How To Run Report Based On Date From Cell
Jul 8, 2013
I am trying to COUNTIF some data from a spreadsheet I have, where they have been entered after a certain date (which is part of the information). The problem I am having is that I am trying to enter the date I want as a variable in another field so that it can update the rest of the table.
Basically I have a field where it says "Calculate new business since" and then a date should be entered - in turn the formulas should make the calculations based on that date. Is this not possible?
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Jul 17, 2013
I have 2 sheet in MS Excel (MATTER & REPORT) . Database included at sheet MATTER. Report will be seen on sheet REPORT based on entry date. What formula used to produce report automatically.
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Aug 5, 2010
I am looking for code that can generate the report that a user selects.
For example the user clicks reports on the userform. The report userform opens up. The user checks the monthly report button and enters the last day of the month he wishes the report to be for. i.e 7/31/2010 and then clicks generate report. when executed excel creates a new workbook and creates two sheets. the first looks exactly like the master data sheet from the original worksheet but of course with the specified data. the second sheet will populate a summary of the data. I will address that after i figure out how to get the first sheet compiled.
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May 16, 2006
I have looked through the forum and found pits and peices but can not put the puzzle together. Found the VBA code in my example from a earlier post but there was no final answer to the post.
Trying to have the user put in a date range via command button. Fro mthis date range the data thats falls within that range is copied to a report sheet. Will also need to have all the old data from a earlier querry removed. Have attached example sheet.
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Jun 20, 2006
What i want to do is copy all records from whatever date i enter, onto sheet test. The full excel file has over 80 worksheets for each individual rep, the example i attached has 8 sheets..
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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.
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May 25, 2009
I'm looking for the same thing, this great macro by Leith Ross looks for the word "buy" in kolom A starting at A2. Now this all works fine until i change the value of the colum into a if statement : =IF(C2>0;"buy";"NR"). See the attachment on what i mean. If i run the macro now i get error 91 : objectvariable or blockvariable With is not set.
I can work around it, if i hardcode the A2 with "buy" and then A3 etc with the if statement i works for some strange reason. But there must be a smarter way of doing it, that's why i came here .
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May 15, 2014
have a data set with client id and most dates of activity....
I would like to be able to include within a report the date of first activity and the most recent date of activity....
please see attached sample worksheet...
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Oct 8, 2007
I have a report that gives me dates in a format that's mostly useless. I am sure there's a simple formula I can do each time I run the report, but I'm not sure. My report gives me dates like this...
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Sep 19, 2007
in column A, i have a dates listed, in column G, the transaction amounts that correspond with those dates, i want to know how to run a report on this. what i need is to auto sum the amounts for a specific month without having to create a new spreadsheet for every month. IE - what are the sales for september? how do i do this?
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Feb 1, 2008
I am trying out a new spreadsheet to log my cycling. I have attached the example so far. I am going to have a form appear and fill it out. Upon clicking 'Add' button I want a macro that will search column B (a list of dates) and match the date the users filled out on the form with the spreadsheet and then paste the corresponding form data in that row.
How would I accomplish this? Does the formatting of the date field complicate this since on the spreadsheet I display "Saturday 1/08" and on the form the user enters in "01/08/2008"
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Jul 31, 2014
I have a spreadsheet which is used for tracking work items for a team of people. On one sheet I have a column of dates and rows of named 'tasks' against them. I need to identify the first and last dates at which a 'task' is listed.
My spreadsheet is attached.
On sheet2 K2 I want to see the first / earliest date where 'Fish' occurs on sheet1
On sheet2 L2 I want to see the last / latest date where 'Fish' occurs on sheet1
I have tried using SUMPRODUCT MAX / MIN but I got myself in a muddle!!
TrackerRH.xlsx
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Feb 18, 2008
I have attached a sample of my spreadsheet to use as a reference. I suggest you open that up and give it a look through to get an idea of what's going on.
What I'm looking for is a way to create a report (the quickest and easiest way of course, as always) which will give the total for the columns 'Exit Weight', 'Net Weight' and 'Entry Weight' sorted by each company between the periods of the 25th of each month to the 24th of the next month (the Dates are in Column A obviously)
Below is an example of the output I am looking for:
Company: Period: Exit Weight: Net Weight: Entry Weight:
EASTWELL HA.. 25/10/07-24/11/07 102.2 124.3 200.14
25/11/07-24/12/07 143.7 185.2 250.18
25/12/07-24/1/08 ... ... ...
