I've created a workbook for a friend who owns her own business. The workbook includes a sheet for each month, with Data Validation to determine the service, price, products, etc. It also indicates a method of payment.
She's asked that I update the summary sheet to not only show the totals per month, but to also show the total for each method of payment.
I'm having a hard time finding the right way to do this. Since this could change for each client, I imagine I'll have some sort of If statement, but I don't have enough experience to be able to successfully write this out (at least not in excel).
Any help is greatly appreciated. Thanks!
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Could somebody please help me create a search feature in Excel, intended as a contact lookup? I'm reasonably comfortable in Excel up to 2016 but have no VBA knowledge so I hope this can be done without it. Using Excel 365 and it will be published to Sharepoint to specific users. I know it's poor practice on here to rely on sample data so I'll do my best to explain with a couple of screenshots.
Situation:
I have a raw data sheet containing 50,000 rows (CustomerName, ID, City, Country, EmailAddress etc). Our sales team need to look up contact details but only if they know the customer's name, or part thereof.
I need to hide the underlying data but a rudimentary system is acceptable, we just don't want to serve it up on a platter. The basic shove-it-under-the-mattress method by making it all white text; lock all cells; hide all rows and columns; password protect and hide the sheet is fine for now - no one will be determined enough to start picking that apart.
I've searched here and while there are similar results, nothing really fits perfectly. The most suitable so far was on extendoffice which doesn't quite suffice (will put link in attachment). It utilises SEARCH, RANK, ROW and VLOOKUP functions, the interaction of which I don't entirely understand, but it works.
Interim steps for the lookup function on sheet "Search"
Issues with current concept:
There's no discernable order to the results. The RANK and ROW functions seem to randomly assign ranks, and when you get 50+ results with no way of sorting it will be frustrating.
Whenever one person queries it undoes the last person's search. Expected, but not nice
Partial string search with results unsorted
Additionally:
This doc will be on Sharepoint, directly accessible by ~20 people. Ideally, when one person searches it won't change on someone else's screen
Results should appear alphabetically by customer name
Nice to haves:
Add another criteria to search by. Eg City or Account Manager - doesn't have to stack
Select and copy the contents of a cell (eg email address), but not allow editing of the value or formula. If not possible I'll leave the cells completely locked as the trade-off of accidentally overriding a formula is not worth it.
Any help would be super appreciated
we recently connected to our NetSuite using ODBC so we can navigate tables and query the database. I'm having difficulty determining how NS calculates inventory levels.
I noticed the table "Item_Location_Map" has quantity on hand which seems accurate, but I don't see a way to specify at what point in time. I figured maybe it calculates real time based on all transactional data but ran into another issue. All the details for a transaction are on the Transactions table and Tranaction_Lines except for...oddly enough...the quantity.
If I look up a say invoices and pull in the quantity field, it is always empty. Some invoices have a quantity_packed or quantity_picked value but that doesn't really help.
Any thoughts on what I might be missing?
A couple ways.
Stock Ledger and Inventory Valuation reports (not saved searches), which you can use through N/query.
Inventory Activity Detail saved search, which you can best use by setting the "Is Inventory Affecting" column criteria to true.
As for how that looks in the database, I am not certain, unfortunately. Also, I highly advise against using ODBC for something like this. A restlet or suitelet would be infinitely faster and more helpful.
I seek expert advice of all of you in accomplishing my work related task.
Task : Task it to perform Analysis on reports obtained to WorkSafe Monthly and weekly and getting valuable information out.
For example :
Number of injuries on monthly basis drilled down by department and divisions.
Total days lost in year
Count of type of claims
Possible return date.
So i receive these reports and i add some modified columns to it. Like Correct employee names and their ID's just to create a relationship between Employee database in Powerpivot so that i could get their position, dept and division.
Now every month in new report there could be 2 or 3 new claims added to it, and some existing claims with updates info. like Updated return to work date, Short term disability days etc.
Currently i go through them manually and it's really time consuming and tiring. if there there was older claims weren't getting updates i could've just imported from a folder using power query and added steps to remove duplicates. However, if i remove duplicate claims using powerquery now, basically i'll be removing same claims with updated info.
Could anyone you here suggest an efficient way to do it with power query or with other approach?
