So I'm either being too specific, or not searching well enough, because I can't find anything that answers my question. So I came here for help. Here is the situation:
I have an excel sheet, let's call it "CustomerCodeReference", that has a column (A) of Customer Codes (I.E. A2001, A2002, B3900, Q2838, etc, these are NOT necessarily in order) About 3000 of them, and in the next column over (B), I have the group that code represents (I.E. Accounts Primary, Accounts Secondary, Admin Group, User Group, just different names and etc.)
Now, from our company server I can export a spreadsheet of reports from customers, but the problem is, they are labelled by customer code, + a report serial number. The sheet exports as several columns, but one of the columns (G) contains the Customer code and serial number, and each row is a report, sometimes hundreds depending on the date range set. So keeping with the example, let's say it's a report from "Accounts Primary" It's labelled A2001234567 (where everything after the customer code of 'A2001' is the report serial number) sometimes, the report may be from several customers, so that column may have more than one code+SN in it per row.
Given that I have thousands of these codes and groups, is there some macro I can create that every time I export the spreadsheet of reports, I can maybe copy over the "CustomerCodeReference" sheet, and have it automatically search the column of customer codes and SNs, then either replace the code with the actual name, or place the actual name in another (empty) row further back. So I can basically easily reference whose report it is without having to look up the code each time?
I realize I will need to do this in VBA, as there is no formula I can think of that will work.
I have some pro's I think going for me:
-I already have the Master code list, so even though there are thousands of codes, they are all listed in Column A, and the actual name of group they reference is in column B.
-The codes are consistent, a letter, followed by 4 numbers, so always 5 characters long.
-When pulling the report, it always names the worksheet "Customer Reports" so it's easy to reference
These are constants. So I need the actual customer name to either replace the code (while leaving the serial number intact) or if easier, add the actual name to the next empty column on the same row. I also might need to share this with coworkers, so basically just send them the "CustomerCodeReference" sheet and when they add it to all their pulled spreadsheets, it does the same thing. (Macros will be enabled, so no worries there)
Is this too complicated an idea? or can I pull it off? Thanks in advance for the help!
EDIT: I apologize, I complete forgot to attach any sort of code. Here is what I have come up with in VBA, but not sure if I am on the right track as it does not complete the replacement, and I can't quite get it to add values in next available empty cell.
Sub replaceStringInCell()
'declaring my sheet I want to change change customer codes in
Dim CustomerCodes As Range
'declaring strings I will be replacing and with what I will be replacing them
Dim ReportNumbers As Range
Dim CustomerNames As Range
'identifying column I am working to replace, also trying to shoot for next empty column
Set CustomerCodes = PulledReports.Worksheets("Customer Reports").Range("G:G")
'specifying my strings
ReportNumbers = PulledReports.Worksheets("Customer Reports").Range("G:G")
myReplacementString = PulledReports.Worksheets("Customer Code Reference").Range("A:A")
'replace string in cell
CustomerCodes.Value = Replace(Expression:=CustomerCodes.Value, Find:=ReportNumbers, Replace:=CustomerNames)
End Sub
This should do the trick:
Sub stack_overflow()
Dim cust As Worksheet
Dim ref As Worksheet
Set cust = ActiveWorkbook.Worksheets("Customer Reports")
Set ref = ActiveWorkbook.Worksheets("Customer Code Reference")
'Finding next empty column
Dim column As Integer
column = cust.UsedRange.Columns.column + 1
'Filling this columns
For Each cell In cust.Range("G2:G" & cust.Cells(Rows.Count, "G").End(xlUp).Row)
cust.Cells(cell.Row, column).Value = Application.WorksheetFunction.VLookup(Left(cell.Value, 5), _
ref.Range("A2:B" & ref.Cells(Rows.Count, "B").End(xlUp).Row), 2, False)
Next cell
End Sub
Related
I have two excel WORKBOOK (WB)
In excel WB 1, I have column for student IDs and Advisor name.
In excel WB 2, I have IDs to be matched to WB 1 IDs if the Advisor name is "John" to show "TRUE' in a column in WB2.
Can you pls tell me what are the formulas to try AND EXPLAIN THE COMPONENTS OF THE FORMULA?
aTTACHED IS THE SCREENSHOT OF DATA.
pLEASE NOTE ITS IN DIFFERENT EXCEL WORKBOOKS NOT SHEETS.
