Customer Records Data Sheet
Nov 8, 2008
i use excel in my dispatch office. i am working on a new workbook and could use some help. In one sheet of the workbook we enter in customer calls. i would like to keep customer records in another sheet, which would include their address, phone numbers, and past invoice numbers all on the same row of the customer database sheet. At the top of the sheet that we enter caller information i would have a table set up to automatically fill in the customer info based on the name typed in,
if the customer exists in the customer database sheet of the same workbook the table will automatically fill in their address, phone number and past invoice numbers. i was thinking something like this =IF(COUNTIF('Customer Database'!A:A,Blanks!D6)>0,'Customer Database'!A2,"Not Found") ....the problem is that no matter who's name i enter, it will always add the information from row 2 of the customer database sheet. i need it to take information from the corresponding row(if customer name is found on row 45 then my formula needs to enter the info from row 45, not row 2. not sure how to do this.
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Mar 27, 2008
I have a list of customers that contains duplicate records. These records ALSO include thier addresses WHICH may or may not be identical.
Example: Customer with LAST NAME in A1, FIRST NAME in B1 may be the same person as A2 and B2, however each record may have a different address in column C1 and C2 respectively.
I want to be able to filter out all duplicate customers based soley on the first and last name (data in columns A and B).
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Aug 1, 2014
I have a list of Spid numbers and a service category identifying if it is a Water Spid or a Waste spid.
The Spid is split into 2 parts. The Core is the identifier and the Category states if it is a Water or a Waste spid.
If the 1st digit in the Category is a 1 = Water.
If the 1st digit in the Category is a 2 = Waste.
There may only be a water spid or a property may have a water and waste spid.
What I want to do is have the information on 1 row rather than 2 rows
I have data in this format
SPID
Core
Category
Service Category
100000000151
100000000
151
1
[code].....
and I need to convert it into this format.
Core spid
Water
Waste
100000020
100000020101
100000020251
I have tried IF(lookup) and it works for the 1st row but I can't get it to look at the 2nd row.My data consists of 400,000 plus rows
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Mar 18, 2014
I have created a excel workbook in which I use for keeping up with storage unit rent. I have a tenant list sheet and each tenant has a sheet on which I keep up with charges and credits. What I want is a macro the will loop thru each tenants sheet based on tenant list and insert data and go to the next sheet. I found this on the web:
[Code] ......
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May 7, 2006
example of a database user form that will allow me to list records in a sheet as well as search for records in a sheet. I know excel has a built in feature for this but it is menu driven and I need something that is button driven and will allow me to resize the form layout. I was not able to figure out how to do that with the built in form.
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May 28, 2013
I have to create about 100 sheets based off of a customer number in column a. The customer number in column a is something like 000000001905. I want the name of the sheet for that customer to be 019.05. Here is my code which is returning the sheet name as 01905.00
Code:
Sub createWorksheets()
nRow As Long
nRow = 7
Do Until nRow = 108
Sheets("Blank Customer Statement").Copy after:=Sheets("Table of Contents")
Sheets(2).Name = Format(Right(Sheets("Table of Contents").Range("A" & nRow).Value, 5), "000.00")
nRow = nRow + 1
Loop
End Sub
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Aug 24, 2009
I am tracking my sales interactions and am trying to link cells so when I update on one sheet it updates my last "customer touch" on a master sheet. Current formula-
On "sheet1" I selected a cell and used this formula... =sheet2!$b$7
The problem is that I want to keep a history of what was in that sheet 2 B7 cell so i insert a row (making B7 move down and become B8) and enter new info into the new b7. if I go back to sheet1 the formula in the selected cell becomes =sheet2!$b$8 I want it to stay to =sheet2!$b$7 no matter what I do... insert rows, delete rows etc...
in short what i am trying to do is have a cell in sheet1 show my last interaction with the customer and keep a history of in sheet2-infiniti.... with the caveat that my last interaction on sheet 2 etc... is listed first (thus the insert row)
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Dec 9, 2011
I am trying to do a vlookup to 1 sheet based on customer number and return price. If no customer number than I want to do a vlookup based on dunnage number to return the price. This is what I have for a formula but it never returns a value if one is found in the first lookup.
