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Excel VBA Course
[80% Discount] Excel VBA Course - From Beginner to Expert

200+ Video Lessons
50+ Hours of Video
200+ Excel Guides

Become a master of VBA and Macros in Excel and learn how to automate all of your tasks in Excel with this online course. (No VBA experience required.)

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I Need A Template To Track Insurance Policies

i'm looking for an excel template that will help me track business insurance
policies over a long period of time (compare coverage, deductibles, costs
etc,) while tracking carrier changes as well.



Excel VBA Course
Excel VBA Course - From Beginner to Expert

200+ Video Lessons 50+ Hours of Instruction 200+ Excel Guides

Become a master of VBA and Macros in Excel and learn how to automate all of your tasks in Excel with this online course. (No VBA experience required.)

(80% Discount Ends Soon!)

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Similar Topics







Okay, so I tried (for hours) to find a solution to this and have finally gotten frustrated to the point where i think asking here will be my best bet.


Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.

My problem is ... Now what?

I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.

Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.

Can anyone help? Let me know if you need me to clarify.

Thanks!

Matt


Does anyone know of a non-commercial roster template that would suit 7 day/24 hour/4 person shifts?

Currently we use a totally manual spreadsheet which looks like a Rubik's Cube and does not offer any form of automation in order to speed up entry adn ensure no doubling-up or missing shifts.


I need a formula to calculate Turn Around Time. Find below the sample data and details for your reference.

Received Date & Time: 10/29/2010 3:27:00 PM
Completed Date & Time: 11/1/2010 3:57:32 AM
Business Hours: 08:00 AM to 05:00 PM
Non Business hours: 05:00 PM to 08:00 AM
Weekdays : Monday to Friday
Weekends: Saturday & Sunday

If I calculate TAT for this time period it should show me 1 hour 33 minutes, why because business hours are closing by 5:00 PM on 10/29 so it should not calculate duration after 5:00 PM to until 08:00 AM on next day, however 10/29 is Friday so formula should calculate the duration from 10/29 Friday 3:37 PM to 10/29 5:00 PM and again it should calculate from 8:00 AM on 11/01 Monday and formula should skip Saturday & Sunday.

In this scenario I have completed the task before 8:00 AM on 11/01 so it should show duration of 1hour 33 minutes.

Please let me know if you need any more details


I have created an excel spreadsheet to track attendance of an exercise class I am teaching. I would like to know each person's current percent attendance. (so if we have had 5 classes and they have attended 4 of those classes then it should show 80%). I would like it to keep a running tab, so as I add in the person's attendace it will continue that count, up to the 26 classes that are being offered. I thought if I did a sumif/countif I could get it to work, but it doesn't. Here is what I tried: =sumif($e$4:$ad:4,">0")/countif($e$4:$ad$4,">1"). Do you have a suggestion that would work? Thanks!


A previous poster explained what I also need; there were no responses,
so I thought I would try again.

Does anyone know of an Excel template--or a small stand-alone
program--that will calculate the interest/principal breakdown when
payments are varied in amount and frequency? Free or low-cost, please.
I need one that will work on my Mac/Office 2004. I will need to print
out periodic reports.

Here is the way the previous poster described it:
"Excel template: Loan Amortization for random/irregular payments,
figures days
between payment dates.
I have a loan with a variable beginning balance and irregular payments
with
annual large payment. (based on collections)
Would like to enter payment and date.
then Excel would figure days since last payment, interest amount,
principal
amount, Ending Principal balance.
And total interest paid, total pricipal paid
If I change the starting principal, excel would recalculate all
entries."

Thanks very much.




I run a small business. I want to start keeping track of inventory using a barcode system.

I know Excel "ok", but I don't know programming.'

I'd like to be able to do something very simple (for now)...

For example...if I had PRODUCT / CODE / INV VALUE

A - CODE A - 5
B - CODE B - 11
C - CODE C - 14

I would want to be able to click a button (or scan a code for) : ADD +1 or REMOVE -1

...then scan the barcode on the product (A) and have it add or remove one, respectively. So, if the row for A is:

A - CODE A - 5

I choose "ADD" (with a button or scan code), then scan the barcode, and the spreadsheet automatically finds the code in the sheet, and changes the corresponding inventory value:

A - CODE A - 6

Does that make sense? How might I go about doing that?


