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I'm new to this company and currently there are two functions to one specific
operations area - one is to do the work and the second is to QC the work and the QCs are pretty extensive. Currently the work queue is listed by job name in salesforce so that's where the new jobs are entered, a pool of people work on the jobs and then report the work is done. Once a job is done another entire group of people QC the work the first group did. Basically the queue of job is ever changing so the first group just keeps looking for new jobs to work on and the QC team keeps looking for jobs to QC. The QCs are recorded 100% in Excel - one job per workbook. Each workbook has at least 5 worksheets but all the information I need is exactly the same place on a couple tabs, always the named the same thing. Then my boss has been manually consolidating the QC results by looking in salesforce to see what jobs were done (the job names are unique so no two will ever be repeated), opens every associated workbook, basically copies and pastes the QC results in a CSV file which he then uploads to salesforce. Once all the QCs are done for the week, he then exports the data out again so he can chart it. It's clear in the long term they're trying to do more and more in salesforce but for the time being it's a completely time intensive process so what I'm proposing is to have Excel do more of the heavy lifting. I can export the list of jobs for the previous week from salesforce and I want to drop that data into Excel then have it programmatically go pull the data from the fields I need in the associated workbooks so I can simply create a macro to create the CSV file which can then be uploaded. If I lost you the important thing is I have a list that looks something like QC Record : Job Name : Listing Count : Date 201002-18485-QC : HD-11311-TA031110 : 263 : 3/15/10 201003-15737-QC : SHT-100312 : 103 : 3/14/10 201002-18327-QC : 032110Mag : 246 : 3/17/10 201001-18510-QC: TSA-100321 : 411 : 3/15/10 .... Since I know the job name I know there's a file that exists in a folder called \\de-mt1\clients\QC Reports\Proofs Adjusted\. The file will be called, for example, \\de-mt1\clients\QC Reports\Proofs Adjusted\HD-100311-TA031110 proof adjusted.xls where HD-100311-TA031110 is the only piece of information that will ever change and it will always be the job name. From the "Upload" tab I need to start grabbing the data from cell A2, B2, C2, D2, and so on. List of job names is 100% dynamic and the list varies in length from probably 50 to hundreds in their peak season. -- Jen |
#2
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hi, Jen !
1) it's not so clear if you have done this part (or you are looking for a way to do)... 2) however, AFAICS, you have it solved as per your comment... (but it is not clear if this is a *.csv or an *.xls file ?) 3) also, if you know what you say to know (again, as per your comment)... 4) there are many ways to get data from a closed file (ADO, ms-query, excecuteexcel4macro, the function "pull" from HG, etc.) also, you could try Ron de Bruin's "Copy/Paste/Merge examples" section from here... http://www.rondebruin.nl/tips.htm if any doubt (or further infomation)... would you please comment ? regards, hector. __ 1 __ I can export the list of jobs for the previous week from salesforce and I want to drop that data into Excel then have it programmatically go pull the data from the fields I need in the associated workbooks so I can simply create a macro to create the CSV file which can then be uploaded. __ 2 __ ... the important thing is I have a list that looks something like QC Record : Job Name : Listing Count : Date 201002-18485-QC : HD-11311-TA031110 : 263 : 3/15/10 201003-15737-QC : SHT-100312 : 103 : 3/14/10 201002-18327-QC : 032110Mag : 246 : 3/17/10 201001-18510-QC: TSA-100321 : 411 : 3/15/10 ... __ 3 __ Since I know the job name I know there's a file that exists in a folder called \\de-mt1\clients\QC Reports\Proofs Adjusted\. The file will be called, for example, \\de-mt1\clients\QC Reports\Proofs Adjusted\HD-100311-TA031110 proof adjusted.xls where HD-100311-TA031110 is the only piece of information that will ever change and it will always be the job name. From the "Upload" tab I need to start grabbing the data from cell A2, B2, C2, D2, and so on. __ 4 __ List of job names is 100% dynamic and the list varies in length from probably 50 to hundreds in their peak season. |
#3
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Hi Hector,
1. I can do this. 2. It's in an Excel file. 3/4. This is my problem area - I know very little VB so here's where I'm struggling. First, I need to make sure the VB code doesn't open every file in the directory, just looks up the data from the list I've exported. Basically do-while for the list of inputs. Also, I need some help on actual implementation. I was thinking I needed to create a column where I took the job name and created the filename string so the VB knew where to go get the data but I'm getting the impression from the reading I'm do that I don't need to do that. Can you help with how I might have to modify ExecuteExcel4Macro to make this work? Can you talk me through what the code in the existing do-while is actually doing? Thanks -- Jen "Héctor Miguel" wrote: hi, Jen ! 1) it's not so clear if you have done this part (or you are looking for a way to do)... 2) however, AFAICS, you have it solved as per your comment... (but it is not clear if this is a *.csv or an *.xls file ?) 3) also, if you know what you say to know (again, as per your comment)... 4) there are many ways to get data from a closed file (ADO, ms-query, excecuteexcel4macro, the function "pull" from HG, etc.) also, you could try Ron de Bruin's "Copy/Paste/Merge examples" section from here... http://www.rondebruin.nl/tips.htm if any doubt (or further infomation)... would you please comment ? regards, hector. __ 1 __ I can export the list of jobs for the previous week from salesforce and I want to drop that data into Excel then have it programmatically go pull the data from the fields I need in the associated workbooks so I can simply create a macro to create the CSV file which can then be uploaded. __ 2 __ ... the important thing is I have a list that looks something like QC Record : Job Name : Listing Count : Date 201002-18485-QC : HD-11311-TA031110 : 263 : 3/15/10 201003-15737-QC : SHT-100312 : 103 : 3/14/10 201002-18327-QC : 032110Mag : 246 : 3/17/10 201001-18510-QC: TSA-100321 : 411 : 3/15/10 ... __ 3 __ Since I know the job name I know there's a file that exists in a folder called \\de-mt1\clients\QC Reports\Proofs Adjusted\. The file will be called, for example, \\de-mt1\clients\QC Reports\Proofs Adjusted\HD-100311-TA031110 proof adjusted.xls where HD-100311-TA031110 is the only piece of information that will ever change and it will always be the job name. From the "Upload" tab I need to start grabbing the data from cell A2, B2, C2, D2, and so on. __ 4 __ List of job names is 100% dynamic and the list varies in length from probably 50 to hundreds in their peak season. . |
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