We're aware that some users are experiencing technical issues which the team are working to resolve. See the Community Noticeboard for more info. Thank you for your patience.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

Excel help please

Options
Figment
Figment Posts: 2,643 Forumite
Part of the Furniture Combo Breaker
edited 20 July 2012 at 9:47PM in Techie Stuff
I receive a number of spreadsheets on a daily basis, containing:

Account No, Account Name, Order No, Items, Weight, Depot, Route, Drop (there are other columns, but these are the ones I need)

An account may have placed more than one order - each shown on a separate row.

I have to collate the information from all sheets, filter the results to only show those orders coming to my depot and compute the total items/weight per account. Then I need to hide the individual order rows, allocate a route and drop number to each sub-total row, and finally sort the sheet into by route / drop order to produce loading lists.

When I attempt to do this manually, I get as far as hiding the individual order rows but this causes the sub-total rows to show 0 items and 0 weight instead of the values inserted during sub-total calculation.

Can anyone suggest how I can automate the merge/filter/sub-total/hide so that I end up with the info I need for each delivery point (Account Name/Number, Total Items, Total Weight) that I can then add route/drop info to before sorting into route/drop order. (The route/drop info will always be added manually as these details can change from day to day.)

Thanks in advance.
How do I add a signature?

Comments

  • Figment
    Figment Posts: 2,643 Forumite
    Part of the Furniture Combo Breaker
    90+ views and not one suggestion? :huh:
    How do I add a signature?
  • victor2
    victor2 Posts: 8,120 Ambassador
    Part of the Furniture 1,000 Posts Name Dropper
    Does it have to be Excel spreadsheets?
    Where do the originators get their data from? Sounds like it should ideally be a centralised database.

    I’m a Forum Ambassador and I support the Forum Team on the In My Home MoneySaving, Energy and Techie Stuff boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com. 

    All views are my own and not the official line of MoneySavingExpert.

  • Figment
    Figment Posts: 2,643 Forumite
    Part of the Furniture Combo Breaker
    Unfortunately the data is only available on Excel spreadsheets.
    How do I add a signature?
  • victor2
    victor2 Posts: 8,120 Ambassador
    Part of the Furniture 1,000 Posts Name Dropper
    Sounds like you need to use the excel database functions then. Not something I'm familiar with, but I would think it could do what you want - or have Access set up to use Excel as the data source? That might work if you already combine the source data into one main spreadsheet.

    I’m a Forum Ambassador and I support the Forum Team on the In My Home MoneySaving, Energy and Techie Stuff boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com. 

    All views are my own and not the official line of MoneySavingExpert.

  • Difficult to envisage what you mean, any chance you could upload a sample sheet?

    Sounds like pivots could solve it or certainly a simple VBA macro if you can write them.
    Thinking critically since 1996....
  • EchoLocation
    EchoLocation Posts: 901 Forumite
    Part of the Furniture 500 Posts Combo Breaker
    In terms of the Filtering and Totals, try a Pivot Table to display the details you need. Then you could copy, either manually or with some VB code, the rows to a new sheet and add the route / drop numbers, again either manually (entered or formulas) or with some VB code.

    What's your process so far?
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 350.9K Banking & Borrowing
  • 253.1K Reduce Debt & Boost Income
  • 453.5K Spending & Discounts
  • 243.9K Work, Benefits & Business
  • 598.8K Mortgages, Homes & Bills
  • 176.9K Life & Family
  • 257.2K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.1K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.