Taking your provided formula I will run you through the minor change that will make this work:
=IF(ISNUMBER(MATCH(C7:C17&"John",'[wORKBOOK1 NAME]SHEET1'!$A$2:$A$13&'[wORKBOOK1 NAME]SHEET1'!$B$2:$B$13,0)),"True","False")
This of course is assuming that the Forenames are in $B$2:$B$13...
What this is doing is simply forming a string value of the ID with the Forname stuck onto the back of it. MATCH will reference an array of values that it creates from the criteria within itself - the ID with the Forename.
The match formula will work in the same way, returning an integer representing the index location within the array when the match is found.
I will point out that the formula does not accept an array for the first argument, so currently only the first cell is being searched... You will want to update the formula and perhaps have this as a column checking each individual ID:
=IF(ISNUMBER(MATCH(C7&"John",'[wORKBOOK1 NAME]SHEET1'!$A$2:$A$13&'[wORKBOOK1 NAME]SHEET1'!$B$2:$B$13,0)),"True","False")
If you wanted this as just one formula it gets a bit more complicated as you must form an array using an if statement and Evaluate against that array:
=IF(ISNUMBER(MATCH(1,IF(C7:C17&"John"='[wORKBOOK1 NAME]SHEET1'!$A$2:$A$13&'[wORKBOOK1 NAME]SHEET1'!$B$2:$B$13,1,0),0)),"True","False")
This must be entered as an array formula (While still in the formula bar hit Ctrl + Shift + Enter)
The if statement will check for the match and build a new binary array (1 for a match and 0 for no match), the MATCH formula then is simply checking if a match is found in that new array by searching for 1.
I am trying to add to a macro I have that will hide every row that has no text in a column named Authorization. Please see the code I have below, I thought this may be on the right track but it does not hide any rows.
Cells.EntireRow.Hidden = False
For Each cell In Range("Authorization").End(xlUp)
If cell = "" And cell.Offset(1, 0) = "" Then cell.EntireRow.Hidden = True
Next cell
Edited to add how to define a dynamic named range
It is the fact that you have set the whole column to the name "Authorisation" that I think makes your code freeze, because the whole column is 1 million rows (if you have 2007 or above), and the code will still check even blank rows, so its doing it 1 million times. 1 Option is to rather than set it to the whole column, you could use a "Dynamic Named Range" which will expand and grow as data is added. There are several different formulas to do this, but based on the fact your data may contain blanks, this version of the formula will expand down to the last populated row in the column. My example uses colum A as you havent specified what column you are using, so change A to suit your needs.
You need to open the Names manager, from the Formulas tab
From the dialog box, find your "Authorisation" name.
Select it and you should see its current formula at the bottom of the dialog box, replace that with the following formula:
=OFFSET(Sheet1!$A$3,0,0,MATCH("*",Sheet1!$A:$A,-1)-2,1)
In the above formula:
Sheet1 is my sheet, replace it with yours a needed
$A$3 is the starting row of the name, so based on your comments, have set this as column A row 3
0,0, Are defaults you should not need to change
$A$A$ is the column it is counting values, so change as required
-1 is a default, leave as is
-2 is subtracting 2 from the count because we are starting on row 3, so if you change the starting row, change this
the last 1, defined how many columns your named range covers, in your example it is just 1, so this should not need changing.
Once you have defined the name in this way, the code below should work a lot quicker as it will only loop through down to the last row of entered data. There is one possible issue I can see with this and that is if the very last cell in column A is blank, but the rest of the row isn't, this will miss out the last row. I could fix this by using a different column to count what constitutes the last row, but need to know whicj column would always have a value in it.
< Original answer and code>
not sure you code matches the description of what you want it to do, namely you seem to be trying to check the row beneath the current cell as well, is this what you really wanted? Anyhow your syntax is slightly wrong. I have written and tested this and it works, I have swapped your offset around so my code is checking the cell in the named range "Authorisation" and then also checking the cell to the right. Amend to suit your needs
Sub test()
Dim c As Range
For Each c In Range("Authorisation").Cells
If c.Value = "" And c.Offset(0, 1).Value = "" Then c.EntireRow.Hidden = True
Next c
End Sub
Is it possible to have the formulas that I need applied on columns be saved or applied to a column header or some kind of metadata so that as and when I add new rows to my Excel table the Formulas get applied to the columns?
