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Making Excel generate Access-Like Reports



 
 
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  #1  
Old August 29th, 2004, 05:02 PM
VJ7777
external usenet poster
 
Posts: n/a
Default Making Excel generate Access-Like Reports

Please forgive me if I don't use proper Newsgroup
protocol. This is my first time.

I have developed a comprehensive dealership system using
Excel. I probably should have used Access but I don't
want to redo the system yet. Everything works swimmingly
except:

1. I use customer name to name each workbook (which
contains multiple worksheets of forms and data pertaining
to that customer):

For example: "Jones," "Smith" (or "Smith.John"), etc.

I have created reports which have a row for each customer
and ten or more columns of data for each customer. I get
the info for each column from the customer workbook and
worksheet using formulas like the one illustrated below
(ignore the complexity of the formula; I merely want to
automatically substitute "Smith" for "Jones" from a
separate master list of customer names):

Prospective Business Report (Sample Column Headings):
Name Product PurchaseDate Cost Sell etc., etc.

Example of one of many formulas:

IF('[Jones.xls]Buyer Progress Record'!
$B$12="failed","F",IF('[Jones.xls]Buyer Progress Record'!
$B$8="Cash Sale",'[Jones.xls]Buyer Progress Record'!
$B$8,IF('[Jones.xls]Buyer Progress Record'!
$B$11" ?","$"&'[Jones.xls]Buyer Progress
Record'!$B$11,IF('[Jones.xls]Buyer Progress Record'!
$B$10=" ?","?",IF('[Jones.xls]Buyer Progress
Record'!$B$10$AA$2,"! ! ! ! !",'[Jones.xls]Buyer
Progress Record'!$B$10)))))

Everything works well so long as I copy down and replace
(i.e. replace "Jones" with "Smith") to add a new customer
row to the report. I cannot find a way to use a master
list of customer names to automatically change "Jones"
to "Smith" to "Green," etc.

2. I would like to produce a Contact Report by
Salesperson (using the above mentioned master list of
customer names) except that there would be multiple rows
for each customer. The source, Buyer Progress Record
worksheet, contains up to 40 lines of contacts in Rows 28
through 68 and, perhaps, only one or two rows might
contain data at any moment in time (Row 28 and Row 29;
the remaining rows will be used as time marches on). The
desired report would look like this and only print rows
for each customer that contain data:

Contact Report - Salesperson Murphy - Aug 17, 2004

Customer Name "Jones"
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description

Customer Name "Smith"
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description

Customer Name "Green"
Date of Contact Date of Next Contact Description

3. It would be nice to be able to add to the master list
of customer names automatically by having the computer
look to see if any new customer workbooks have been added
to the "Customers 2004" folder each day.

4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a workbook is
handled but this date is never changed no matter how many
times the worksheet is modified?

Thank you in advance for any help you can render.

  #2  
Old August 30th, 2004, 08:45 AM
JulieD
external usenet poster
 
Posts: n/a
Default

Hi

can't help (yet) with the other questions but
4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a workbook is
handled but this date is never changed no matter how many
times the worksheet is modified?


you can put code against each sheet (itself) in the vbe window similar to
Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address as required
Range("A1").Value = Now
End If
End Sub

or

Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address as required
Range("A1").Value = Format(Now, "dd mmmm yyyy")
End If
End Sub

Hope this helps
Cheers
JulieD



"VJ7777" wrote in message
...
Please forgive me if I don't use proper Newsgroup
protocol. This is my first time.

I have developed a comprehensive dealership system using
Excel. I probably should have used Access but I don't
want to redo the system yet. Everything works swimmingly
except:

1. I use customer name to name each workbook (which
contains multiple worksheets of forms and data pertaining
to that customer):

For example: "Jones," "Smith" (or "Smith.John"), etc.

I have created reports which have a row for each customer
and ten or more columns of data for each customer. I get
the info for each column from the customer workbook and
worksheet using formulas like the one illustrated below
(ignore the complexity of the formula; I merely want to
automatically substitute "Smith" for "Jones" from a
separate master list of customer names):

Prospective Business Report (Sample Column Headings):
Name Product PurchaseDate Cost Sell etc., etc.

Example of one of many formulas:

IF('[Jones.xls]Buyer Progress Record'!
$B$12="failed","F",IF('[Jones.xls]Buyer Progress Record'!
$B$8="Cash Sale",'[Jones.xls]Buyer Progress Record'!
$B$8,IF('[Jones.xls]Buyer Progress Record'!
$B$11" ?","$"&'[Jones.xls]Buyer Progress
Record'!$B$11,IF('[Jones.xls]Buyer Progress Record'!
$B$10=" ?","?",IF('[Jones.xls]Buyer Progress
Record'!$B$10$AA$2,"! ! ! ! !",'[Jones.xls]Buyer
Progress Record'!$B$10)))))

Everything works well so long as I copy down and replace
(i.e. replace "Jones" with "Smith") to add a new customer
row to the report. I cannot find a way to use a master
list of customer names to automatically change "Jones"
to "Smith" to "Green," etc.

2. I would like to produce a Contact Report by
Salesperson (using the above mentioned master list of
customer names) except that there would be multiple rows
for each customer. The source, Buyer Progress Record
worksheet, contains up to 40 lines of contacts in Rows 28
through 68 and, perhaps, only one or two rows might
contain data at any moment in time (Row 28 and Row 29;
the remaining rows will be used as time marches on). The
desired report would look like this and only print rows
for each customer that contain data:

Contact Report - Salesperson Murphy - Aug 17, 2004

Customer Name "Jones"
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description

Customer Name "Smith"
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description

Customer Name "Green"
Date of Contact Date of Next Contact Description

3. It would be nice to be able to add to the master list
of customer names automatically by having the computer
look to see if any new customer workbooks have been added
to the "Customers 2004" folder each day.

4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a workbook is
handled but this date is never changed no matter how many
times the worksheet is modified?

Thank you in advance for any help you can render.



  #3  
Old August 31st, 2004, 03:53 AM
external usenet poster
 
Posts: n/a
Default


-----Original Message-----
Hi

can't help (yet) with the other questions but
4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a workbook

is
handled but this date is never changed no matter how

many
times the worksheet is modified?


you can put code against each sheet (itself) in the vbe

window similar to
Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address as

required
Range("A1").Value = Now
End If
End Sub

or

Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address as

required
Range("A1").Value = Format(Now, "dd mmmm yyyy")
End If
End Sub

Hope this helps
Cheers
JulieD



"VJ7777" wrote in

message
...
Please forgive me if I don't use proper Newsgroup
protocol. This is my first time.

I have developed a comprehensive dealership system

using
Excel. I probably should have used Access but I don't
want to redo the system yet. Everything works

swimmingly
except:

1. I use customer name to name each workbook (which
contains multiple worksheets of forms and data

pertaining
to that customer):

For example: "Jones," "Smith" (or "Smith.John"), etc.

I have created reports which have a row for each

customer
and ten or more columns of data for each customer. I

get
the info for each column from the customer workbook and
worksheet using formulas like the one illustrated below
(ignore the complexity of the formula; I merely want to
automatically substitute "Smith" for "Jones" from a
separate master list of customer names):

Prospective Business Report (Sample Column Headings):
Name Product PurchaseDate Cost Sell etc., etc.

Example of one of many formulas:

IF('[Jones.xls]Buyer Progress Record'!
$B$12="failed","F",IF('[Jones.xls]Buyer Progress

Record'!
$B$8="Cash Sale",'[Jones.xls]Buyer Progress Record'!
$B$8,IF('[Jones.xls]Buyer Progress Record'!
$B$11" ?","$"&'[Jones.xls]Buyer Progress
Record'!$B$11,IF('[Jones.xls]Buyer Progress Record'!
$B$10=" ?","?",IF('[Jones.xls]Buyer Progress
Record'!$B$10$AA$2,"! ! ! ! !",'[Jones.xls]Buyer
Progress Record'!$B$10)))))

Everything works well so long as I copy down and

replace
(i.e. replace "Jones" with "Smith") to add a new

customer
row to the report. I cannot find a way to use a master
list of customer names to automatically change "Jones"
to "Smith" to "Green," etc.

