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#1
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Saving monthly information from order form
Thank you in advance for any assistance you can provide. I am still
trying to learn excel and am struggling. I have an order form for supplies that is updated monthly for various facilities. I want to store the information from each order onto separate sheets, according to facility and month. The order form is set up like this: Facilty Name Date of Order Product ID Product Name Quanity Wanted Unit Price Total I want the Quantity Wanted, Unit Price, and Total transferred to a worksheet for the corresponding facility. Each facility sheet has a list of the products. I was planning on having the months across the top row. I have spent many hours trying to do this using conditional information about facility and date and then using lookup tables to get the information regarding quanity and price. It worked for January - then as soon as I change the date, the information in January disappeared. I hope this makes sense. Any help would be appreciated. I also tried writing code for it using a command button to update the month. I didn't have much luck with that. Thank you in advance for any help. Carolyn |
#2
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Saving monthly information from order form
Tom,
As always, thank you for your help. I am using an excel sheet to enter the order information on. I am going to use a pivot table and store the information on one sheet. I am not sure how to do it using excel, but I am going to try to figure it out. I would like to write a macro moving information to the database sheet, but am clueless. Could you point me in a direction? Thank you again for your help. Carolyn "Tom Ogilvy" wrote in message ... Why not make a single worksheet as a database of all your orders. Then you can easily make your individual report using a pivot table under the data menu. when you say form, is this a spread sheet where the user enters data in the cells? If so, you would probably need a macro to move a copy of the data to your master database. Using formulas isn't really practical - as you state, the formulas recalculate each time the data changes. -- Regards, Tom Ogilvy "Carolyn" wrote in message om... Thank you in advance for any assistance you can provide. I am still trying to learn excel and am struggling. I have an order form for supplies that is updated monthly for various facilities. I want to store the information from each order onto separate sheets, according to facility and month. The order form is set up like this: Facilty Name Date of Order Product ID Product Name Quanity Wanted Unit Price Total I want the Quantity Wanted, Unit Price, and Total transferred to a worksheet for the corresponding facility. Each facility sheet has a list of the products. I was planning on having the months across the top row. I have spent many hours trying to do this using conditional information about facility and date and then using lookup tables to get the information regarding quanity and price. It worked for January - then as soon as I change the date, the information in January disappeared. I hope this makes sense. Any help would be appreciated. I also tried writing code for it using a command button to update the month. I didn't have much luck with that. Thank you in advance for any help. Carolyn |
#3
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Saving monthly information from order form
I guess I am more clueless than I thought about the pivot tables. How
would I incorporate the month and the location in the table? I am so lost and am probably brain dead after looking at this spreadsheet for so long. Thank you for any help you can provide. "Tom Ogilvy" wrote in message ... Why not make a single worksheet as a database of all your orders. Then you can easily make your individual report using a pivot table under the data menu. when you say form, is this a spread sheet where the user enters data in the cells? If so, you would probably need a macro to move a copy of the data to your master database. Using formulas isn't really practical - as you state, the formulas recalculate each time the data changes. -- Regards, Tom Ogilvy "Carolyn" wrote in message om... Thank you in advance for any assistance you can provide. I am still trying to learn excel and am struggling. I have an order form for supplies that is updated monthly for various facilities. I want to store the information from each order onto separate sheets, according to facility and month. The order form is set up like this: Facilty Name Date of Order Product ID Product Name Quanity Wanted Unit Price Total I want the Quantity Wanted, Unit Price, and Total transferred to a worksheet for the corresponding facility. Each facility sheet has a list of the products. I was planning on having the months across the top row. I have spent many hours trying to do this using conditional information about facility and date and then using lookup tables to get the information regarding quanity and price. It worked for January - then as soon as I change the date, the information in January disappeared. I hope this makes sense. Any help would be appreciated. I also tried writing code for it using a command button to update the month. I didn't have much luck with that. Thank you in advance for any help. Carolyn |
#4
Posted to microsoft.public.excel.programming
