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Display List Of Open Items

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  1. #1
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    Display List Of Open Items

    Hello everyone,

    I want to create a workbook that will track "Open" items that are past the due date from project events. I attached a sample workbook to better explain my intentions. There are 4 worksheets. 3 of the worksheets are for different events and 1 worksheet (Summary) to display all open items (Event Name, Task, Status, Date, Responsible Person, and Manager) from all three events. Not all the open items need to be listed, only the ones that are currently past due.

    I'm hoping to have an easy way to do this. I'm not sure if I have to use a macro or not. If so, one important factor is that I will be adding new Event worksheets every week and I will need the macro to search them as well.

    I hope my explanation made sense. Please take a look at my sample for clarification.

    Thank you in advance to anyone willing to take a look at this for me.

    - Justin
    Attached Files Attached Files
    Last edited by Justair07; 08-28-2014 at 03:27 PM.

  2. #2
    Forum Guru MarvinP's Avatar
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    Re: Display List Of Open Items

    Hi Justin,

    There is an old tool called the Pivot Table Wizard that "consolidates" regions into a single pivot table. See the attached where I've tried to see if it would solve your problem.

    See how to add this wizard to your QAT at:
    http://www.pivot-table.com/2010/07/1...in-excel-2007/

    Hope this helps.
    Attached Files Attached Files
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

  3. #3
    Forum Expert boopathiraja's Avatar
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    Re: Display List Of Open Items

    @ Marvin is there any way to change the data source like standard pivot table ?
    Click just below left if it helps, Boo?ath?

  4. #4
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    Re: Display List Of Open Items

    Quote Originally Posted by MarvinP View Post
    Hi Justin,

    There is an old tool called the Pivot Table Wizard that "consolidates" regions into a single pivot table. See the attached where I've tried to see if it would solve your problem.

    See how to add this wizard to your QAT at:
    http://www.pivot-table.com/2010/07/1...in-excel-2007/

    Hope this helps.
    Hi Marvin,

    How do I change the Number Format. For example I want the Date to be a Date and Names to be Text. It seems to be as if you can only set one type of format.
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    Last edited by Justair07; 08-28-2014 at 04:13 PM.

  5. #5
    Forum Guru MarvinP's Avatar
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    Re: Display List Of Open Items

    Using the Consolidation Wizard you add the sources of the data.
    See an example of what I mean at
    http://blog.executivetrainingsolutio...ltiple-ranges/

  6. #6
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    Re: Display List Of Open Items

    After doing more research I've realize I need a macro lol

  7. #7
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    Re: Display List Of Open Items

    I'm sure there's a better way to do it but here's something that I put together based on something I already had.

    Delete the blank summary tab you have, insert in Column A on each tab a column for "Event", then run this and delete anything that's already closed which should sort to the top and you'll be left with a list sorted by "Event" then by "Due Date".

    One problem that I came across that maybe someone else can help with is how to get the range to be a dynamic selection so in the event that you go passed a certain number of lines it will still pick it up. I'm sure there's also a way to get it to delete anything that has data in the date closed column for you but this is hopefully a start that get's you moving in the right direction.

    Sub MergeSheets()
    '''''''''''''''''''''''''''''''''''''''''''''''''
    'Copy data from all Worksheets to a new Worksheet
    '''''''''''''''''''''''''''''''''''''''''''''''''
    Dim intI, intSheetsCount As Integer
    Dim blnFirstCopyComplete As Boolean
    Dim NewSheet As Worksheet
    Dim rngRange As Range
    Dim lngLastRow
    'Create a new Worksheet and move it before all Worksheets
    Set NewSheet = ActiveWorkbook.Worksheets.Add(Before:=Worksheets(1))
    'Get the number of Worksheets
    intSheetsCount = ActiveWorkbook.Worksheets.Count
    'Excluding the new Worksheet, copy all other Worksheets
    'one by one
    For intI = 2 To intSheetsCount
       
       'This is the Range that will be copied to the new Worksheet
       With ActiveWorkbook.Worksheets(intI)
          Set rngRange = .Range(.Cells(1, 1), _
             .Cells.SpecialCells(xlCellTypeLastCell))
       End With
       
