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Automating Simple Report - VBA Assistance requested

  1. #1
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    Automating Simple Report - VBA Assistance requested

    Hello again,

    I am trying to create VBA to convert raw data into a simple report.

    The report currently uses a series of pivots and pivot lookups, but it is far too clunky and VBA would be a much better solution.

    I tried writing some code and also recording then editing the recording, but it keeps failing, so I would be very grateful for some assistance.

    In my attached workbook, I have 2 Sheets.
    Sheet: "Raw Data" contains the data downloaded from the system
    Sheet: "Output" is the final report

    The report is quite simple:
    • Top 10 Vendor by Spend
    • Ranked spend by Invoice
    • Ranked Invoices # by category
    • Ranked chart by grouping


    I would like to Paste the raw data for each month into the "Raw Data" sheet and have all of the summaries on the "Output" sheet update automatically.

    At the moment the "Grouping" and "Supplier Type" is manually entered each month, but if anyone could assist me with the code for how it currently shows in the "Output" sheet, I can edit once I have a supplier and grouping table for lookup.

    Cheers
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  2. #2
    Forum Expert dflak's Avatar
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    Re: Automating Simple Report - VBA Assistance requested

    I can only do so much for you without being on your system. There are a couple of things I suggest you study up on: XLOOKUP and Excel Tables. In the document, I explained how you can import your data rather than copy / paste it.
    Attached Files Attached Files
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

  3. #3
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    Re: Automating Simple Report - VBA Assistance requested

    Thanks very much dflak, this is excellent, I will fix up the parts that you have advised, cheers

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