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Tracking income and invoices for projects - multiple search results

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    Tracking income and invoices for projects - multiple search results

    Hi,
    This is my first time on this forum and hoping someone can assist. I am creating an speadsheet to track property projects I am working on. I need to be able to search a particular folder reference number (fA12XXXXXX on the 2010 overview tab). I have attached a test version of the document.

    I have setup the Misc tab to list all the different income and invoices from each month. I want to be able to enter a project # (eg. fA235292) on the Overview sheet and for it to display ALL of the income and invoices listed against that folder number.

    I will also be adding tabs for each month for the next 7 years (as these project are quite lengthy). I know this will add heaps of tabs at the bottom, but not sure how else to overcome this.

    Any suggestions or comments would be greatly appreciated.

    Lee
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    Re: Tracking income and invoices for projects - multiple search results

    For such projects all data should be stored on one sheet in a table layout - a header row, no completely empty rows or columns. Then use PivotTables or AdvancedFilter etc
    Hope that helps.

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    Re: Tracking income and invoices for projects - multiple search results

    Hi Roy,
    Thank you for your reply. Is there anyway for the data from each months tab listed in the 'Misc' tab without any gaps? I need to be able to enter the date for each month separately for reporting purposes.

    I was trying to use a similar formula as the answer to the below thread but had trouble.

    http://www.excelforum.com/excel-gene...ml#post2449269

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    Re: Tracking income and invoices for projects - multiple search results

    Sorry to post on this again but have not had an answer to solve this query..

    Can what I am trying to do be done or am I way of base?

    Thank you

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    Re: Tracking income and invoices for projects - multiple search results

    As I said earlier, the data needs combining into one table. Then you can use PivotTables or formulas to create the reports much more easily

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    Re: Tracking income and invoices for projects - multiple search results

    Hi Roy, I have put the data into one table, listed on the 'MISC' tab. As new data is put into each month, it is added to this table. Does it matter is there are blank fields in this table?

    Also, could anyone tell me where I went wrong using the answer to this thread? I cannot get rid of the gaps (Tried it on the MISC tab)

    http://www.excelforum.com/excel-gene...ml#post2449269

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    Re: Tracking income and invoices for projects - multiple search results

    The link appears to be broken

    Attach your new workbook

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    Re: Tracking income and invoices for projects - multiple search results

    Attached workbook....

    Thank you for your help.
    Attached Files Attached Files

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    Talking Re: Tracking income and invoices for projects - multiple search results

    Roy, did that attachment work?

    Can anyone else view the attached doc?

    If so, can anyone else provide some help/assistance/advise?

    I really need to finish this doc and cannot get past this.

    I need my search function to show ALL results and it is only displaying the first one....

    HELP.....HELP......HELP......HELP

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    Re: Tracking income and invoices for projects - multiple search results

    The best way to store data is in a table, the table should not contain any entirely empty rows or columns. If it is set up correctly then you can use a PivotTable to report on the data.

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    Re: Tracking income and invoices for projects - multiple search results

    I have been trying to get the data into a table with no gaps but do not seem to be having any luck. (Table on the right in the MISC tab).

    Unfortunately I dont have much experience making a pivot table. Is there an easy way I can get the data into a table with no blank lines or columns?

    What have I dont wrong in the 'P' column on the MISC tab.... I am trying to get this to number the results matching the search criteria. While it is doing that, I want it to remove all the '0' fields and bring the data to the top of the table. Hense creating the list with no blank fields.

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    Re: Tracking income and invoices for projects - multiple search results

    Try this,
    It is run with VBA so enable macros when you open the workbook.
    I Added a new sheet as your original "Overview" sheet had merged cells and would cause problems.
    Type in a reference to find in cell A2 and Hit enter
    Attached Files Attached Files

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    Re: Tracking income and invoices for projects - multiple search results

    Thanks Dave, this does exactly what I need it to do.

    If I was to add new sheets (like July 2011, August 2011, etc) how can I ensure this search function picks them up? Is it easy to add more fields to the search database?

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    Re: Tracking income and invoices for projects - multiple search results

    Quote Originally Posted by leeroybrown View Post
    .......
    If I was to add new sheets (like July 2011, August 2011, etc) how can I ensure this search function picks them up?...........
    Try it before you ask it.

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    Re: Tracking income and invoices for projects - multiple search results

    Sorry, should have tried it.

    Thanks Dave, that is great!

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    Re: Tracking income and invoices for projects - multiple search results

    Dave,
    Is it easy to add another column to the search results? I want to add which heading the $ amount comes under. So, for example, if you look at July all of the $ amounts come under HF. Could another column be added to show which heading the amounts comes under?

    Sorry, I am not that familiar using VB.

    Thank you

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    Re: Tracking income and invoices for projects - multiple search results

    Hi,
    I am not sure what you mean as all the values come from the same heading does it not?

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    Re: Tracking income and invoices for projects - multiple search results

    All the amounts can be taken from the 'Total Invoice Cost' heading, but they are entered below the initials of the supplier (E.g. DM, HF, etc) I have attached an image of what I mean.

    For example, for the amount of $60.87, i would need the extra results column to display 'GN'. then if the results were showing the amount of $5.39, I would need it to display 'HF'.

    Does this explain it a little better? Sorry if I did not make it clear.

    Thanks again.

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    Re: Tracking income and invoices for projects - multiple search results

    Woops. Didnt attach.
    Attached Images Attached Images

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    Re: Tracking income and invoices for projects - multiple search results

    The code gets the value only from the total invoice column, not the other columns you specify in the picture.

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