Em Andamento

EXCEL - EMAIL MACRO - SUMMARISE DATA AND CREATE TABS FOR EACH UNIQUE VALUES

I HAVE ATTACHED THE WORKING EXCEL FILE THAT HAS SOME VBA CODE ALREADY APPLIED THAT IS NOT WORKING JUST RIGHT

THERE ARE 2 TABS (WORKSHEETS)

ONE TAB IS TITLED DATA - THIS IS WHERE ALL THE RAW DATA IS HELD - SO IS WHERE THE MACRO WILL SUMMERISING ITS RESULTS FROM

THE OTHER TAB IS CALLED README - THIS TAB HAS SOME PARAMETERS THE USER CAN APPLY TO FILTER THE DATA HE NEEDS FRO THE DATA TAB

ON THE README TAB THERE IS 5 MACRO BUTTONS - THE FIRST IS CALLED CREATE TAB FOR EACH GROUPNAME - IF THE USER CLICKS ON THIS BUTTON A CODE RUNS THAT LOOKS AT THE RAW DATA IN THE DATA TAB AND CREATES A NEW TAB FOR EACH UNIQUE GROUPNAME - THIS WORKS WELL HOWEVER THE RESULTS FOR THIS GROUPS BY STAFFNAME WHICH IS NOT WHAT I WANT

I NEED THIS CHANGED SO THERE IS NO GROUPING, INSTEAD THE FIRST COLUMN SHOULD BE THE NAME THEN THE STAFF NAME THEN GROUP NAME FOLLOWED BY THE MONTH BY MONTH RESULTS - THERE SHOULD BE NO GROUPING - IT SHOULD BE JUST A LIST

THE NEXT MACRO BUTTON IS CALLED CREATE TAB FOR EACH STAFF NAME - THIS WORKS THE SAME AS THE GROUPNAME BUTTON ONLY THIS WILL CREATE A TAB FOR EACH UNIQUE STAFFNAME - THIS IS WORKING WELL THE RESULTS GROUP BY STAFF NAME WHICH IN THIS CASE IS WHAT I WANT

THE GROUPNAME AND STAFFNAME MACRO BUTTONS CONSIDER THE PARAMETERS PROVIDED

ON THE README TAB THERE IS A START DATE AND END DATE PARAMETER - THE USER WILL KEY IN A START AND END DATE SO WHEN THEY CLICK ON THE GROUPNAME OR STAFF NAME MACRO BUTTONS THE CODE WILL LOOK AT COLUMN E OF THE DATA TAB AND ONLY USE THE DATA WITHIN THE DATE PARAMETER PROVIDED - IT WILL SUMMERISE ALL SALES FOR EACH MONTH AND DISPLAY A TOTAL MONTH SALES MONTH BY MONTH BUT ONLY FOR THOSE MONTHS THAT FALL WITHIN THE DATE PARAMETER PROVIDED

THERE IS ALSO A MAX TRADING MONTHS PARAMETER - WHEN THE GROUPNAME AND STAFFNAME MACRO BUTTONS ARE CLICKED ON IT WILL ALSO CONSIDER THE VALUE KEYED IN FOR THE MAX TRADING MONTHS - CURRENTLY THIS PARAMETER IS NOT WORKING CORRECTLY IN THE CURRENT MACRO BUTTON CODE.

IF I KEY IN 5 INTO THE MAX TRADING MONTHS PARAMETER THE RESULTS SHOULD SUMMERISE ALL SALES FOR EACH MONTH AND DISPLAY A TOTAL MONTH SALES MONTH BY MONTH BUT ONLY FOR THOSE MONTHS THAT FALL WITHIN THE DATE PARAMETER PROVIDED AND ONLY FOR THOSE 'NAMES' THAT HAVE TRADED IN 5 MONTHS OR LESS WITHIN THE DATE PARAMETER PROVIDE

FOR EXAMPLE IF THE DATE PARAMETER PROVIDED WAS 12 MONTHS AND THE MAX TRADING MONTHS WAS 5 THEN ANY 'NAMES' THAT HAVE HAD SALES IN 6 MONTHS OR MORE OUT OF THE 12 MONTH ARE NOT TO BE INCLUDED IN THE RESULTS

FINALLY THERE IS A MAX TRADING VALUE PARAMETER THIS PARAMETER IS ALSO NOT WORKING CORRECTLY IN THE CURRENT CODE OF THE GROUPNAME AND STAFFNAME MACRO BUTTONS

WHEN EITHER OF THE GROUPNAME AND STAFFNAME MACRO BUTTONS ARE CLICKED ON AND A VALUE IS KEYED INTO THE MAX TRADING VALUE PARAMETER WE WANT TO ALSO EXCLUDE THE ‘NAMES’ THAT HAVE GRAND TOTAL SALES GREATER THAN THIS VALUE

SO IF THE PARAMETERS WERE AS AN EXAMPLE

START DATE: MAY-12

END DATE: JUN-13

MAX TRADING MONTHS: 5

MAX TRADING VALUE: 20000

AND THE USER CLICKED ON THE STAFFNAME MACRO BUTTON, THE RESULT WOULD BE

ALL ‘NAMES’ THAT HAVE TRADED NO MORE THAN 5 MONTHS OUT OF 12 MONTHS AND HAVE NOT HAD GRAND TOTAL SALES EXCEEDING $20000.00

ANOTHER GOOD VALUE WOULD BE TO PUT A 0 IN THE MAX TRADING MONTHS PARAMETER AND THE RESULTS WOULD ONLY SHOW THOSE ‘NAMES’ OR ‘GROUPNAMES’ (DEPENDING ON WHAT MACRO BUTTON THE USER CLICKED ON) THAT HAVE NOT TRADED AT ALL AND HENCE HAVE HAD NO SALES

THE MACRO BUTTON TITLED EMAIL STAFFNAMES IS TO BE USED AFTER THE USER HAS CLICKED ON THE CREATE TAB FOR EACH STAFFNAME MACRO BUTTON. THIS MACRO BUTTON SHOULD EMAIL THE CORRESPONDING STAFF NAME TAB TO THE EMAIL ADDRESS THAT IS ASSIHNED TO THE EMAIL ADDRESS TABLE ON THE README TAB – THIS IS CURRENTLY NOR WORKING PROPERLY

CLICK THE RESET MACRO BUTTON TO START AGAIN

Habilidades: Excel

Ver mais: excel summarise, works need excel, one tabs, one key data, what is vba in excel, what is macro in excel, vba right, right vba, less than excel, excel less than, excel 2013 vba, end vba, i need sales staff, vba excel macro, vba e, vba code excel, Raw Data, Macro vba, macro e, excel vba macro, Excel Macro VBA, filter vba, vba filter, excel filter list, excel right click

Acerca do Empregador:
( 32 comentários ) MALAGA, Australia

ID do Projeto: #5086376