets("Worksheet").Range("A:A"))
Sheets("Template").Select
Sheets("Template").Copy After:=Sheets(Sheets.Count)
Sheets(Sheets.Count).Name = Worksheets("Worksheet").Cells(i, 1).Text
Next i
End Sub

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Oct 3, 2008

I have a template excel file that is loaded with macros. When the file is opened, a userform opens and the user makes several different selections. Based on the selections, the excel file is populated with information and pictures. I want to make sure that the user does not accidentally save over the template file when he/she is finished with the document.

My original solution was: when the user opened the excel file, it would automatically save under a different name in a temporary location. This would stop the user from being able to overwrite the source file. The users were not happy because the excel file is very large and takes a long time to save.

on another method to stop the user from overwriting the source file? using code? or another method?

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Dec 17, 2008

I'm writing a VB macro that will find the start time and finish time of a job and then work out the time it took to run.

So for example:
D E
09:53 wsp285A 09:53 wsp285A 09:53 wsp285A 09:53 wsp285A 09:53 wsp285A 09:59 wsp285A 09:59 wsp285A 10:06 wsp285A 10:06 wsp285A 10:13 wsp285A 10:13 wsp285A 10:20 wsp285A 10:20 wsp285A 10:26 wsp285A 10:26 wsp470a 10:29 wsp470A 10:29 wsp470A10:29 wsp470A 10:29 wsp470A 10:29 wsp470A 10:29 wsp470A

In the above I want to work our how long job 285A takes, I will need to find the first instance of the job by looping forwards through the data, and the last instance by looping backwards, then taking the last time away from the first.

The only problem is, I have no idea how to write this in VB!!

The job name is always in column E
The time is always in column D
I want to paste the time taken in for arguments sake in cell E1 of the current worksheet

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Jun 4, 2014

I want to pull data from my excel file (using VBA) into Ms Word. I created a template in Word and wrote a macro to do this, it worked, however, anytime a new row is inserted or deleted in my excel spreadsheet my macro produces wrong results in my Ms Word template because the cell position has shifted, thereby producing the wrong result. How do i make it that my result remain the same when new row is added to my spreadsheet.

Example:
Excel row1: vicky 528
row2: sam 532
row3: john 092
row4: Own 211 word template: 092

This is what happen next:

Excel (New row added) Macro: ThisDocument.ScreenedPatients.Caption = wb.Sheets("CSAs").Cells(16, 1)

row1: pat 542
row2: vicky 528
row3: sam 532
row4: john 092
row5: Own 211 resulting Word template(running macro): word template: 532

But I want John to automatically go on the Word template without going into macro to change it all the time when a new row is added.

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Jul 31, 2013

I have been given a task where I need to define 3-4 process and present the various formulas etc.. that lay out the calculation methodology. I was looking for some ready to use excel templates that have an index page, hyperlinks to different tabs etc...that I can customize to my needs.

The idea is to be able to build a user friendly excel process document that will have all the data from our various (3-4) reports that are interlinked. It will serve as a reference point for existing employees and new hires.

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