999HelpPlease
New Member
- Joined
- Jul 16, 2014
- Messages
- 35
I have two worksheets. One called Job Log with all the data and the summary report called YTD Summary.
The Job Lob sheet has the following columns that need to be auto filtered: Business Division (column 2), Job Status (column 3), Units (column 9), Canada/US (column 17), Dollars (column 18), Month (column 19), Year (column 21), and number of jobs just adds column 9.
Below is a sample of the summary sheet that needs to be auto populated based on the month that is entered.
This data is client care from column 2, # of jobs from column 9, Quoted-Pending $ from column 3, units from column 9, etc.
[TABLE="width: 496"]
<tbody>[TR]
[TD]January (column 19)[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD="colspan: 4"]Client Care(column2)[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD="colspan: 2"][/TD]
[TD="colspan: 2"] [/TD]
[/TR]
[TR]
[TD]Canada(column 17)[/TD]
[TD]
2016(column21)[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD] # of Jobs(column9) [/TD]
[TD] [/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD] [/TD]
[TD="colspan: 2"]Units(column 9)[/TD]
[TD="colspan: 2"]Dollars(column 18)[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]2016[/TD]
[TD]2017[/TD]
[TD]2016[/TD]
[TD]2017[/TD]
[/TR]
[TR]
[TD]Quoted - Pending $(column 3)[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]Quoted - Declined $[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]Work in Progress $[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]Completed $ (Sales)[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
</tbody><colgroup><col><col span="2"><col span="2"></colgroup>[/TABLE]
What I need to do is auto populate the fields with YTD numbers. When I change January to May it should be YTD numbers for May.
If someone can get me started with this and help me build it that would be great.
I hope I have given you enough details. I have filled in the columns where the data is coming from on the Job Log worksheet.
The Job Lob sheet has the following columns that need to be auto filtered: Business Division (column 2), Job Status (column 3), Units (column 9), Canada/US (column 17), Dollars (column 18), Month (column 19), Year (column 21), and number of jobs just adds column 9.
Below is a sample of the summary sheet that needs to be auto populated based on the month that is entered.
This data is client care from column 2, # of jobs from column 9, Quoted-Pending $ from column 3, units from column 9, etc.
[TABLE="width: 496"]
<tbody>[TR]
[TD]January (column 19)[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD="colspan: 4"]Client Care(column2)[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD="colspan: 2"][/TD]
[TD="colspan: 2"] [/TD]
[/TR]
[TR]
[TD]Canada(column 17)[/TD]
[TD]
2016(column21)[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD] # of Jobs(column9) [/TD]
[TD] [/TD]
[TD] [/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD] [/TD]
[TD="colspan: 2"]Units(column 9)[/TD]
[TD="colspan: 2"]Dollars(column 18)[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]2016[/TD]
[TD]2017[/TD]
[TD]2016[/TD]
[TD]2017[/TD]
[/TR]
[TR]
[TD]Quoted - Pending $(column 3)[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]Quoted - Declined $[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]Work in Progress $[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]Completed $ (Sales)[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
</tbody><colgroup><col><col span="2"><col span="2"></colgroup>[/TABLE]
What I need to do is auto populate the fields with YTD numbers. When I change January to May it should be YTD numbers for May.
If someone can get me started with this and help me build it that would be great.
I hope I have given you enough details. I have filled in the columns where the data is coming from on the Job Log worksheet.