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Insert if not exist

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  1. #1
    SG
    Guest

    Insert if not exist

    Hello,

    I'm assigned a task to append monthly data to sheet 1. In sheet1, it
    includes acct#, acctname, 1st mth sales. When the 2nd mth sales is generated
    with the same format, I want to append it to sheet1 in this way which if
    this account exists, append the sales to the column beside 1st mth sales, it
    the account does not exist, add one new line to the bottom with 1st mth
    sales "0".
    sheet1 data would be like"

    acct# acctname 1st mth 2nd mth
    1001 abc 1 2
    1002 bcd 0 3 (not exist before)

    How can I achieve this? If need more explaination, please let me know.

    Thanks,
    Sarah



  2. #2
    Zack Barresse
    Guest

    Re: Insert if not exist

    Hi there,

    I'm really failing to see what you need for help. What I wouuld do, is
    select your header rows (if multiple headers, the one directly above the
    first line of data) and select Data | Filter | Autofilter. Then if you need
    to check for an account number, select the (assuming "acct#" is column A)
    drop down arrow in column A, see if it's there. If it is, select it, then
    enter your data as necessary. If you do not see it in the list (it's a
    unique list only) then it's not there and you know to add it.

    You can automate this, but I'm not really seeing a reason as to why. Do you
    already have some automation in this wokbook/worksheet?

    Another thing I would do is to select the entire row of your first row of
    data, below your header row(s). Or select a cell and press Shift +
    Spacebar, to select the entire row. Then goto Window | Freeze Panes. This
    will always keep your headers visible when scrolling, allowing 100% access
    to your autofilter drop downs.

    HTH

    --
    Regards,
    Zack Barresse, aka firefytr, (GT = TFS FF Zack)



    "SG" <[email protected]> wrote in message
    news:%23E%[email protected]...
    > Hello,
    >
    > I'm assigned a task to append monthly data to sheet 1. In sheet1, it
    > includes acct#, acctname, 1st mth sales. When the 2nd mth sales is
    > generated
    > with the same format, I want to append it to sheet1 in this way which if
    > this account exists, append the sales to the column beside 1st mth sales,
    > it
    > the account does not exist, add one new line to the bottom with 1st mth
    > sales "0".
    > sheet1 data would be like"
    >
    > acct# acctname 1st mth 2nd mth
    > 1001 abc 1 2
    > 1002 bcd 0 3 (not exist before)
    >
    > How can I achieve this? If need more explaination, please let me know.
    >
    > Thanks,
    > Sarah
    >
    >




  3. #3
    SG
    Guest

    Re: Insert if not exist

    Hi Zack,

    Thanks for your quick response. I'm sorry I didn't explain my need very
    clear.

    What I wanted to do is that, within the table, I like the file(sheet1) will
    be like the below eventually:

    acct#, acctname, 1st mth sales, 2nd mth sales.....etc.

    For example, I started this month, I will have 1st mth sales in the spread
    sheet, but rest of the columns are not there yet until later.
    2nd month, I will retain the 1st mth sales, will grab the 2nd months sales
    from a seperate file(sheet2) with same format (acct#/acctname/2nd sales).
    3rd month, I will retain 1st and 2nd, add 3rd mth sales into sheet1 and so
    do the rest.

    Since it will be doing every month, I like to automate it. Is that possible
    to achieve this in excel?

    Thanks,
    Sarah

    "Zack Barresse" <[email protected]> wrote in message
    news:%[email protected]...
    > Hi there,
    >
    > I'm really failing to see what you need for help. What I wouuld do, is
    > select your header rows (if multiple headers, the one directly above the
    > first line of data) and select Data | Filter | Autofilter. Then if you
    > need
    > to check for an account number, select the (assuming "acct#" is column A)
    > drop down arrow in column A, see if it's there. If it is, select it, then
    > enter your data as necessary. If you do not see it in the list (it's a
    > unique list only) then it's not there and you know to add it.
    >
    > You can automate this, but I'm not really seeing a reason as to why. Do
    > you
    > already have some automation in this wokbook/worksheet?
    >
    > Another thing I would do is to select the entire row of your first row of
    > data, below your header row(s). Or select a cell and press Shift +
    > Spacebar, to select the entire row. Then goto Window | Freeze Panes.
    > This
    > will always keep your headers visible when scrolling, allowing 100% access
    > to your autofilter drop downs.
    >
    > HTH
    >
    > --
    > Regards,
    > Zack Barresse, aka firefytr, (GT = TFS FF Zack)
    >
    >
    >
    > "SG" <[email protected]> wrote in message
    > news:%23E%[email protected]...
    >> Hello,
    >>
    >> I'm assigned a task to append monthly data to sheet 1. In sheet1, it
    >> includes acct#, acctname, 1st mth sales. When the 2nd mth sales is
    >> generated
    >> with the same format, I want to append it to sheet1 in this way which if
    >> this account exists, append the sales to the column beside 1st mth sales,
    >> it
    >> the account does not exist, add one new line to the bottom with 1st mth
    >> sales "0".
    >> sheet1 data would be like"
    >>
    >> acct# acctname 1st mth 2nd mth
    >> 1001 abc 1 2
    >> 1002 bcd 0 3 (not exist before)
    >>
    >> How can I achieve this? If need more explaination, please let me know.
    >>
    >> Thanks,
    >> Sarah
    >>
    >>

