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#1
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Transferring info from worksheet to report
First thank you again to 'Excelent' your suggestion for coloring rows was
spot on. Now a new question. I have several worksheets each containing similar information about different clients and once a fortnight I am expected to send a report on all activity. To do this I need to collate the information on a daily basis from each worksheet then present it in the report as a total of all the worksheets. At present I am doing this by placing formulae on the worksheets to search out information according to date then add the columns of information either as a sum or countif equations then gathering and summing on the report page before actually placing the result in the appropriate place on the report. I know there must be a way of doing the same using visual basic but I am nowhere near clever enough. Does anyone have any ideas? At present I am using in excess of 52mb and am afraid that soon it will be too big to open! |
#2
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Transferring info from worksheet to report
Thu, 17 May 2007 04:09:00 -0700 from John D
: I have several worksheets each containing similar information about different clients and once a fortnight I am expected to send a report on all activity. To do this I need to collate the information on a daily basis from each worksheet then present it in the report as a total of all the worksheets. At present I am doing this by placing formulae on the worksheets to search out information according to date then add the columns of information either as a sum or countif equations then gathering and summing on the report page before actually placing the result in the appropriate place on the report. I know there must be a way of doing the same using visual basic but I am nowhere near clever enough. Does anyone have any ideas? At present I am using in excess of 52mb and am afraid that soon it will be too big to open! While it can be done in Excel, as you've proved, I think a database would be easier to handle and much more versatile for this application. Since these reports are an ongoing requirement it might be good to program them in Access using one of its wizards. -- Stan Brown, Oak Road Systems, Tompkins County, New York, USA http://OakRoadSystems.com/ |
#3
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Transferring info from worksheet to report
Thank you Stan.
I have thought of this but would rather if possible stick to excell. This is because my boss originally put it together and he has supplied all his sales staff with it. "Stan Brown" wrote: Thu, 17 May 2007 04:09:00 -0700 from John D : I have several worksheets each containing similar information about different clients and once a fortnight I am expected to send a report on all activity. To do this I need to collate the information on a daily basis from each worksheet then present it in the report as a total of all the worksheets. At present I am doing this by placing formulae on the worksheets to search out information according to date then add the columns of information either as a sum or countif equations then gathering and summing on the report page before actually placing the result in the appropriate place on the report. I know there must be a way of doing the same using visual basic but I am nowhere near clever enough. Does anyone have any ideas? At present I am using in excess of 52mb and am afraid that soon it will be too big to open! While it can be done in Excel, as you've proved, I think a database would be easier to handle and much more versatile for this application. Since these reports are an ongoing requirement it might be good to program them in Access using one of its wizards. -- Stan Brown, Oak Road Systems, Tompkins County, New York, USA http://OakRoadSystems.com/ |
#4
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Transferring info from worksheet to report
Fri, 18 May 2007 01:21:00 -0700 from John D
: "Stan Brown" wrote: While it can be done in Excel, as you've proved, I think a database would be easier to handle and much more versatile for this application. Since these reports are an ongoing requirement it might be good to program them in Access using one of its wizards. Thank you Stan. I have thought of this but would rather if possible stick to excell. This is because my boss originally put it together and he has supplied all his sales staff with it. Yes, I had feared that might be a constraint. You could still do it in Access, if I am not mistaken, but linking from the Access database to the Excel workbook. Then everyone still happily enters data in Excel, but you use Access to generate reports. I haven't tried it myself. :-) -- Stan Brown, Oak Road Systems, Tompkins County, New York, USA http://OakRoadSystems.com/ |
#5
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Transferring info from worksheet to report
Thank you Stan, I think I shall just have to persevere.
"Stan Brown" wrote: Fri, 18 May 2007 01:21:00 -0700 from John D : "Stan Brown" wrote: While it can be done in Excel, as you've proved, I think a database would be easier to handle and much more versatile for this application. Since these reports are an ongoing requirement it might be good to program them in Access using one of its wizards. Thank you Stan. I have thought of this but would rather if possible stick to excell. This is because my boss originally put it together and he has supplied all his sales staff with it. Yes, I had feared that might be a constraint. You could still do it in Access, if I am not mistaken, but linking from the Access database to the Excel workbook. Then everyone still happily enters data in Excel, but you use Access to generate reports. I haven't tried it myself. :-) -- Stan Brown, Oak Road Systems, Tompkins County, New York, USA http://OakRoadSystems.com/ |
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