client

Greetings, I am going bald. Bald from all the hair I've been pulling off trying to fix an issue I apparently do not understand, caused by a problem I didn't know was one before this occurred. Please help. And now with the context: My workbook was built on Excel 2013 on Windows 7. I use this...

Hello, I’d like to find a solution to the following problem - preferably using pivot tables, but I can also use a work around with the raw data before running the pivot table if needed: Essentially, my data lists medical encounters with criteria such as date of service, service code, client...

Hi there I have the below formula that I use to create a dynamic list of my top 20 accounts by revenue in descending order. The only problem is that the assumption is that the client is only listed once in column E. Does anyone have a solution if the clients are listed multiple times in...

Hi We have originally added fees to accounts based on a percentage of the original balance. We have a new client who wants their fees capped to specific amounts. I've done the formula for the new cliwnt but I'm struggling to add the equation to the original equation. The data looks like this...

Hi, Hope someone can help. I a looking for formula to help calculate charges to a client based on a sliding scale. EG For =5 hours, charge £30.00ph For 6-10 hours, charge £29.50ph For 11-15 hours, charge £29.00ph or 16-20 hours, charge £28.50ph For 21 + Hours, charge £28.00ph So, for a...

Hi all, I am beginner in Excel VBA, just starting to learn it and I would really need some help with the below problem. I am struggling to make it work with no success so far… I am starting with 3 separate files (one having an amount of today, the second an amount of yesterday and the third is a...

Hello Everyone, As the question on the title, I want to update the values of a sheet from every new sheet that gets created by a macro I made. I made a Macro run when inserted Client Name on the inputbox that runs after you click a button. (Image 2) When the Client Name is correct, the Macro...

Dear all, I have a file with some raw data where I have 3 columns: Client code / Salesperson / Sales (in $) I would like to find a way to display the top 3 salesperson for each Client code in another table, with 4 Columns: Client Code / Salesperson 1 / Salesperson 2 / Salesperson 3. I tried...

Hi Folks, I'm hoping somebody can help me. I have a workbook that has rows of transaction data with each row being a transaction. The transactions relate to a number of clients. I currently use the following code to filter the clients by account number so all the transactions for one client...

Hi, I need to maintain a list of clients for a specific purpose. For this I receive a daily report with a list of clients that fit into this criteria and I need to identify when the daily report and the clients it contains changes. I need to identify when clients appear on the report as well...

I'm trying to figure out excel VBA code to add subtotal (=SUBTOTAL(9,__:_) formulas to multiple Total Rows within a worksheet (red boxed. The issue is that the range for the subtotals can be any height. Per the image below, the hope is that the VBA code would be able to identify when "Total" is...

<tbody> Yr Per Client Amount East 2018 1 CXYZ001 1562.00 East 2018 5 CBLG070 596.55 East 2018 1 CXYZ001-10 8251.99 East 2018 1 CBLG070 9426.33 East 2018 5 CXYZ001-15 7491.76 </tbody> I have 4 worksheets with the same data per region. I need to sum...

Hi, I've got my macro sorted, just today there was another bit I had to add to my code, and this is where it fails. Tried to sort it out for few hours but no luck. What's wrong with the code? The bit in bold, everything else is fine without it. Would also appreciate if someone could instruct me...

Sheet 1 <colgroup><col width="64" style="width: 48pt;" span="3"><tbody> Client Sales Returns A01 A02 </tbody> Sheet 2 <colgroup><col width="64" style="width: 48pt;"...

Please help me look for a formula to get the maximum and minimum value based on certain criteria. Thanks. <tbody> Client Campaign Sent Unique Opens Opens rate Product1 Campaign1 20 14 70.00% Product1 Campaign2 18 11 61.11% Product1 Campaign3 10 8 80.00% Product1 Campaign4 9 6 66.67%...

So i need help with an excel document I've been working on, I've been stuck on this for awhile now. I have 2 things i'm trying to automate but i'm not sure if its possible. Basically this is used to track income based on client name, type of payment method, ect.. 1. What i'm trying to do is on...

I have a bunch of clients on a list with the year they purchased the product: <tbody> ID Year Client 1 2005 ? 2 2004 ? 3 2002 ? 1 2006 ? </tbody> I have a list of ID codes with year ranges: <tbody> ID From To Client 1 2001 2002 Barry 1 2003 2004...

<colgroup><col><col span="2"></colgroup><tbody> Client Name Service Orders Kevin Service 1 Orders 1 Kevin Service 2 Orders 2 Kevin Service 3 orders 3 John Service 2 Oeders 1 </tbody> <colgroup><col><col span="2"></colgroup><tbody> Client name Service order Kevin Service 3...

Hello Everyone, I don't really know how to approach this problem, but I'm hoping for some guidance. Semi-related previous post: https://www.mrexcel.com/forum/excel-questions/1061438-vba-save-itself-xlsx-then-find-leftmost-tab.html#post5097663 I have a code that will make an excel file "client...