I have a spreadsheet that's full of Accounts Receivable data, ie customer name, invoice number, amount due, etc.
Problem is that there are hundreds of customers mixed together. I'd like to split this spreadsheet into a sheet for each customer so that I can send the individual pages out as statements.
See the attached spreadsheet and the comment boxes inserted containing my questions.
View 10 Replies View RelatedI have a category field, and a money spent field in a table.
Category Money spent
1 $12
2 $19
2 $122
1 $5
4 $65
5 $34
5 $12
3 $26
Category 1: $17
Category 2: $$$
and so on..
So I'm looking for a formula that returns information to one cell. A formula that looks if in 'this' column you see the category code '1' for example, then return to me the money spent for ALL the 1's. It should return $17...
The table above is small just for demo purpose, my table has 8 category codes at the moment and the number of rows can be between 15 and 50 I guess... it's a monthly break down.
I would like to see how much is spent in total for each category...
In addition if possible, can this be done for two separate tables... We are two people, and I have two table recording expenditure.
So the formula would need to, from these tables:
Person A Person B
Category Money spent Category Money spent
1 $12 2 $14
2 $192 4 $25
2 $122 4 $65
1 $5 1 $32
4 $65 3 $75
5 $34 3 $85
5 $12 2 $12
3 $26 2 $11
Category 1: $49
Category 2: $$$
and so on...
Look up in both tables, search the two category columns for category '1' for example, then return all the $'s added together... So for Category 1 now it would show $49...
I have two spreadsheets, one gives me the beginning and end of civil twilight as a measure of day vs. night. The spreadsheet has Date/Time in the first column, and the value 45 in the 2nd column when it is night. The second spreadsheet has also 2 columns with date/time and body temperatures of a squirrel. I want to get basic statistics (mean and standard deviation) of the squirrel's nocturnal body temperature, that is for times when it is night (value 45). The tricky part is that Date/Time of both spreadsheets are different. The procedure has to recognize that the date/time of body temperature lies between the beginning and end of the value 45 blocks of the first spreadsheet.
files: twilight sheet squirrel temperature
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.: ...
View 10 Replies View RelatedOften I need to add data from one spreadsheet to the appropriate places on another spreadsheet. For example:
Sheet A has 10,000 records with these fields: id#, name, address, place of employment.
Sheet B has 5,000 records these fields: id#, GPA, college major, type of degree.
Some of the records in B contain information for the same id#'s as sheet A. I want to add this information together so that a Sheet C will have these fields: id#, name, address, place of employment, GPA, college major, type of degree.
I have two spreadsheets, one named Tracker, the second named Data. Data is a central database spreadsheet with account #s and Tracker pulls information from it. A team is assigned an account based on the last two #s of the account #, called term digits.
Goal: A VLOOKUP to where if a column equals the term digit range (example, any accounts ending in 00 to 09), it will pull the account # from Data to Tracker.
That part is easy, the tricky part I'm having issues with is that I need it to do the search mentioned above AND search for account #s that end in 60.
So: search for 00 to 09 and 60, pull the account # from Data to Tracker once found.
Edit: Term Digit is on column B and the account # is on column A - both in the Data spreadsheet
I've got a pretty large budget spreadsheet my department has used for about 5 years now. I want to add multiple totals for different accounts per sheet, however my problem is when I or someone else adds a row at the bottom(above the totals) it is not added into the calculation. I'm using simple formulas right now to total sums and also show remaing money in budget.
For example:
Cell F117 is the total amount spent "=SUM(F112:F116)"
Cell G117 is my budget total, just a number
Cell H117 is the difference "=SUM(G117-F117)"
I’ve thought up a workbook with four sheets named “Employees Summary”, “EMP001”, “EMP002”, “EMP003” and a number of customer account sheets. Customer account sheets are named by their account numbers.
Now for the hard part. I will have three employees. All of us will have to login to the workbook with a username and password. Usernames would be. Administrator, EMP001, EMP002, EMP003. You should be able to change your password at any time.
All sheets will be visible to the administrator. Employees will only be able to see their respective “EMP” sheet and "Employee Summary" sheet. the rest is hidden. And the really hard part Every employee will enter all their transactions for the day into their respective sheets....
I need formula for aging of accounts receivables.