2. I would like to produce a Contact Report by
Salesperson (using the above mentioned master list of
customer names) except that there would be multiple

rows
for each customer. The source, Buyer Progress Record
worksheet, contains up to 40 lines of contacts in Rows

28
through 68 and, perhaps, only one or two rows might
contain data at any moment in time (Row 28 and Row 29;
the remaining rows will be used as time marches on).

The
desired report would look like this and only print rows
for each customer that contain data:

Contact Report - Salesperson Murphy - Aug 17, 2004

Customer Name "Jones"
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description

Customer Name "Smith"
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description

Customer Name "Green"
Date of Contact Date of Next Contact Description

3. It would be nice to be able to add to the master

list
of customer names automatically by having the computer
look to see if any new customer workbooks have been

added
to the "Customers 2004" folder each day.

4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a workbook

is
handled but this date is never changed no matter how

many
times the worksheet is modified?

Thank you in advance for any help you can render.



Hi, Julie:

Thank you , very much for your response. I must confess
complete lack of knowledge on how to start implementing
your code. I have been in the computer industry since
the beginning (about the time of Eniac (sp?). I taught
myself how to read and modify Fortran code when I was
product manager of a capital investment evaluation model
for Fortune 500 companies using Computer Sciences' time
sharing system. I taught myself how to program in Basic
when I had the first Apple computer and, for fun,
designed my own General Ledger system. On the other
hand, I have pulled out the Visual Basic book multiple
times and, as I did tonight, asked myself why I should
punish myself when Microsoft's explanation never seems to
explain a place to begin.

If it isn't asking too much, could you please tell me
what steps to take to simply make your code work in
cell "B2" of worksheet "New Input" of
workbook "aaCustomer." Maybe, if you do that, I can get
the concept of how to begin to use VB - certainly I have
never gotten a clue from the Microsoft VB book.

Your message seemed to indicate that you might have
answers to my other questions - and I suspect VB will be
a major part of your answer. If so, I will need to know
how to intergrate them into Excel; your response
regarding to how to implement this will be very necessary
to understanding your other solutions.
Thanks again,
Vince

  #4  
Old August 31st, 2004, 05:36 AM
JulieD
external usenet poster
 
Posts: n/a
Default

Hi Vince

to place the code in the workbook, right mouse click on any sheet tab and
choose view code. This will display the VB Editor ... on the top left there
should be a little area with folders & sheets & the name of your workbook in
bold - if not, choose View / Project Explorer from the menu.

under the project with your workbook name in bold, you will see "NewInput"
and the rest of your sheets - double click on the NewInput one, and a white
piece of paper should appear on the right hand side of the screen , up the
top are two drop down boxes, choose
worksheet
from the lhs one and Activate from the right
then the words

Private Sub Worksheet_Activate()
End Sub

should appear .. place my code between these two lines.
Change the A1 to B2
You can "switch" between the code window & your workbook by using Alt & F1l
.... switch back, ensure B2 on the NewInput sheet has nothing in it, switch
to another sheet, come back to the NewInput sheet the date should be filled
in. Now you can test out both bits of code i gave you to decide which one
is the one you want.

(by the way, it is always a good idea to make a backup testing any code etc)

With regards to your other questions, i'm still having a look at them, but
i've got a few other things on at the moment and havent' really had time to
sit down & think about them properly. If you haven't done so already you
might like to do a search of google (groups.google.com - advanced search:
search string changing workbook names formulas ... search groups
microsoft.public.excel* ), i would do it for you and see if i come up with
anything but my internet explorer's not working at the moment

Hope this helps
Cheers
JulieD


wrote in message
...

-----Original Message-----
Hi

can't help (yet) with the other questions but
4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a workbook

is
handled but this date is never changed no matter how

many
times the worksheet is modified?


you can put code against each sheet (itself) in the vbe

window similar to
Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address as

required
Range("A1").Value = Now
End If
End Sub

or

Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address as

required
Range("A1").Value = Format(Now, "dd mmmm yyyy")
End If
End Sub

Hope this helps
Cheers
JulieD



"VJ7777" wrote in

message
...
Please forgive me if I don't use proper Newsgroup
protocol. This is my first time.

I have developed a comprehensive dealership system

using
Excel. I probably should have used Access but I don't
want to redo the system yet. Everything works

swimmingly
except:

1. I use customer name to name each workbook (which
contains multiple worksheets of forms and data

pertaining
to that customer):

For example: "Jones," "Smith" (or "Smith.John"), etc.

I have created reports which have a row for each

customer
and ten or more columns of data for each customer. I

get
the info for each column from the customer workbook and
worksheet using formulas like the one illustrated below
(ignore the complexity of the formula; I merely want to
automatically substitute "Smith" for "Jones" from a
separate master list of customer names):

Prospective Business Report (Sample Column Headings):
Name Product PurchaseDate Cost Sell etc., etc.

Example of one of many formulas:

IF('[Jones.xls]Buyer Progress Record'!
$B$12="failed","F",IF('[Jones.xls]Buyer Progress

Record'!
$B$8="Cash Sale",'[Jones.xls]Buyer Progress Record'!
$B$8,IF('[Jones.xls]Buyer Progress Record'!
$B$11" ?","$"&'[Jones.xls]Buyer Progress
Record'!$B$11,IF('[Jones.xls]Buyer Progress Record'!
$B$10=" ?","?",IF('[Jones.xls]Buyer Progress
Record'!$B$10$AA$2,"! ! ! ! !",'[Jones.xls]Buyer
Progress Record'!$B$10)))))

Everything works well so long as I copy down and

replace
(i.e. replace "Jones" with "Smith") to add a new

customer
row to the report. I cannot find a way to use a master
list of customer names to automatically change "Jones"
to "Smith" to "Green," etc.

2. I would like to produce a Contact Report by
Salesperson (using the above mentioned master list of
customer names) except that there would be multiple

rows
for each customer. The source, Buyer Progress Record
worksheet, contains up to 40 lines of contacts in Rows

28
through 68 and, perhaps, only one or two rows might
contain data at any moment in time (Row 28 and Row 29;
the remaining rows will be used as time marches on).

The
desired report would look like this and only print rows
for each customer that contain data:

Contact Report - Salesperson Murphy - Aug 17, 2004

Customer Name "Jones"
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description

Customer Name "Smith"
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description
Date of Contact Date of Next Contact Description

Customer Name "Green"
Date of Contact Date of Next Contact Description

3. It would be nice to be able to add to the master

list
of customer names automatically by having the computer
look to see if any new customer workbooks have been

added
to the "Customers 2004" folder each day.

4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a workbook

is
handled but this date is never changed no matter how

many
times the worksheet is modified?

Thank you in advance for any help you can render.



Hi, Julie:

Thank you , very much for your response. I must confess
complete lack of knowledge on how to start implementing
your code. I have been in the computer industry since
the beginning (about th etimeofEniac.Itaught
myself how to read and modify Fortran code when I was
product manager of a capital investment evaluation model
for Fortune 500 companies using Computer Sciences' time
sharing system. I taught myself how to program in Basic
when I had the first Apple computer and, for fun,
designed my own General Ledger system. On the other
hand, I have pulled out the Visual Basic book multiple
times and, as I did tonight, asked myself why I should
punish myself when Microsoft's explanation never seems to
explain a place to begin.

If it isn't asking too much, could you please tell me
what steps to take to simply make your code work in
cell "B2" of worksheet "New Input" of
workbook "aaCustomer." Maybe, if you do that, I can get
the concept of how to begin to use VB - certainly I have
never gotten a clue from the Microsoft VB book.