Scenarion:
I am creating a template Table, which will have no rows at first.
On a separate sheet (or same sheet for that matter) once the user selects the number of rows to be generated in the table, I dynamically add rows to the table using VBA.
The idea is I may not have any rows in the table at beginning OR user may have deleted rows manually.
When I programmatically add new rows, I want the Formulas applied on the cells as well. Most of the formulas I am using are either of the three types:
Structured table reference, Excel functions like SUM, AVERAGE etc and custom function names.
Updated:
Here is what I have tried:
1> tried applying the formula to the header itself.
Result: The header it self changes with #REF! error. I think the behavior is correct. So it's a no-go option.
2> Tried creating one row and apply the formula to the row. That works, but the problem is, I do not want a dummy row to begin with.
3> Using VBA code to add row to the table using
ActiveWorkbook.Worksheets("Sheet3").ListObjects("Table2").ListRows.Add AlwaysInsert:=True
inside a for loop.
The new rows retain the visual style sheets, but does not seem to retain the formulas. Just blank cells.
Could the fomrmulas be in header cell commnets?
And then with VBA add the formula for the current row:
Sub test()
Dim headerCells As Range
Set headerCells = Range("B2:E2")
OnNewRow 3, headerCells
End Sub
Sub OnNewRow(newRow As Integer, headerCells As Range)
Dim headerCell As Range, targetCell As Range, formulaFromComment As String
For Each headerCell In headerCells
formulaFromComment = GetFormulaFromComment(headerCell)
If (formulaFromComment = "") Then _
GoTo NextHeaderCell
Set targetCell = Intersect(headerCells.Worksheet.Rows(newRow), _
headerCell.EntireColumn)
AddFormula newRow, targetCell, formulaFromComment
NextHeaderCell:
Next
End Sub
Sub AddFormula( _
newRow As Integer, _
targetCell As Range, _
formula As String)
formula = Replace(formula, "{ROW}", newRow)
targetCell.formula = formula
End Sub
Function GetFormulaFromComment(headerCells As Range) As String
' TODO
GetFormulaFromComment = "=SUM($C${ROW}:$E${ROW})"
End Function
Just use tables.
If you highlight cells and choose Insert Table from the ribbon, it doesn't just give you formatting and filters. It also, if you build them the right way, stores column formulas once per column instead of once per cell. Also, the formulas are more readable!
For formulas, you can't use cell addresses if you want it to be a single column formula unless they are absolute. (E.g. $A$1, not A1.) Instead, you use [ColumnTitle] for the entire column (where "ColumnTitle" is the actual title of that column) and [#ColumnTitle] for the column value in the same row. So if "Cost" was the title of column B, "RunningTotal" was the title of column C and your formula for C6 was therefore =B6+C5, you'd instead use a formula of =[#Cost]+OFFSET([#RunningTotal],-1,0)] which is longer but much easier to read/maintain/debug, and if you change a column title then the formulas change too! No VBA required. Given this, plus being able change columns for the entire columns at once, plus being able to refer to other columns in other tables without worrying about cell addresses (e.g. MAX(Table1[Cost])), plus being able to style the tables so easily, plus the integration with Power-Query, and VBA support. (See learn.microsoft.com.) Whether VBA or otherwise, add a row to your table and the columns with a single column formulas will automatically carry over into the new row.
Not sure about Table templates or VBA but perhaps there is another option by using =ARRAYFORMULA()
For example, say you had a header row and 3 columns and wanted your last column to be the product of the first two. In cell C2 you could enter the following:
=ARRAYFORMULA(A2:A*B2:B)
This has three benefits:
Skips the first row completely
Effectively applies the formula to every row which is useful if you later decide to insert a row (your question)
Only one location to modify the formula for every single row
Although, it may not be immediately obvious where how/where the cells are being calculated. (hint: ctrl+~ may help)
Right now I have a macro that loops through a worksheet that contains data about different machine parts performs various actions on another worksheet using that data. Now I want it to add each part number to a column in a third worksheet, but only if it doesn't already exist there. Here is my code for adding the part numbers:
Rows("1:1").Insert Shift:=xlDown
Range("A1").Value = cpn
I have the list spoted after each added part number. Is there any way better than a loop to find out if the part number already exists?