Hello,

Please help!!!
We have a client who will pay using the 1/4, 1/2/ and 3/4 of an hour increments as follows:

From the hour mark to 6 minutes = 0 time paid
Over 7 minutes to 15 minutes = 1/4 hour 15
16 minutes to 30 minutes = 1/2 hour 30
30 minutes to 45 minutes = 3/4 hour 45
46 minutes to 60 minutes = one hour.

They work on shifts and the operation is 24 hours. Each gets 30 minutes for breaks which is not paid. Pay is biweekly and overtime is anything over 40 hours. Currently, the template we are using looks like this (sorry, I could not figure out how to paste it so you can see it in Excel layout):
WEEK 1 Sunday Monday Tuesday Wednesday Thursday Friday Saturday
5/16 5/17 5/18 5/19 5/20 5/21 5/22
TIME IN ENTER TIME, INCLUDE AM OR PM
TIME OUT
TIME IN
TIME OUT
TIME IN
TIME OUT
TIME IN Total Hours First Week
TIME OUT
HOURS WORKED-OR- choose one
*HOLIDAY WORKED
PAID HOLIDAY (not worked)
*OTHER PAID HOURS
EXPLANATION OF *HOLIDAY WORKED HRS OR *OTHER

I am very new to Excel and need help creating a formula that will allow us to calculate this timesheet? I am in desperate need for help.

Thanks..


I have protected a worksheet as it has several formulae on that I do not wat anyone else to mistakingly delete. I then have spent time on setting up a sheet to track changes (just in case this has any bearing on the problem). This is the only thing that I think I have changed since protecting this morning and now I cannot unprotect the sheet. I have not protected the workbook and the unprotect sheet function is now greyed out.

Any ideas?


Happy Day to all,

Can you please help me,

A1= time in
B1= time out
C1= time in
D1= time out

I want to calculate the late and under time,
Office start at 9:am w/30 mins Grace period,
The break time is one hour only, please include over breaktime in calculation.
End of office hours 6:00 pm, strickly no over time


Hi,
I made a simple worksheet that we have been manually entering the time for employees, but there are too many errors (even with simple math). Can someone help me convert the time of ex: written 8-4:30 or 10-3 (meaning 8:00am to 4:30pm) where you have the total weekly hours? Right now I have a column for overtime. Is there a way to automatically calculate the over time also? The work day is 8-4:30 with a half hour lunch (lunch is not calculated into the hours, so you minus a half hour). 8-4:30 equals 8 hours. So, if a person works 8am to 6:30pm, how can I set it up where in the first row of time, I will type in 8-6:30pm. In the totals column to the far right, it will display 8 hours. In the (O.T.) column, it will display 2 hours.

This way, when I call in my payroll, I will have the total "regular" hours in one row and underneath, I will have the total overtime hours.

Or... does anyone have a better solution to keeping track of their hours?

Thanks!
Marty


Hi!

I have a question regarding filtering of columns, hopefully someone is able to put me on the right track. I have set up Excel 2007 so that I can click on the drop-down menu in each column to filter them.

However, in my data set there is one blank row separating two set of rows. Now, when I apply the filter on a column, all the rows above the blank row filter correctly, but all the rows below stay un-filtered.

I guess Excel only looks at the consequtive rows, then stops when it hits a blank row. Is there any way of applying the filter beyond a blank row (i.e. the whole column)?

Any advice is higly appreciated.


I have a template that automatically populates the date field with the
current date when opened, using today(). Users then Save As to have an
archive copy of their spreadsheet. However, when they go back to access
their saved sheet, the date changes from the created date to the current
date. How do I stop this in Excel?

I know that Word lets you do this by changing the code from {DATE} to
{CREATEDATE}, but I can't find a similar setting in Excel.

Please help and thank you!



This is probably an easy question for most of you, but it's killing me. I tried searching before I posted this, but the suggestions given didn't seem to work for me.