Your message seemed to indicate that you might have
answers to my other questions - and I suspect VB will be
a major part of your answer. If so, I will need to know
how to intergrate them into Excel; your response
regarding to how to implement this will be very necessary
to understanding your other solutions.
Thanks again,
Vince



  #5  
Old August 31st, 2004, 01:00 PM
VJ7777
external usenet poster
 
Posts: n/a
Default


-----Original Message-----
Hi Vince

to place the code in the workbook, right mouse click on

any sheet tab and
choose view code. This will display the VB Editor ...

on the top left there
should be a little area with folders & sheets & the name

of your workbook in
bold - if not, choose View / Project Explorer from the

menu.

under the project with your workbook name in bold, you

will see "NewInput"
and the rest of your sheets - double click on the

NewInput one, and a white
piece of paper should appear on the right hand side of

the screen , up the
top are two drop down boxes, choose
worksheet
from the lhs one and Activate from the right
then the words

Private Sub Worksheet_Activate()
End Sub

should appear .. place my code between these two lines.
Change the A1 to B2
You can "switch" between the code window & your workbook

by using Alt & F1l
.... switch back, ensure B2 on the NewInput sheet has

nothing in it, switch
to another sheet, come back to the NewInput sheet the

date should be filled
in. Now you can test out both bits of code i gave you

to decide which one
is the one you want.

(by the way, it is always a good idea to make a backup

testing any code etc)

With regards to your other questions, i'm still having a

look at them, but
i've got a few other things on at the moment and havent'

really had time to
sit down & think about them properly. If you haven't

done so already you
might like to do a search of google (groups.google.com -

advanced search:
search string changing workbook names formulas ...

search groups
microsoft.public.excel* ), i would do it for you and see

if i come up with
anything but my internet explorer's not working at the

moment

Hope this helps
Cheers
JulieD


wrote in message
...

-----Original Message-----
Hi

can't help (yet) with the other questions but
4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a

workbook
is
handled but this date is never changed no matter how

many
times the worksheet is modified?

you can put code against each sheet (itself) in the

vbe
window similar to
Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address

as
required
Range("A1").Value = Now
End If
End Sub

or

Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address as

required
Range("A1").Value = Format(Now, "dd mmmm yyyy")
End If
End Sub

Hope this helps
Cheers
JulieD



"VJ7777" wrote

in
message
...
Please forgive me if I don't use proper Newsgroup
protocol. This is my first time.

I have developed a comprehensive dealership system

using
Excel. I probably should have used Access but I

don't
want to redo the system yet. Everything works

swimmingly
except:

1. I use customer name to name each workbook (which
contains multiple worksheets of forms and data

pertaining
to that customer):

For example: "Jones," "Smith" (or "Smith.John"),

etc.

I have created reports which have a row for each

customer
and ten or more columns of data for each customer.

I
get
the info for each column from the customer workbook

and
worksheet using formulas like the one illustrated

below
(ignore the complexity of the formula; I merely

want to
automatically substitute "Smith" for "Jones" from a
separate master list of customer names):

Prospective Business Report (Sample Column

Headings):
Name Product PurchaseDate Cost Sell etc.,

etc.

Example of one of many formulas:

IF('[Jones.xls]Buyer Progress Record'!
$B$12="failed","F",IF('[Jones.xls]Buyer Progress

Record'!
$B$8="Cash Sale",'[Jones.xls]Buyer Progress Record'!
$B$8,IF('[Jones.xls]Buyer Progress Record'!
$B$11" ?","$"&'[Jones.xls]Buyer Progress
Record'!$B$11,IF('[Jones.xls]Buyer Progress Record'!
$B$10=" ?","?",IF('[Jones.xls]Buyer

Progress
Record'!$B$10$AA$2,"! ! ! ! !",'[Jones.xls]Buyer
Progress Record'!$B$10)))))

Everything works well so long as I copy down and

replace
(i.e. replace "Jones" with "Smith") to add a new

customer
row to the report. I cannot find a way to use a

master
list of customer names to automatically

change "Jones"
to "Smith" to "Green," etc.

2. I would like to produce a Contact Report by
Salesperson (using the above mentioned master list

of
customer names) except that there would be multiple

rows
for each customer. The source, Buyer Progress

Record
worksheet, contains up to 40 lines of contacts in

Rows
28
through 68 and, perhaps, only one or two rows might
contain data at any moment in time (Row 28 and Row

29;
the remaining rows will be used as time marches on).

The
desired report would look like this and only print

rows
for each customer that contain data:

Contact Report - Salesperson Murphy - Aug 17,

2004

Customer Name "Jones"
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description

Customer Name "Smith"
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description

Customer Name "Green"
Date of Contact Date of Next Contact

Description

3. It would be nice to be able to add to the master

list
of customer names automatically by having the

computer
look to see if any new customer workbooks have been

added
to the "Customers 2004" folder each day.

4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a

workbook
is
handled but this date is never changed no matter how

many
times the worksheet is modified?

Thank you in advance for any help you can render.



Hi, Julie:

Thank you , very much for your response. I must

confess
complete lack of knowledge on how to start implementing
your code. I have been in the computer industry since
the beginning (about th

etimeofEniac.Itaught
myself how to read and modify Fortran code when I was
product manager of a capital investment evaluation

model
for Fortune 500 companies using Computer Sciences' time
sharing system. I taught myself how to program in

Basic
when I had the first Apple computer and, for fun,
designed my own General Ledger system. On the other
hand, I have pulled out the Visual Basic book multiple
times and, as I did tonight, asked myself why I should
punish myself when Microsoft's explanation never seems

to
explain a place to begin.

If it isn't asking too much, could you please tell me
what steps to take to simply make your code work in
cell "B2" of worksheet "New Input" of
workbook "aaCustomer." Maybe, if you do that, I can

get
the concept of how to begin to use VB - certainly I

have
never gotten a clue from the Microsoft VB book.

Your message seemed to indicate that you might have
answers to my other questions - and I suspect VB will

be
a major part of your answer. If so, I will need to

know
how to intergrate them into Excel; your response
regarding to how to implement this will be very

necessary
to understanding your other solutions.
Thanks again,
Vince



.Julie, thanks a million. I'll try the google search

later today. One quick question: The date appears OK
after I switch to another worksheet and back again, but,
suppose one doesn't go to another worksheet in today's
data entry session; how does today's date get into the
cell. I've tried saving the workbook and re-opening it
but the cell remains blank unless I switch to another
worksheet and back again
Again, I really appreciate your help!!!
Vince


  #6  
Old August 31st, 2004, 04:05 PM
JulieD
external usenet poster
 
Posts: n/a
Default

Hi Vince

you can also put code against the THISWORKBOOK object on the workbook_open
event (double click on ThisWorkbook in the VBE window, choose Workbook from
the lhs drop down & Open from the right),
you'll need to edit the code to:

If IsEmpty(Sheets("NewInput").Range("B2")) then
Sheets("NewInput").Range("B2").Value = Format(Now, "dd mmmm yyyy")
End If

hope this helps
Cheers
JulieD


"VJ7777" wrote in message
...

-----Original Message-----
Hi Vince

to place the code in the workbook, right mouse click on

any sheet tab and
choose view code. This will display the VB Editor ...

on the top left there
should be a little area with folders & sheets & the name

of your workbook in
bold - if not, choose View / Project Explorer from the

menu.

under the project with your workbook name in bold, you

will see "NewInput"
and the rest of your sheets - double click on the

NewInput one, and a white
piece of paper should appear on the right hand side of

the screen , up the
top are two drop down boxes, choose
worksheet
from the lhs one and Activate from the right
then the words

Private Sub Worksheet_Activate()
End Sub

should appear .. place my code between these two lines.
Change the A1 to B2
You can "switch" between the code window & your workbook

by using Alt & F1l
.... switch back, ensure B2 on the NewInput sheet has

nothing in it, switch
to another sheet, come back to the NewInput sheet the

date should be filled
in. Now you can test out both bits of code i gave you

to decide which one
is the one you want.

(by the way, it is always a good idea to make a backup

testing any code etc)

With regards to your other questions, i'm still having a

look at them, but
i've got a few other things on at the moment and havent'

really had time to
sit down & think about them properly. If you haven't

done so already you
might like to do a search of google (groups.google.com -

advanced search:
search string changing workbook names formulas ...

search groups
microsoft.public.excel* ), i would do it for you and see

if i come up with
anything but my internet explorer's not working at the

moment

Hope this helps
Cheers
JulieD


wrote in message
...

