rep

  1. A

    Macro to extract data from report

    Hello, I have a tedious task of reviewing data in a piece of software. I only need two pieces of data in order to do my review, but there are a lot of data that show up. I only need the data shown below (data are fictional): <tbody> xxxxx08a.p 7.8.50...
  2. gravanoc

    How to Calculate Number of Sales Reps needed based on Expected Clients

    I have a problem I'm trying to analyze. We have to do an analysis on how many new sales reps to hire based on the number of expected onboarded clients. The dynamic part of the problem is that when we hire a sales rep, they have a 2 quarter training period, after which they are able to make a...
  3. E

    Can variables hold methods?

    I am new to VBA. I am trying to make a variable contain a method, so my code would become more abstract. Dim wbS As Workbook Dim Source_File As String Source_File = ActiveWorkbook.Name Set wbS = Workbooks(Source_File) Set wsS1 = wbS.Sheets("A") Set wsS2 = wbS.Sheets("B") Set wsS3 =...
  4. F

    Ranking Sales Reps based on multiple weighted criteria

    Good day, I am hoping someone can help me simplify a project to rank our sales force. We need to rank them by 4 criteria and each has a different weight. Here are the columns, criteria and weights: <tbody> <tbody> Weight 0.4 0.2 0.25 0.15 Rep % of Budget % of PY PY $ Change Subjective...
  5. W

    Sending Blind Emails

    I am using ron De Bruins email process to send out emails on behalf of several sales ppl here. I am using a generric email and askin ppl to nor reply to it but rather contact thier rep. But they still do. Is it possible to mask the sent from in an email so that the recipient can not reply?
  6. M

    VBA - Fixing Range Data in Code for VLOOKUP

    Hi All, I don't know if this has been answered as I don't know how to word the question. I want to put some code together which will do the following: Put the code in Cell A1 vlookup(B1,namedrange,2,0) I can do the above, however, I want to fix the namedrange within the code as it will...
  7. R

    Trying to delete a range with VBA - not working

    I need to delete a range and I want to preserve the cells around it, so deleting all of the rows is not an option at this point. So far, my research has shown that you can only delete an entire row. You can shift the cells up or to the left, but I have found nothing that shows how you can...
  8. C

    Change Value of Check Box Form Field in Word based on Field in Access

    Here's VBA (which was kindly provided to me) that I use to pass data from an Access record to autocomplete a fillable Word document. Is it possible to "check" a Check Box Form Field in the Word document, vs. just passing through the value of the field? If so, how can I incorporate that code...
  9. C

    Using Getpivot in sumifs

    Hi, I have daily dashboard that I created for work. It uses pivottable for this months data, but for a number of reasons then uses sumifs to pull in budget and PY data based on date of month % of budget completed/booked at that period of month. I am using conditional formatting to replicate...
  10. J

    Help on matching up names and pulling the spend figure

    Hi first post so thank you in advance - after searching around on the internet for solutions I then have came across this forum , so I am really hoping someone can help me out as I do not know where to start on this one as i am very basic in Excel. I have 3 tabs , tab 1 has data in of the name...
  11. T

    Pulling cell data from one tab on a spreadsheet to a cell on another tab in same spreadhseet

    I have a spreadsheet where 2 of the tabs where there is a list of over a thousand customers and the corresponding sales rep. The sales reps have completely changed and I need to make the change on both tabs and want to change on 1 tab and have it automatically pullover to the other tab. So on...
  12. J

    Pull rows from 1 file to another based on 2 criteria

    Every quarter, I have to do bonus statements for our sales rep. Part of that includes giving them the detail that make up their sales for the quarter. I have a master spreadsheet that contains all of the information for all of the reps. Normally I filter that for each rep, copy and paste their...
  13. mrsphxbabe

    Move Quickbooks data to Excel

    Hello, we use quickbooks for our accounting needs. The problem is that quickbooks (qbs) wont allow certain information to be displayed on some reports. We can pull a YTD sales report that shows a comparison from last year, but it will not display who the sales rep is for that company. Is...
  14. T

    VBA for moving entire row based on cell value to another worksheet

    Hi, It has been 8 years since I have dabbled in Excel macros. So I need help! I am using the Excel for Auditors 2007 Edition so maybe that is my issue. I have a report that list Reps in column G. I need to loop through all rows on the sheet, create a worksheet based on that value and move the...
  15. C

    Slicer selecting deselcting

    I have a slicer called Rep I would like to walk through seletions on rep with vba. The list is not the full list in pivot field/slicer as I am only running for some of the reps. So I can set for first and plan to PDF screen deselect that rep in slicer select new rep in slicer make sure all...
  16. J

    Pull Specific Information from another file

    I am developing a commissions worksheet for our Sales Team. In one worksheet, I have our commissions log which contains the following information in each column: Date of Sale Sales Rep Customer Name List Price Sales Price Commission Payroll Date Each Sales Rep has their own spreadsheet so...
  17. pcorpz

    Macro to email content of pivot table to assigned recipient

    Hello excel gurus! Basically I have a pivot table report grouped by Sales Rep. I need help in creating a macro that will send an email to each Sales Rep with only their specific data pasted to the body of the email including the pivot header/label (A5:H5). Here is a screenshot of my pivot table...
  18. B

    Return specific results between two cells then repeat

    Hi guys! I'm not new here...I have an older account but no idea what email or username I had back in 2016 (Could have been an old employer email).. sorry =( So I've done a search and couldn't really come up with what I'm looking to do specifically.. I have a report that provides me with the...
  19. J

    Copy and past whole rows to a different tab based on two criteria

    Good Afternoon, I'm new here and would appreciate any help that can be given. I've got a sheet that is attached here whereby I would like to move the whole row to another tab based on a set criteria. Is there a generic VBA that i can plug my data into in order to make this happen? If...
  20. D

    Average within date range for a given sales person (Excel 2003)

    Hello, I need to get the sum & average of a sales rep commission within a given date range. A column dates, B column sales rep id, C column commission. I would enter the starting date in A1 and the ending date in B1, and the sales rep id in C1. And with Excel 2003 I know this is a easy one...

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