View 7 Replies View RelatedI have a report that I ran that gives me all the customer we have. Unfortunately, my system gives me a separate line item for any thing that my be different within the account like the account has multiple services. I need a way through excel or vba to take these multiple rows of the same acct # and site # and combine it into one line. Each account and site could have multiple services so I would need each consecutive service to be moved to last empty cell of the first such account.
View 11 Replies View RelatedI'm looking to count the number of customer accounts in a report based on the branch number. I generally need to know, how many accounts has been opened per each branch without double counting the same account number (as it happens that the report may have duplicate number.
finally I need to know the sub total showing the total per branch and subtotal of all branches together.
I'm trying to set up automated posting from journal entries to ledger accounts.
What it boils down to is having XL match account numbers, from a 'Post Reference' column in a journal, with the corresponding ledger accounts (carrying the same respective account numbers) on another worksheet.
Then the transaction from the journal needs to be added to the identified ledger accounts in a sort of 'below-the-last-entry' manner.
following calculation that someone created for me.
=LOOKUP(10^10,CHOOSE({1,2},0,AVERAGE(IF(Sheet1!$C2:$C13=$A2,IF(Sheet1!$B2:$B13-DAY(Sheet1!$B2:$B13)+1=B$1,Sheet1!$D2:$D13)))))
My problem is that I have some customer account numbers that are alpha/numeric (1B0012) and some that are just numeric (1675) . The above formula does not pick up the numeric accounts correctly.
Is there something that I need to add/remove from this formula so that it will pick up both? or is it a format issue?
I have attached an example of the spreadsheet with this problem. If you select either of the alpha numeric codes it works, but if you select the numeric code it doesn't.
I'm trying to find customer loyalty by rep. So I need to find all the accounts that have a loyal relationship with a rep and separate them. All the other reps that sold to those companies are removed. Then I need to find the accounts that still did business with us from year to year, but not with the same rep. Any not loyal accounts are also removed.
The ultimate goal is a pivot table that shows reps on the vertical axis, years on the horizontal axis, with the data being total number of accounts per rep per year. All of the 2008 accounts will be counted, and of the 2009 accounts, only those that were loyal - retained either by the same or a different rep - will be totaled. For this purpose there is no difference between accounts retained either by the same or a different rep, they will be added together. So a rep may have had 10 accounts they sold to in 2008, and of those 10, 5 bought again in 2009, and the rep also picked up 1 account that bought from another rep in 2008. So the rep's totals would be 10 for 2008, and 6 for 2009. I've attached an example workbook to show you what I mean. A "1" in the 2008 or 2009 column indicates the account bought something that year.
I run reports from Accounting systems that reflect different periods. Of course each period ends up having more or less accounts. See the attached file. This is just one little sample of big massive reports. I need to line up accounts across each Quarter. so that i can calculate differences between each quarter.
In the past few times, I have done this manually. There has got to be a way to do this quicker. I have tried Pivot table. but pivot table didn't help either (unless i was not doing it right).
I have a workbook where i am trying to find duplicate accounts. I need to get a count of these duplicate accounts and i need to find the accounts as well. One last thing the workbook covers an entire year and i would like a formula that will cover the 12 sheets to provide the results.
View 4 Replies View RelatedI have this table listed below that I want to automatically populate the score cell when i enter a new Cost of Poor Quality price. I have a lookup function to decide what score should be placed =LOOKUP(A2,{0,1001,5001,10001},{4,3,2,0}). I just don't know how to make the table dynamic to account for new entries while keeping the Lookup function working. T
Cost of poor Quality
Score
$1,000
4
$50,000
0
[Code] ............
I have a large workbook that contains hundreds of account codes and values. For example, cell A2 contains the account code "55021357122 Global Business Sales", cell A3 contains code "55021753221 Global Business Purchases" and so on through the column. Column B contains the values.
I need a formula that will sum all the values in column B if the middle 2 number are "21" (positions 4 & 5 in the number). My current range for column A is A6:A366. I've tried SumIFs but that fails on the array because it fails on the MID function.
I'm working on protecting a spreadsheet to where only certain people would be allowed to unprotect and edit it... I've used a standard password protection and created a userform prompting for password and unlocking the sheet, and this works fine.
On the other hand, I was interested if it's possible to write the code to where once the "unprotect" button is clicked it would seek User Account name from windows and try to match it with a list of users somewhere within the workbook. This way the user wouldn't be prompted for a password, but rather the unlocking would simply work or not depending on user account.
