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Self Compiling Report...?

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    Self Compiling Report...?

    Good morning,

    I have to find a way to build a report that automatically pulls information from a "data" sheet and lists the individual rows in a new report pertaining to a specific date range. To get more specific, I have all of our company billing for the year in one tab, but need to be able to pull reports based on an individual weeks billing, and when a job gets billed is very sporratic in comparison to when the job is opened.

    I have the dates already converting to "week of the year", so I just need to know how to build a self populating report that collects each individual row from the billing tab pertaining to that same week.

    Thanks!
    Last edited by NBVC; 08-24-2011 at 05:05 PM.

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    Forum Expert snb's Avatar
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    Re: Self Compiling Report...?

    Please post your sample workbook and the desired result.



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    Re: Self Compiling Report...?

    Sheet containing data:

    Data Sheet.jpg

    Lets say I was hunting for the week of July 15-21, 2012. I have built a cell to enter that to be converted to the week of the year, and the desired report I would like for it to compile in a new tab would be:

    Desired Report.jpg

    To mention, all numbers & info in the attached images are made up.

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    Re: Self Compiling Report...?

    Hi Jarret

    AutoFilter on Column J???
    John

    If you have issues with Code I've provided, I appreciate your feedback.

    In the event Code provided resolves your issue, please mark your Thread as SOLVED.

    If you're satisfied by any members response to your issue please use the star icon at the lower left of their post.

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    Re: Self Compiling Report...?

    Hey John,

    Yah, I guess that might be the way I have to go. I was hoping to be able to build a tab that, when I enter the date in a cell, it builds the report as opposed to having to monkey around with the actual data input tab.

    I was thinking that, because of the lack of responses I was receiving that Excel might not even be able to do it...

    Thanks for your help!

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    Forum Guru jaslake's Avatar
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    Re: Self Compiling Report...?

    Hi Jarret

    Well...this can certainly be done
    I was hoping to be able to build a tab that, when I enter the date in a cell, it builds the report
    I had this same conversation with my daughter just last week. I said "Pea, I can write a procedure that will do this for you but Excel has built in filtering capabilities that you can use now with no macros." Of course she was totally amazed with her "Old Man".

    'Ya want a procedure that does this for you based on user input? Let me know...we can build it.

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    Forum Guru jaslake's Avatar
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    Re: Self Compiling Report...?

    Hi Jarret

    I failed to mention in my last post...if you want a procedure to do suggested please post a file that has the same info as your "pictures". I can't test procedures on a "picture" and don't wish to retype your data.

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    Re: Self Compiling Report...?

    Would it take a good deal of effort? I wouldn't want to put you out..

    It would definitely earn me some recognition from the higher ups if I could incorporate that into the billing spreadsheet I am building for them... (To throw it out there, I am 25, so still in the "status building" phase of my career) :-)

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    Forum Guru jaslake's Avatar
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    Re: Self Compiling Report...?

    Hi Jarret

    Ha!!! You've got a LOT of time to build you're status but glad for you you're focusing on that NOW. I'm retired and am WELL past that stage of my career.

    Give me a file that has your "Picture" data...we'll have this for you probably tonight.

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    Forum Guru jaslake's Avatar
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    Re: Self Compiling Report...?

    Hi Jarret
    Your profile indicates Excel 2010. Are all your users using Excel 2007 or above?

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    Forum Guru jaslake's Avatar
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    Re: Self Compiling Report...?

    Hi Jarret

    I'd like to get this back on the Forum but I also respect your privacy.

    As only you and I know you sent me via email a private file. You were looking for solutions to create a Weekly Billing Report based on dates selected. It seems we've been able to resolve this issue.

    I promised you I'd not post the file to the Forum as it's confidential but I also told you I would post code that resolved issues. You agreed to this.
    Definitely not a problem to post the code to the thread.
    In a subsequent email you ask me this
    I noticed that the dropdown is not allowing for redundancies when there is more than one of the same date… How did you set this up? There is another spot in the file that this would be very handy for me to build in, but not with dates (with client codes).
    I explained that I'd post the code (with notes) that accomplishes the above such that you could adapt that technique to other procedures in your code and you agreed to that
    Ooh ok sounds good. Thanks!
    Well...the above is convoluted...don't want either of us in hot water. The code is all in "Weekly Billing Report" in the Activation Event. This code may or may not be appropriate for other applications in your workbook but it may help you in a direction
    Please Login or Register  to view this content.
    Let me know of issues and how I can help.

  12. #12
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    Re: Self Compiling Report...?

    That works perfect, thanks John! I will mark this thread as "Answered"!

    Definitely appreciate all your help. :-)

  13. #13
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    Re: Self Compiling Report...?

    Hi Jarret

    You're welcome...glad to be of help.

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