How To Automate A Monthly Report
May 21, 2014
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
View 1 Replies
ADVERTISEMENT
Aug 8, 2014
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.
View 1 Replies
View Related
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.
View 4 Replies
View Related
Jun 17, 2009
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.
View 4 Replies
View Related
Jun 7, 2009
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.
View 5 Replies
View Related
Jul 24, 2013
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.
View 2 Replies
View Related
Dec 31, 2009
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...
View 14 Replies
View Related
Jun 3, 2013
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
View 3 Replies
View Related
Dec 3, 2006
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.
View 4 Replies
View Related
Mar 3, 2014
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.
View 3 Replies
View Related
Aug 30, 2009
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.
View 12 Replies
View Related
Mar 6, 2013
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.
Link for excel file is here: [URL] ...........
View 1 Replies
View Related
Aug 3, 2009
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:....
View 9 Replies
View Related
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.
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.
View 1 Replies
View Related
Apr 12, 2009
find the attached Example file. I need to create a report either by using or without using VBA.
View 3 Replies
View Related
May 21, 2014
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.
View 2 Replies
View Related
Jan 26, 2010
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....................
View 2 Replies
View Related
Feb 11, 2009
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.).
View 14 Replies
View Related
Feb 22, 2007
Dont know if this is possible. I have a spreadsheet where cell A1 contains a value which is not fixed and can change daily, the value can increase and decrease. At present at each month-end I manually record the position of cell A1 at month end in cells C1 through C12 repsenting the 12 months of the year.
Example:
A1 @ 31/01/07 = 50 therefore cell C1 = 50
A1 @ 28/02/07 = 45 therefore cell C2 = 45
and so on for 12 months
what I would like to do is automate this process to automatically capture the value at month end into cells "c" and once captured, the figure to remain absolute for that cell/month and to ignore changes in Cell A1 that may subsequently occur.
Could this be done by date formula?
View 9 Replies
View Related
Nov 9, 2011
I have a VBA Macro that starts with a user form that gives me two options. I always need the same option selected, so is there a way to automate this? I want it to select Option B and click "OK" automatically. I don't want to get rid of the user form completely in the background because it has some other functions that need to remain intact.
View 3 Replies
View Related
Feb 2, 2013
Is it possible to set up 2 tables whereby if you change a field in 1 table it automatically cuts and pastes a row of info in to another table. Or possibly by clicking a macro hot button? E.g. An entry in 1 table is no longer 'live' so moves to the 'archived' table when a field is changed.
View 3 Replies
View Related
Oct 1, 2013
I have the table below and I am trying to automate the YTD calculation.
Jan
1
Feb
1
Mar
1
Qtr 1
3
[Code] ........
YTD
Need to automate.
View 4 Replies
View Related
Oct 27, 2006
I find that the picture toolbar opening automatically when I click on a picture useful (sometimes).
Is there anyway of automating other toolbars to open (such as 'chart') when I click on an object?
I've been looking at various add-ins in google - but can't find one to do that.
View 9 Replies
View Related
Jun 10, 2007
When I save an Excel workbook, I would like to automate it to also save as a web page in 3 different locations (and automatically close after save as a web page). I would like to be able to automate the save as a web page in the 3 different locations and close these web pages. But my Excel workbook (which I have saved as an .xls) I will close manually.
One location to save the web page would be on my desktop and the other 2 locations would be on different shared drives. Can this be done with ******* event or something?
View 9 Replies
View Related
Aug 22, 2008
My goal is to automate an excel userfrom. So from outside of excel, i would look to be able to interact with the controls (simply fill in a textbox for example). I'm thinking this may be possible using windows API (user32) and system hooks, but not entirely sure where to start.
I saw this previous thread, that suggests it may not be possible :
[url]
View 9 Replies
View Related
Nov 17, 2008
i have 110 different columns. i want to do the same thing to each of these formulas (ie i want to calculate things like ln (A2 / A1)
is there some way i can automate this process so i only nhave to type in my formulas once and it will automatically enter in the same formulas for the other columns?
View 9 Replies
View Related
Feb 27, 2010
I work in the accounting department. We have an excel workbook for each account with sheets for every month. These sheets contain a template with pre-formulated cells.
For example, the 2010 workbook for account XYZ will have sheets named - Jan 10, Feb 10, Mar 10 and so on.
What we do, is move and copy the previous month sheet, and rename it to the current month.
But each person is responsible for over 100 accounts, so it becomes rather tedious.
So I wrote a code which would automate this process.......
View 9 Replies
View Related
Oct 30, 2004
I have Adobe 6 and would like to automate the printing of Worksheets to PDFs using coding.
I want to control the location of the output i.e. specific directory. I can do this manually by selecting File...Print Select the Adobe PDF printer....go into options and deselect view PDF results. On printing I then get asked to soecify a location and all works fine....but how can I do this in code.
Unfortunately it also appears that when you restart Excel, the printer properties for the Adobe PDF printer are reset.
How can I code in the change in properties so that I can fully automise this task?
View 22 Replies
View Related
Aug 4, 2012
I'm trying to automate unzipping many .gz files on a monthly basis. Previously I used a macro a coworker wrote to do the unzipping using winzip (think he may have used some code snippets from this forum for it - seems like several sites have similar code shown in different postings). But now my office has switched over to pkware's SecureZIP, I can no longer use winzip, and my coworker has moved on. Can I manipulate that old code to work with SecureZIP somehow?
View 1 Replies
View Related
Jul 25, 2014
I'm trying to automate a sequence.
I was gonna explain it but I couldn't make myself clear so I took a screenshot:
sequence.PNG
folder_type is what the user types, (for example, the letter "A"), and folder_code is a sequence that should auto-generate according to what was manually inserted in the folder_type field.
What formula could I use for this process?
View 6 Replies
View Related