=IFERROR(VLOOKUP(C4,'Dunnage Exception'!A:C,3,FALSE),IFERROR(VLOOKUP('Raw Data'!D4,'Dunnage Master'!A:C,3,FALSE),"0"))
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Apr 16, 2009
I have 2 sheets in a workbook.Sheet1 is a master sheet with Customer code and there Sale.And Sheet2 is the sheet which has only Customer code.
Note: Its just a Example i have total 1924 data.
Now in Sheet 1 there are some Customer code which is Repeated some times 2 and 3 or even 4 times. In Sheet 2 Same as sheet 1 there are some data which is also Repeated. Now i how can i know which Customer Code in sheet 2 Missing from Sheet1
I have Colored Some Data in sheet 2 which is not match with Sheet1
For Example.
In Sheet 1 221000000232 is repeated 2 times but in Sheet2 has only 1 times.
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Jul 3, 2009
I have created a simple order form to take customer orders . I would like to summarize the orders on a summary page .(The order Form will be very long so i don't want to print the entire document every time .
I have started to create a summary page using information from a similar post on this forum. I am having trouble creating a summary when the products on my order form have multiple sizes rather than just one
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Mar 14, 2014
I have a very detailed spreadsheet with drop down lists. I would like to block other cells if previous cells have certain selections. I have 7 columns of data that get inputted throughout the month. These cells have drop down selections that I have created. Is there any way to create a drop down menu AND another data validation? So If a selection is made, then the next cells will be blocked, using data validation "custom"?
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Jan 7, 2008
I have a simple list of all purchases made. ie)
Name.......Purchase date
John........01.01.07
Susan......06.08.07
John........07.07.07
John........01.05.07
I'd like to roll up the sames to create one customer row, but so I see the varience between purchase times. ie)
Name.......Ist Pur date....2nd pur date.....3rd pur date....time from pur 1 to 2
John........01.01.07.........01.05.07..........07.07.07........120 days
Susan......06.08.07...................................................(not sure to include this)
Is this possible in excel?
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May 8, 2009
Have a small data base with customer details and comments. I would like a form to sit over that so that people on phones can enter customer # and check info and add further comments etc. for a specific customer. Before I try and design a form is there any templates for this type of thing. Have done a Google and Ozgrid search, but I maybe asking the incorrect names for the procedure.
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Apr 1, 2013
I have problems with my project. I want to filter data between two dates with customer ID and when click Export Report button , result will copy on next sheet ( sheet's name is report in my file attachment ) and auto sum similar products.
eExample_report.xlsm
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Nov 4, 2008
I have a spreadsheet which I am trying to use to capture customer data. What I want to happen is whenever I enter a new record, the date appears automatically in a Date column ....
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May 22, 2013
I have 2 excel sheets with records of email addresses. Excel Sheet A , Excel Sheet B.
I want to exclude the email addresses of Excel Sheet B from Excel Sheet A (if there are similar records I want to remove them from excel sheet A)how to do this?
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Feb 13, 2008
I have a question with vba coding in excel. There is a Refresh button in my Excel Sheet. Once I click Refresh button, I fetch data from another application called Siebel. I am able to go this far. I fetch multiple records from Siebel.. I need to add them all in excel sheet. I get five columns for each record I get from Siebel. I need to add them accordingly to excel sheet.
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Jan 26, 2010
I've got a list of donor names, names listed multipled times in Column A, each row with different donation data. For instance:
Sheet 1
A1 - Mary Jones, B1- Internet Donation
A2 - Mary Jones, B2 - Silent Auction Purchase
A3 - Mary Jones, B3 - Event Ticket Purchase
A4 - Gary Jones, B4 - Foundation Grant
A5 - Gary Jones, B5 - Internet Donation
A6 - Sara Parker, B6 - Event Ticket Purchase
I want Excel to compare rows A1 and A2, and if the name has not changed, enter the donation data from Column B into another sheet that will just list that person's name once:
Sheet 2
A1 - Mary Jones, B1- Donation1, C1 -Donation2, D1 - Donation3
A2 - Gary Jones, B2 - Donation1, C2 - Donation2, D1 - Donation3 (which would return no value because there the name changes
Does this involve IF, MATCH or VLOOKUP formulas?
