Creating An Aging Report

Jan 1, 2006

I'm trying to create an Accounts Receivable "aging report", using Excel
2003. I've got a field (a date field), that provides the date of invoice.
I'd like then to add 30, 60, or 90 days from that date, and call that the
"Due Date" for payment in another column.

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Aging Report ...

Nov 25, 2008

I am trying to customize an aging report, column will be 30, 60, 90 120 + I would like the amount to show under each column. The charge amount for $252.38 each day.

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Creating Individual Report Cards (worksheets) Based On Template For Report Card

Aug 30, 2013

I have two worksheets in my report cards:

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.




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




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.

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Creating A Dynamic Report Tab

Mar 12, 2009

I am trying to generate a good looking, dynamic report tab that runs off another tab that contains ugly raw data for website traffic. This should then drive a couple of charts based on the parameters I specify.

The Raw Data

This is daily data for keywords that we advertise on through Google. Associated with each keyword are various fields:Clicks
CPC (Cost divided by clicks)
CPQ (cost divided by quotes)
CPS (cost divided by sales)
CTQ (quotes divided by clicks)
QTS (sales divided by quotes
CTS (sales divided by clicks)
Avg Pos

There are maybe 30 keywords - each with daily information for the above fields.

The layout of the raw data is:

Column A: Date
Column B: Keywords
Column C: Clicks

and so on.......

The Report

This is the nice looking report where we can pull in the required bits and bobs in a nice format. Because some of the above fields are calculations I've not been able to achieve what I need using a normal pivot report.

What I would like to be able to do:

Populate a summary report using the above raw data but be able to specify certain things such as:The date range I want to see data for
The specific keyword(s) I want to see data for

For example v- we are feeding the daily information into the raw report each morning. One day I might want to see summary stats for a particular data rang on maybe 3 of the keywords so I'd somehow like to select appropriate date ranges and keywords from drop down lists and then I see the summary stats for the appropriate date range broken down by each keyword.

I'd also like a total underneath this report to add up or calculate the totals and averages for the data based on the parameters I specify.

Finally, given all of the above, I would like to run a dynamic chart based on the raw data but taking into account the filters I specify on the slick report sheet.

So....if I set the date range as From: 01/03/09 to 12/03/09 I can see daily clicks, costs etc for the particular keywords I specify in the drop-down menu or what-have-you

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Creating Report In Word With VBA

May 27, 2014

When I create a document from Excel to word from a sheet in Excel the Sheet needs to be unhidden. How can I Create this report if I want to "hide" this sheet.

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Creating Report Using Excel Data?

Jul 12, 2013

I have created a excel document. Would like to create report using the data.

create reports using excel data

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Creating Sales Report / Template

Jul 24, 2013

I need taking thousands of line items of raw data and creating a model that can present the totals in an easy to read format. I've attached a sample of what my data dump looks like....though the actual dump is thousands of line items.


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Creating Report From Excel To Word

Jun 2, 2014

The following code is used to export values form Excel into a word document:

The report obtained then looks like this:


How can I make the values fit within the margins of the word document?

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Creating Report Based On Criteria

Jun 20, 2006

I have the following worksheet (see attached). What I would like to do with it to create a report is as follows:

1. Create separate reports for each estimator (KM, JW, WH)
2. Carry over the information in Columns I, A, B & H
3. Each report will filter column I to leave out COMPLETED and just report the number of days remaining is ascending order.
4. Flag data if the days remaining is <=5
5. Generate an email to send out notification of 5 days remaining
6. New report can be generated on any given day

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Creating Word Report From Excel Data?

Dec 11, 2013

I have a huge Excel spreadsheet with various worksheets and data, I want to merge some of that data into a report using word template. How can I pull simple data like the company infomation into that word report from Excel? Do I need to know VBA to accomplish this?

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Creating Report - Using DATEDIF Formula With Condition

Mar 24, 2014

I am creating a report and I am using the following Formula with condition.

(IN Q2 in the file attached)
=IF(P2="","Enter New to IMP check Date",DATEDIF(P2,C2,"d"))

Where in P2 is the START Date and C2End date.
P2 = 01 Jan 13
C2 = 10 Mar 14

When I apply the DATEIF formula its ignoring the year differ ace and give a result of 8 days not sure whats wrong here as the "Y" & "M" function works correctly and give proper result.