-----Original Message-----
Hi

can't help (yet) with the other questions but
4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a

workbook
is
handled but this date is never changed no matter how
many
times the worksheet is modified?

you can put code against each sheet (itself) in the

vbe
window similar to
Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address

as
required
Range("A1").Value = Now
End If
End Sub

or

Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address as
required
Range("A1").Value = Format(Now, "dd mmmm yyyy")
End If
End Sub

Hope this helps
Cheers
JulieD



"VJ7777" wrote

in
message
...
Please forgive me if I don't use proper Newsgroup
protocol. This is my first time.

I have developed a comprehensive dealership system
using
Excel. I probably should have used Access but I

don't
want to redo the system yet. Everything works
swimmingly
except:

1. I use customer name to name each workbook (which
contains multiple worksheets of forms and data
pertaining
to that customer):

For example: "Jones," "Smith" (or "Smith.John"),

etc.

I have created reports which have a row for each
customer
and ten or more columns of data for each customer.

I
get
the info for each column from the customer workbook

and
worksheet using formulas like the one illustrated

below
(ignore the complexity of the formula; I merely

want to
automatically substitute "Smith" for "Jones" from a
separate master list of customer names):

Prospective Business Report (Sample Column

Headings):
Name Product PurchaseDate Cost Sell etc.,

etc.

Example of one of many formulas:

IF('[Jones.xls]Buyer Progress Record'!
$B$12="failed","F",IF('[Jones.xls]Buyer Progress
Record'!
$B$8="Cash Sale",'[Jones.xls]Buyer Progress Record'!
$B$8,IF('[Jones.xls]Buyer Progress Record'!
$B$11" ?","$"&'[Jones.xls]Buyer Progress
Record'!$B$11,IF('[Jones.xls]Buyer Progress Record'!
$B$10=" ?","?",IF('[Jones.xls]Buyer

Progress
Record'!$B$10$AA$2,"! ! ! ! !",'[Jones.xls]Buyer
Progress Record'!$B$10)))))

Everything works well so long as I copy down and
replace
(i.e. replace "Jones" with "Smith") to add a new
customer
row to the report. I cannot find a way to use a

master
list of customer names to automatically

change "Jones"
to "Smith" to "Green," etc.

2. I would like to produce a Contact Report by
Salesperson (using the above mentioned master list

of
customer names) except that there would be multiple
rows
for each customer. The source, Buyer Progress

Record
worksheet, contains up to 40 lines of contacts in

Rows
28
through 68 and, perhaps, only one or two rows might
contain data at any moment in time (Row 28 and Row

29;
the remaining rows will be used as time marches on).
The
desired report would look like this and only print

rows
for each customer that contain data:

Contact Report - Salesperson Murphy - Aug 17,

2004

Customer Name "Jones"
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description

Customer Name "Smith"
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description

Customer Name "Green"
Date of Contact Date of Next Contact

Description

3. It would be nice to be able to add to the master
list
of customer names automatically by having the

computer
look to see if any new customer workbooks have been
added
to the "Customers 2004" folder each day.

4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a

workbook
is
handled but this date is never changed no matter how
many
times the worksheet is modified?

Thank you in advance for any help you can render.



Hi, Julie:
Thank you , very much for your response. I must

confess
complete lack of knowledge on how to start implementing
your code. I have been in the computer industry since
the beginning (about th

etimeofEniac.Itaught
myself how to read and modify Fortran code when I was
product manager of a capital investment evaluation

model
for Fortune 500 companies using Computer Sciences' time
sharing system. I taught myself how to program in

Basic
when I had the first Apple computer and, for fun,
designed my own General Ledger system. On the other
hand, I have pulled out the Visual Basic book multiple
times and, as I did tonight, asked myself why I should
punish myself when Microsoft's explanation never seems

to
explain a place to begin.

If it isn't asking too much, could you please tell me
what steps to take to simply make your code work in
cell "B2" of worksheet "New Input" of
workbook "aaCustomer." Maybe, if you do that, I can

get
the concept of how to begin to use VB - certainly I

have
never gotten a clue from the Microsoft VB book.

Your message seemed to indicate that you might have
answers to my other questions - and I suspect VB will

be
a major part of your answer. If so, I will need to

know
how to intergrate them into Excel; your response
regarding to how to implement this will be very

necessary
to understanding your other solutions.
Thanks again,
Vince



.Julie, thanks a million. I'll try the google search

later today. One quick question: The date appears OK
after I switch to another worksheet and back again, but,
suppose one doesn't go to another worksheet in today's
data entry session; how does today's date get into the
cell. I've tried saving the workbook and re-opening it
but the cell remains blank unless I switch to another
worksheet and back again
Again, I really appreciate your help!!!
Vince




  #7  
Old September 1st, 2004, 01:42 PM
VJ7777
external usenet poster
 
Posts: n/a
Default


-----Original Message-----
Hi Vince

you can also put code against the THISWORKBOOK object on

the workbook_open
event (double click on ThisWorkbook in the VBE window,

choose Workbook from
the lhs drop down & Open from the right),
you'll need to edit the code to:

If IsEmpty(Sheets("NewInput").Range("B2")) then
Sheets("NewInput").Range("B2").Value = Format

(Now, "dd mmmm yyyy")
End If

hope this helps
Cheers
JulieD


"VJ7777" wrote in

message
...

-----Original Message-----
Hi Vince

to place the code in the workbook, right mouse click

on
any sheet tab and
choose view code. This will display the VB Editor ...

on the top left there
should be a little area with folders & sheets & the

name
of your workbook in
bold - if not, choose View / Project Explorer from the

menu.

under the project with your workbook name in bold, you

will see "NewInput"
and the rest of your sheets - double click on the

NewInput one, and a white
piece of paper should appear on the right hand side of

the screen , up the
top are two drop down boxes, choose
worksheet
from the lhs one and Activate from the right
then the words

Private Sub Worksheet_Activate()
End Sub

should appear .. place my code between these two

lines.
Change the A1 to B2
You can "switch" between the code window & your

workbook
by using Alt & F1l
.... switch back, ensure B2 on the NewInput sheet has

nothing in it, switch
to another sheet, come back to the NewInput sheet the

date should be filled
in. Now you can test out both bits of code i gave you

to decide which one
is the one you want.

(by the way, it is always a good idea to make a backup

testing any code etc)

With regards to your other questions, i'm still

having a
look at them, but
i've got a few other things on at the moment and

havent'
really had time to
sit down & think about them properly. If you haven't

done so already you
might like to do a search of google

(groups.google.com -
advanced search:
search string changing workbook names formulas ...

search groups
microsoft.public.excel* ), i would do it for you and

see
if i come up with
anything but my internet explorer's not working at the

moment

Hope this helps
Cheers
JulieD


wrote in message
...

-----Original Message-----
Hi

can't help (yet) with the other questions but
4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a

workbook
is
handled but this date is never changed no matter

how
many
times the worksheet is modified?

you can put code against each sheet (itself) in the

vbe
window similar to
Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell

address
as
required
Range("A1").Value = Now
End If
End Sub

or

Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address

as
required
Range("A1").Value = Format(Now, "dd mmmm yyyy")
End If
End Sub

Hope this helps
Cheers
JulieD



"VJ7777"

wrote
in
message
...
Please forgive me if I don't use proper Newsgroup
protocol. This is my first time.

I have developed a comprehensive dealership

system
using
Excel. I probably should have used Access but I

don't
want to redo the system yet. Everything works
swimmingly
except:

1. I use customer name to name each workbook

(which
contains multiple worksheets of forms and data
pertaining
to that customer):

For example: "Jones," "Smith" (or "Smith.John"),

etc.

I have created reports which have a row for each
customer
and ten or more columns of data for each

customer.
I
get
the info for each column from the customer

workbook
and
worksheet using formulas like the one illustrated

below
(ignore the complexity of the formula; I merely

want to
automatically substitute "Smith" for "Jones"

from a
separate master list of customer names):

Prospective Business Report (Sample Column

Headings):
Name Product PurchaseDate Cost Sell

etc.,
etc.