BOURKE TRANS.. 25/10/07-.... ... ... ...
the totals for the Exit Weight, Net Weight and Entry Weight are not the actual totals, they were just put in to give you an idea of what I'm talking about.
And on and on. If there is a way to automate this with Excel VBA and some sort of code that you could give me to plug into my spreadsheet I would be very appreciative. I understand this is a bit complicated and would probably require a few steps so if don't get the answer I'm looking for I'll probably find a way to split it into steps and then ask the questions seperately.
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Aug 18, 2009
I am trying to loop through some data in Column B and I want it to report on ALL values that are < todays date. However the loop is stopping at the first date that is less and not continuing on afterwards. I know what is causing this but I am unsure how to solve it.
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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.
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Jan 11, 2008
I have two worksheets. Worksheet1 has material number and plant number. Worksheet2 only has material number (along with other columns of info). What I am looking to do is look at worksheet2, find the corresponding material number on worksheet 1 and populate worksheet3 with all the info from worksheet1 and worksheet2.
Now this gets tricky for me because worksheet1 has duplicate material numbers, because there are duplicate plant numbers. I need worksheet3 to produce a row that contains all plant numbers, the corresponding material numbers and the rest of the columns from worksheet2.
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Jun 25, 2008
Please see attached spreadsheet on what I am trying to achieve.
In the data tab I have my base data, which is dates across the top and names down the side. I have information in the middle such as 'H8' which means that the person was on holiday for 8 hours on that particular day, and 'S8' which means they were sick for 8 hours on that day.
I want a macro that will rearrange the information in the table and put it into the report format which is in the report sheet.
If you see the spreadsheet you will probably get a better idea of what I am trying to achieve.
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May 31, 2014
I am trying to pull a value from a report based on two criteria. I want to get the most recent date that has a value in Col K
1
Col F
Col G
Col H
Col I
Col J
Col K
2
106
ET
Product A
14-May-2014
[Code] ........
I use
{=IF($K$2:$K$60000>0,(MAX(IF($F2:$F$60000=C2,$I$2:$I$60000))))}
On another sheet (I left the sheet names out of the formula to make it easier to read) with C2 as the matching Col F value and it will return the most recent date, May 19th, not the most recent date with a value in Col K, May 18th. The report itself is thousand of lines long and has a couple hundred unique values for Col F.
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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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Sep 5, 2007
I would like to calculate the sum of investments based on their expiry date and have the totals per month (and year). I have a table that looks like:
TermInterest rateMaturityBalance
24 Months7.12%11 November 200740,000.00
12 Months7.74%13 November 200750,000.00
24 Months7.05%10 January 200853,889.12
12 Months7.85%11 January 2008120,000.00
12 Months8.02%22 March 200817,000.00
36 Months6.68%30 June 200832,000.00
I'd like to have something like:
Nov 07 90,000.00
Dec 07 0.00
Jan 08 173889.12
and so on...
Admittedly I am an Excel novice, so excuse me if my question is dumb and has a simple answer (actually I hope it has :-) but I have tried to find a solution by searching forums, my books, online help, I tried my luck with sumif and SUMPRODUCT functions, even used the conditional sum wizard, but I can't get it right
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Nov 11, 2013
I have a pivot table with the following items;
Report Filter = Project Names & Dates (filtered on 2 fields)
then the pivot table of data shows
Dept, Sum of Hours, Sum of Total ($), Sum of Days
When you click on the drop down to adjust the filter for the Date it gives you the whole list of dates, day by day as it is in the source data.
Is there a way to make it in the filter by month and year, the way it would in an ordinary filter. So if I wanted to have the pivot table show only the values with an October date I can, rather than having to deselect all and then individually check the boxes for the 1st through to the 31st of October.?
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Feb 23, 2008
I have a long list of data in a table. the first column is a date&machine. in another column there is a comment field. To find the first occurance of a date/machie and report the relavent coment I have been using a vlookup; this works well. Is there any way to find a second or third comment for the same date & machine?