Sample attached : Book1.xlsx

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Creating A Report - Inserting Text And Row If Condition Is Met

May 16, 2013

What I need it for is an automated report that should be used for several different projects. Each projekt have events on different dates, and I only want the report to show a specific date if there is some text (i.e. event) on that date. As it is now, it's a looong report with several blanks with only a date showing. So it should insert a row (the tricky part) + the date + the text if condition is met, and do nothing if they are not. The script should add and remove rows and text depending on what project the information is taken from.

The data it should grab is in this form (many more data inputs though..):
Date Date Date

And the report:


Date: TEXT


and should be like:

Date: TEXT

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Creating Custom Pivot Table Report Filter

Aug 8, 2012

I was wondering if it is possible to create a custom pivot table report filter? I would like to take an existing pivot table report filter and manually add values into it. I would like to do this because I have multiple pivot tables, some with the same values and some with different values and I have a VBA code from Contextures that applies a mass filter to all fields with the same name. So if i could manually add values into one report filter, I could filter from one location and have all my pivot tables update at the same time if they contain the value that i would like to filter by.

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Create Report Using Power Pivot While Creating Relationship Between Linked Table?

Apr 24, 2014

I want to create a report using power pivot while creating the relationship between the linked tables, power pivot is throwing error "The relationship cannot be created because each cilumn contains duplicate values. Select at least one column that contains only values"

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Aging Formula

Mar 24, 2009

I have attached a spreadsheet that shows a summary of an account to date. I want to put in formulas to continue as new charges and payments occur. I hope the upload worked!!

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Formula For Aging

Feb 3, 2010

0< 90 days
90>90-180 Days
180>180 Days
Column M has the aging details.
I am attaching the file below.

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Aging Accounts

Dec 9, 2008

I'm trying to create an aging accounts table from transaction data. I am tracking loans. Here's the layout of the data that I have. Positive entries mean that a new loan was taken out. Negative entries mean that a loan payment was made.: ...

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Calculating Aging For A Particular Transaction?

Jan 5, 2013

I have tried this. actully i am calculating aging for a particular transaction.

This is my needs. if A1 = between or equal to 0-2 B1 = 0-2 days
A1 = between or equal to 3-5 B1 = 3-5 days
A1 = between or equal to 5-10 B1 = 5 to 10 days
A1 = greaterthan 10 B1 = More than 10 days

Acrully am triying this formula =IF(A1<2, "0-2 Days","5-6 Days") if more than 2 scnario i cant...

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Count Aging Records

Nov 25, 2009

I run a work order report on a daily and weekly basis and I am looking for a formula that will find all dates in L:L that are greater than 9 days old. I can't seem to work out the syntax. The cells in L:L are formatted as DATE and TYPE *3/14/2001

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Aging Inventory Buckets

Aug 27, 2009

I need a formula that will help determine what "bucket" (based on today's date & due date) a date would fall under. I have 5 buckets:

0-14 Days
15-22 Days
23-30 Days
31+ Days

I am using the following formula:

=IF(D2="","N/A",IF(TODAY()-D2-26,TODAY()-D2-12,TODAY()-D2-5,TODAY()-D20,"31 + days"))))))

This formula works fine, however the next day I run the report the formula has to be slightly modified to place everything in the correct aging "bucket". Is there a formula that would alleviate the need to update the formula everytime I would like to check the inventory?

The dates are actually based on a weekly (Sunday through Saturday) schedule. So if the Due date is Prior to today's date it would fall into the 31+ category. If due up to 14 days (including today) it would fall under the 0-14 Day "bucket". And so on...

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Amounts According To The Aging Column Automatically

Feb 16, 2008

i'm looking for a formula that will classify amounts according to the aging column automatically each time the month is changed.

my file is attached...

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Formula For Aging Of Accounts Receivables

Feb 27, 2013

I need formula for aging of accounts receivables.

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Count Data Using Most Recent Date And Aging

Jan 29, 2014

I've been trying to create a pv table that will count all the trades based on products, but they are duplicate in my set of data that I am trying to eliminate, I just want to select the trades with most recent date and if there are duplicates entries with the same date, then to select the aging column..

