Selectively Moving Data to a Summary Sheet

[John Yab]

Would someone please help me with a macro? I have data on a sheet that I am
trying to selectively move to a summary sheet; below is an example:

Revenue Net


$1,296.00 $24.00

Revenue Net

$964.00 ($28.00)


Revenue Net
$416.00 ($40.00)
$416.00 ($40.00)
$416.00 ($40.00)

There are blocks of data on a sheet. Each block has a different number of
rows. Each block is seperated by one blank row.
In column P is the heading "Net" in each block. Under "Net" can be blanks or
a dollar amount or the blank between blocks of data or a new heading of "Net"
for a new block of data. I am trying to move the dollar amount to a summary
sheet. Sometimes there is more than one dollar amount in each block... I only
want the first instance of the dollar amount then I need to skip to the next
block and get the first instance of the dollar amount in that next block.
Sometimes there is no dollar amount and then I would have to skip to the next
block of data. When/if I find the dollar amount I need to copy and paste it
to the summary sheet and also copy and past the values in that same row from
column A (an ID) and column B (the end date). The value 2nd from the top of
the column B in that block of data is the "start" date. I need to capture the
start date too and move it to the summary sheet. In summary the macro would
grab 4 bits of data and move it to the summary sheet and then move on to the
next block of data a grab and move 4 bits of data from that block, etc.
I have been working hard with loops and cases and if's for a week and can't
quite get it so any help is very appreciated with big thanks.

 

[Don Guillett]

If desired, send your file to my address below. I will only look if:
1. You send a copy of this message on an inserted sheet
2. You give me the newsgroup and the subject line
3. You send a clear explanation of what you want
4. You send before/after examples and expected results.

 

[joel]

I don't have the spreadsheet so there may be an error with the code.
but is is very close. Try this

Enum States
FindNet = 1
FindAmount = 2
End Enum
Sub MakeSummary()

Dim State As States

NewRow = 2
Set SumSht = Sheets("Summary")
Set OldSht = ActiveSheet

State = FindNet

With OldSht
LastRow = .Range("P" & Rows.Count).End(xlUp).Row
For RowCount = 2 To LastRow
Data = .Range("P" & RowCount)

Select Case State

Case FindNet:
If Data = "Revenue Net" Then
State = FindAmount
StartDate = .Range("B" & (RowCount + 1))
End If

Case FindAmount:
If Data <> "" Then
'found first dollar amount
ID = .Range("A" & RowCount)
EndDate = .Range("B" & RowCount)
With SumSht
.Range("A" & NewRow) = ID
.Range("B" & NewRow) = StartDate
.Range("C" & NewRow) = EndDate
.Range("D" & NewRow) = Data

NewRow = NewRow + 1
End With

State = FindNet
End If
End Select

Next RowCount
End With
End Su

 

[John Yab]

Hi and Thanks Joel and The Code Cage,

I am thrilled with your reply and the results.
The results are very close to perfect... I should have included a bi
more information. I have attached a sample workbook with the last shee
showing the results from running the macro... very impressive!!
changed "Revenue Net" to "Net" but I am missing some information at th
top or the bottom of the summary sheet depending on what code I chang
and there are a couple of lines in the summary that are titles that
don't know how to not have copied over. The workbook is acutally man
sheets but I included just a couple to keep it smaller. Each one of th
sheets that has the data to collect has the word "Ticker" in A1 (ther
are other sheets too) and I am thinking that I should be able t
probably write the code to cycle through all the "Ticker" worksheets t
have a cumulative summary.

