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Macro needed for billing purposes -- any general code ideas ?
Here is what needs to be done:
I get a "flat" file (as an excel spreadsheet) twice a month with billing data for about 50 customers totaling about 10,000 rows. So, for example, you might see 20 rows of Customer A along with type of fees and the different amounts in the appropriate fields/columns. The next month, you might see 30 rows of Customer A. Anyway, what I have to do with this data is make 50 different spreadsheets for each customer. So, for Customer A, I would copy and paste all of Customer A's data from the original master spreadsheet to a separate spreadsheet. I then must subtotal this by type of fee, count, etc. Then I need to save this file in the appropriate folder as Customer A Invoice Details Date.xls. I then need to do this with the other 49 customers. I'm not looking to be spoon fed of course, but does anyone know off the top of their head some good example code to get started on a project like this? I know this is very simple in the grand scheme of stands, but if I could get my hands on a good example or have some general guidance for dealing with automating this, that would be great. It seems to me where someone who knows how to be more elegant in their coding could save some time would be by automating the transferring of the different customers' data without using, say, a customer list that the macro references. Really that's what's going through my mind right now...how to do this without using a list... Thanks |
#2
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Macro needed for billing purposes -- any general code ideas ?
Hi Zarlot
Start with this one to create the workbook http://www.rondebruin.nl/copy5.htm#workbook Will help you tomorrow with the changes But first get this working -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "Zarlot" wrote in message ... Here is what needs to be done: I get a "flat" file (as an excel spreadsheet) twice a month with billing data for about 50 customers totaling about 10,000 rows. So, for example, you might see 20 rows of Customer A along with type of fees and the different amounts in the appropriate fields/columns. The next month, you might see 30 rows of Customer A. Anyway, what I have to do with this data is make 50 different spreadsheets for each customer. So, for Customer A, I would copy and paste all of Customer A's data from the original master spreadsheet to a separate spreadsheet. I then must subtotal this by type of fee, count, etc. Then I need to save this file in the appropriate folder as Customer A Invoice Details Date.xls. I then need to do this with the other 49 customers. I'm not looking to be spoon fed of course, but does anyone know off the top of their head some good example code to get started on a project like this? I know this is very simple in the grand scheme of stands, but if I could get my hands on a good example or have some general guidance for dealing with automating this, that would be great. It seems to me where someone who knows how to be more elegant in their coding could save some time would be by automating the transferring of the different customers' data without using, say, a customer list that the macro references. Really that's what's going through my mind right now...how to do this without using a list... Thanks |
#3
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Macro needed for billing purposes -- any general code ideas ?
On May 14, 4:47 pm, "Ron de Bruin" wrote:
Hi Zarlot Start with this one to create the workbookhttp://www.rondebruin.nl/copy5.htm#workbook Will help you tomorrow with the changes But first get this working -- Regards Ron de Bruinhttp://www.rondebruin.nl/tips.htm "Zarlot" wrote in ... Here is what needs to be done: I get a "flat" file (as an excel spreadsheet) twice a month with billingdata for about 50 customers totaling about 10,000 rows. So, for example, you might see 20 rows of Customer A along with type of fees and the different amounts in the appropriate fields/columns. The next month, you might see 30 rows of Customer A. Anyway, what I have to do with this data is make 50 different spreadsheets for each customer. So, for Customer A, I would copy and paste all of Customer A's data from the original master spreadsheet to a separate spreadsheet. I then must subtotal this by type of fee, count, etc. Then I need to save this file in the appropriate folder as Customer A Invoice Details Date.xls. I then need to do this with the other 49 customers. I'm not looking to be spoon fed of course, but does anyone know off the top of their head some good example code to get started on a project like this? I know this is very simple in the grand scheme of stands, but if I could get my hands on a good example or have some general guidance for dealing with automating this, that would be great. It seems to me where someone who knows how to be more elegant in their coding could save some time would be by automating the transferring of the different customers' data without using, say, a customer list that the macro references. Really that's what's going through my mind right now...how to do this without using a list... Thanks Thanks a bunch! This macro with just a little bit of tweaking is working well preliminarily. I am not finished with it, as I couldn't spend too much time with it today, but one thing I'm going to have to "change" to adapt to my situation is... 1) The first column/field is actually called "Count" and has a 1 in each cell of the field. So, I'm going to have to make sure the macro is scanning the second column instead of the first, which I don't think is going to be a problem. 2) Roughly the first 4 rows in my template actually includes a jpeg, so I need to copy that each time to the new spread sheet. This shouldn't be a problem I don't think. Thanks for your help! |
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