Excel/VBA

Resolved · Urgent Priority · Version 2010

Thu 30 Aug 2012, 15:26 Delegate Alix said...

Alix has attended:
Excel VBA Intro Intermediate course

Excel/VBA

Hey,

I was wondering if there is someone to who I could send an excel sheet I am working on.. It would be easier than explaining all my problems on it..

But basically, I am constructing P&L Sheet on excel: I import data from Business Object (the position size) on TAB1 and data from another program (the prices) on TAB2.

I actually encoutered many issues doing it, cause i need it to be automated once those data are dropped in... Dont know if I should use VBA, i was thinking of just using some excel formulaes but its is actually harder than what i tought.. Would be great to talk with a trainer. (Our trainer during the course told us we could send our files and someone would work on it)

Thank you

PS: Exmple of issues
-dates from business object arent formatted as date
-need to use lookup formula with 2 constraints (or index/match) to match the price with specific code & date on the price sheet
-One of the criteria for the lookup is in Column1, but need it to switch to column 2 on certain conditions..

Tue 4 Sep 2012, 11:39 Trainer Jacob said...

RE: Excel/VBA

Hi Alix

Thanks for your post detailing what you are looking to do. I am sorry for the delay in getting back to you, one of our trainers wanted to raise this specifically with me and I only got back in the office yesterday afternoon.

This forum is mainly designed to handle specific questions and issues, but it is not uncommon to get requests similar to yours.

As you quite rightly stated in your particular case we will need to have a look at your files to see whether we can find a working solution or at least to better inform us so we can speak with you further.

This type of work is more consultancy as it falls outside the scope of this forum and any agreed solutions will be billable.

If you would like to start with a free consultation where by we can review your files and at least establish whether we can help (or if not possibly some advice to point you in the right direction), then please reply to my email.

Kind regards

Jacob

Mon 10 Sep 2012: Automatically marked as resolved.

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Excel tip:

Conditional Formatting in Excel 2010

If you have lots of data in a spreadsheet, you may find that it is easier to read if you highlight some of the values. This is Conditional Formatting and here's how to use it:

1) Select the data you wish to apply the format to and click Conditional Formatting
2) A list of options will then appear, from this list, choose the format you wish to display e.g. find all cells with a value less than 0
3) Excel will then highlight all of these cells

To remove this: select the highlighted cells, click the drop down on the Conditional Formatting icon and select Clear Rules from selected cells.

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