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Oct 31, 2008
I have a sheet with the pricelist and a sheet with the actual price offer. I would like to copy selected Items from the price list to the price offer. I dont want to do that by copy and paste method. I would like to create check boxes, so that I can check / uncheck each Item I want to be copied and then press the button copy to the price offer ... how can I do that. I asssume I would need a macro for that. The columns in the pricelist and the price offer sheet will be identical of course.
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May 28, 2014
I have a new request concerning my warehouse managing.
I am getting back to this thread [URL]....
The request is as follows: When having the list of all the shelves, I'd need to create a new sheets with following data in a single column
shelfcodequantity
reporting in order all the shelves with code and quantity.
My idea is as follows:
1 - to create a sheet with all the shelves
2 - to create a function that reads in this sheet the name of the first shelf, then searches in other sheets the shelf and copies to a result sheet all the records found
3 - then passes to the following shelf name
4 - and so on, until the shelves lists ends.
Please note that in each sheet I have these data in two columns.
I am here attaching you an example
My problem is this:
How to tell in VB to realize step 2 ?
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Jun 30, 2014
I am using the following code to remove duplicate records from a sheet:
[Code] ....
It successfully removes the duplicates (based on Columns A and B), however it is changing the formatting of the cells and messing with the conditional formatting I have on the sheet.
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May 1, 2009
I've a sheet that records performance on individuals, what it does is collate the performance daily on certain things.
Most are simple plus/minus one and i have control buttons that do this,what it does is: On click it adds one to a different sheet, or if to remove it minuses one, and there is a total box to sum these figures.
But there is also some provision to add collected money value, and what i would like to do is have a function that deletes the last figure added to the financial transactions
This is the code
If Target.Address = "$A$6" Then Sheets(2).Range("A65536").End(xlUp).Offset(1).Value = Target.Value
So for example
in A6 £10.50 is added, but i can't think how i can provide a service that will delete the last figure in Sheet 2 range A, as this will be constantly changing.
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Mar 12, 2009
I get some records from XML and display in the sheet. Now, I need to put an image for each record in the sheet while displaying records. And also on click of the image I need to have some code to be executed.
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Feb 2, 2012
I need to create a new sheet, and pull all the rows (14 columns each) from another sheet in the document that meet a certain criteria. Fortunately, that criteria is all in one column; unfortunately, out of about 30 different entries in that column, I need it to pull 7 of them, 4 of them have been input 2 or 3 different ways.
I know I can go through the list of 900+ by hand and copy the rows, but there has to be an easier way right? Here is the list of all the spellings of the ones I need to pull..
D.C.
DC
DPM
DPT
Ed.D
EdD
EDD
JD
Ph.D
Pharm. D
PharmD
PhD
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Jul 31, 2014
anyway to insert excel records into another excel file ?
like when I press button in the first excel sheet its copy and add the selected records into another excel file in addition to the previous records i had inserted
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Feb 26, 2008
I've got a master excel sheet with about 6000 rows of unique variables. In separate source files, I have many rows of these variables with information next to each. Each file has a random number of these variables, some a couple of hundred, some a thousand or two.
What I'm looking to do is to have the master sheet with all 6000 rows and have all of the information next to each variable, with new columns for each new bit of information.
I could sit there for hours copying and pasting each new bit of information to the relevant variable in the master sheet, but I'm convinced there's a quicker way. Is there, for example, a way to filter the master sheet based on the variables contained in one of the source files and therefore (once a-z sorted) copy all the information from a source file and simply paste it into the master file? Then once the filter is lifted the same can be done for the next file (there's only about 20 source files so that's manageable).
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Aug 10, 2014
I have a range of columns i.e. 23 columns (i.e. B through X). Someone can write records in these columns (starting from B21).
