I've doing these manually for the last for the last year and hoping I can get some help and guidance on how to execute this better using Excel
Sheet 1
Client Name | SKU | Description | Oct Qyt | Oct fee | Nov Qty | Nov Fee | Dec Qty | Dec Fee | Total
John, Doe | 1234 | red wine | 12 | $12 | 12 | $12 | 12 | $12 | $36.00
John, Doe | 3456 | white wine | 6 | $6 | 3 | $3 | 0 | $0 | $9.00
Kent, Clark | 6789 | etc..
Same client has multiple SKUs and SKUs vary in quantity each month and I need to figure out the total.
I need to translate the above data to one invoice by client name:
SKU, Description, Oct Units, Fee, Nov, Units, Fee, TOTAL.
Is there a way to easily process this in macros or with vlookups? I tried vlookups and, since there are multiple products under one person, it's not working properly.
I need to do this to generate over 150 invoices, save them individually, convert to pdf, and email it to clients.
Absolute easiest way would be with a pivot table.
If you want to do something using macros, you could start by creating a sheet for each client. I use this macro sometimes by highlighting a distinct list of names and running the macro:
Sub CreateSheetsWithTheseNames()
Dim CurName As Range
For Each CurName In Selection
ActiveWorkbook.Sheets.Add after:=Sheets(Sheets.Count)
ActiveSheet.Name = CurName.Value
Next CurName
End Sub
This could be modified to just look through column A and creating sheets for every name that does not already have a sheet with that name.
If you had a pivot table setup already, the above macro could be modified to copy the pivot table sheet for each client and filtered accordingly. From there, each sheet can be saved as a PDF.
I could probably expound some on the macros if need be.
For the sake of an answer.
Try a PivotTable, with Client Name in Report Filter, SKU
and Description
in Row Labels and Sum of each of Oct Qyt
, Oct fee
, Nov Qty
, Nov Fee
for Σ Values.
The technical post webpages of this site follow the CC BY-SA 4.0 protocol. If you need to reprint, please indicate the site URL or the original address.Any question please contact:yoyou2525@163.com.