customers

  1. I

    Part of my code has stopped working

    Morning, I have a worksheet called INV that when i select the drop down arrow in cell G13 i see a list of customers names. These names are on another worksheet called DATABASE of which is in the same workbook. Selecting a name then copies certain cell values from the customers entered info on...
  2. T

    Where to Start?

    Hi Folks, Been a while... Anyway I'm looking at a simple list of all active customers and all their invoices. I've got three columns; Name, Invoice Date, and Invoice Amount. I'm looking for a way to say 'if the customer has invoices prior to 2019 then ignore them and move on to the next...
  3. I

    Apply 001 after customers name

    Hi, I have a worksheet called POSTAGE. There are customers names in column B Current range at present is B10:B979 I would like some help with a basic code where any customer that doesnt have a number after there name then the code would add 001 So TOM JONES would then become TOM JONES 001...
  4. B

    Calculating the difference in quantity from a matrix

    Hi Everyone, Have come here seeking for some advice and will try to explain as best I can. The scenario is a food company that deliver's a set amount of products dependent on the amount of customers that are booked on a specific day. So I have a main spreadsheet with a list of food items...
  5. T

    Calculating actual numbers based on cohorts

    Hi everyone! Compiling buyers LTV model I ran into problem of calculating future periods active buyers basing on drop-off cohort & actual buyers attracted. What I got is: <colgroup><col width="65" span="7" style="width: 65pt;"></colgroup><tbody> 1 2 3 4 5 6 Cohort 1 0,28110628 0,209170244...
  6. N

    Formula to locate an entry with a date up to 15 days in the future

    Hi, I am trying to work out a formula which will allow me locate a related entry with a future date (up to +15 days). I have 2 separate lists, one of customers and their contract end dates and a one of customers with renewed contracts and their start dates. I want to look up based on the...
  7. albertc30

    activate sheet not always calling for form...

    Hi all. The code bellow seems to be working randomly. Private Sub Worksheet_Activate() Sheets("customers").Unprotect Password:="******" 'UnProtects the customers sheet. Columns("A:R").Select ActiveWindow.Zoom = True Range("F14").Select...
  8. albertc30

    Countif but filter the number of customers...

    Hi all. I am trying to filter the number of say invoices pending and the formula bellow does this. =COUNTIF(E:E,"NO") However, the goal here is to show only the number of customers with outstanding unpaid invoices. These would be marked on say collumn E as NO. So, say column D has customers...
  9. M

    Use Access Database to auto create Excel template

    Hi All, I've come up against an issue. I'm sure it possible, only I don't have the knowledge. I currently use Excel to keep track of what customers owe and when they pay. In it's basic form, it consists of two boxes for every day of the year. One records what they owe for any particular day...
  10. A

    update data from sheets

    Hi guys I have a spread sheet ( sheet 2) with a list of data customers name , so my columns have B4=code , C4=Name , D4=ORDERS , E4=D/O/O , F4=Y/N , G4=NOTES , H4 = LEG , I4 =DATE, j4=TIME How do I update the (sheet 1) Customers info and changing the order of columns when input...
  11. L

    Keep ID Number With Customer

    Hello, Is there a way to keep the assigned ID with each customer ? I want to be able to sort the table but when doing so the ID numbers for the customers change. Thank you very much Excel WorkbookABCDEFGHIJ1IDContact NameCompany NameStreet AddressCitySTZip CodePhoneEmailNotes2101JohnBank12...
  12. Sandcastor

    INDEX-MATCH last matching entry in a list - no VBA?

    Hello all again. It's been a while. As usual, I have scoured, and cannot find an existing answer. If an answer exists, please redirect, otherwise, I need some help. Situation: I keep a growing database (excel) of samples, for multiple customers, that I have cataloged and shipped for my job...
  13. S

    Compare two columns and get info from a third?

    Hi All, I have two lists of customers. One is a list of target customers with Names in column B and Target type in column A. e.g A, B or C In the second Sheet it is a list of all customers in the country. with names in Column A I am trying to get the Target type added into Column B of the second...
  14. A

    Show Selected Customer ID #

    I have a worksheet with Customer Information. In Columns D-T is the Customers information Headers address, phone, email, etc. In column D are the Customers ID #'s I would like to take the Customer ID# for the selected customer and show it in Cell B2 . Is there a way to do this? I have attached a...
  15. I

    Userform question

    I’m thinking of making a userform for my grass cutting business. I’m not entirely sure how to approach it yet but something like select a customers name & the relevant info fields are then shown. One thing I’m stuck with is some customers have repeat visits so maybe by clicking on a fields...
  16. C

    Data analysis

    I have data that shows visits of customers Their name, the date they visited and how much they spent. I need to create a visual of this information to show if customers vary from there usual pattern of visits per week. If they always attend on the same day and if their spend increases. Please help
  17. R

    Excel VBA code request to limit access to workbook

    I have a spreadsheet that I use with the sales force. I want to send out the spreadsheet but I want to make it such that the reps can only see the customers they manage. I want their Usernames to be what limits their view. Is there a VBA code I can use?
  18. P

    Name Lookup

    Good afternoon. I would like to create a sheet (formula) that would scan another sheet for customer name matches. I would like to have a Master Excel Sheet with the names of companies that I work with (i.e. XYZ Corp) I receive Excel sheets daily for work that will be done that impacts...
  19. S

    Count of new customers

    Hi, I'm trying to figure out each month what new customers we have. I have a table called tblCustomer what has a date created. I have a table sale with sales dates. I would like to create a measure that will let me know the sales for the period I've selected, how many are new customers. IE I...
  20. T

    Ifs & and

    Hello. First of all, thank you very much for taking time to review the below case. So I have a data set and I'm attempting to build a formula with IFS and AND to determine the following; New Customers: customers who have never purchased any of the selected products. Returning Customers...

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