       With NewSheet
          'If this is the first paste, do it on the first row
          If Not blnFirstCopyComplete Then
             rngRange.Copy Destination:=.Cells(1, 1)
             blnFirstCopyComplete = True
          'Else, first find the cell where the copied range will be
          'pasted and proceed with the paste
          Else
             'This is last row of the so far created new Worksheet data
             lngLastRow = .Range(.Cells(1, 1), _
                .Cells.SpecialCells(xlCellTypeLastCell)).Rows.Count
             'Do the paste on the next row
             rngRange.Copy Destination:=.Cells(lngLastRow + 1, 1)
          End If
       End With
    Next 'intI
    
        ActiveSheet.Name = "Summary"
        Worksheets("Summary").Columns("a:g").AutoFit
        Cells.Select
        ActiveWorkbook.Worksheets("Summary").Sort.SortFields.Clear
        ActiveWorkbook.Worksheets("Summary").Sort.SortFields.Add Key:=Range("d2:d500000") _
            , SortOn:=xlSortOnValues, Order:=xlAscending, DataOption:=xlSortNormal
        With ActiveWorkbook.Worksheets("Summary").Sort
            .SetRange Range("A1:g500000")
            .HEADER = xlYes
            .MatchCase = False
            .Orientation = xlTopToBottom
            .SortMethod = xlPinYin
            .Apply
        End With
        ActiveWorkbook.Worksheets("Summary").Sort.SortFields.Clear
        ActiveWorkbook.Worksheets("Summary").Sort.SortFields.Add Key:=Range("a2:a500000") _
            , SortOn:=xlSortOnValues, Order:=xlAscending, DataOption:=xlSortNormal
        With ActiveWorkbook.Worksheets("Summary").Sort
            .SetRange Range("A1:g500000")
            .HEADER = xlYes
            .MatchCase = False
            .Orientation = xlTopToBottom
            .SortMethod = xlPinYin
            .Apply
        End With
        ActiveWorkbook.Worksheets("Summary").Sort.SortFields.Clear
        ActiveWorkbook.Worksheets("Summary").Sort.SortFields.Add Key:=Range("e2:e500000") _
            , SortOn:=xlSortOnValues, Order:=xlAscending, DataOption:=xlSortNormal
        With ActiveWorkbook.Worksheets("Summary").Sort
            .SetRange Range("A1:g500000")
            .HEADER = xlYes
            .MatchCase = False
            .Orientation = xlTopToBottom
            .SortMethod = xlPinYin
            .Apply
        End With
    End Sub

  8. #8
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    Re: Display List Of Open Items

    Unfortunately the code doesn't quite do the trick but I appreciate you sharing. Hopefully someone will come along with a different approach.

  9. #9
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    Re: Display List Of Open Items

    Hello everyone, just wondering if anyone with some VBA expertise had a chance to look at this problem for me? I would greatly appreciate any help I can get.

  10. #10
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    Re: Display List Of Open Items

    Okay here is what I have so far:
    Sub CopyRowsAcross()
    
    Dim i As Integer
    Dim ws1 As Worksheet: Set ws1 = ThisWorkbook.Sheets("Event A")
    Dim ws2 As Worksheet: Set ws2 = ThisWorkbook.Sheets("Summary")
    
    For i = 2 To ws1.Range("B65536").End(xlUp).Row
    If ws1.Cells(i, 2) = "Open" Then ws1.Rows(i).Copy ws2.Rows(ws2.Cells(ws2.Rows.Count, 2).End(xlUp).Row + 1)
    Next i
    
    End Sub
    It works as far as coping the data is concerned but I need the macro to check all the worksheets in the workbook, not just the one that is defined. New workbooks will be created all the time.

  11. #11
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    Re: Display List Of Open Items

    Okay I figured it out. Here it is if anyone else might be able to benefit from it.
    Sub test1()
    
    Dim i As Integer
    Dim ws1 As Worksheet
    Dim wrksht As Worksheet
    
    Set ws1 = ThisWorkbook.Sheets("Summary")
    
    For Each wrksht In ActiveWorkbook.Worksheets
    
    If wrksht.Name <> "Summary" Then
    
    
        For i = 2 To wrksht.Range("B65536").End(xlUp).Row
            If wrksht.Cells(i, 2) = "Open" Then wrksht.Rows(i).Copy ws1.Rows(ws1.Cells(ws1.Rows.Count, 2).End(xlUp).Row + 1)
        Next i
        
        Else
        End If
    Next wrksht
    
    End Sub
    Thanks self!

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