    >
    >




  4. #4
    Zack Barresse
    Guest

    Re: Insert if not exist

    Yes, it's very possible to achieve this in Excel. You would need to explain
    how you would input this information, what parts you want automated. You
    have the information entered somewhere. I'm thinking, off the top of my
    head, a userform to perform these actions. This would give you the added
    flexibility that (I believe) you are asking for. Can you email me the
    workbook? (Ensure you take out NOSPAM from the email addy.)

    --
    Regards,
    Zack Barresse, aka firefytr, (GT = TFS FF Zack)
    To email, remove the NO SPAM. Please keep correspondence to the board, as
    to benefit others.



    "SG" <[email protected]> wrote in message
    news:[email protected]...
    > Hi Zack,
    >
    > Thanks for your quick response. I'm sorry I didn't explain my need very
    > clear.
    >
    > What I wanted to do is that, within the table, I like the file(sheet1)
    > will
    > be like the below eventually:
    >
    > acct#, acctname, 1st mth sales, 2nd mth sales.....etc.
    >
    > For example, I started this month, I will have 1st mth sales in the spread
    > sheet, but rest of the columns are not there yet until later.
    > 2nd month, I will retain the 1st mth sales, will grab the 2nd months sales
    > from a seperate file(sheet2) with same format (acct#/acctname/2nd sales).
    > 3rd month, I will retain 1st and 2nd, add 3rd mth sales into sheet1 and so
    > do the rest.
    >
    > Since it will be doing every month, I like to automate it. Is that
    > possible
    > to achieve this in excel?
    >
    > Thanks,
    > Sarah
    >
    > "Zack Barresse" <[email protected]> wrote in message
    > news:%[email protected]...
    >> Hi there,
    >>
    >> I'm really failing to see what you need for help. What I wouuld do, is
    >> select your header rows (if multiple headers, the one directly above the
    >> first line of data) and select Data | Filter | Autofilter. Then if you
    >> need
    >> to check for an account number, select the (assuming "acct#" is column A)
    >> drop down arrow in column A, see if it's there. If it is, select it,
    >> then
    >> enter your data as necessary. If you do not see it in the list (it's a
    >> unique list only) then it's not there and you know to add it.
    >>
    >> You can automate this, but I'm not really seeing a reason as to why. Do
    >> you
    >> already have some automation in this wokbook/worksheet?
    >>
    >> Another thing I would do is to select the entire row of your first row of
    >> data, below your header row(s). Or select a cell and press Shift +
    >> Spacebar, to select the entire row. Then goto Window | Freeze Panes.
    >> This
    >> will always keep your headers visible when scrolling, allowing 100%
    >> access
    >> to your autofilter drop downs.
    >>
    >> HTH
    >>
    >> --
    >> Regards,
    >> Zack Barresse, aka firefytr, (GT = TFS FF Zack)
    >>
    >>
    >>
    >> "SG" <[email protected]> wrote in message
    >> news:%23E%[email protected]...
    >>> Hello,
    >>>
    >>> I'm assigned a task to append monthly data to sheet 1. In sheet1, it
    >>> includes acct#, acctname, 1st mth sales. When the 2nd mth sales is
    >>> generated
    >>> with the same format, I want to append it to sheet1 in this way which if
    >>> this account exists, append the sales to the column beside 1st mth
    >>> sales,
    >>> it
    >>> the account does not exist, add one new line to the bottom with 1st mth
    >>> sales "0".
    >>> sheet1 data would be like"
    >>>
    >>> acct# acctname 1st mth 2nd mth
    >>> 1001 abc 1 2
    >>> 1002 bcd 0 3 (not exist before)
    >>>
    >>> How can I achieve this? If need more explaination, please let me know.
    >>>
    >>> Thanks,
    >>> Sarah
    >>>
    >>>

    >>
    >>

    >
    >




  5. #5
    SG
    Guest

    Re: Insert if not exist

    Hi Zack,

    I will email it to you.

