clients

  1. K

    Formula to copy data from worksheet if matching data found or adding to blank line if not

    I'm stumped. Nothing I've tried is working. Worksheet "Clients FY18" is to keep a log of all units reported by month for the whole fiscal year by client and company. However, the entire workbook is designed by month only. As an example, the staff completes their activity for clients they served...
  2. F

    Excel Formula

    Hi, i have a spreadsheet with 4 columns with headings and many lines. Each line per column contains either a Y or a N, ie Col1-N, Col2-Y, Col3-Y, Col4-N. I'm trying to determine (total) across all 4 columns how many lines contains ALL-Y and/or Col1&2-Y or Col2,3-Y or All Columns = N, etc. The 4...
  3. S

    Should i use Lookup or Vlookup to reference a table?

    I sell vegetables to a range of clients. All clients have different charges for different vegetables. My first table is all the vegetables down the left hand side and all the clients along the top with all the charges per item filled in the main body of this table. My order entry sheet i...
  4. J

    Auto sum data across multiple sheets based on 2 criteria

    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...
  5. C

    Load Userform Listbox list from worksheet cell

    Hi, A1 has a list of client names with debts; B1 has a list of all clients in our business. Names are separated by commas. I have a userform with 2 listboxes. Listbox1 should show the list of clients with debts; Listbox2 should lists the clients without debts. Here’s an example: A1: Client1...
  6. M

    Conditional Formatting

    Hello Everyone, I am trying to use Conditional Formatting... Our goal is to have clients with viral load results less than 200, When a client's viral load lab result is greater than 200, there should be an X in front of the lab results (see below) When a client's viral load lab result is...
  7. T

    Insert data into spread sheet after each clients name?

    Hi Everyone, I need a macro that will do the following. In sheets "Control" take the list a clients names from Column G, Go To "Bookings" sheet and look for each clients name down column 1. Now each client will have multiple entries so we need to find their last row. once found insert a row...
  8. M

    SQL to Excel without direct access to SQL-server

    Hi! I hope this is the right forum for this question. I have spreadsheets that I want to share with my clients that fetch data from an SQL server. But to update this data require login credentials to the server, and I don't want to give my clients direct access to the server, even if the...
  9. A

    Multiple Vlookups based off specific Groups resulting in N/A

    Hi all This is my first post but the help I've been seeing here is wonderful so I wanted to run this by you: I am working on a report that contains a main sheet with various names of clients and other vital information. This sheet is then set up to read via a vlookup from a number of additional...
  10. C

    Auto Sort By Date

    Ive tried a few different scripts on how to auto sort by date but i can't seem to find one that works or maybe there is an underlying issue, i want to sort my sheet by expiration date so soonest date is at top but also so i can continue to add rows down the page as needed for new clients. The...
  11. T

    Macro / VBA: Automatically Send Emails Via Outlook From Excel

    Hi Everyone, Question for you all. I have an excel file which has two tabs. 1. Data Tab 2. Report On the report table I have a drop down to select a clients name, and then the report tab automatically updates with all their information. I have about 1000 clients and need to send them all...
  12. D

    Match & Index with specific criteria

    I'll simplify the problem I'm having with an example. I have 2 sheets the first (called CLIENTS) has FIRSTNAME, LASTNAME, COMPANY, TYPE, STATUS The second (called JOBS) has FIRSTNAME, LASTNAME, COMPANY, TYPE, SITE, POSTCODE The idea is that the first sheet is filled in with clients and in the...
  13. V

    formula to derive list clients who has become overdue

    Hi, Need a formula to derive list of clients who has become overdue Client Date A 31/3/2017 B 25/3/2017 C 15/3/2017 D 5/3/2017 If the due is 17/3/2017, i want the formula to throw client name C and D who has become...
  14. D

    Percentage of hours, based on size (weight?)

    I have a table of portfolio's that have varying number of clients and work hours. Each portfolio has 1-10 clients depending on the amount of work hours that are assigned, ie a portfolio with a large client with lots of work hours will only have 1 client, and a portfolio with clients with a...
  15. I

    Percentage Question

    I'll try to keep it simple: I have people doing work for me. Clients pay them directly and then they pay me a fee. They pay 20% on the first 10 clients 10% on clients 11-20 Then 5% on any over 20 How do I get excel to calculate this for me. I obviously need to calculate how many clients...
  16. H

    Counting unique values

    Hello everyone! I have a list of clients who visit different locations on different days. I need to count the number of unique clients that are visiting each center on the various days. The client data is sensitive so I am unable to share the details however below is how the data is put...
  17. D

    Pivot Table Count Question

    <tbody style="box-sizing: inherit; border: 0px; margin: 0px; padding: 0px; vertical-align: top; -webkit-font-smoothing: antialiased; text-size-adjust: none;"> Customer Name Wk1 wk2 wk3 wk4 wk5 wk6 wk7 wk8 wk9 wk10 wk11 wk12 wk13 Qtr total Pipeline 88 8900 8900 10000 10000...
  18. M

    Web based SS

    I'm not sure if this is possible to do and reading what I have found so far makes me feel like it isn't but I have to ask anyway. I have a very simple pricing spreadsheet that I would like to put online on my site for clients to use. Is it possible to place a usable spreadsheet on a webpage and...
  19. M

    VBA filling the table by using checkbox's

    I'm a little experienced with VBA but I stucked with the problem of using Checkbox's and I cannot to move on, as its a first time I prepare something using this element of UserForm. SITUATION: First thing is that I have a table, which more less look like below: <tbody> CLIENT1 CLIENT2...
  20. S

    Moving Any Text or Any Number

    In column A of my spreadsheet on row 1, I have a clients name, on row 2 I have the client ID # and row 3 and 4 I have dates associated with that particular client. Row 5 contains another clients name, row 6 is the client ID # and row's 7 to 14 contain dates and so...The number of dates...

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