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Nov 14, 2009
I need to create a report based on three columns. I have explained in detail about my requirement in the attached sample workbook.
I hope someone will help me to solve the problem through VBA because the items & expenses may vary at times. Hence, I feel a Macro will be the best solution.
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Sep 13, 2013
So I am trying to rearrange some cells on a report based of some criteria using an IF formula and getting Blank cells. Here's what I have:
LastRow = Range("A" & Rows.Count).End(xlUp)
With Range("P2:P" & LastRow)
Formula = "=IF($F2=""/FEDERAL EXCISE TAX"",$I2,"""")"
.Value = .Value
[Code].....
So I just want it to identify whats in a cell and populate a related value if the text is present. Do I need to change formatting to find Tex or something along those lines?
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Apr 9, 2008
I can generate from my hotel software a list that includes the check in and checkout date for a room- and the number of nights for the stay, and the total dollar amount of that stay. if anyone is willing to look what I have so far, I am attaching the smallest sample set of data I can generate and have it useful
and I have succeded in using vlookup succesfully to transfer the net room amount onto the first night of each stay on the grid.
worksheet "export tape chart" is the data generated by my hotel software-
(except for Col a-- I use this for my two way vlookup match)
I can reorder the output as needed for vlookups & offsets
worksheet "first night rate total NA" is where I have pulled the total room rate into the first night of the stay in a grid
worksheet "first night rate total clean" is just a simple cleanup of the first pulling for iserror.........
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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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Feb 20, 2012
Is it possible to set up the second level of a report filter based on the value of the first report filter. I have a pivot table that needs two report filters: first is the location and the second is the department. What I want to do is have the user be able to select the location and then only show valid departments for that location. I know that this is possible if I set up a form and have the second field be a query against the first. I can create a calculated field but I cannot put that in the report filter area.
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Mar 5, 2012
Let's say I have a list of 200 customers with their business name in column A and their total 2011 purchases from my company.
How can I create a report to show the TOP 20% based on sales to grand total.
Basically, of my total business last year... I want to see the top 20% of this customer list that contributed to my total business.... and so on... to show top 40%, top 60%, etc. So, did 5 customers contribute to 20% of my total... or was it 10, 15?
Let's start with the above 1st.... but I want to also know if I can make this report (or maybe dashboard) dynamic? I'm pulling my sales from a database, and want to be able to refresh this report periodically throughout 2012. The list of customer will grow throughout the year too.
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Dec 5, 2007
I have an excel spreadsheet which calculates the count and value of line items based on a report. I use the sumproduct function to calculate this as it involves multiple criteria. The formula is use is
SUMPRODUCT(('Report 50'!$C$2:$C$64992= Dashboard!$B172)*('Report 50'!$H$2:$H$64992=Dashboard!G$2)*(LEFT('Report 50'!$S$2:$S$64992,14)="credit transfe")*('Report 50'!$L$2:$L$64992=15))+SUMPRODUCT(('Report 50'!$C$2:$C$64992=Dashboard!$B172)*('Report 50'!$H$2:$H$64992=Dashboard!G$2)*(LEFT('Report 50'!$S$2:$S$64992,14)="credit transfe")*('Report 50'!$L$2:$L$64992=19))
I think the possible error is coming out of this criteria (LEFT('Report 50'!$S$2:$S$64992,14)="credit transfe")
Out of one particular field i am picking those line items in which the first 14 characters are "Credit Transfe", if i eliminate this criteria i dont get error.
But this is the main criteria for my calculation. Most of the time i dont get any error , but sometines i get the # Name Error? When i double click on the cell it goes to one column. I dont know what to do from there.
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Dec 19, 2012
I work for a UK charity and have a list of funders in an Excel 2007 spreadsheet.
One of the columns refers to the date on which a new application for funding can be made to that particular funder.
In many cases new applications for funding can't be made for 1 or more years since the last application - sometimes as many as 5 years later. How to get a cell to refer to the date that it contains.
For example, say I have in cell A1 "The Acme Funding Organisation" and in cell B1 (i.e. the "Reapply when?" column) a date of 01/04/2013 (British date format, i.e. 1 April 2013) then what I want Excel to do is to look at the date in cell B1 and if that date has been reached to highlight the cell red. That way I'll know that the reapply date has been reached & that a new application can be made.
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