I am super grateful for your help,

Thanks,
John Yab

Would someone please help me with a macro? I have data on a sheet that
am
trying to selectively move to a summary sheet; below is an example:

Revenue Net


$1,296.00 $24.00

Revenue Net

$964.00 ($28.00)


Revenue Net
$416.00 ($40.00)
$416.00 ($40.00)
$416.00 ($40.00)

There are blocks of data on a sheet. Each block has a different numbe
of
rows. Each block is seperated by one blank row.
In column P is the heading "Net" in each block. Under "Net" can b
blanks or
a dollar amount or the blank between blocks of data or a new heading o
"Net"
for a new block of data. I am trying to move the dollar amount to
summary
sheet. Sometimes there is more than one dollar amount in each block..
I only
want the first instance of the dollar amount then I need to skip to th
next
block and get the first instance of the dollar amount in that nex
block.
Sometimes there is no dollar amount and then I would have to skip t
the next
block of data. When/if I find the dollar amount I need to copy an
paste it
to the summary sheet and also copy and past the values in that same ro
from
column A (an ID) and column B (the end date). The value 2nd from th
top of
the column B in that block of data is the "start" date. I need t
capture the
start date too and move it to the summary sheet. In summary the macr
would
grab 4 bits of data and move it to the summary sheet and then move o
to the
next block of data a grab and move 4 bits of data from that block
etc.
I have been working hard with loops and cases and if's for a week an
can't
quite get it so any help is very appreciated with big thanks.

+-------------------------------------------------------------------
|Filename: Position calculator Joel.xlsm
|Download: http://www.thecodecage.com/forumz/attachment.php?attachmentid=341
+-------------------------------------------------------------------

 

[joel]

the only change I made was to start at row 1 instead of row 2. I als
added a header row to the summary sheet and add code to move through al
the sheets.


The extra rows are included because you don't have formulas in column
for some of the data. The code is finding Net and then a 2nd Ne
without any amounts inbetween. I don't know if this is an error or yo
want me to eliminate the extra rows. I can easily make the change bu
didn't want to do this unless you agree.

Having a BSEE helps in writing this type of code because it is based o
algorithms that are taught in electrical engineering courses. then i
doesn't hurt to also have a Master in computer science for writin
software. People say my code is eligant!



Enum States
FindNet = 1
FindAmount = 2
End Enum
Sub MakeSummary()

Dim State As States

NewRow = 2
Set Sumsht = Sheets("Summary")



With Sumsht
.Range("A1") = "ID"
.Range("B1") = "Start Date"
.Range("C1") = "End Date"
.Range("D1") = "Net"

End With

For Each OldSht In Sheets
With OldSht
If .Range("A1") = "Ticker" Then
State = FindNet
LastRow = .Range("P" & Rows.Count).End(xlUp).Row
For RowCount = 1 To LastRow
Data = .Range("P" & RowCount)

Select Case State

Case FindNet:
If Data = "Net" Then
State = FindAmount
startDate = .Range("B" & (RowCount + 1))
End If

Case FindAmount:
If Data <> "" Then
'found first dollar amount
ID = .Range("A" & RowCount)
endDate = .Range("B" & RowCount)
With Sumsht
.Range("A" & NewRow) = ID
.Range("B" & NewRow) = startDate
.Range("C" & NewRow) = endDate
.Range("D" & NewRow) = Data

NewRow = NewRow + 1
End With

State = FindNet
End If
End Select
Next RowCount
End If
End With
Next OldSht
End Su

 

[Don Guillett]

Sub GetDataSAS() 'insert a row at the top of the sheet
Application.ScreenUpdating = False

Dim r As Long
Dim lr As Long
Dim c As Range
r = 2
lr = Cells(Rows.Count, 1).End(xlUp).Row
With Worksheets(1).Range("p1" & lr)
Set c = .Find(What:="Net", After:=Range("p1"), LookIn:=xlValues, _
LookAt:=xlWhole, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
MatchCase:=False)
If Not c Is Nothing Then
firstAddress = c.Address
Do
firstvaluerow = Evaluate("=MATCH(1,--(P" & c.Row + 1 & "" & lr &
"<>""""),0)") + c.Row
If LCase(Cells(firstvaluerow, "P")) <> "net" Then
With Sheets("summary")
..Cells(r, "e") = Cells(c.Row + 1, 1) 'symbol
..Cells(r, "f") = Cells(c.Row + 1, 2) 'startdate
..Cells(r, "g") = Cells(firstvaluerow, "B") 'enddate
..Cells(r, "h") = Cells(firstvaluerow, "P") 'endvalue
End With
r = r + 1
End If

Set c = .FindNext(c)
Loop While Not c Is Nothing And c.Address <> firstAddress
End If
End With
Application.ScreenUpdating = True
End Sub

 

[John Yab]

Hi Don,

Thank you so much for your help. Your code is fantastic. You do so much with
such few lines of code.