Example of one of many formulas:

IF('[Jones.xls]Buyer Progress Record'!
$B$12="failed","F",IF('[Jones.xls]Buyer Progress
Record'!
$B$8="Cash Sale",'[Jones.xls]Buyer Progress

Record'!
$B$8,IF('[Jones.xls]Buyer Progress Record'!
$B$11" ?","$"&'[Jones.xls]Buyer

Progress
Record'!$B$11,IF('[Jones.xls]Buyer Progress

Record'!
$B$10=" ?","?",IF('[Jones.xls]Buyer

Progress
Record'!$B$10$AA$2,"! ! ! ! !",'[Jones.xls]Buyer
Progress Record'!$B$10)))))

Everything works well so long as I copy down and
replace
(i.e. replace "Jones" with "Smith") to add a new
customer
row to the report. I cannot find a way to use a

master
list of customer names to automatically

change "Jones"
to "Smith" to "Green," etc.

2. I would like to produce a Contact Report by
Salesperson (using the above mentioned master

list
of
customer names) except that there would be

multiple
rows
for each customer. The source, Buyer Progress

Record
worksheet, contains up to 40 lines of contacts in

Rows
28
through 68 and, perhaps, only one or two rows

might
contain data at any moment in time (Row 28 and

Row
29;
the remaining rows will be used as time marches

on).
The
desired report would look like this and only

print
rows
for each customer that contain data:

Contact Report - Salesperson Murphy - Aug 17,

2004

Customer Name "Jones"
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description

Customer Name "Smith"
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description
Date of Contact Date of Next Contact

Description

Customer Name "Green"
Date of Contact Date of Next Contact

Description

3. It would be nice to be able to add to the

master
list
of customer names automatically by having the

computer
look to see if any new customer workbooks have

been
added
to the "Customers 2004" folder each day.

4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a

workbook
is
handled but this date is never changed no matter

how
many
times the worksheet is modified?

Thank you in advance for any help you can render.



Hi, Julie:
Thank you , very much for your response. I must

confess
complete lack of knowledge on how to start

implementing
your code. I have been in the computer industry

since
the beginning (about th

etimeofEniac.Itaught
myself how to read and modify Fortran code when I

was
product manager of a capital investment evaluation

model
for Fortune 500 companies using Computer Sciences'

time
sharing system. I taught myself how to program in

Basic
when I had the first Apple computer and, for fun,
designed my own General Ledger system. On the other
hand, I have pulled out the Visual Basic book

multiple
times and, as I did tonight, asked myself why I

should
punish myself when Microsoft's explanation never

seems
to
explain a place to begin.

If it isn't asking too much, could you please tell

me
what steps to take to simply make your code work in
cell "B2" of worksheet "New Input" of
workbook "aaCustomer." Maybe, if you do that, I can

get
the concept of how to begin to use VB - certainly I

have
never gotten a clue from the Microsoft VB book.

Your message seemed to indicate that you might have
answers to my other questions - and I suspect VB

will
be
a major part of your answer. If so, I will need to

know
how to intergrate them into Excel; your response
regarding to how to implement this will be very

necessary
to understanding your other solutions.
Thanks again,
Vince



.Julie, thanks a million. I'll try the google search

later today. One quick question: The date appears OK
after I switch to another worksheet and back again,

but,
suppose one doesn't go to another worksheet in today's
data entry session; how does today's date get into the
cell. I've tried saving the workbook and re-opening it
but the cell remains blank unless I switch to another
worksheet and back again
Again, I really appreciate your help!!!
Vince




.Hi Julie:

I'm afraid I am asking too much of you - it isn't your
task in life to train me in VB. I scan the book and it
seems to avoid simple tasks. I've tried Google for a
list of commands (for example: goto - or moveto, etc. -
so I can say 'if whatever, goto "a1")' and cannot find
such a list. If you point me in the right direction I'll
go there and study. Having started life as a bookkeeping
machine salesperson I am strong on applications and look
to programming as a list of simple commands to copy into
a program to get my job done.

Having said that, the code you gave me generated "Run-
time error '9': Subscript out of range." Here is the
code I entered:
Private Sub Workbook_Open()
If IsEmpty(Sheets("NewInput").Range("B2")) Then
Sheets("NewInput").Range("B2").Value = Format(Now, "dd
mmmm yyyy")
End If
End Sub

If you will help one more time with the above questions
I'll go it alone from that point. But will hope you can
solve the first three questions in my original posting
when you get the time. (I'll do the Google search you
recommended before or during the Labor Day weekend.)

Again, thank you very much.
Vince


  #8  
Old September 1st, 2004, 02:33 PM
JulieD
external usenet poster
 
Posts: n/a
Default


"VJ7777" wrote in message
...

-----Original Message-----
Hi Vince

you can also put code against the THISWORKBOOK object on

the workbook_open
event (double click on ThisWorkbook in the VBE window,

choose Workbook from
the lhs drop down & Open from the right),
you'll need to edit the code to:

If IsEmpty(Sheets("NewInput").Range("B2")) then
Sheets("NewInput").Range("B2").Value = Format

(Now, "dd mmmm yyyy")
End If

hope this helps
Cheers
JulieD


"VJ7777" wrote in

message
...

-----Original Message-----
Hi Vince

to place the code in the workbook, right mouse click

on
any sheet tab and
choose view code. This will display the VB Editor ...
on the top left there
should be a little area with folders & sheets & the

name
of your workbook in
bold - if not, choose View / Project Explorer from the
menu.

under the project with your workbook name in bold, you
will see "NewInput"
and the rest of your sheets - double click on the
NewInput one, and a white
piece of paper should appear on the right hand side of
the screen , up the
top are two drop down boxes, choose
worksheet
from the lhs one and Activate from the right
then the words

Private Sub Worksheet_Activate()
End Sub

should appear .. place my code between these two

lines.
Change the A1 to B2
You can "switch" between the code window & your

workbook
by using Alt & F1l
.... switch back, ensure B2 on the NewInput sheet has
nothing in it, switch
to another sheet, come back to the NewInput sheet the
date should be filled
in. Now you can test out both bits of code i gave you
to decide which one
is the one you want.

(by the way, it is always a good idea to make a backup
testing any code etc)

With regards to your other questions, i'm still

having a
look at them, but
i've got a few other things on at the moment and

havent'
really had time to
sit down & think about them properly. If you haven't
done so already you
might like to do a search of google

(groups.google.com -
advanced search:
search string changing workbook names formulas ...
search groups
microsoft.public.excel* ), i would do it for you and

see
if i come up with
anything but my internet explorer's not working at the
moment

Hope this helps
Cheers
JulieD


wrote in message
...

-----Original Message-----
Hi

can't help (yet) with the other questions but
4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a
workbook
is
handled but this date is never changed no matter

how
many
times the worksheet is modified?

you can put code against each sheet (itself) in the
vbe
window similar to
Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell

address
as
required
Range("A1").Value = Now
End If
End Sub

or

Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell address

as
required
Range("A1").Value = Format(Now, "dd mmmm yyyy")
End If
End Sub

Hope this helps
Cheers
JulieD



"VJ7777"

wrote
in
message
...
Please forgive me if I don't use proper Newsgroup
protocol. This is my first time.

I have developed a comprehensive dealership

system
using
Excel. I probably should have used Access but I
don't
want to redo the system yet. Everything works
swimmingly
except:

1. I use customer name to name each workbook

(which
contains multiple worksheets of forms and data
pertaining
to that customer):

For example: "Jones," "Smith" (or "Smith.John"),
etc.

I have created reports which have a row for each
customer
and ten or more columns of data for each

customer.
I
get
the info for each column from the customer

workbook
and
worksheet using formulas like the one illustrated
below
(ignore the complexity of the formula; I merely
want to
automatically substitute "Smith" for "Jones"

from a
separate master list of customer names):

Prospective Business Report (Sample Column
Headings):
Name Product PurchaseDate Cost Sell

etc.,
etc.

