Saving & Summing Invoice Totals

[B_2]

Hi guys


With all the feedback i have recieved my INVOICE TEMPLATE is looking good. I have TWO final things to sort.

How would i go about calculating how much i have invoiced each month?

&

Apart from saving each INVOICE sheet how would i save the running total for each month?


Regards

 

[royUK]

hi

I think you are making things unnecessarily difficult for yourself. I have an invoice form with a macro that clls up the userform for the Invoice Database. All relevant details are then transferred using the form.
As I said earlier you can then use a Pivot Table,subtotals, or Autofilter.See PaddyD's suggestion earlier.
Email if you would like the workbook

 

[B_2]

On 2002-09-06 01:35, royUK wrote:
hi

I think you are making things unnecessarily difficult for yourself. I have an invoice form with a macro that clls up the userform for the Invoice Database. All relevant details are then transferred using the form.
As I said earlier you can then use a Pivot Table,subtotals, or Autofilter.See PaddyD's suggestion earlier.
Email if you would like the workbook

Hi Roy i dont know how to create a PIVOT TABLE using my INVOICE TEMPLATE?

Could you explain with a small example?

Regards

 

[Jack in the UK]

This might help to save the file in special name, let me know if you need more

ChDir Letters
.SaveAs FileName _
:=(Trim(lu_UserNo & " £" & ld_Debt & " ~" & la_Area & "~" & " - REM1 - Posted - " _
& United_Colours_of_BRIXTON & " Time " & UC & " JACKINTHEUK" & ".XLS"))
End With
ActiveSheet.Name = "REM1" & " " & lu_UserNo & " @ £" & ld_Debt & " JACKINTHEUK"

 

[kskinne]

have you tried the template wizard with data tracking add-in? you could you use this so that everytime you saved your invoice template, it would the data you had chosen to be tracked place it in a separate workbook - this would give you the ability to pull specific detail from each invoice and keep a running total of it in another workbook, and you wouldn't have to write any code.

HTH
kevin

 

[B_2]

On 2002-09-06 13:40, kskinne wrote:
have you tried the template wizard with data tracking add-in? you could you use this so that everytime you saved your invoice template, it would the data you had chosen to be tracked place it in a separate workbook - this would give you the ability to pull specific detail from each invoice and keep a running total of it in another
workbook, and you wouldn't have to write any code.


Hi what version of EXCEL has this template?

thanks
HTH
kevin

 

[Jack in the UK]

B_2 sorry mate my post was to give the issue of file save as name some weight as its a very common issue, soory if ts a tough old one,

Theres a million ways to do this kinda thing what i would suggest i try one thats intreating to you and develop it, Roy(UK) has if my poor memory serves right has a wonderful wkbl thats spot on, kindly sent to me, its not my way of working but DAM DAM fine work and so easy all there just learn and carry on!!!

Or theses my kinda method which dont have lists or reports!

Email over what you have and might be worth approaching Roy(uk) nicley and im sure hell help he sounds a right nice fellor.

stay on this feed theres a few guys that know this kinda thing well.

Jack

 

[kskinne]

hi B_2:

i am using Excel 2000, but I also used the template wizard add-in on Excel 97. the name of the add-in file is 'WZTEMPLT.XLA'. if you cannot see it in your list of available add-ins, try searching for this file on your hard drive (it needs to be in your microsoft officeofficelibary folder to appear in your list of available add-ins in excel). if you cannot find it there, then try looking for the file on your office setup disk (keep in mind that the extension might be different if it is in a compressed format, so search for 'WZTEMPLT.*'). if you cannot find it in either of these places, try searching microsoft's office website for more info on the add-in. in my opinion it is worth looking into, i have used it in the past and was pleased with the results. just depends on what you're trying to do.

good luck,
kevin

 

[kskinne]

two more things:

actually, if you are on a network and want an add-in to be loaded everytime you launch excel regardless of what workstation you are at, you should save the add-in in the

WindowsProfiles[your username]Application DataMicrosoftAddIns path if you are using Windows 95/98/NT, or

Documents and Settings[your username]Application DataMicrosoftAddIns
if you are using Win2K or later.

Also, you may want to talk to your network administrator. It may be that he/she chose not to make certain things (like this add-in) available to install, in which case they may be able to install it for you.

kevin

 

[royUK]

Hi

I will send you acopy of my Workbook - InvoiceAutoNumber with a sample Pivot Table added. Try it out.E-mail me on royccox@btinternet.com

Hope this helps
This message was edited by royUK on 2002-09-07 04:32
This message was edited by royUK on 2002-09-07 04:35