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How do I build this Macro?

  1. #1
    Omakbob
    Guest

    How do I build this Macro?

    I'm trying to put together a simple Macro that will help us track the types
    of calls we get. We have the following categories:

    Billing
    Customer Service
    New Business
    Indv Quoting
    Miscellaneous

    What I want is a button underneath each category title that, when clicked,
    will keep an auto tabulation of the total calls for each category on another
    sheet within that workbook.

    Help?!

  2. #2
    Myrna Larson
    Guest

    Re: How do I build this Macro?

    Have you considered using a Pivot Table? That will give you totals for ALL
    categories in one table. Pivot Tables don't update automatically, however, so
    you might want to create a button that recalculates the table. Of course
    right-clicking within the table brings up a menu with a recalculate option,
    but most users may not think to do that.

    On Wed, 28 Sep 2005 08:33:05 -0700, "Omakbob"
    <Omakbob@discussions.microsoft.com> wrote:

    >I'm trying to put together a simple Macro that will help us track the types
    >of calls we get. We have the following categories:
    >
    >Billing
    >Customer Service
    >New Business
    >Indv Quoting
    >Miscellaneous
    >
    >What I want is a button underneath each category title that, when clicked,
    >will keep an auto tabulation of the total calls for each category on another
    >sheet within that workbook.
    >
    >Help?!


  3. #3
    Omakbob
    Guest

    Re: How do I build this Macro?

    I'm looking for something that will tabulate the calls one at a time. That
    way, they just have to click the button under "Billing" and a master sheet
    will automatically add 1 to the total number of billing calls handled that
    day. (or 'customer service' if the call was for CS).

    I'm not sure a Pivot Table is the type of format I'm looking for (although I
    admittedly don't know a whole lot about Pivot Tables).

    Thanks
    Bob

    "Myrna Larson" wrote:

    > Have you considered using a Pivot Table? That will give you totals for ALL
    > categories in one table. Pivot Tables don't update automatically, however, so
    > you might want to create a button that recalculates the table. Of course
    > right-clicking within the table brings up a menu with a recalculate option,
    > but most users may not think to do that.
    >
    > On Wed, 28 Sep 2005 08:33:05 -0700, "Omakbob"
    > <Omakbob@discussions.microsoft.com> wrote:
    >
    > >I'm trying to put together a simple Macro that will help us track the types
    > >of calls we get. We have the following categories:
    > >
    > >Billing
    > >Customer Service
    > >New Business
    > >Indv Quoting
    > >Miscellaneous
    > >
    > >What I want is a button underneath each category title that, when clicked,
    > >will keep an auto tabulation of the total calls for each category on another
    > >sheet within that workbook.
    > >
    > >Help?!

    >


  4. #4
    Bill Martin
    Guest

    Re: How do I build this Macro?

    Omakbob wrote:
    > I'm trying to put together a simple Macro that will help us track the types
    > of calls we get. We have the following categories:
    >
    > Billing
    > Customer Service
    > New Business
    > Indv Quoting
    > Miscellaneous
    >
    > What I want is a button underneath each category title that, when clicked,
    > will keep an auto tabulation of the total calls for each category on another
    > sheet within that workbook.
    >
    > Help?!


    -------------------------

    I don't think you need a macro unless you want one.

    You could choose to install a "spinner" from the forms tool bar rather than a
    button from the same place. That shows you two buttons -- one up, one down.
    You right click on the buttons and then click on "Format Control". In the "Cell
    Link" you put the name of a cell where you want the total to be visible.
    Various other things you can adjust in there too if you wish.

    Good luck...

    Bill

  5. #5
    Omakbob
    Guest

    Re: How do I build this Macro?

    thanks Bill.

    this will get me closer, but I'd like to insert a button that will post the
    totals to another spreadsheet and clear the contents of the original
    worksheet. The sheet that received the posted information will need to be
    able to tabulate the information from several of the individual worksheets.
    This worksheet will be protected so no one but me can manipulate the posted
    information.

    Any ideas on how to do that?

    Thanks again
    Bob

    "Bill Martin" wrote:

    > Omakbob wrote:
    > > I'm trying to put together a simple Macro that will help us track the types
    > > of calls we get. We have the following categories:
    > >
    > > Billing
    > > Customer Service
    > > New Business
    > > Indv Quoting
    > > Miscellaneous
    > >
    > > What I want is a button underneath each category title that, when clicked,
    > > will keep an auto tabulation of the total calls for each category on another
    > > sheet within that workbook.
    > >
    > > Help?!

    >
    > -------------------------
    >
    > I don't think you need a macro unless you want one.
    >
    > You could choose to install a "spinner" from the forms tool bar rather than a
    > button from the same place. That shows you two buttons -- one up, one down.
    > You right click on the buttons and then click on "Format Control". In the "Cell
    > Link" you put the name of a cell where you want the total to be visible.
    > Various other things you can adjust in there too if you wish.
    >
    > Good luck...
    >
    > Bill
    >


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