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#1
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Hi! My original post just kind of slipped through the cracks.
I have a workbook that pulls sales from an Access database. The data is set to update each time the workbook is opened. I created a summary worksheet to look at the data tab and just show current month's sales by category which is basically a formula for each row to make current sales visible and then I have a simple Macro to sort the data. There are a few issues I have here. First, I had to create formulas for thousands of rows to make sure I have enough rows to cover data in the data tab, so if the sales totals exceed the rows I have for the sales summary, then I miss sales. Second, for some reason now, when the Access data updates, it messes up the formulas in the summary tab and I get #ERR in the formulas. Third, my Macro just sorts the data bring it to the top so the blank rows go to the bottom. I have to sort in inverse order, so the summary is backwards. A little background on formulas: * I have named ranges for the Access data tab that are using OFFSET so all data is included in the named range regardless of how many rows it fills. * The formula in the summary is just a formula that looks at each row and checks to see if it is within the current month and then shows the description, date and sales price. If it is not in the current month, it is just blank. * The sort Macro just resorts the data range (about 2500 rows) descending so the blanks go to the bottom rows. What I would like to do is figure out a way to have the summary page just find the monthly totals for that month in ascending order. Is there a way to do this so I can avoid creating thousands of rows of formulas and just have it fill in the data? I would prefer not to use autofilter. Thanks! |
#2
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Hi,
Is there any reason you aren't using VBA to to do the extraction/summarising rather than use formulae - to avoid showing blank rows? Can you give a brief examples of both the raw data and the summary sheets (I sssume there are these two sheets). You could possibly use SUM or SUMPRODUCT to summarise data by MONTH, CATEGORY etc. "Karl Burrows" wrote: Hi! My original post just kind of slipped through the cracks. I have a workbook that pulls sales from an Access database. The data is set to update each time the workbook is opened. I created a summary worksheet to look at the data tab and just show current month's sales by category which is basically a formula for each row to make current sales visible and then I have a simple Macro to sort the data. There are a few issues I have here. First, I had to create formulas for thousands of rows to make sure I have enough rows to cover data in the data tab, so if the sales totals exceed the rows I have for the sales summary, then I miss sales. Second, for some reason now, when the Access data updates, it messes up the formulas in the summary tab and I get #ERR in the formulas. Third, my Macro just sorts the data bring it to the top so the blank rows go to the bottom. I have to sort in inverse order, so the summary is backwards. A little background on formulas: * I have named ranges for the Access data tab that are using OFFSET so all data is included in the named range regardless of how many rows it fills. * The formula in the summary is just a formula that looks at each row and checks to see if it is within the current month and then shows the description, date and sales price. If it is not in the current month, it is just blank. * The sort Macro just resorts the data range (about 2500 rows) descending so the blanks go to the bottom rows. What I would like to do is figure out a way to have the summary page just find the monthly totals for that month in ascending order. Is there a way to do this so I can avoid creating thousands of rows of formulas and just have it fill in the data? I would prefer not to use autofilter. Thanks! |
#3
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I am not opposed to using VBA. It was just created using formulas
originally. The raw data from Access consists of columns of sales division, salesperson, item number, sales date and price. I added a column to the right to include a column for a count (Basically "1" if cells to left have data and blank if empty) for subtototals on other worksheets. The sales worksheet is the same data just showing the current months data only arranged in a sort order of division, salesperson, sales date. What I did here was create formula in each column to basically show the data if the database worksheet had corresponding current month data and blank if it was from another period and then created a simple Macro to sort the data as stated. I basically ended up sorting descending so the blanks went to the bottom, so my data is reversed, but it was much easier that way. Thanks! "Toppers" wrote in message ... Hi, Is there any reason you aren't using VBA to to do the extraction/summarising rather than use formulae - to avoid showing blank rows? Can you give a brief examples of both the raw data and the summary sheets (I sssume there are these two sheets). You could possibly use SUM or SUMPRODUCT to summarise data by MONTH, CATEGORY etc. "Karl Burrows" wrote: Hi! My original post just kind of slipped through the cracks. I have a workbook that pulls sales from an Access database. The data is set to update each time the workbook is opened. I created a summary worksheet to look at the data tab and just show current month's sales by category which is basically a formula for each row