Ok this is a tad complicated to explain and im guessing even harder to solve. Im trying to automate a debtor's list at my work so we don't have to manually change it every week which can take hours. Currently we have one master file that contains all amounts owed to us and another that lists all outstanding amounts and any information on that client relevant to the invoice.
The master file is automated from a CSV file however i am attempting to integrate the overdue list into this and make it automated as possible. This issue im having is if i automate the debtors list then any comments i have are also erased
Client-----Invoice #-----Amount-----Comment
X----------1-------------400--------Will not pay until (###)
Y----------2-------------500--------Having an issue with designs
Z----------3-------------600--------Something
What happens when i automate this is that the comments remain however all the other columns are replaced with the current data which messes the entries up. Essentially what i thought to do is the following however im not sure how to implement it.
Have the master debtor list on one worksheet and another sheet for the debtor's and comments
Using a formula the 2nd sheet will extract values from the master sheet based on the following:
If the invoice number is on the master list and not the 2nd sheet then all information will be copied to the 2nd sheet.
If the invoice number is on the master list and the 2nd sheet nothing will be done
If the invoice number is on the 2nd sheet but not on the master list the information will be deleted
I basically want the information to be retrieved if it isn't there, deleted if it isn't on the master list and left alone if it is on both already. This will therefore let people add comments but automatically delete once payment has been recorded.
Any help would be fantastic as ive tried a huge amount of If, vlookup, match etc and can't seem to get the result id like.
Related
To start, unfortunately I cannot use Import-Excel (yet! organization is looking to implement the module "soon") or other outside modules, so am just working with excel objects manually.
I made an automated report that appends to an excel document every day. It looks something like the included picture. The servers and their data are not in the same cell position for each daily sheet, but are always grouped together (so Server1 and its data might be in the middle of today's sheet, but at the beginning yesterdays sheet). Databases can change, so I'll also be looking into error checking that a database actually exists on both sheets to compare them.
I want to check the most recent sheet (sheet labeled 2020-08-10) and compare each database with the same databases on the oldest sheet (sheet labeled 2020-08-08) to get a size % difference between each database, but I can't seem to figure out how to automate finding the multiple "Database" rows of each server, then going down and grabbing each database and size to compare.
Any help or guidance to get me researching in the right direction is appreciated.
Basically I wanted to pull several reports together using a master column. That way, when record is pulled, all of the corresponding data comes in relating to that specific number. However, I wanted to include a sense of automatic updating with the data so that when new records are updated in the other reports, the master column accounts for this and updates accordingly.
I am using VLOOKUPS For this code, so as to allow future updates from other people to be relatively simple and easy to read. I VLOOKUP the master column from a unique ID from various sources, and the data I need comes from other sources that are related to it based on the Unique ID. I was reading up about using the Dynamic Named Range, and I have a code, but it doesn't work for some reason. I wanted it to be able to take in updates from various sources for the master column, and have the data update from various sources accordingly.
Here's the excel formula I was looking at as an example:
=Sheet1!$A$1:INDEX(Sheet1!$C:$C,COUNTIF(Sheet1!$C:$C))
The results should look like this:
Master Column Section Data
1.34555 2 This is data.
2.45588 2 So is this.
3.77743 3 Something here.
4.92222 1 Let's go fishing
5.33713 2 Don't spoil Avengers Endgame
Those pull fine, but when a new line is added in a report:
22221 3 Sweet party.
It won't account for the new data. I wanted to have it so when a user refreshes data, any new data is accounted for.
Any help is appreciated!
I am trying to create a spreadsheet that allows me to keep track of a customer with general details (name, phone number, address...) bu then also keep a very specific list of all the products they have ordered. I want to be able to run reports on frequency of all details including what has been ordered. I have a bit of programming experience but not a whole lot of Excel experience so I know how I would write a program but not exactly how to do it in Excel. My thought is to have one sheet dedicated to the general specifications of the customer and then a second sheet that keeps track of the orders per customer. I want to be able to click on a hyperlink or something of the sort that will take me to the second sheet and automatically fill in the customer name. I want the first sheet to have the guest information running horizontally in rows but then the second sheet would have the names running horizontally on the top row and the orders would go down each column under the names. This way it keeps all of my sheets tidy and allows for me to run the type of reports I'm looking for. The main issue I'm having is figuring out a way to create a link that will do the action I want. I understand how to program but don't know Visual Basic very well but if someone was able to offer a similar code I would be able to decipher it and change it to my needs. Or if someone has a more efficient thought on how to set up the spreadsheet I'm all ears! Thanks a ton!
what you need is to create a pivot table with a data model.
The instructions are longer then what it actually takes!
here are few tutorials about the subject:
youTube video
MSDN instructions
PS don't write code in Excel unless strictly necessary. If it's a data issue, use data model
I am in the process of upgrading an excel spreadsheet we use to manage timecards with for employees every week, we use OCR to process them. Currently our big spreadsheet, its a multi-tabbed spreadsheet where every employee in a given department can see everyone else's time that gets logged.
What I am in the process of doing is making individual spreadsheets inside folders for each employee to access, these folders will be locked so employees of each department cant go in and see other peoples timecards. One master spreadsheet with the use of index/match will pull the data into the master spreadsheet.
I have one page completed for one employee but I have about 20+ more employees to go and it took 6 hours to do one page, is there a way that I can change the spreadsheet connection of one individual page instead of the entire workbook?
here is an illustration:
i have hundreds of cells on one tab connected to this external spreadsheet
With the use of the "Edit Links" prompt I am aware that I can change data sources, but I want to edit the connection per tab not the entire workbook
i want to have one tab pulling from one data source, and the next tab pulling from another data source. I want to accomplish this without going into each cell and updating the link and spending a 40 hour work week on something so small.
How can I do this?
thanks!
using replace all, [ctrl + h] for windows, you can change any value within formulas on the entire page
works great
Okay, Im setting up a spreadsheet that will track employee progress. Im new to vba and macro programming in excel but am not foreign to programing in general. Any assistance would be greatly appreciated. What I want to do is as follows.
Start off with 3 sheets (roster, log, Total) The log sheet will have all the tracking metrics of each employee.Total will Total each employees log sheet together and roster will be a dynamic employee list. As a new entry is created in roster then I want to copy the log sheet and rename it by the name put into roster and add the new (named) sheet into the Totals calculations.
For arguments sake just say that each log sheet only has a numerical value in a1 and total is just tallying all log sheets a1 fields. Roster contains just a first name in column A and no other data. (Given direction I should be able to expand the concept to a more intricate set of sheets.
Additionally it would be interesting to be able to remove a name from roster and have the said log sheet be deleted and removed from the totals formula... :D
Again Thanks for any assistance.
I have seen people try to make excel work like a database and it is ultimately doomed to failure. As this is a green field project I would start it right and use some sort of database. The choice is yours depending on your skillset, hardware available and what it will be used for. A good starting point would be good old MS Access, it is quick to learn and in the right hands very powerful. If it is going to be higher use then maybe look to a server based data store such as SQL server and write the front end in anything you want (Access, vb.net, asp.net etc)
The point here is choosing the right tool for the right job, spreadsheets have their place but databases they are not