Collection tracker in Excel 2017 - excel-formula

I am trying to create a collection tracker in Excel.
I have a cell named ACCOUNT STATUS where I will display PAID or NOT PAID, and also a cell named COLLECTION STATUS where I will display OVERDUE or NOT OVERDUE.
The part where I am having problem is that on the cell named COLLECTION STATUS, I wanted to display --- if the ACCOUNT STATUS cell displayed PAID.
Here is my code:
=IF(AND(DATEDIF(Sheet1!$A3,NOW(),"d")>F3,J3="PAID"),"---",IF(AND(DATEDIF(Sheet1!$A3,NOW(),"d")<F3,J3<>"PAID"),"OVERDUE","NOT OVERDUE"))
How can I fix this?

If your formula for "Collection Status" is fully working with the exception that it doesn't display "---" whenever "Account Status" is "paid", then you can just modify your formula for "Collection Status" to this:
= IF(<account status cell> = "PAID","---",<your existing formula>)

Related

How to set multiple Data validation condition in a single cell in excel

How to set Multiple DATA validations in a single cell in Excel
Using Data Validation in Excel, I generated the drop-down lists below.
In the row "Delivery" under the Column Status, I have a dropdown list that says: Delivered, Not Delivered.
I also have a dropdown selection for the row "Shipping" under the status column that says "Shipped" and "Not Shipped"
What I want to do is to establish data validation in Custom again, such that if the delivery status is "Delivered," the user should not be allowed to select any list from the Row "Shipping" under the status column
Could someone help me how to accomplish this in excel?
Excel
Details Status
Delivery (in Dropdown "Delivered", "Not Delivered")
Shipping (in Dropdown "Shipped", "Not Shipped")
Anywhere in your Sheet write in 2 cells "Delivered" and "Not Delivered"
1a) Name this Range = "Delivered"
Use the Data-Validation in your Status Column for only choosing the o.m. values
Use the Data-Validation in your Shippling Column with the formula
=indirect(A3)
in my example A3 is the correspondenting cell.
As result, if you click on a dropdown in Shipping-Column you can choose the values if Status-Cell is filled, if Status-Cell is not = "Delivered", the dropdown will not open.

Report Validation by Row

Problem: Tasked with having users validate their reports. Users have to have their reports validated against a master report file. If their data exist within the report its valid.
Master Report Example:
User Report Example:
If the entire row of cell data exist then the row entry is valid, if not than not valid.
Task 2: If not valid row entry, identify which cells make the entry invalid.
Resolutions: Have attempted using countifs statements but did not result in away to identify which cell was making invalid, just if the entire row entry was valid.
Assuming "User Report" is Sheet2 & "Master Report" is Sheet1, with "PO" located in A1.
is Sheet2, cell E2 :
=IF(A2="","",IFERROR(MATCH(1,INDEX((A2=Sheet1!A:A)*(B2=Sheet1!C:C)*(C2=Sheet1!F:F)*(D2=Sheet1!G:G),0,1),0),"NOT OK"))
and drag downwards.
Idea : based on the same logic as the last formula here , iferror will output "NOT OK" if no match is found.
Please share if it work/understandable/not. ( :

How to create stock price alert with EXCEL/How to handle Auto refreshing data ,Dynamic data with macros

My aim with this is to create stock price alert(like Pop up message)/Because excel sheet contains more than 300 stock list
i don't want to scroll down excel sheet every time to check if refreshed price falls into any of these categories..
I have 8 columns in excel which consists of following information-
Column A-Stock Name
Column B-current stock price data which refreshes in every 5-10 seconds...
Column C-Ticker name
Next columns(D,E,F,G,H) i set them with manually entered prices for corresponding stocks for alert purpose.
If Refreshed price in column B falls in range 99% or 101% of columns values in D,E,F,G or H
i want to display a pop up message with Stock name with that cell address of corresponding cell in column D,E,F,G,or H ...
For Ex. If D2,E2,F2,G2 or H2 contains value 104.50 which is static and if B2 cell update its price dynamically to 105 then, B2 value falls in range 99% of D2(103.95) and 101% of D2(106.05) of D2..Once this Condition satisfies i want a popup alert...Any kind of help to simplify this task is most appreciated...
Check please the latest update of file:
https://drive.google.com/file/d/1itIZl3kMFR9f2Tf3ObB0qUprfp2rLm4r/view?usp=sharing
I added a scheduler, another sub iterates for each cell in B column every 5 seconds
I changed msgbox into debug.print to prevent crash excel.
You can find output messages in Immediate window:
Added:
Blockquote

Validating a text box of a User Form

I have two sheets named "In-house inventory" and "Maintenance Details". I am using a User Form to feed data into the Maintenance Details datasheet. There is a combo box to select the material type used for the maintenance and a text box to enter the quantity of the material used. I want to generate an error message if the material quantity entered by the user is greater than the available quantity of the material in the inventory. (For example, inventory has 15L of Lubricant oil, if the user selects Lubricant oil from the combo box and enter the quantity as 20L, I want to generate an error message saying that the Entered material quantity is greater than the available quantity in the inventory.)
This is what I did and this generates an error message for every value entered to the quantity text box.
I am very new to VBA and any help would be highly appreciated.
Thanks a lot in advance.
Private Sub MaterialQuantityTextBox_AfterUpdate()
If MaterialQuantityTextBox.Value > Application.WorksheetFunction.VLookup(Me.InhouseMaterialComboBox, Sheet6.Range("B:D"), 3, False) Then
MsgBox " Quantity is greater than the quantity available in the Inventory. Enter a valid quantity"
End If
End Sub

How to click on a cell to activate macro for adjacent cell

I'm trying to put together an Excel-based quick workflow management tool where my staff can click on a particular cell and the cell adjacent to it "clocks" in the current date.
The table looks something like:
Name | Start Date | Completion Date | Click
The Start Date will automatically populate based on cell value change under Name (which I've figured how how to make this happen), I want the Completion Date to then populate the current date against the relevant line that the staff has "clicked on" via hyperlink under Click as work may not be completed in chronological order.
Is this a possibility that macro would be able to do without needing the staff to manually change the value of a particular cell in order to "clock on" the completion date?
Any advice would be greatly appreciated!
In a regular module:
Function SetDate() As Range
'set the date one cell to the left
Application.Caller.Offset(0, -1).Value = Now
Set SetDate = Selection '<< need to return a range
End Function
Hyperlink formula:
=HYPERLINK("#SetDate()","<< Click to set date")

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