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Macro tools to import data w/ new line items while updating the data in new WB

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    Post Macro tools to import data w/ new line items while updating the data in new WB

    Hello Everyone,

    I am a complete Excel Noob.

    I am really stumped in this task I have been given..Here is the summary of what I need to do.

    Source File
    • Sheet 1: Database of Projects with the following columns (Excel File):
    Country, Business Unit, Project Name, Project Manager, Current Revenue, Last month’s Forecast, Current Forecast

    • Sheet 2: Two graphs for summary of Revenue vs Last forecast for Business Unit & Country


    Create a macro based Excel tool to do the following:

    • Button 1: Imports new set of data to append a database with new line items and updates existing line items with a new workbook.
    - I have to import the data with the same columns while appending the new ones and updating the existing entries. There should be no overwriting or duplicates. I need to also update Last months forecast with the old current forecast for exisiting entries.

    • Button 2: Checks if a bubble chart exists. If yes, update it when the new data or create a new bubble chart for the existing data.
    - The chart needs to be linked to the new database with the updated range.

    I have been on this for the past 4 days, I have browsed like 30 forums, read excel 2016 power programming with VBA by Michael Alexander..I can make forms, but, I am unable to complete this task accurately. I am able to import the data, but not append it as mentioned or update it yet. I have figured out I need to loop through the new file, line by line, and check if the project name exists in my current database with the match function (I got the code for that through Macro Recordings), but I am unable to compile properly or move ahead. I havent yet figured out how to make button 2. I have also gone through the stickied thread, but, I need more time to absorb all that knowledge which I currently dont have.

    Any assistance will be most appreciated.

    Best,
    Learningxlsm

    Cross post
    http://www.mrexcel.com/forum/excel-q...ta-new-wb.html
    http://www.excelguru.ca/forums/showt...he-data-in-new
    http://vbaf1.com/q/a/vba-macro-tools...ata-in-new-wb/
    Last edited by learningxlsm; 10-25-2016 at 10:51 AM.

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    Re: [URGENT] Macro tools to import data w/ new line items while updating the data in new W

    Does the new data file always contain all the stuff that was on the previous file, plus new data?
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: [URGENT] Macro tools to import data w/ new line items while updating the data in new W

    Quote Originally Posted by Richard Buttrey View Post
    Does the new data file always contain all the stuff that was on the previous file, plus new data?
    Hello Richard,

    Yes, the new data file with the macros will contain existing data with the exact same column headers as the source file.

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    Re: [URGENT] Macro tools to import data w/ new line items while updating the data in new W

    Your post does not comply with Rule 8 of our Forum RULES. Do not crosspost your question on multiple forums without including links here to the other threads on other forums.

    Cross-posting is when you post the same question in other forums on the web. The last thing you want to do is waste people's time working on an issue you have already resolved elsewhere. We prefer that you not cross-post at all, but if you do (and it's unlikely to go unnoticed), you MUST provide a link (copy the url from the address bar in your browser) to the cross-post.

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    Re: [URGENT] Macro tools to import data w/ new line items while updating the data in new W

    Quote Originally Posted by AliGW View Post
    Your post does not comply with Rule 8 of our Forum RULES. Do not crosspost your question on multiple forums without including links here to the other threads on other forums.

    Cross-posting is when you post the same question in other forums on the web. The last thing you want to do is waste people's time working on an issue you have already resolved elsewhere. We prefer that you not cross-post at all, but if you do (and it's unlikely to go unnoticed), you MUST provide a link (copy the url from the address bar in your browser) to the cross-post.

    Expect cross-posted questions without a link to be closed and a message will be posted by the moderator explaining why. We are here to help so help us to help you!

    Read this to understand why we ask you to do this, and then please edit your first post to include links to any and all cross-posts in any other forums (not just this site).

    http://www.excelguru.ca/forums/showt...he-data-in-new
    Alright I have incuded the links. My apologies, I was unaware!

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    Re: [URGENT] Macro tools to import data w/ new line items while updating the data in new W

    Quote Originally Posted by learningxlsm View Post
    Alright I have incuded the links. My apologies, I was unaware!
    Thank you, but really you should have been. When you joined the forum recently you agreed to abide by the Forum Rules, but in haste I fear you might not have actually read them. Please stop and take a moment to read them now. We all follow these rules for the benefit of all, as must you. Thanks.

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    Re: [URGENT] Macro tools to import data w/ new line items while updating the data in new W

    Quote Originally Posted by AliGW View Post
    Thank you, but really you should have been. When you joined the forum recently you agreed to abide by the Forum Rules, but in haste I fear you might not have actually read them. Please stop and take a moment to read them now. We all follow these rules for the benefit of all, as must you. Thanks.

    (link above in the menu bar)

    Alright will do! I admit I skimmed through it, but, Ill read it properly now!

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    Re: [URGENT] Macro tools to import data w/ new line items while updating the data in new W

    PS..Any help or sample workbooks with a kinda similar task as outlined will be much appreciated!

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    Re: Macro tools to import data w/ new line items while updating the data in new WB


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    Re: Macro tools to import data w/ new line items while updating the data in new WB

    Quote Originally Posted by Pepe Le Mokko View Post
    Haha noted for future use.. still have a day to finish this task, I hope to accomplish it somehow.

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