Column A are my trade IDs (duplicates trades), column G my dates and column O my aging days (goes up to >5). What I'd like to do is to count the trade using the most recent date and if the date is the same use the aging column. is this even possible to do using formulas?

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Conditionally Calculate Aging Using Oldest Date

Sep 10, 2009

I looking to track the oldest entry that is still marked "Open" or "In progress".
So far I have done the below If Statement:- =IF(H24="Open",E24,IF(H24="In progress",E24,"")). This returns the Date it was logged if the status is "Open" or "In progress". to column T, So far so good!

So in cell T22 i wanted excel to show me the oldest date so i used the MIN function like so:- =MIN(T24:T40). This returned me the oldest date which i then wanted to know how many days this has been open for so i used:- = SUM(TODAY()-H6)

which gives me the number of days. This all works fine until..........i don't have any entries set to "Open" or "In progress" or any dates added (e.g. start of a new week). When this is the case the MIN function returns a value of 01/01/04 which in turn tells me that the oldest entry is 38,604 days old. I have tried different combinations of If statements to ignore the blanks / date etc but i just can't make it return zero or even better blank. I have attached a sample of my sheet and inserted comments to explain what each part does

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Copy Data From Weekly Report To Monthly Report

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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Report Structure (create A Report Either By Using Or Without Using VBA)

Apr 12, 2009

find the attached Example file. I need to create a report either by using or without using VBA.

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Creating A Range After Creating A Different One

Dec 22, 2008

I am trying to build a selection for a procedure to use.

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SAP Report

Apr 16, 2008

I am working in SAP, I am attempting to convert a report in excel and I'm get the following error codes/debugger messages:

1ST Error Message is : Path/File access error: 'VBD1.tmp'

Then I press okay and get a Visual Basic Error:
Run Time Error '1004'

Methon 'Copy' of object'_Worksheet' failed

If I press debug I get a bunch of Visual Basic sheet, with the following highlighted

Set ws = SAPSheets.item(SheetIndex)

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Rollout Report

Jul 14, 2008

So this is the problem, there are 65 files that are stored in a folder, each file has 8 tabs, all these tabs within each file are identical in every aspect ( i.e cell ranges and names). The max number of rows in a tab is 81. To break it down:

Tab 1 : Instructions (this will never change and will always be constant among all 65 files)
Tab 2: Row 1 will be the same for all files, rows 2-9 i don't need, except for the info on cell C3 which I need to be copied through S11:S33. S10 needs to equal A3 with the format of R10. And then just have the next files tab info below this table with the same logic being followed.
Tab 3: Same logic as tab 2 but now the range is from S11:S53.
Tab4: Same logic, just copy and paste tables for all files, and doing the same thing with column S hat was done in tab 2 in order to be able to filter tha data.
Tab 5: Same logic, with H1 being filled by the descriptor on Tab2( This will enable one to filter though the information since the descriptor in cell 3 from tab 2 is the short name given to each files which differentiates the data.
Tab 6; Same logic
Tab7: Same logic, but would like a drop down box on right to filter by service centers.
Tab 8: Same logic, but would like to have drop down on rigt in which I can select the given short name ( i.e cell 3 from tab 2 of each file)

This way I can have one master file which encompasses all the information from all 65 files in one file and be able to sort through the data in each tab by the short name description. I need a macro for this since these files get updated in a weekly basis.

Any help on writting such a code would be greatly appreciated, my excel VBA skills are non existent!. I have attached the template of how one of these files looks like. There all the same except with different names of course and all are stored in one folder.

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VBA Report With Forms

Dec 5, 2009

sometimes pivot tables won't give me the details I want the way I want. any time my boss asks me for a monthly report I have to do everything manually from the pivot table and insert the data on another table where I put the filteres data. I want to be able to get a monthly sales report per store that will populate itself in a daily basis, I also want to be able to select a store, style, size and date from a form in Excel and see the report in a sheet. Aproblem that I have found in order to use the size as a parameter is that the size comes in the same line as the item description and do not know how to make excel to check just for the size in the description field.
The attached file contains sales data for a better understanding of my case.

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