Thanks in Advance. I'd appreciate your time and effort.
If you use PowerQuery and select your source From File -> From Folder, when you choose to combine and edit you will get a table with its first column named Source.Name; which you could use to differentiate the updates.
For instance: If I start with two excel files in the same folder (theoretically, they could be different date source files for you)...
WS1.xlsx:
WS1 - Copy.xlsx:
Then I use the folder they are both in as the source...
(Navigate to your folder as appropriate.)
...and select Combine & Edit...
...and select the worksheet...
Then I get this:
...and it is clear what information came from what source file.
Excuse me if I am asking already handled problem.
I am trying to automate the invoicing of our company.
We have an excel workbook with all the information about the clients, monthly payments and etc. I ve made the system and it works great. I even sent email with specific text and the invoice attached.
The problem comes when multiple users are using the system, so the invoice numbers duplicate.
Invoice number is stored in the excel workbook and after every invoice it becomes + 1.
The system works like this:
Login form - login with username.
The macro copies from the master table/modified protected/ only the info for the users clients and paste it into new wb template. The user checks the info, approves it and clicks send button.
Then the macro make the invoices using the number from the first wb and send the email to the client.
Do you have any tips how to protect the invoice number cell when someone is using the macro? I was thinking of making a list of users and when someone logs in his variable becomes 1, so if the sum of all users is greater than 1 you cant issue an invoice. But thats lame.
Hope there is a way like- when busy .....
But how can user 2 know that user1 is issuing.
Appreciate if you can help.
I'm not entirely clear on the exact process you're using to get the invoice number here, but it sounds like the number is being retrieved from another sheet and then incremented by one, correct?
If so, the best option might be to record each invoice as you go - as soon as the macro grabs an invoice number, it records a new line of data with the new invoice number on it. That way the next person to use the macro, even if it's only seconds later, would get the next number in the sequence, rather than the same number. The process would be something like:
lngLast = wbkOtherWorkbook.range("A" & rows.count).end(xlup).row
lngInvoiceNum = wbkOtherWorkbook.range("A" & lnglast).value +1
wbkOtherWorkbook.range("A" & lnglast+1).value = lngInvoiceNum
I'd imagine you'll want to keep a list of all your invoices somewhere anyway - just include this step in the recording process.
thank you guys, i ll try to explain better. So only I can edit the master table, everybody is opening a read only copy of the wb. The invoices after issued are saved in the coresponding folder - one for each client. The number for the invoice is the tricky part.
Today I made two possible solutions:
1. I made a function, when someone is issuing, first his own macro counts the invoices he is going to make. Then opens different /third wb/ with the invoice number, takes the value and adds the invoices count which will be made. So I only lose 1 sec or something. Also made a loop while isworkbookopen(numberInvoice)=true do events wend.
This way the number is always correct.
2. The other option I havent tested yet is sharing the trird wb /numberInvoice/ so anyone can use and manipulate it simultaniously. Dont understand if sharing a wb is going to work, but thats diffrent topic.
So I am going to take Ralph advice and I am looking forward to learn some Access database stuff. Wish you all the best!
P.S. working with vba for like a month or two, so Im kind a newb. Thank you for understanding.
First of all i'm new to Ms Access, i have created small database of School, with students fee details in one excel sheet and the Fee Bill print template in other sheet, and linked them both so that i can print Fee Bill of each student. But at the end of each month i want to carried forward the fee details and remaining fee of each student, i have done it in excel also, but it got corrupted easily, and if i have to delete one student then i have to go through many things, So i want to create the same thing in access, i'm attaching the excel sheet for full explanation.
Excel Worksheet sample
Things i wanna do..
I want to create the same data base as the excel.
I want to create a template for printing fee bill for each student.
After every month next fee bills should be ready.
Any help will be really appreciated.
you really need to learn a bit of access first and foremost your question is extremely broad and difficult to answer, many things would go into such a task. the below should get you started.
You should first import the data you have into Access, this will give you somewhere to start with number 1.
look into a tutorial on how to produce reports in Access this will resolve number 2
look into a tutorial on how to produce forms in Access this will allow for easier input and progress towards your 3rd objective.
Hope this helps.