Example of one of many formulas:

IF('[Jones.xls]Buyer Progress Record'!
$B$12="failed","F",IF('[Jones.xls]Buyer Progress
Record'!
$B$8="Cash Sale",'[Jones.xls]Buyer Progress

Record'!
$B$8,IF('[Jones.xls]Buyer Progress Record'!
$B$11" ?","$"&'[Jones.xls]Buyer

Progress
Record'!$B$11,IF('[Jones.xls]Buyer Progress

Record'!
$B$10=" ?","?",IF('[Jones.xls]Buyer
Progress
Record'!$B$10$AA$2,"! ! ! ! !",'[Jones.xls]Buyer
Progress Record'!$B$10)))))

Everything works well so long as I copy down and
replace
(i.e. replace "Jones" with "Smith") to add a new
customer
row to the report. I cannot find a way to use a
master
list of customer names to automatically
change "Jones"
to "Smith" to "Green," etc.

2. I would like to produce a Contact Report by
Salesperson (using the above mentioned master

list
of
customer names) except that there would be

multiple
rows
for each customer. The source, Buyer Progress
Record
worksheet, contains up to 40 lines of contacts in
Rows
28
through 68 and, perhaps, only one or two rows

might
contain data at any moment in time (Row 28 and

Row
29;
the remaining rows will be used as time marches

on).
The
desired report would look like this and only

print
rows
for each customer that contain data:

Contact Report - Salesperson Murphy - Aug 17,
2004

Customer Name "Jones"
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description

Customer Name "Smith"
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description

Customer Name "Green"
Date of Contact Date of Next Contact
Description

3. It would be nice to be able to add to the

master
list
of customer names automatically by having the
computer
look to see if any new customer workbooks have

been
added
to the "Customers 2004" folder each day.

4. Finally, on another subject, in a cell, the
formula "=Today()" enters today's date in a cell
automatically. Is there a way enter today's date
automatically the first time a worksheet in a
workbook
is
handled but this date is never changed no matter

how
many
times the worksheet is modified?

Thank you in advance for any help you can render.



Hi, Julie:
Thank you , very much for your response. I must
confess
complete lack of knowledge on how to start

implementing
your code. I have been in the computer industry

since
the beginning (about th
etimeofEniac.Itaught
myself how to read and modify Fortran code when I

was
product manager of a capital investment evaluation
model
for Fortune 500 companies using Computer Sciences'

time
sharing system. I taught myself how to program in
Basic
when I had the first Apple computer and, for fun,
designed my own General Ledger system. On the other
hand, I have pulled out the Visual Basic book

multiple
times and, as I did tonight, asked myself why I

should
punish myself when Microsoft's explanation never

seems
to
explain a place to begin.

If it isn't asking too much, could you please tell

me
what steps to take to simply make your code work in
cell "B2" of worksheet "New Input" of
workbook "aaCustomer." Maybe, if you do that, I can
get
the concept of how to begin to use VB - certainly I
have
never gotten a clue from the Microsoft VB book.

Your message seemed to indicate that you might have
answers to my other questions - and I suspect VB

will
be
a major part of your answer. If so, I will need to
know
how to intergrate them into Excel; your response
regarding to how to implement this will be very
necessary
to understanding your other solutions.
Thanks again,
Vince



.Julie, thanks a million. I'll try the google search
later today. One quick question: The date appears OK
after I switch to another worksheet and back again,

but,
suppose one doesn't go to another worksheet in today's
data entry session; how does today's date get into the
cell. I've tried saving the workbook and re-opening it
but the cell remains blank unless I switch to another
worksheet and back again
Again, I really appreciate your help!!!
Vince




.Hi Julie:

I'm afraid I am asking too much of you - it isn't your
task in life to train me in VB. I scan the book and it
seems to avoid simple tasks. I've tried Google for a
list of commands (for example: goto - or moveto, etc. -
so I can say 'if whatever, goto "a1")' and cannot find
such a list. If you point me in the right direction I'll
go there and study. Having started life as a bookkeeping
machine salesperson I am strong on applications and look
to programming as a list of simple commands to copy into
a program to get my job done.

Having said that, the code you gave me generated "Run-
time error '9': Subscript out of range." Here is the
code I entered:
Private Sub Workbook_Open()
If IsEmpty(Sheets("NewInput").Range("B2")) Then
Sheets("NewInput").Range("B2").Value = Format(Now, "dd
mmmm yyyy")
End If
End Sub

If you will help one more time with the above questions
I'll go it alone from that point. But will hope you can
solve the first three questions in my original posting
when you get the time. (I'll do the Google search you
recommended before or during the Labor Day weekend.)

Again, thank you very much.
Vince



Hi Vince

i'm happy to help so don't worry about asking questions ..

have you got a sheet in the workbook called "NewInput" as the code runs fine
when i copy & paste it into a new workbook with a sheet called NewInput (no
spaces) ...
is the code in the THISWORKBOOK object of the project explorer and not in a
module sheet
is the format stuff all on one line?

as to the other 3 questions i will get to them when i get a chance.

Looking forward to hearing from you.

Cheers
JulieD


  #9  
Old September 1st, 2004, 04:33 PM
external usenet poster
 
Posts: n/a
Default


-----Original Message-----

"VJ7777" wrote in

message
...

-----Original Message-----
Hi Vince

you can also put code against the THISWORKBOOK object

on
the workbook_open
event (double click on ThisWorkbook in the VBE window,

choose Workbook from
the lhs drop down & Open from the right),
you'll need to edit the code to:

If IsEmpty(Sheets("NewInput").Range("B2")) then
Sheets("NewInput").Range("B2").Value = Format

(Now, "dd mmmm yyyy")
End If

hope this helps
Cheers
JulieD


"VJ7777" wrote

in
message
...

-----Original Message-----
Hi Vince

to place the code in the workbook, right mouse

click
on
any sheet tab and
choose view code. This will display the VB

Editor ...
on the top left there
should be a little area with folders & sheets & the

name
of your workbook in
bold - if not, choose View / Project Explorer from

the
menu.

under the project with your workbook name in bold,

you
will see "NewInput"
and the rest of your sheets - double click on the
NewInput one, and a white
piece of paper should appear on the right hand

side of
the screen , up the
top are two drop down boxes, choose
worksheet
from the lhs one and Activate from the right
then the words

Private Sub Worksheet_Activate()
End Sub

should appear .. place my code between these two

lines.
Change the A1 to B2
You can "switch" between the code window & your

workbook
by using Alt & F1l
.... switch back, ensure B2 on the NewInput sheet

has
nothing in it, switch
to another sheet, come back to the NewInput sheet

the
date should be filled
in. Now you can test out both bits of code i gave

you
to decide which one
is the one you want.

(by the way, it is always a good idea to make a

backup
testing any code etc)

With regards to your other questions, i'm still

having a
look at them, but
i've got a few other things on at the moment and

havent'
really had time to
sit down & think about them properly. If you

haven't
done so already you
might like to do a search of google

(groups.google.com -
advanced search:
search string changing workbook names formulas ...
search groups
microsoft.public.excel* ), i would do it for you

and
see
if i come up with
anything but my internet explorer's not working at

the
moment

Hope this helps
Cheers
JulieD


wrote in

message
...

-----Original Message-----
Hi

can't help (yet) with the other questions but
4. Finally, on another subject, in a cell,

the
formula "=Today()" enters today's date in a

cell
automatically. Is there a way enter today's

date
automatically the first time a worksheet in a
workbook
is
handled but this date is never changed no

matter
how
many
times the worksheet is modified?

you can put code against each sheet (itself) in

the
vbe
window similar to
Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell

address
as
required
Range("A1").Value = Now
End If
End Sub

or

Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell

address
as
required
Range("A1").Value = Format(Now, "dd mmmm

yyyy")
End If
End Sub

Hope this helps
Cheers
JulieD



"VJ7777"

wrote
in
message
...
Please forgive me if I don't use proper

Newsgroup
protocol. This is my first time.