Wondering if there is an easy way to compare 2 spreadsheets that should have identical data on them? The first spreadsheet (Before) has the output data from 'before' a code fix was applied. The second spreadsheet (After) has the output data from 'after' a code fix was applied. The spreadsheets have 7 columns of data and almost 500 rows.
I've already copied the data from the source datasets provided by my IT folks into Notepad (.txt) files and then used Excel to open them as fixed width spreadsheets. I have 1 workbook with 1 spreadsheet with 'before' data. And, I have 1 workbook with 1 spreadsheet 'after' data. And, I have another workbook that contains both worksheets. So, I'm ready to go whenever I get hints of what to do next. :-)
I need to be able to show my client that we did not impact the data with the code fix that was applied. I want to be able to show my client contacts (business folks) an end result via Excel that confirms that I actually compared the 2 sheets and there were no differences. In other words....I can't just show them a formula with '0' as it end result (even tho that's basically what I'm trying to prove).
I need to write a macro that will import data contained in another spreadsheet, but am unsure how to do this. I have several (about 15) spreadsheets that contain data. I need to import key bits of this data into one central spreadsheet that will be used for reporting purposes. I only need 2 cells worth (values) from each source spreadsheet, to be pasted into the destination spreadsheet, into designated cells.
The source spreadsheets are usually closed down and kept on a file server, which my PC has access to. Ideally I want to activate this macro with a control button - i.e. I press the button once and the macro goes off and collects/updates each field with the latest data stored in each of the source spreadsheets.
I wish to Automatically copy the TEXT that is written from Spreadsheet 1 cells D5 to F5 to Spreadsheet 2 cells F5 to J5 .... a similar range of cells.
Is there a formula I can use or do I need to venture into the programming side of things.
I am working on Excel 2010. I want to find a way to link data from one spreadsheet to another one and whenever I update the first spreadsheet, the second one will be automatically updated?
View 2 Replies View RelatedI have a parent spreadsheet with raw data(with errors) and a child spreadsheet without errors. I want to merge the child into parent. (:{). I am thinking of comparing multiple columns from each sheet to ensure maximum accuracy. And when those columns match up we paste the corrected column data from child sheet to parent one. I am using windows 7 and Excel 2010.
View 1 Replies View RelatedRylo thanks for your help on the other project. Here is step two for the same project.
Basically I'm going to list a step by step list of what needs to be done then attach some sample sets so you can see what I'm talking about.
Step 1 ........
I have one source spreadsheet, where are columns NAME, DATE. I read these data by ADO to other spreadsheet, where I can change/delete data and then run macro for update data in source spreadsheet. The problem: In source spreadsheet is column "NAME" and column "DATE", with values e.g. "Joseph"; 1.1.1980. I read this data to other spreadsheet, then I delete in it value 1.1.1980. When I run macro Update, it messages error.
Sub UpdateItem
...
.Fields.Item(1).value = activecell 'activecell value = "Joseph"
If Not isempty(activecell.offset(0,1)) Then
.Fields.Item(2).value = activecell.offset(0,1).value
Else
.Fields.Item(2).value = "" 'I tried Empty and 0 too but when I read data again then, it displays 0.1.1900, nothing works
End If
...
End Sub
It seems that in source spreadsheet has data in column "Date" format Date and when I try to update data in format String ("") in source spreadsheet by Update macro, it messages error. When I used
.Fields.Item(2).Value = Empty
' or
.Fields.Item(2).Value = 0
after rereading data it displays 0.1.1900 What I want to get is that if the cell with date (in other spreadsheet) is empty, the cell in column Date in source spreadsheet after updating will be blank (contains no values).
I'm wondering if I can use external data in an excel spreadsheet without having to import all the data. I basically need a persistent connection with the external data and I want the excel spreadsheet to get the item descriptions by using the item number as the user types in the item number. Writing out the descriptions is killing me and I have all my products in an excel spreadsheet already. I really need someway to link two separate excel files together. One with data and one with user input that searches that data as I type in the item number.
View 2 Replies View RelatedI have a spreadsheet with approx 60,000 lines and 14 columns. Col N is month (June to July).
In another spreadsheet, I want to return the data for a specific month. Is this possible?
Looking to re-arrange particular data in attached SS. Sample has the highlighted data which is then converted to the result SS. Have many rows with variable lengths for each record.
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