Duplicates are considered the rows with similar data in columns 3 and 11. I know about the removeduplicate method and works really well but i want the duplicates not to be removed. Instead another column shall be checked for date of entry (user will entry date in format dd/mm/yyyy). The newest entry will change the value of the cell in column 4 (islatest column)to TRUE while all other records will be FALSE. This will work with the filtering of data on a pivot table on another worksheet.
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Apr 25, 2014
Book1 and Book2 are workbooks that I have modified in order to protect private information.
Book1 will have 11,000 records (my example Book1 has only 100). I need to rearrange Book1 such that it looks like Book2. Book2 has 20 complete records from Book1 combined into one single row, and my example Book2 has populated 3 rows only (3 rows x 20 records, making 60 records now appear on 3 rows only).
Macro for getting Book1 to Book2? 11,000 records in Book1 will take a lot of hours to transform into Book2 unless a macro can do the job for me.
Book1.xls
Book2.xls
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Dec 3, 2009
I am working on a excel sheet that tracks thousands of records. Basically, have 400+ employee's who have scores that need to be tracked. The scores are % based... to start we have 15+ columns but all that matter for these calculations is probably 3. We have score 1 which their required to hit 90% score 2 which is 80%, they are seperate scores. Some people dont count so we disqualify the formula from counting a 0. My current forumla is...
COUNTIF(K418,"<90")+COUNTIF(N418,"<80")-COUNTIF(N418,"=0") where the rows change for each record. We are counting the # of times they don't hit their goal. They can only be held accountable for one score a month not for both scores so created a 2nd column which has =IF(O418>=1,1,0) so if it came back with 2 counts it changed it to 1. OK, so background explained
Now the tricky part... we have a running total per month of how many times they did not hit their goal. We have a column with the mm/yyyy. So we have a pivot table which breaks down the associates by name department etc... and once completely drilled down into it gives a breakdown of their score for every month and then if they did or did not hit their goal by referencing the previous field I discussed. Currently it has a running sum, but I am stuck on the twist I need to throw in... if they meet their goal for 3 months straight, 1... we will call it "occurence" drops off. So for example.... Jan 1 Occurence, Feb 0, Mar 0, Apr 0. So in this case, Jan, Feb, Mar need a running total of 1. Once april hits, the running total needs to go back to 0. So if they got an "occurence" in May, the running total would go back to 1 instead of the current 2 my sum shows.
I imagine there has to be some way I can do this, but I have been thinking about this and hit a brick wall. Any idea's at all? For reference column A is the mm/yyyy (which can be reformatted differently pretty easily). Column K is score 1, column N is score 2, those are the 3 fields I reference for my forumulas currently, the pivot table uses everything else.
Here is an example of one associate.... the top row is the average for the associate and the sum of "occurences"... I want to or plan to have a running total section added on the side however if possible. This associates running total should be 2 instead of 3 as there was a 3 month gap for Mar, Apr, May so it would have been -1 in May as explained above.
Doe, Jane103.7788.823
1/1/200998.5894.120
2/1/2009101.6270.591
3/1/2009110.61105.880
4/1/2009131.78117.650
5/1/2009102.0588.240
6/1/2009110.4658.821
7/1/200998.23105.880
8/1/200986.8270.591
9/1/2009100.3982.350
10/1/200 97.1694.120
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Feb 9, 2013
I have a created recording sheet (attached) for the purpose of recording moths. I send this sheet out to those recorders who live in my county and at the end of the year they send the filled in sheet back to me. Over time I have put safeguards onto the sheet to ensure that I get the cleanest data returned to me. However, there is still one area which is giving me problems - users entering duplicate records.
Some formula which will stop recorders from entering those duplicate records. There are many columns on the sheet which recorders have to fill in with information, but as far as the duplicate records are concerned it is where the same information is entered into columns C, F and J that I'm having a problem with. It would be great if, when the same information was entered in these columns that the affected cells were highlighted in some way and if an error message appeared saying 'Duplicate record, either delete or alter grid reference'
I have entered two test duplicate record on the 'macro moths' sheet of the attached file : Test Recording sheet.xls‎
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