I have developed a comprehensive dealership

system
using
Excel. I probably should have used Access

but I
don't
want to redo the system yet. Everything works
swimmingly
except:

1. I use customer name to name each workbook

(which
contains multiple worksheets of forms and data
pertaining
to that customer):

For example: "Jones," "Smith"

(or "Smith.John"),
etc.

I have created reports which have a row for

each
customer
and ten or more columns of data for each

customer.
I
get
the info for each column from the customer

workbook
and
worksheet using formulas like the one

illustrated
below
(ignore the complexity of the formula; I

merely
want to
automatically substitute "Smith" for "Jones"

from a
separate master list of customer names):

Prospective Business Report (Sample Column
Headings):
Name Product PurchaseDate Cost Sell

etc.,
etc.

Example of one of many formulas:

IF('[Jones.xls]Buyer Progress Record'!
$B$12="failed","F",IF('[Jones.xls]Buyer

Progress
Record'!
$B$8="Cash Sale",'[Jones.xls]Buyer Progress

Record'!
$B$8,IF('[Jones.xls]Buyer Progress Record'!
$B$11" ?","$"&'[Jones.xls]Buyer

Progress
Record'!$B$11,IF('[Jones.xls]Buyer Progress

Record'!
$B$10=" ?","?",IF('[Jones.xls]Buyer
Progress
Record'!$B$10$AA$2,"! ! ! ! !",'[Jones.xls]

Buyer
Progress Record'!$B$10)))))

Everything works well so long as I copy down

and
replace
(i.e. replace "Jones" with "Smith") to add a

new
customer
row to the report. I cannot find a way to

use a
master
list of customer names to automatically
change "Jones"
to "Smith" to "Green," etc.

2. I would like to produce a Contact Report

by
Salesperson (using the above mentioned master

list
of
customer names) except that there would be

multiple
rows
for each customer. The source, Buyer Progress
Record
worksheet, contains up to 40 lines of

contacts in
Rows
28
through 68 and, perhaps, only one or two rows

might
contain data at any moment in time (Row 28 and

Row
29;
the remaining rows will be used as time

marches
on).
The
desired report would look like this and only

print
rows
for each customer that contain data:

Contact Report - Salesperson Murphy - Aug

17,
2004

Customer Name "Jones"
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description

Customer Name "Smith"
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description

Customer Name "Green"
Date of Contact Date of Next Contact
Description

3. It would be nice to be able to add to the

master
list
of customer names automatically by having the
computer
look to see if any new customer workbooks have

been
added
to the "Customers 2004" folder each day.

4. Finally, on another subject, in a cell,

the
formula "=Today()" enters today's date in a

cell
automatically. Is there a way enter today's

date
automatically the first time a worksheet in a
workbook
is
handled but this date is never changed no

matter
how
many
times the worksheet is modified?

Thank you in advance for any help you can

render.



Hi, Julie:
Thank you , very much for your response. I must
confess
complete lack of knowledge on how to start

implementing
your code. I have been in the computer industry

since
the beginning (about th
etimeofEniac.Itaught
myself how to read and modify Fortran code when I

was
product manager of a capital investment

evaluation
model
for Fortune 500 companies using Computer

Sciences'
time
sharing system. I taught myself how to program

in
Basic
when I had the first Apple computer and, for fun,
designed my own General Ledger system. On the

other
hand, I have pulled out the Visual Basic book

multiple
times and, as I did tonight, asked myself why I

should
punish myself when Microsoft's explanation never

seems
to
explain a place to begin.

If it isn't asking too much, could you please

tell
me
what steps to take to simply make your code work

in
cell "B2" of worksheet "New Input" of
workbook "aaCustomer." Maybe, if you do that, I

can
get
the concept of how to begin to use VB -

certainly I
have
never gotten a clue from the Microsoft VB book.

Your message seemed to indicate that you might

have
answers to my other questions - and I suspect VB

will
be
a major part of your answer. If so, I will need

to
know
how to intergrate them into Excel; your response
regarding to how to implement this will be very
necessary
to understanding your other solutions.
Thanks again,
Vince



.Julie, thanks a million. I'll try the google

search
later today. One quick question: The date appears

OK
after I switch to another worksheet and back again,

but,
suppose one doesn't go to another worksheet in

today's
data entry session; how does today's date get into

the
cell. I've tried saving the workbook and re-

opening it
but the cell remains blank unless I switch to

another
worksheet and back again
Again, I really appreciate your help!!!
Vince




.Hi Julie:

I'm afraid I am asking too much of you - it isn't your
task in life to train me in VB. I scan the book and it
seems to avoid simple tasks. I've tried Google for a
list of commands (for example: goto - or moveto, etc. -
so I can say 'if whatever, goto "a1")' and cannot find
such a list. If you point me in the right direction

I'll
go there and study. Having started life as a

bookkeeping
machine salesperson I am strong on applications and

look
to programming as a list of simple commands to copy

into
a program to get my job done.

Having said that, the code you gave me generated "Run-
time error '9': Subscript out of range." Here is the
code I entered:
Private Sub Workbook_Open()
If IsEmpty(Sheets("NewInput").Range("B2")) Then
Sheets("NewInput").Range("B2").Value = Format(Now, "dd
mmmm yyyy")
End If
End Sub

If you will help one more time with the above questions
I'll go it alone from that point. But will hope you

can
solve the first three questions in my original posting
when you get the time. (I'll do the Google search you
recommended before or during the Labor Day weekend.)

Again, thank you very much.
Vince



Hi Vince

i'm happy to help so don't worry about asking

questions ..

have you got a sheet in the workbook called "NewInput"

as the code runs fine
when i copy & paste it into a new workbook with a sheet

called NewInput (no
spaces) ...
is the code in the THISWORKBOOK object of the project

explorer and not in a
module sheet
is the format stuff all on one line?

as to the other 3 questions i will get to them when i

get a chance.

Looking forward to hearing from you.

Cheers
JulieD


.Hi Julie

Please forgive my stupidity. While shaving I realized my
worksheet is New_Input; not, NewInput. I made the change
and it worked fine.

Do you know a source for VB commands such as "goto"?

Thanks again.
Vince

  #10  
Old September 1st, 2004, 04:41 PM
JulieD
external usenet poster
 
Posts: n/a
Default


wrote in message
...

-----Original Message-----

"VJ7777" wrote in

message
...

-----Original Message-----
Hi Vince

you can also put code against the THISWORKBOOK object

on
the workbook_open
event (double click on ThisWorkbook in the VBE window,
choose Workbook from
the lhs drop down & Open from the right),
you'll need to edit the code to:

If IsEmpty(Sheets("NewInput").Range("B2")) then
Sheets("NewInput").Range("B2").Value = Format
(Now, "dd mmmm yyyy")
End If

hope this helps
Cheers
JulieD


"VJ7777" wrote

in
message
...

-----Original Message-----
Hi Vince

to place the code in the workbook, right mouse

click
on
any sheet tab and
choose view code. This will display the VB

Editor ...
on the top left there
should be a little area with folders & sheets & the
name
of your workbook in
bold - if not, choose View / Project Explorer from

the
menu.

under the project with your workbook name in bold,

you
will see "NewInput"
and the rest of your sheets - double click on the
NewInput one, and a white
piece of paper should appear on the right hand

side of
the screen , up the
top are two drop down boxes, choose
worksheet
from the lhs one and Activate from the right
then the words

Private Sub Worksheet_Activate()
End Sub

should appear .. place my code between these two
lines.
Change the A1 to B2
You can "switch" between the code window & your
workbook
by using Alt & F1l
.... switch back, ensure B2 on the NewInput sheet

has
nothing in it, switch
to another sheet, come back to the NewInput sheet

the
date should be filled
in. Now you can test out both bits of code i gave

you
to decide which one
is the one you want.

(by the way, it is always a good idea to make a

backup
testing any code etc)

With regards to your other questions, i'm still
having a
look at them, but
i've got a few other things on at the moment and
havent'
really had time to
sit down & think about them properly. If you

haven't
done so already you
might like to do a search of google
(groups.google.com -
advanced search:
search string changing workbook names formulas ...
search groups
microsoft.public.excel* ), i would do it for you

and
see
if i come up with
anything but my internet explorer's not working at

the
moment

Hope this helps
Cheers
JulieD


wrote in

message
...

