reporting

Hello All, I have a project which requires a tool that is capable of looking at a set list of file names, a specified sub folder and seeing if the file exists, if so, then make a copy of the file to a specific Directory and update the workbook that I will trigger the code form with a "Saved...

Hello, I am trying to createa vba code that will open two spreadsheets based on the changing year and monthvalues. I have the below codethat will first enter the date value needed for current reporting period andprior reporting period (3/31/18 and 2/28/18 respectively).I am having...

I just started learning Reporting Services of Ms SQL Server and found it is no match with Power BI from a beginner view. Anyone is still using Reporting Server and please advise if I should continue with MS Reporting Service or simply jump onto Power BI instead ? What is the advantage of...

Hi there, I have been asked by someone in my organisation to try and improve an excel file they use for managing account transactions. They basic format is this: We generate a tab delimited TXT file from our banking portal which lists all of the transactions made for the month. This is then...

Hi guys Firstly, a big thanks to the community here. I have always seemed to get the answer to my queries so hopefully today won't be any different. I am NOT a vba coder but have managed to bluff and blag my way to get to this point. I have made a spreadsheet where the user loads a list of...

I have the following code below Range("f1").Select Dim myValue As String ActiveCell.FormulaR1C1 = InputBox("Enter the Report month and year") Range("F1").NumberFormat = "MMM-YYYY" I would like to automatically include text in the message box Reporting period : so that when the month...

Please could someone help me with how to approach calculating ‘% Achieved Cumulative’ in a pivot table? Have search online without success. I am trying to create a Actuals vs. Forecast pivot table to show the following metrics: Actual value for month Cumulative Actual YTD Forecast value for...

Hi All, I tried using If and Eval function in MS Access while im getting the data in access however it is throwing a Syntax error. My requirement is if the currency code is equal to GBP,USD,EUR,HKD the reporting currency column should have respective currency codes. If other than...

Good Morning, I am trying to make a daily reporting log for my employees. They would enter production totals from the day and select a date for the given reporting day on a "daily" sheet. On a second sheet labeled "yearly" I would have column A listing dates and I am wanting the data from the...

Hi all, I am trying to figure out how to select data in a particular cell in an excel worksheet, open a PowerPoint pack that is already named, and paste the copied data into a particular cell in a table on a slide (i.e. Excel tab 1 cell A1 is pasted into a table on slide 4 row 3 column 2 in...

Hello Power BI forum! I am trying to develop a PowerPivot based Income Statement report (my previous version is a Power Query table with SUMIFS but that has become extremely slow with 20k records of data - this is mistery to me too) and I cannot figure out how to filter YTD periods with slicer...

Dear all, I am trying to generate a material report for different product lines. Unfortunately, when creating the references in our system (different suppliers giving the same product specification on a different part number), the links between specific products was not made in a simple...

I have seen a few posts similar to what I am looking to do, but nothing that seems to hit this question directly. My apologies if I am wrong. This is something I have found a few rough patches for in the past, but am looking to do in one straightforward formula (if possible) since I need to...

I don't do things by halves so here is a notty problem I have and cannot resolve I am picking up data from a sale sheet and where the vendor number matches the vendor in the sale sheet I am returning the lot, description and Sale value. Now when I get to the bottom of my "form" which is about...

Has anyone established how to aggregate data located in separate excel files or separate invoices? We have a template and each invoice is saved as a separate excel file and invoice number auto increments after saving and exiting. Wish to create a Monthly and Annual Report by extracting data...

Hello! I have a challenging task. I have an school district Inventory excel document with many sheets. I would like to create a button or userform that would bring up a text box and when the user enters data, and clicks on find and export it would find all matching data and export the...

Hi All, I have an issue that I hope someone can help with! I have multiple workbooks sitting on a SharePoint site that sales reps will use to track pipeline. Each manager also has a workbook that links to their teams workbooks so they can get a complete view of their teams pipeline and closed...

Data : Payor Payor Name Client Client Name Matter Matter Name Bill Date Bill Number Outstanding A/R Aging 51234 Payor1 41234 Client 11 12345678 Mr Excel 16-09-14 87654321 € 1.000,00 400 51235 Payor2 41235 Client 12 12345679 Mr Excel 20-10-14 87654322 € 2.000,00 366 51236 Payor3 41236 Client 13...

I would like my Macro to go into all works sheets and look at the last row of I matching todays date and if this value is under 20% then to paste the name of that worksheet back into the master worksheet allowing a quick overview of under performing data. I think I have got the selection...

I see this often in the work I do and I do not know how to get around it. I create charts that summarize data by district, by grade, by school, by class. I can make dynamic charts and even get the titles and labels to refresh dynamically. What I am 100% clueless about is how to capture this...