policy

  1. G

    Vba to match 2 tables and count the number of occurances

    Hi, Can someone help me with the vba for the following- I have 2 tables in different spreadsheets, which have a common field -policy no. The main table is in spreadsheet 1 and the other in spreadsheet 2. What is required is to find the number of times a policy no repeats itself in the second...
  2. M

    VBA Loop Copy & Vertical Paste 2 data points based on [3rd] Criteria

    I have some data that I need to flip and copy & paste vertically based on the value at the intersection of a row & column. Below is the data as it is currently & how I need it to look. The result is based on where the policy is marked as 'Required' for that job & policy. I have tried various...
  3. B

    How to deduct one row

    Hi All, How do you deduct 1 row from the last row selected using ctrl+shift+down? In this way, I won't be including "Grand Total" to the graph that I will be creating. Range("A5").Select Range(Selection, Selection.End(xlDown)).Select <colgroup><col width="305" style="width: 229pt...
  4. B

    Automate the creation of graph from Pivot Table - VBA

    Hi All, I have created a VBA that automatically creates a pivot table. However, I would also like to automate the creation of a graph from the the pivot table. What I want to happen is to make a graph from the details without including "Row Labels" and "Grand Total". If there is a new entry for...
  5. B

    Remove Blanks from Pivot Table VBA

    Hi All, How do you remove a row with "(blank)" from a pivot table which is also producing count for blanks? VBA <colgroup><col width="305" style="width: 229pt; mso-width-source: userset; mso-width-alt: 9760;"> <col width="129" style="width: 97pt; mso-width-source: userset; mso-width-alt...
  6. K

    Allow a macro to run, even if the PC is locked

    i have a rather long routine that I would like to fire off during my lunch break. I will have the work book open, and I have added the necissary code to the workbook_open event Application.OnTime TimeValue("13:00:00"), "AFK UPDATE" However my PC is set to lock after a few minutes due to group...
  7. T

    Attendance policy --help with formula

    HI! We have a 12 month rolling attendance points policy. I have all of the formulas figured out except for we allow employees to earn points back by having perfect attendance for 30 days from their last occurance. Trying to figure out how I can add a column and formula in to automatically...
  8. M

    PTO Accrual Tracker

    I am trying to calculate PTO for my company of 600+ employees. I have used a few of the formulas posted here over the years, but can't seem to get it work per our policy Example: If an employee has a hire date of 6/3/18, from 12/16/18 through today would equal 6 pay periods at the <1 year rate...
  9. M

    Duration countdown (single input)

    Greetings, As a policy in other forums, I am posting the same thread below perhaps you have a proper solution for the query https://www.excelforum.com/excel-programming-vba-macros/1268754-duration-countdown-single-input.html#post5084896 ThanksGreetings, As a policy in other forums, I am...
  10. R

    "Min" Function in Excel

    In the below excel table I have two steps and am stuck on the second. My first, StepA, Apply attachment point,Total Value – Attachment Point. If result is less than zero, than the exposure to the policy = 0. (= IF(TotalVal – AttchPt < 0, 0, TotalVal – AttchPt)) For Step B - Apply Policy Limit...
  11. J

    Inserting Blank rows based on cells values - VBA code

    Hi, I currently have a task where I need to calculate thedifference between two sets of data, The problem is I want to break it down per policy. For example one policy could have 3 inputs in one set ofdata but only one in the other. A policy could also appear in one set of data but...
  12. J

    If(and statement - 2 conditions - 3 outcomes

    Hi, I have the below formula and can’t figure out why it returnsa #N/a instead of the “Policy Not Found” The "Policy found" and “” are working fine the only problem iswith the false value coming up as #N/a instead of "Policy Not Found" Any help is greatly appreciated...
  13. A

    Matching debit and credit credit and debit transactions

    I have a approximately 35,000 rows of general ledger transactions. The transactions contain both debit and credit amounts and various policy numbers. I need to evaluate the rows to identify the rows, by policy number, that do not net to zero. I would like for the rows that do not zero out...
  14. I

    Sending Mail Alert using Excel VBA

    Hi Dears, I Need your assistance as I have an insurance policies excel register containing each policy basic information and it also contains the inception and expiry date of the policies also I have a column tells me the remaining days to renew each policy(Renewal column). what I need is...
  15. S

    VBA: Insert Value As Multiplier For the Cell Next To It

    Hello, Hope you are well. I'm getting ok at this VBA stuff. But not that good. So I have some code here that is designed to insert column next to a column that will always have the header, "MSRP". If it returns finds a column with the header, "MSRP", what I want it to do is return the MAP...
  16. M

    Dynamic Title Header

    Hi, I want to be able to search a policy number and get the appropriate info in the same sheet. I want my header to adapt to the type of information. Let say my header is on A1 through Z1. This sheet is all my data set. A2 and below are my policy numbers, B2 and bellow are my insurance type...
  17. T

    Pivot Table and Date Ranges

    I have a spreadsheet with various columns with losses and loss dates for each loss. The problem is the loss dates generally correspond to a policy year. However the spreadsheet doesn't include a policy year so I create a column for the policy year. The losses could range over a ten year...
  18. V

    VBA - Highlight Value That Doesnt Match Top Value

    Please let me know if this doesnt make sense. This is a simplified version of a table of insurance policies that I have and I need to go through the values in the third column and highlight commision rates that differ from the first value of each policy. For example, any endorsement for policy...
  19. I

    Trying to extract a string between two string using MID and Search

    So I have a column in excel that contain strings similar to "Policy Number: 123456, random random random string" I m trying to create a new column with only the number after "Policy Number:" =MID(F2,SEARCH("Policy Number:",F2)+14,SEARCH(",",F2)-SEARCH("Policy Number:",F2)-14). This doesnt work...
  20. V

    Filter Dates In Pivot More Than 3 Months Old

    Hello, I'm trying to use VBA to filter an OLAP Pivot Table for all dates that fall three months before the current date. the dates are in the dd/mm/yyyy format and there are hundreds of unique values so I've no idea how to do this. This is is an example from the macro recorder...

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