client

  1. B

    Matrix with DoD (trending data) w/ 7 Day and 14 Day volume change

    Hey Guys, I cant figure out how to create a visual that shows day over day data with a 7 and 14 day volume change on the most recent date. I already created a measure to calculate the 7 and 14 Day difference, but when I put it into the matrix, it does the calc for each date..... Here's what I...
  2. J

    Rank by Year/Client/Count when lines are duplicated

    <tbody> YEAR YRFILECNT YEARRANK CLIENT BR STA STACNT 19 342 1 ABC 32 CHIO 207 19 34 1 ABC 32 CHIA 134 19 342 1 ABC 42 LAX 1 19 267 2 DEF 52 SFO 250 19 267 2 DEF 52 SFA 16 19 267 2 DEF 32 CHIA 1 19 223 3 GHI 32 CHIA 222 19...
  3. J

    Filter by value in string and paste rows into new sheet

    I am trying to sort through a file that comes in a bunch of strings. I am hoping to do the following. Take a value in the Client sheet (Client name) in A2 and filter the results in the Data sheet (trying to find the client name in the string) Each record takes up 4 lines so I want to copy...
  4. T

    Client name in four rows with different services and want to move the services to columns

    I have a client name in 3 or 4 rows. Each row has a different service with different units and unit price. I want to have each client have one row, and the service hours and price in different columns. Example Smith 3 units $5.00 per unit Smith 4 units $3.23 per unit I want Smith 3 $5.00...
  5. T

    AutoFill from another Worksheet

    Currently creating a Database in Excel for Jobs, Purchases etc. For Jobs side, I want to be able to type in the Client ID (e.g. AAABBB01) then for it to automatically fill in: Surname First Name Business Name Address Town Postcode Home # Mobile # Work # Email I want to put all of the...
  6. M

    Reformatting or consolidating multiple worksheets for summary

    Hi All I have a workbook where each tab represents a country. Within that, it shows the same functions and items per client. I need to summarise the data across all sheets to extract key pieces of information without having to reformat the sheets. I inherited the workbook so don't want to...
  7. Z

    Formula - Creating A Sublist from a master list

    I have a master list of clients in a sheet (Client List)- the list is broken down into 3 columns - client code, client name, AT Member 1. On a separate sheet, I am trying to create a formula that will auto-populate under the correct AT Members name. ex: Client List! TSM Toyota of Southern...
  8. W

    VBA for (SUMIFS + SUMIFS)

    Hi all, I have a situation where I need to do SUMIFS + SUMIFS + SUMIFS to get the desired result. For example, in the table below I am trying to populate the third column - essentially trying to add the data for client A123 + client B123 + client C123 for Dec 1,2018 in cell c1. Similarly...
  9. B

    charting multiple variables

    Hi, what kind of chart would you use to plot the following data. date client quantity user for example: 3/1/2019 Client1 50 Kristen 3/1/2019 client2 35 Kristen 3/1/2019 Client1 55 Bob i'd love to be able to filter by date, client, user == see how many widgets Kristen did for client1...
  10. B

    sum but ignore existing concatenated criteria

    I have client in column A. Coverage in column B. Location in column C and Income in column D. I'm hoping someone can help with the formula for column E. In column E, I want to sum everything for Client A as long as the combination of Client&Coverage&Location doesn't already exist. If that...
  11. N

    Flag first date in a series from a database

    Hi, need some help. Below is an example of my data which comes from a very large database. Column B is a date that can be when the client renewed their terms with us (if the client is listed more than once) or originally signed with us (if listed just once). I want to put a formula in column C...
  12. M

    In cell drop down based on a filtered table

    I am creating a spread sheet to track our PO's and there remaining values and create our invoices each month. The part that I am having difficulty with at the moment is creating a cell validation list based on filtered data. As an example, On sheet 1 there is a list of PO's in Column A in column...
  13. S

    Return dates from calendar table

    I have a list of client information (columns A-H) and then after that a year's worth of Mon-Fri dates in I3:KU3. Appointment times have been added into the corresponding cell for the client and date. I have cell C1 which calculates the current date. I want to return 2 entries for each client...
  14. D

    (VBA) Create multiple Invoices based off information from a Master Timesheet

    I'm at a standstill right now. I have some code that will run when cells in a Column A are selected. These particular cells are only for invoking the code. Each cell is used as a reference cell that is in the same row as the PO used. The code will create a second worksheet (invoice) and name the...
  15. C

    Macro to create multiple sheets from master sheet

    Newbie here! First time posting but I've used your forum for many years! Please be patient as I am not very well versed in code writing. I have the following: Master: Cells (a2:a201) are Client # (0001-0200) Cells (b2:b201) are Status ("active" & "inactive") Cells (c2:c201) are Names (Last...
  16. S

    Pull multiple columns of data based on extracted data

    Hi guys, Another tricky one (for me anyways), I have to pull data out of one work sheet into another based on a certain criteria (which is basically yes or no). I am already aware of how to do what is essentially a vlookup for multiple returns but my problem is I have 6 columns and I can't use...
  17. U

    PowerQuery Column Generation

    Good Afternoon :) I am hoping someone might know the answer to my conundrum - I have a source of data which is a list of client returns/values, this list is provided by an external source and is in the same format every time, however the number of clients might increase or decrease, and there...
  18. L

    Calculate percentage of client base

    <tbody> Client When became a client How long been a client % ABC 09/03/2017 1 year 10 months DEF 30/04/2013 5 years 9 months GHI 13/11/2007 11 years 2 months JKL 30/08/2018 0 years 5 months </tbody> Hi, I am trying to work out the following: I have a database of...
  19. E

    Move Sheet Data to New Sheet, Then Search Through It

    We use an Excel workbook to track attendance for workshops that we offer. There are 4 different sheets that contain client data. Each sheet tracks attendance for a different class or workshop, so each sheet asks for different information (column headers are not the same from sheet to sheet)...
  20. J

    any Technique for save data..... and work with this?

    hi all, i have this problem: The client want comapre monthly data.... The process: the client work with monthly data... and him not want have every monthly data on same workbook. but they need compare March 2017 with March 2018 (by sample) i think in save data in a text file.... (i dont want...

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