VBA to generate a report from Excel, two conditions

Hi there,

I have a really simple spreadsheet and what I would like to do is.....you specify a condition and hit a button, and excel generates a report showing how many records meeting the criteria in a given period in a different worksheet.

Please see the attached for a sample description.

In worksheet "Data entry", records are entered here. Reporting period is a drop down. In the "report" worksheet, this is where I would like to show the summary-level report.

For example, a standardized report we would like to see is...... show how many records have target of "Yes" in a specific reporting period. I think I will use a filter(filter on which reporting period) and a button to do the job. The extracted record needs to be in the "report" worksheet with column headings specified.

How should I go about implementing this using VBA?

Thank you for taking the time to help

Hi,

Thanks. If I wanted to do quarterly reporting and yet still have Excel show a break-down by periods within each quarter, will this method work? I tried it out by adding another reporting period column in there, but it's still showing me only one line for each of the quarter.

I would like to see the actual break-down by periods for each report quarter selected. So each quarter would have 3 lines as shown on the data entry form.

Please see the attached for illustration.

Thank you

Hi,

Could someone please help? I have this pivot table set up, but the format is not desired. Please see the attached.

Eventually, I would like to have the final report show in the following manner:

Reporting Quarter Reporting Period Site CCM Target Total encounters

where "total encounters" is the total number of encounters within a given quarter, and CCM target is set to "Yes".

Is it possible to add to the pivot table fields with condition? Right now, pivot table columns B,C D and E all show the same value. However, CCM target column needs to show only the records with "Yes" value in a reporting quarter and total encounter is the total number of encounters, which include the "Yes" and "No" in a given reporting quarter.

Is this possible with pivot table?

Thank you