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Please Help - Summary/Reports (Multiple columns calculation into different reports)

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    Please Help - Summary/Reports (Multiple columns calculation into different reports)

    Hi,

    I am learning how to use macros in Excel to generate simple reports, but it's beyond me. I am not a programmer at all. I have an expense workbook (Data) with 4 columns (ID, Item, Cost, Date). I would like to create macros that will generate 3 different reports and write to 3 different worksheets.

    The first report is sorted and sum up the cost for each item. Please see the worksheet "Item".

    The second report is sorted and sum up the cost for each part ID. Please see the worksheet "ID".

    The third report is the cost for each month and Year-to-Date cost right next to it. Please see worksheet "Summary".

    Please help me to write the macros for each of these reports assuming that we don't know the number of rows in the "Data" worksheet.

    Thank you very much for your help.

    Chris
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    Re: Please Help - Summary/Reports (Multiple columns calculation into different reports)

    Hi funguy and welcome to the forum,

    Here you go. See the attached. It has these features and only needs 2 real lines of VBA code.
    1. There is a Dynamic Named Range (see the names manager) that will grow with the amount of data you add on your data sheet.
    2. I've created 3 different Pivot Tables on your 3 sheets that use the DNR range for each pivot.
    3. I've created some VBA Event code that will refresh the three pivots when/if you add more data.

    See the attached to see how it all fits together. I'm including both 2007 and 2003 files in case you are still using the older 2003 excel.
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    Last edited by MarvinP; 02-17-2014 at 03:21 AM.
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    Re: Please Help - Summary/Reports (Multiple columns calculation into different reports)

    Marvin,

    Thank you so much for your help. Is it possible if you can do this strictly with macro code? That's what I need to learn.

    Thanks,
    Funguy

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    Forum Guru MarvinP's Avatar
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    Re: Please Help - Summary/Reports (Multiple columns calculation into different reports)

    You're not being as much fun now; guy.

    The DNR and then using that name for the Pivot Tables is by far a better method than trying to do the whole thing using VBA.

    The only VBA that is needed is the two lines I've added in two modules.

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    Re: Please Help - Summary/Reports (Multiple columns calculation into different reports)

    Quote Originally Posted by MarvinP View Post
    You're not being as much fun now; guy.

    The DNR and then using that name for the Pivot Tables is by far a better method than trying to do the whole thing using VBA.

    The only VBA that is needed is the two lines I've added in two modules.
    I agree with you. But, I'd like to learn how to use macro. Also, the list can be in thousands of rows. Is it better with VBA?

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