clients

  1. N

    Database as weekly reminder

    i have a series of clients that need work doing. each one has house work on at a different frequency. some weekly, some 2 weekly, some 6 weekly etc. in additional these clients have garden work on at a different frequency I would like to be able to add these clients to a database, say the work...
  2. T

    Create tabs for each name in horrizontal list and add there data

    Hi Everyone, I have data I want to split up into clients names. In range K5:"Last column" & 5 I have a list of clients names I want to create a tab for each client and add there data to that page but I have a umber of problems please help if you can? So for each name I want to create a tab...
  3. G

    Checking Time blocks

    Hello, im trying to create a check for a bunch of time blocks for staff ID Staff Start End Total Time 1111 8:30 9:30 0:30 "Under 1 hour" 1111 10:00 10:30 0:30 "OK" 1111 10:30 11:00 0:30 "OK" 1111 12:00...
  4. G

    Can this scenario be modelled within Excel?

    The purpose is to ensure that an expected number of new clients will be served by a sales representative on schedule. Normally, you hire sales reps and then get clients, but for the purposes of forecasting I need to do it the other way around. Each sales rep, newly hired, has a training period...
  5. M

    Data fill based on values

    Hi I need a macro/formula to pull through names of people if they have a value against a client onto the master spreadsheet I have separate client tabs, with people putting values against an activity. I have a master sheet which lists the clients under each column. I would like to pull...
  6. A

    Sumproduct to Count Rows Meeting Multiple AND/OR Criteria - is there a Better/Easier Way?

    Hello, Please can you help me? I have one column, AH, with names of different departments of our organisation. Columns C,D and F contain health information as to whether or not clients are disabled. I want to count how many clients of 3 of our departments have either "No" entered into either...
  7. P

    What have the clients NOT purchased?

    Hi Guys, Been a while. Got one that I cant quite get right in my head how to do it. I have a list of clients and the products they have purchased. Client table: <tbody> Client Name Products Users Fee Mr PROD1 5 100 Mr PROD2 1 100 Mr PROD3 3 100 Excel PROD1 5 100 </tbody>...
  8. M

    VBA Copy and Transpose to merged cells - my bad but working solution

    .. sorry for so many posts but I couldn't find a workaround to transpose to merged cells but thought I'd share my basic and probably risky code. As you can see, very limited knowledge and I know the range could change but will have to call that out. Sub TransposeValue() Worksheets("COD...
  9. R

    Looking for a way to allocate values according to a percentage split, plus a couple other variables in VBA

    Hello everybody! (HI DR. NICK!) I'm after a semi-intelligent automated solution to a manual task one of our directors does, he goes through a list of 1,000 clients each week and assigns a brand to them based off a bunch of variables and calculations he performs -imperfectly- on the spot. On...
  10. S

    Save Macro

    Hi I have this code to save a spreadsheet, Sub Save()' ' Save Macro Sheets(Array("Sheet1")).Select Sheets(Array("Sheet1")).Copy ActiveWorkbook.SaveAs Filename:=Range("F21") Range("A1").Select End Sub <colgroup><col><col><col></colgroup><tbody>...
  11. P

    VBA - Pop alert for list of dates

    Hello all, First of all, I tried to find a similar thread but without much success (as I'm new) for my question. So sorry, if there is already a similar thread and if yes and you have it, just point me to the right direction. Thank you. So I have a list of client contracts and I would like...
  12. S

    Counting # of Clients if another Column is > 0

    I'm trying to design some sort of countif/countifs formula(Sheet 1, Column B) to count the number of clients involved in each job type... -----Sheet 1-----(Column B needs to count the number of individual clients that hired different job types...For Example: Cell B2 should result with 2...
  13. F

    IF forumla for fortnightly and monthly reminders

    I have this spreadsheet that I am trying to create for payroll reminders for weekly, fortnightly and monthly clients. With the Weekly pay clients I need to trigger every Tuesday to be highlighted. With the fortnightly clients I need to trigger every second Tuesday and for the monthly clients I...
  14. T

    Checking if a name is already being used and spelt slightly different?

    Hi Everyone, I'm thinking this might be impossible as the possabilities are too wide, however I've been surprised before so who knows? I have a sheet where people input the clients Name "Woolworths Ltd" or "Amazon" etc. now I'm having a problem as the names are being entered differently. I've...
  15. L

    Calculate percentage of client base

    <tbody> Client When became a client How long been a client % ABC 09/03/2017 1 year 10 months DEF 30/04/2013 5 years 9 months GHI 13/11/2007 11 years 2 months JKL 30/08/2018 0 years 5 months </tbody> Hi, I am trying to work out the following: I have a database of...
  16. B

    Measure to count number of clients making higher payment than previous month

    Here is a dummy dataset to illustrate my question: <colgroup><col><col><col></colgroup><tbody> Client_Ref Start_of_Payment Month Payment_Amount 101 01/01/2018 20 101 01/02/2018 20 101 01/03/2018 25 102 01/01/2018 15 102 01/02/2018 25 102 01/03/2018 10 </tbody> I am wondering if...
  17. C

    Dynamic Names when using Macros to export as a PDF

    Hi Everyone! I am curious to see if anyone can help me with this, I have the following macro to export as a PDF in excel: Sub SoA() ' ' SoA Macro ' ' Application.ScreenUpdating = False Sheets("Super SoA").Select ChDir "M:\New Client\Created PDF" ActiveSheet.ExportAsFixedFormat...
  18. G

    Export data from excel and seperate it by cell value automaticly

    Hello guys, I am using excel for listing jobs I do for my clients, and I would like to know if it's possible to export the data and separate it to each client's record in the last month. I do it manually by filtering to view the last month and a specific client each time, and it takes a long...
  19. M

    Automating Mileage Form

    Hi, I am wondering if you are able to help me, I am trying to create an automated word documents which take its data from excel to calculate the mileage i travel between clients address just by entering there name, So i would enter client 1 to clients 2 and it would calculate how many miles it...
  20. I

    Managing client data using dates

    Good evening. I have had a wonderful support with this forum before and thought I would give it another try. I have 10k+ rows of data that includes a client name, score on a specific measure, and the date when the measure was taken. Some clients will only take the measure once, whereas others...

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