-----Original Message-----
Hi

can't help (yet) with the other questions but
4. Finally, on another subject, in a cell,

the
formula "=Today()" enters today's date in a

cell
automatically. Is there a way enter today's

date
automatically the first time a worksheet in a
workbook
is
handled but this date is never changed no

matter
how
many
times the worksheet is modified?

you can put code against each sheet (itself) in

the
vbe
window similar to
Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell
address
as
required
Range("A1").Value = Now
End If
End Sub

or

Private Sub Worksheet_Activate()
If IsEmpty(Range("A1")) Then 'change cell

address
as
required
Range("A1").Value = Format(Now, "dd mmmm

yyyy")
End If
End Sub

Hope this helps
Cheers
JulieD



"VJ7777"
wrote
in
message
...
Please forgive me if I don't use proper

Newsgroup
protocol. This is my first time.

I have developed a comprehensive dealership
system
using
Excel. I probably should have used Access

but I
don't
want to redo the system yet. Everything works
swimmingly
except:

1. I use customer name to name each workbook
(which
contains multiple worksheets of forms and data
pertaining
to that customer):

For example: "Jones," "Smith"

(or "Smith.John"),
etc.

I have created reports which have a row for

each
customer
and ten or more columns of data for each
customer.
I
get
the info for each column from the customer
workbook
and
worksheet using formulas like the one

illustrated
below
(ignore the complexity of the formula; I

merely
want to
automatically substitute "Smith" for "Jones"
from a
separate master list of customer names):

Prospective Business Report (Sample Column
Headings):
Name Product PurchaseDate Cost Sell
etc.,
etc.

Example of one of many formulas:

IF('[Jones.xls]Buyer Progress Record'!
$B$12="failed","F",IF('[Jones.xls]Buyer

Progress
Record'!
$B$8="Cash Sale",'[Jones.xls]Buyer Progress
Record'!
$B$8,IF('[Jones.xls]Buyer Progress Record'!
$B$11" ?","$"&'[Jones.xls]Buyer
Progress
Record'!$B$11,IF('[Jones.xls]Buyer Progress
Record'!
$B$10=" ?","?",IF('[Jones.xls]Buyer
Progress
Record'!$B$10$AA$2,"! ! ! ! !",'[Jones.xls]

Buyer
Progress Record'!$B$10)))))

Everything works well so long as I copy down

and
replace
(i.e. replace "Jones" with "Smith") to add a

new
customer
row to the report. I cannot find a way to

use a
master
list of customer names to automatically
change "Jones"
to "Smith" to "Green," etc.

2. I would like to produce a Contact Report

by
Salesperson (using the above mentioned master
list
of
customer names) except that there would be
multiple
rows
for each customer. The source, Buyer Progress
Record
worksheet, contains up to 40 lines of

contacts in
Rows
28
through 68 and, perhaps, only one or two rows
might
contain data at any moment in time (Row 28 and
Row
29;
the remaining rows will be used as time

marches
on).
The
desired report would look like this and only
print
rows
for each customer that contain data:

Contact Report - Salesperson Murphy - Aug

17,
2004

Customer Name "Jones"
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description

Customer Name "Smith"
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description
Date of Contact Date of Next Contact
Description

Customer Name "Green"
Date of Contact Date of Next Contact
Description

3. It would be nice to be able to add to the
master
list
of customer names automatically by having the
computer
look to see if any new customer workbooks have
been
added
to the "Customers 2004" folder each day.

4. Finally, on another subject, in a cell,

the
formula "=Today()" enters today's date in a

cell
automatically. Is there a way enter today's

date
automatically the first time a worksheet in a
workbook
is
handled but this date is never changed no

matter
how
many
times the worksheet is modified?

Thank you in advance for any help you can

render.



Hi, Julie:
Thank you , very much for your response. I must
confess
complete lack of knowledge on how to start
implementing
your code. I have been in the computer industry
since
the beginning (about th
etimeofEniac.Itaught
myself how to read and modify Fortran code when I
was
product manager of a capital investment

evaluation
model
for Fortune 500 companies using Computer

Sciences'
time
sharing system. I taught myself how to program

in
Basic
when I had the first Apple computer and, for fun,
designed my own General Ledger system. On the

other
hand, I have pulled out the Visual Basic book
multiple
times and, as I did tonight, asked myself why I
should
punish myself when Microsoft's explanation never
seems
to
explain a place to begin.

If it isn't asking too much, could you please

tell
me
what steps to take to simply make your code work

in
cell "B2" of worksheet "New Input" of
workbook "aaCustomer." Maybe, if you do that, I

can
get
the concept of how to begin to use VB -

certainly I
have
never gotten a clue from the Microsoft VB book.

Your message seemed to indicate that you might

have
answers to my other questions - and I suspect VB
will
be
a major part of your answer. If so, I will need

to
know
how to intergrate them into Excel; your response
regarding to how to implement this will be very
necessary
to understanding your other solutions.
Thanks again,
Vince



.Julie, thanks a million. I'll try the google

search
later today. One quick question: The date appears

OK
after I switch to another worksheet and back again,
but,
suppose one doesn't go to another worksheet in

today's
data entry session; how does today's date get into

the
cell. I've tried saving the workbook and re-

opening it
but the cell remains blank unless I switch to

another
worksheet and back again
Again, I really appreciate your help!!!
Vince




.Hi Julie:
I'm afraid I am asking too much of you - it isn't your
task in life to train me in VB. I scan the book and it
seems to avoid simple tasks. I've tried Google for a
list of commands (for example: goto - or moveto, etc. -
so I can say 'if whatever, goto "a1")' and cannot find
such a list. If you point me in the right direction

I'll
go there and study. Having started life as a

bookkeeping
machine salesperson I am strong on applications and

look
to programming as a list of simple commands to copy

into
a program to get my job done.

Having said that, the code you gave me generated "Run-
time error '9': Subscript out of range." Here is the
code I entered:
Private Sub Workbook_Open()
If IsEmpty(Sheets("NewInput").Range("B2")) Then
Sheets("NewInput").Range("B2").Value = Format(Now, "dd
mmmm yyyy")
End If
End Sub

If you will help one more time with the above questions
I'll go it alone from that point. But will hope you

can
solve the first three questions in my original posting
when you get the time. (I'll do the Google search you
recommended before or during the Labor Day weekend.)

Again, thank you very much.
Vince



Hi Vince

i'm happy to help so don't worry about asking

questions ..

have you got a sheet in the workbook called "NewInput"

as the code runs fine
when i copy & paste it into a new workbook with a sheet

called NewInput (no
spaces) ...
is the code in the THISWORKBOOK object of the project

explorer and not in a
module sheet
is the format stuff all on one line?

as to the other 3 questions i will get to them when i

get a chance.

Looking forward to hearing from you.

Cheers
JulieD


.Hi Julie

Please forgive my stupidity. While shaving I realized my
worksheet is New_Input; not, NewInput. I made the change
and it worked fine.

Do you know a source for VB commands such as "goto"?

Thanks again.
Vince


Hi Vince

glad its working .. basically the way you need to approach VBA is to ask
yourself what object am i looking at and what do i want to do with it, so if
it's a cell (e.g. A1), then you need to know that cells are part of the
range object and that range objects have a select method, therefore to
select a cell you can use
Range("A1").select

however, if you want to select a cell on another sheet to need to make the
sheet active & then select the cell
Sheets("Sheet1").activate
Range("A1").select

however, you can populate a cell without selecting it
Sheets("Sheet1").Range("A1").value = 5
will put the number 5 into cell A1 on Sheet1

the best place to find all this out is using the Object Browser in VBA (view
/ object browser) or type "microsoft excel object model" into Help in the
VBE .. this will give you all the objects you can then click on them to find
out their properties & methods.

Hope this helps
Cheers
JulieD


 




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