I need to look up data from a cell on one Excel sheet, compare it to a list on a 2nd sheet and when they equal, take a value from a different column on the 2nd sheet and drop it back on the 1st sheet. Since that's a horrible explanation, let me try explaining it this way:

Sheet 1
Column A has a long list of code type 1s
Column E has a long list of code type 2s

Sheet 2
Cell C2 has code 1
Cell E2 needs code 2

I know it should take an index/match function, but nothing I try is working. What I'm trying is the following formula in Cell E2 of sheet 2:

=INDEX('Sheet 1'!A:A,MATCH(C2,'Sheet 1"!E:E,0),5)

But all I get is no result. What's driving me bonkers is that if I copy everything over to a single sheet, that formula works fine.


Newbie here and I don't know where to start... I'm trying to set up a macro to when data is pasted to a TEMPLATE worksheet tab it will automatically copy and paste data to another sheet based on the month value.
For example:
If data contains 06/01/2011 in cell A1, then data needs to be pasted to "Jun" worksheet within the same workbook.

Can someone assist or can give some direction? Thank you


I'm comparing 12 cells on different sheets (in the same workbook) and need to determine if they are all an exact match to one another. Basically, I want something like exact(), but I need to compare more than two strings. Any ideas?

Thanks!


Hi all

I've code some VBA code which produces an output file from a template.
Now, if I want to run the output more than once, I get an message asking if I want to overwrite the existing file (which I always do).

I've tried turning off displayalerts but it's not working.
Is there any way of turning this message off?


Hi all,

I have a dillemma here,

I have to create a schedule which incorporates lunches automatically (either half hour or 1-hour lunches, depending on the circumstances).

The schedule only has time in and time out, but I need excel to automatically deduct the lunch break depending on the circumstance:

If you worked less than 6 hours = no lunch
If you worked more than 6 hours, but less than or equal to 8 hours = 0.5 hour lunch
If you worked more than 8 hours = 1 hour lunch

I am assuming the formula for this will be really long, but I have looked online everywhere and have not found ONE formula for it. I can't put lunch breaks seperately, so all I have to work with is Time in/out.

Also, I wouldn't be able to use military time, so I don't know how excel can assume that time in is in the morning, and time out is in teh evening and/or half-day.

If someone can help it would be greatlyyyy appreciated


I was wondering if anyone could help me out please?!?!

I need to have a cell on Sheet2 display the TEXT from a cell on Sheet1, is his possible??

Example:

Sheet1, Cell A1 contains a clients name and I would like to have Sheet2, Sheet3, Sheet4 etc... Display that clients name in a cell of my choosing (could be a different cell on each Sheet) automatically after entering it once on Sheet1, cell A1.

I thought this was possible but I can't seem to figure it out. I haven't done any real Excel work in quite a long time but I thought I had done this before a long time ago!! Any help would be GREATLY appreciated!! Thanks in advance...

P.S. If I use autosum to do this it just displays the number 0, obviously, since it is trying to add numbers...

I uploaded a copy of the spreadsheet, What I would like to happen is have the text from Sheet1,D4 automatically be placed in Sheet2,A1 and Sheet3, B2. Hope this helps

-Aric


How do I calculate the number of batches per hour? Here's what I have so far:

Cell B5: start time: 4:15 formatted as 4:15:00 am
Cell B6: finish time: 6:15 formatted as 6:15:00 am
Cell B7: total time: 2:00 formula in cell: =TEXT(B6-B5,"h:mm")
Cell B8: total batches processed: 22 (this is entered manually)
Cell B9: batches per hour: formula in cell: =B8/TEXT(B7,"h")

as long as I have this formula in cell B9 the answer comes out correct which should be 11 per hour.
If the formula in B9 is B8/B7, the answer is 264.0, Is this because of the way excel is reading the total time or the total time is formatted as a time, not an actual number? Is this the correct way to solve the problem?
answer should be 11 per hour.


I'm trying to come up with a solution to calculate the man hours and days worked over multiple sheets.

I have a file that has 8 sheets. the first seven sheets are the days of the week and the 8th sheet is where I want to calculate the hours.

The days of the week consists of "Name" "Date" Hours"

The 8th sheet consists of "Name", "Days of the week in their own column (7 columns in total)", "Total Hours" and "Total Days Worked"

Now... each day is always a different group and what I'm hoping for is to create a formula that can grab each name with their hours and throw them into the 8th sheet. So when the end of the week is done I have all the Employees weekly hours and days worked all finished.

I hope this makes sense. This file is to track about 100 employees that are on a rotational work schedule.

I have attached a sample file.

Thanks in advance for your help.