customer

  1. O

    Calculated Column Circular Error need alternative solution

    Hello, I unfortunately/fortunately learned the hard way yesterday that using the calculate function in calculated columns doesn't always work out so well and have since spent entirely too much time spinning my wheels trying to figure out an alternative solution to my report requirement. Hoping...
  2. R

    Using VBA To Open A New Worksheet Containing Existing Data

    Is anybody able to help with the following:- Trying to set up a new customer database using Excel and VBA. Each customer has a database entry (1no excel file per customer)with their details. On each customer entry, I want to have a couple of macro buttons. One to open a job card template and...
  3. L

    Need formula help for adding months based on criteria of customer

    I have a spreadsheet that I need to add each month sales invoices based on customer. Here is a sample of what my spreadsheet looks like. I would greatly appreciate any help. Thank you in advance!
  4. D

    Additional help needed - VBA coding

    This is in reference to the following thread for the top 5 customers and their respective totals: https://www.mrexcel.com/forum/excel-questions/1100836-formula-macro-vba-match-top-5-outstanding-amounts-offset-name.html I have tried to make the formula work to eliminate 3 customer names from...
  5. J

    customer wise month wise report

    Hi Very Urgent and very necessary. Please someone reply Kindly some one please help me to make month wise and customer wise report from a unsorted data with Pivot Table or Macro. sample file link attached here https://www.dropbox.com/s/cdl5r9k24f6banb/Sample.xlsx?dl=0 :confused:
  6. J

    How to make a customer wise,month wise report

    Hi Can someone kindly help me to make a customer wise and month sales report with the file attached. Can we make with pivot table. https://www.dropbox.com/s/cdl5r9k24f6banb/Sample.xlsx?dl=0
  7. G

    Find next dated transaction for same customer

    I have a table of transactions that include Date and Customer ID. How can I find for a transaction, the next transaction for the same customer? For example, a customer might have several transactions over several dates. If I look at any one of those transactions, I need to find the very next...
  8. K

    VBA to search a text string to check if a value from a list is part of the text string

    Good morning, I have a downloaded file of bank transactions and in the description column, that contains a string of text and numbers, I want to be able to establish whether a customer reference, which could be numbers or text, is part of the description string. So for instance: The...
  9. H

    Formula needed to track the number of times each customer picked up 4 or more parcels on the preferred pick up day within a given time frame

    Hi Everyone, We have a daily log of the number of parcels picked up by our customers. The number of parcels to be picked up ranges from 0 to a maximum of 5 per day. Customers are each assigned a pick-up day (Column C) if they are picking up 4 or more parcels. Row 1 shows the date the parcels...
  10. S

    Extract data from separate worksheet

    First, apologies for vagueness as I don't really know how to approach this. I am exporting reports that are providing customer info that I need to consolidate into single lines. Unfortunately, the export is designed in a pdf/printable report format. The objective is to copy updated data into an...
  11. C

    Add a SIMPLE progress indicator/bar to an existing Macro?

    Hi guys I've been trying to research how I could add a progress bar to an existing macro of mine but I can't seem to find a reliable tutorial (probably just my poor understanding!). I was wondering if anyone would be able to link me to or help me out with a simple progress indicator or progress...
  12. D

    Formula/macro/VBA to match top 5 outstanding amounts to an offset name.

    <colgroup><col><col><col><col><col><col span="2"></colgroup><tbody> Hello all. I have a head banger issue. Any and all help is a greatly appreciated. This data is exported from an application. I am working with Excel 2016. My attachment shows the...
  13. J

    Reformatting Data dependent on Customer

    Hi, I currently receive forms from a number of different customers all in a different format. I am trying to write a macro that will automatically rearrange the data into a predefined template for me. I think the easiest way would be to have a section of VBA code for each customer that I can...
  14. S

    VBA- Auto save Invoice Details

    Hi All, I have created one invoice template, different users will use this invoice template for inventory management as well. We have given selection Sale / Purchase so that transactions can be identified. I am looking for VBA which will copy entire details updated in Invoice and paste in...
  15. S

    VBA Copy and Paster into another Workbook

    First, I appreciate any help I can get and thank you in advance for any help you guys/gals can provide. Here is my scenario I will have a page (worksheet 2) on a workbook with a Marco button and then A3 is the input field. The input is based upon data from the same workbook but different...
  16. R

    Sum Numbers up to Number in Top Column

    Complicated but... here's the final product I need: Bold = data I have non-bold = data how I need it to show <tbody> Customer A Customer B 20 120 Product 1 10 10 Product 2 10 10 Product 3 80 80 Product 4 10 10 Product 5 10 10 Product 6 10 10 Product 7 10 10...
  17. E

    VBA code to return all rows matching multiple criteria

    I have a spreadsheet that contains multiple rows of data for multiple dates and companies. I am looking for a way to show all of the entries for the specified company within a specified date range. For example, I want to see all of the entries for company ABC between 1/1/2019 and 1/5/2019. I...
  18. M

    Speed up Pivot table Refresh time

    I have a workbook with a sales data tab that is 9 columns by 340,000 rows. I have 4 pivot tables all linked to the same data. 3 of the pivots refresh almost instantly as they do not drill down to the lowest level of detail. The last pivot I am including the customer, and city, state and this...
  19. T

    VBA - Copy Paste using index match to determine paste location

    All tabs on same .xls file. Tab CurrentCases has named table with active cases, client name, contact info, follow up date, ect. Tab Outbound is working space, cell K3 references another cell so it contains the next business day. I have a drop down box on Outbound with data validation to...
  20. S

    Sales Order and Report Excel

    Hi I am creating an excel where in 1 sheet I will take lets say the order: i.e: Date, Customer Name, Product Code, Qty and on the sheet 2 I will have on the A column all the products and on A2, A3,A4, A5 .. all the customers. What I want to do is to be possible the Sheet 2 to read from Sheet 1...

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top