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Saving monthly information from order form
Sub MoveDate()
' find the next available row on the sheet Data set rng = Worksheets("Data").Cells(rows.count,1).End(xlup)(2 ) With Worksheets("Input") rng.Value = .Range("B1").Value rng.offset(0,1).Value = .Range("B2").Value rng.offset(0,2).Value = .Range("A4").Value rng.offset(0,3).Value = .Range("B4").Value rng.offset(0,4).Value = .range("C4").Value End Sub if you will have multiple lines of data on shee Input starting in A4 Sub MoveData() With Worksheets("Input") for each cell in .Range(.Cells(4,1),.Cells(rows.count,1).End(xlup) set rng = Worksheets("Data").Cells(rows.count,1).End(xlup)(2 ) rng.Value = .Range("B1") rng.offset(0,1).Value = .Range("B2") rng.offset(0,2).Value = .cell.Value rng.offset(0,3).Value = .cell.offset(0,1).Value rng.offset(0,4).Value = .cell.offset(0,1).Value Next End With End Sub -- Regards, Tom Ogilvy "Carolyn" wrote in message om... Tom, As always, thank you for your help. I am using an excel sheet to enter the order information on. I am going to use a pivot table and store the information on one sheet. I am not sure how to do it using excel, but I am going to try to figure it out. I would like to write a macro moving information to the database sheet, but am clueless. Could you point me in a direction? Thank you again for your help. Carolyn "Tom Ogilvy" wrote in message ... Why not make a single worksheet as a database of all your orders. Then you can easily make your individual report using a pivot table under the data menu. when you say form, is this a spread sheet where the user enters data in the cells? If so, you would probably need a macro to move a copy of the data to your master database. Using formulas isn't really practical - as you state, the formulas recalculate each time the data changes. -- Regards, Tom Ogilvy "Carolyn" wrote in message om... Thank you in advance for any assistance you can provide. I am still trying to learn excel and am struggling. I have an order form for supplies that is updated monthly for various facilities. I want to store the information from each order onto separate sheets, according to facility and month. The order form is set up like this: Facilty Name Date of Order Product ID Product Name Quanity Wanted Unit Price Total I want the Quantity Wanted, Unit Price, and Total transferred to a worksheet for the corresponding facility. Each facility sheet has a list of the products. I was planning on having the months across the top row. I have spent many hours trying to do this using conditional information about facility and date and then using lookup tables to get the information regarding quanity and price. It worked for January - then as soon as I change the date, the information in January disappeared. I hope this makes sense. Any help would be appreciated. I also tried writing code for it using a command button to update the month. I didn't have much luck with that. Thank you in advance for any help. Carolyn |
#5
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Saving monthly information from order form
your data table would look like this
Facilty Name,Date of Order,Product ID,Product Name,Quanity Wanted,Unit Price,Total where the commas indicate each separate column. The macro I provided would need code added to write unit price and total as well, but you should see the pattern. In the pivot table, you would group on date (group at the month level -- Regards, Tom Ogilvy "Carolyn" wrote in message m... I guess I am more clueless than I thought about the pivot tables. How would I incorporate the month and the location in the table? I am so lost and am probably brain dead after looking at this spreadsheet for so long. Thank you for any help you can provide. "Tom Ogilvy" wrote in message ... Why not make a single worksheet as a database of all your orders. Then you can easily make your individual report using a pivot table under the data menu. when you say form, is this a spread sheet where the user enters data in the cells? If so, you would probably need a macro to move a copy of the data to your master database. Using formulas isn't really practical - as you state, the formulas recalculate each time the data changes. -- Regards, Tom Ogilvy "Carolyn" wrote in message om... Thank you in advance for any assistance you can provide. I am still trying to learn excel and am struggling. I have an order form for supplies that is updated monthly for various facilities. I want to store the information from each order onto separate sheets, according to facility and month. The order form is set up like this: Facilty Name Date of Order Product ID Product Name Quanity Wanted Unit Price Total I want the Quantity Wanted, Unit Price, and Total transferred to a worksheet for the corresponding facility. Each facility sheet has a list of the products. I was planning on having the months across the top row. I have spent many hours trying to do this using conditional information about facility and date and then using lookup tables to get the information regarding quanity and price. It worked for January - then as soon as I change the date, the information in January disappeared. I hope this makes sense. Any help would be appreciated. I also tried writing code for it using a command button to update the month. I didn't have much luck with that. Thank you in advance for any help. Carolyn |
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