transaction

  1. J

    Highlight rows where certain duplicate criteria is not met

    I need some help locating lines in a daily sales report where two sales associates have contributed to the same sale. This is apparent if two different sales associates appear against one transaction, with the same product ID. See example below, Unique Transaction ID 2 is exhibiting the...
  2. S

    Secondary date question

    I have a transaction table that contains transactions by date with a many-to-one relationship to a calendar table. On said transaction table I also have a column for review date in which is the date the transaction was reviewed. I added a Calculated Column that is a review counter (puts a "1" in...
  3. T

    Need DAX formula help (month over month)

    Hi All Can anyone help me create a measure for "month over month % change"? I have all the $ in a column as "Claims [transaction amount]". I have a dates map column too and have them linked. I tried =sum(claims[transaction amount])-previousmonth([claim date])/[transaction amount]). Desired...
  4. C

    Create new WS & copy column to new row in another WS with macro

    Thanks for stopping by, First off, I am new to VBA so I feel like what I am trying to accomplish is probably way over my head. Also, I have searched for a solution to this but can not find exactly what I need. I have a workbook that has an overview (Monthly) worksheet with value headers in...
  5. D

    VBA code to send emails for each Transaction Reference #

    Hi I'm using Excel 2010. I need to send out emails with a subset of the data in an Excel file. Here is some helpful information about the data itself: The data is populated in columns A - T. Row 1 is a header row. Then there are nearly 300 rows of data. Column F contains the Transaction...
  6. R

    Help needed: Complicated lookup, Return text from the same column at a variable distance.

    Hi there. I'm still pretty much a novice at excel so forgive my ignorance. I have been given two reports. One is a list of Names and transaction codes listed in a single column, along with items for that transaction. The other is a list of transaction codes for a certain time frame. Examples...
  7. D

    Looking up transaction table against pricelist with quantity breaks

    Hi all, first time poster so hoping someone can assist! I have two tables: a table of transactions and a pricing table for both June and September. We're trying to establish whether the price since June has increased enough to cover additional costs (from Brexit price rises). So if Customer...
  8. J

    Tag transactions that can be removed

    Hello, I have a small excel problem that I was wondering if anyone have a good solution for. I have a list of transactions that are linked to a profit center and an account, these transactions could be removed if: • There is a + and a – transaction for the same amount and the same profit center...

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