    Thanks so much for your help,
    Sarah
    "Zack Barresse" <[email protected]> wrote in message
    news:[email protected]...
    > Yes, it's very possible to achieve this in Excel. You would need to
    > explain
    > how you would input this information, what parts you want automated. You
    > have the information entered somewhere. I'm thinking, off the top of my
    > head, a userform to perform these actions. This would give you the added
    > flexibility that (I believe) you are asking for. Can you email me the
    > workbook? (Ensure you take out NOSPAM from the email addy.)
    >
    > --
    > Regards,
    > Zack Barresse, aka firefytr, (GT = TFS FF Zack)
    > To email, remove the NO SPAM. Please keep correspondence to the board, as
    > to benefit others.
    >
    >
    >
    > "SG" <[email protected]> wrote in message
    > news:[email protected]...
    >> Hi Zack,
    >>
    >> Thanks for your quick response. I'm sorry I didn't explain my need very
    >> clear.
    >>
    >> What I wanted to do is that, within the table, I like the file(sheet1)
    >> will
    >> be like the below eventually:
    >>
    >> acct#, acctname, 1st mth sales, 2nd mth sales.....etc.
    >>
    >> For example, I started this month, I will have 1st mth sales in the
    >> spread
    >> sheet, but rest of the columns are not there yet until later.
    >> 2nd month, I will retain the 1st mth sales, will grab the 2nd months
    >> sales
    >> from a seperate file(sheet2) with same format (acct#/acctname/2nd sales).
    >> 3rd month, I will retain 1st and 2nd, add 3rd mth sales into sheet1 and
    >> so
    >> do the rest.
    >>
    >> Since it will be doing every month, I like to automate it. Is that
    >> possible
    >> to achieve this in excel?
    >>
    >> Thanks,
    >> Sarah
    >>
    >> "Zack Barresse" <[email protected]> wrote in message
    >> news:%[email protected]...
    >>> Hi there,
    >>>
    >>> I'm really failing to see what you need for help. What I wouuld do, is
    >>> select your header rows (if multiple headers, the one directly above the
    >>> first line of data) and select Data | Filter | Autofilter. Then if you
    >>> need
    >>> to check for an account number, select the (assuming "acct#" is column
    >>> A)
    >>> drop down arrow in column A, see if it's there. If it is, select it,
    >>> then
    >>> enter your data as necessary. If you do not see it in the list (it's a
    >>> unique list only) then it's not there and you know to add it.
    >>>
    >>> You can automate this, but I'm not really seeing a reason as to why. Do
    >>> you
    >>> already have some automation in this wokbook/worksheet?
    >>>
    >>> Another thing I would do is to select the entire row of your first row
    >>> of
    >>> data, below your header row(s). Or select a cell and press Shift +
    >>> Spacebar, to select the entire row. Then goto Window | Freeze Panes.
    >>> This
    >>> will always keep your headers visible when scrolling, allowing 100%
    >>> access
    >>> to your autofilter drop downs.
    >>>
    >>> HTH
    >>>
    >>> --
    >>> Regards,
    >>> Zack Barresse, aka firefytr, (GT = TFS FF Zack)
    >>>
    >>>
    >>>
    >>> "SG" <[email protected]> wrote in message
    >>> news:%23E%[email protected]...
    >>>> Hello,
    >>>>
    >>>> I'm assigned a task to append monthly data to sheet 1. In sheet1, it
    >>>> includes acct#, acctname, 1st mth sales. When the 2nd mth sales is
    >>>> generated
    >>>> with the same format, I want to append it to sheet1 in this way which
    >>>> if
    >>>> this account exists, append the sales to the column beside 1st mth
    >>>> sales,
    >>>> it
    >>>> the account does not exist, add one new line to the bottom with 1st mth
    >>>> sales "0".
    >>>> sheet1 data would be like"
    >>>>
    >>>> acct# acctname 1st mth 2nd mth
    >>>> 1001 abc 1 2
    >>>> 1002 bcd 0 3 (not exist before)
    >>>>
    >>>> How can I achieve this? If need more explaination, please let me know.
    >>>>
    >>>> Thanks,
    >>>> Sarah
    >>>>
    >>>>
    >>>
    >>>

    >>
    >>

    >
    >




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