to make current sales visible and then I have a simple Macro to sort the data. There are a few issues I have here. First, I had to create formulas for thousands of rows to make sure I have enough rows to cover data in the data tab, so if the sales totals exceed the rows I have for the sales summary, then I miss sales. Second, for some reason now, when the Access data updates, it messes up the formulas in the summary tab and I get #ERR in the formulas. Third, my Macro just sorts the data bring it to the top so the blank rows go to the bottom. I have to sort in inverse order, so the summary is backwards. A little background on formulas: * I have named ranges for the Access data tab that are using OFFSET so all data is included in the named range regardless of how many rows it fills. * The formula in the summary is just a formula that looks at each row and checks to see if it is within the current month and then shows the description, date and sales price. If it is not in the current month, it is just blank. * The sort Macro just resorts the data range (about 2500 rows) descending so the blanks go to the bottom rows. What I would like to do is figure out a way to have the summary page just find the monthly totals for that month in ascending order. Is there a way to do this so I can avoid creating thousands of rows of formulas and just have it fill in the data? I would prefer not to use autofilter. Thanks! |
#4
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Can you change the query in Access, so it only returns data for the
current month? Then, you wouldn't have to do any filtering in Excel. Karl Burrows wrote: Hi! My original post just kind of slipped through the cracks. I have a workbook that pulls sales from an Access database. The data is set to update each time the workbook is opened. I created a summary worksheet to look at the data tab and just show current month's sales by category which is basically a formula for each row to make current sales visible and then I have a simple Macro to sort the data. There are a few issues I have here. First, I had to create formulas for thousands of rows to make sure I have enough rows to cover data in the data tab, so if the sales totals exceed the rows I have for the sales summary, then I miss sales. Second, for some reason now, when the Access data updates, it messes up the formulas in the summary tab and I get #ERR in the formulas. Third, my Macro just sorts the data bring it to the top so the blank rows go to the bottom. I have to sort in inverse order, so the summary is backwards. A little background on formulas: * I have named ranges for the Access data tab that are using OFFSET so all data is included in the named range regardless of how many rows it fills. * The formula in the summary is just a formula that looks at each row and checks to see if it is within the current month and then shows the description, date and sales price. If it is not in the current month, it is just blank. * The sort Macro just resorts the data range (about 2500 rows) descending so the blanks go to the bottom rows. What I would like to do is figure out a way to have the summary page just find the monthly totals for that month in ascending order. Is there a way to do this so I can avoid creating thousands of rows of formulas and just have it fill in the data? I would prefer not to use autofilter. Thanks! -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
#5
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The worksheet provides monthly sales over several years and this worksheet
just pulls current months sales. "Debra Dalgleish" wrote in message ... Can you change the query in Access, so it only returns data for the current month? Then, you wouldn't have to do any filtering in Excel. Karl Burrows wrote: Hi! My original post just kind of slipped through the cracks. I have a workbook that pulls sales from an Access database. The data is set to update each time the workbook is opened. I created a summary worksheet to look at the data tab and just show current month's sales by category which is basically a formula for each row to make current sales visible and then I have a simple Macro to sort the data. There are a few issues I have here. First, I had to create formulas for thousands of rows to make sure I have enough rows to cover data in the data tab, so if the sales totals exceed the rows I have for the sales summary, then I miss sales. Second, for some reason now, when the Access data updates, it messes up the formulas in the summary tab and I get #ERR in the formulas. Third, my Macro just sorts the data bring it to the top so the blank rows go to the bottom. I have to sort in inverse order, so the summary is backwards. A little background on formulas: * I have named ranges for the Access data tab that are using OFFSET so all data is included in the named range regardless of how many rows it fills. * The formula in the summary is just a formula that looks at each row and checks to see if it is within the current month and then shows the description, date and sales price. If it is not in the current month, it is just blank. * The sort Macro just resorts the data range (about 2500 rows) descending so the blanks go to the bottom rows. What I would like to do is figure out a way to have the summary page just find the monthly totals for that month in ascending order. Is there a way to do this so I can avoid creating thousands of rows of formulas and just have it fill in the data? I would prefer not to use autofilter. Thanks! -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
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