You could use the COUNTIF method. Just like this:
Application.CountIf(Range("A:A"), valueThatYouWantToSearchFor)
It will return the number of cells that contains this value.
I seem to have a problem and currently have not found a solution to it, which is why I address this question to you:
Each day I have a list of invoices and orders coming from different suppliers, and the orders are based on part numbers and types.
This list is imported as text and then goes through a macro I made, to arrange everything in cells.
I also need to go through some steps to format this list based on the type of order (ex: windshield, carpets, wheels, etc ). what I usually do is to filter everything and select the order type that I am interested, and then copy on the same row cells with text and formulas from another worksheet, named "template", which is a list of conditions .
Since it varies from day to day, it may not necessarily contain all part types, which is I couldn't use a macro, and I have to continue by hand, and sometimes the list exceeds 200-300 lines.
To give you an example, if E2 has "windshield" I copy in M2 to Q2 a selection of cells from "Template" (M2 to Q2), if "carpets" I copy M3 to Q3, and so on. the list of conditions is around 15 - 20 rows, and sometimes 2 conditions may apply (if order exceeds $5000 I mark it red, if overdue I bold everything, etc) but mainly I copy based on text in coll E.
If this could be copied into a macro, I would really appreciate it, as I need to take some steps every time, like auto-fit, copy header, format the amounts as number (from text), change text color based on order type, etc, and this too takes time.
I hope this information is enough to make an idea about this, and if not, I could post an example of the list I have to work with.
Many thanks in advance for your support
Use Application.Worksheetfunction.Match to find in which row in Template the to-be-copied cells can be found, then copy range M-Q for this row and paste in your file
You are asking too much in one question to get help here. We are best at single issue questions. The text and code below is intended you give you some ideas. If your code does not work, post the relevant part here and explain the difference between what it does and what you want it to do.
The problems you mention do not sound difficult. I would expect basic VBA to be enough to get you started. Are you looking for bits of relevant code without learning VBA. If you are, this is a big mistake. Search the web for "Excel VBA tutorial" or visit a large library and review their Excel VBA Primers. There are many tutorials and books to choose from so select one that is right for you. The time spent learning the basics will quickly repay itself.
Dim RowCrnt As Long
Dim RowLast As Long
With Worksheets("xxxx")
RowLast = .Cells(Rows.Count,"E").End(xlUp).Row
For RowCrnt = 2 to RowLast
' Code to process each row goes here
Next
End With
The above is probably the structure of your code. The For loop will examine each row in turn which will allow you to take relevant actions.
I have used "E" as a column letter because your question suggests column "E" is the most important. However, code that references columns in this way can be very confusing. Worse, if the column positions change, you will have to work carefully through your code changing the column letters. Better to have some statements at the top like this:
Const ColDate As String = "A"
Const ColAmtInv As string = "B"
Const ColAmtPaid As string = "C"
Const ColProdType As String = "E"
With these constants every reference to a column uses a name not a letter. The code is easier to read and, if a column moves, one change to the constant statement will fix the problem.
The Select Case statement is useful:
Select Case .Cells(RowCrnt, ColProdType).Value
Case "carpets"
' code for carpets
Case "windshield"
' code for carpets
Case Else
' Unknown product type
.Cells(RowCrnt, ColProdType).Font.Color = RGB(255, 0, 0)
End Select
You can have a string of If statements so multiple actions can occur on a single row:
If DateAdd("m", 1, .Cells(RowCrnt,ColDate).Value) < Now() And _
.Cells(RowCrnt,ColAmtInv).Value) > .Cells(RowCrnt,ColAmtPaid).Value Then
' Invoice overdue
.Rows(RowCrnt).Font.Bold = True
End If
If .Cells(RowCrnt,ColAmtInv).Value) > 5000 Then
' Large invoice
.Rows(RowCrnt).Font.Color = RGB(255, 0, 0)
End If
You do not have to write the entire macro in one go. If most action is because of the product type then try that first.
Hope this helps get you started.