client

So what I'm wanting to to may be rather simple, but I'm having a difficult time finding the answer. I have a file of tracking numbers that is client specific. What I want to do is create a macro where the user will specify the client name and a file directory, and the macro uses this...

Dear All Excel Experts I have my sheets: Clients, Payments, Statement In the Statement sheet I tried my best that Excel automatically looks for the payment of the client and decides "Paid" or "Unpaid", but in vain. I have hope that experts will help my solve this problem. By the way the payment...

Is it possible to create custom bands in a table? For example, I have a few hundred rows of content and the first column is an identifier that looks like this: ClientA-48102-1 ClientB-51556-1 ClientB-51556-2 ClientB-51556-3 ClientB-59900-1 ClientB-59900-2 ClientC-40938-1 ClientC-40938-2...

I'm trying to prepare some financial forecasts for a client as a planning tool for them moving forward. The forecasts need to look up information from excel order book documents saved on their servers (that are updated daily) and so I need to find a solution as to how I reference that data? The...

Hi, I am looking for help moving data from a "master" sheet to several other "child" sheets based on data/response provided in a single column of the "master" sheet. Each "child" sheet is named after the possible data/responses in the "master" sheet. Below is a summary: My "Master Worksheet"...

I've been all over the different questions and answers and can't seem to find one that fits my situation. I have a large list of data (sales orders) where we might get multiple sales orders for the same client. I'm trying to sort the overall list by date but then group all orders for the same...

=SUMIFS('GJS2'!$C:$C,'GJS2'!$A:$A,GJNETS!$A8) I need to be able to add 0999 client separate from 999 client and it's adding them together. Iv'e for mated it as text and tried putting the whole code in a SUMPRODUCT.

Hi, I have been using pivot tables for years and I have never run into problems like I've had in the last couple of days. I've created a pivot table with 2 filters. One is a label filter which uses the "less than" function to confine the pivot table to a certain level of item numbers. The...

This was difficult to describe in a single title. Our new accounting system produces a monthly spreadsheet. Column C contains the Client name but only once. Column H contains the monthly spend for multiple product types Example: CLIENT PRODUCT NetValue Client1 product 1...

The following formula is not returning all the possible results, but I know I'm overlooking something very simple. Appreciate any help! Worksheet 'Company One' has column A: with four possible choices. I only want to find the cells that have "yes" and "no." Column B: has company names. I...

Hi All, I am trying to create a hyperlink upon clicking on the link it will generate a new email (this part I can do) however I also want to attach two files listed in a folder that is listed a few cells above. <tbody> Client 1 Client 2 Client 3 Client 4 C:\1\File.xlsx C:\2\about.xlsx...

I have a excel workbook that is filled out daily that I am attempting to make a dashboard out of. One of the challenges I came across is one of my clients change locations or management a lot. I decided to build a "Settings" sheet to document where that client is, what the building is called...

I'm working with Excel Office 365. (windows 10) I've been asked to streamline a scheduling process using Excel. Once the schedule is complete that "sheet" will need to be sent to employees and client. Here's what I would like to do... 1. Create a workbook with 3 "sheets": Requirements...

Hi ya, I have been searching all through the forum but cannot get my head around Pivot Table calculated field, will be very appreciate of any help. I have raw data as following. I buy stock from different suppliers. Every item has a code. If I buy same stock from different suppliers, my code...

Hello, I have a spreadsheet with a number of tabs (say 3), each contacting a table starting from cell A1, except for a tab called "Summary". The structure of the table is the same in each tab (4 columns - please see example below) and each table has the same name as the corresponding tab...

Quick backstory that helps explain what I'm trying to figure out how to do. Every week I download a report for my work that has the following info: | Client ID | Client Name | Client Address | My boss is wanting to add an additional column to the report that pulls the country out of the...

I am automating a project management task list for my boss. I have input boxes for project, client, department, responsibility, due date, etc. He wants a check on the input that is sort of a cross between autofill and data validation. For example, if the client is “GA Power” and they are...

Hi all This might be a simple request but I cant think of a neat way to do it. Lets say I have the following table A: <tbody> Attachment Name Value1 Value2 Value3 Value4 Value5 file1 10 15 20 0 50 file2 20 25 25 10 10 file3 25 50 50 5 0 </tbody> and table B...

How do i insert a lookup function to display the amount of a down payment for a first client based on membership type

Hello, That is my first post here and also first contact with VBA. I have created one basic code, very simple, but, it works :) The name of new client is to be inserted in worksheet 1, "Baza", cell A4. Then, this macro creates new Sheet, the name of this sheet is the same as a name of new...