It turns out I am struggling a bit trying to get it to cycle through all the
sheets with “Ticker†in A1. I will keep trying but your help would be very
appreciated.

I made a mistake with writing up the desired outcome by saying that I wanted
to skip blocks of data that don’t have “net†dollar amounts in column P. I
now realize that in those instances I would really like the macro to return
the: symbol, the start date as the top date of the column for its block, the
end date as the bottom date of its block and the dollar net amount to be
blank.

Thanks so much.

 

[John Yab]

Hi Joel,

Thanks. Wow. I had not even seen code like yours, before.
It gets real close to the desired resullts.
It doesn't return results to the summary sheet for the last block of data
that it collects data from, though. I have tried for hours to modify your
code to adjust for that but I just can't get it. Your code is at a high level
I have not got to yet.
Can you modify it a bit to eliminate the extra summary rows caused by the
areas in column P that don't have formulas?
I made a mistake with writing up the desired outcome by saying that I wanted
to skip blocks of data that don’t have “net†dollar amounts in column P. I
now realize that in those instances I would really like the macro to return
the: symbol, the start date as the top date of the column for its block, the
end date as the bottom date of its block and the dollar net amount to be
blank.
I will keep trying on my own and appreciate your help. I will also have to
do more research to learn about some new concepts that your code has shown me.
Thank you very much.

 

[John Yab]

Hi Joel,

Thanks. Wow. I had not even seen code like yours, before.
It gets real close to the desired results.
It doesn't return results to the summary sheet for the last block o
data
that it collects data from, though. I have tried for hours to modif
your
code to adjust for that but I just can't get it. Your code is at a hig
level
I have not got to yet.
Can you modify it a bit to eliminate the extra summary rows caused b
the
areas in column P that don't have formulas?
I made a mistake with writing up the desired outcome by saying that
wanted
to skip blocks of data that don’t have “net” dollar amounts in colum
P. I
now realize that in those instances I would really like the macro t
return
the: symbol, the start date as the top date of the column for it
block, the
end date as the bottom date of its block and the dollar net amount t
be
blank.
I will keep trying on my own and appreciate your help. I will also hav
to
do more research to learn about some new concepts that your code ha
shown me.
Thank you very much.

 

[joel]

I added one IF statnement which fixes both problems. Because the cod
didn't find an amount the code thought "Net" was the amount and the
started to search for the next Net" . It turned out the data that wa
missing amounts was the 2nd to last section of data so it skipped th
last section on the page.

My code has memory in the fact it rembers what data it found and use
that information in finding the next piece of information. the cod
basically remember that it found the word "Net" or found a dolla
amount. If the code finds a dollar amount it does noting (skipping al
the other dollar amount) until it find the word "Net".

I've been writing code like this for over 30 years starting wit
FORTRAN amoung other programming languages.


Enum States
FindNet = 1
FindAmount = 2
End Enum
Sub MakeSummary()

Dim State As States

NewRow = 2
Set Sumsht = Sheets("Summary")



With Sumsht
.Range("A1") = "ID"
.Range("B1") = "Start Date"
.Range("C1") = "End Date"
.Range("D1") = "Net"

End With

For Each OldSht In Sheets
With OldSht
If .Range("A1") = "Ticker" Then
State = FindNet
LastRow = .Range("P" & Rows.Count).End(xlUp).Row
For RowCount = 1 To LastRow
Data = .Range("P" & RowCount)

Select Case State

Case FindNet:
If Data = "Net" Then
State = FindAmount
startDate = .Range("B" & (RowCount + 1))
End If

Case FindAmount:
If Data <> "" Then
If Data <> "Net" Then
'found first dollar amount
ID = .Range("A" & RowCount)
endDate = .Range("B" & RowCount)
With Sumsht
.Range("A" & NewRow) = ID
.Range("B" & NewRow) = startDate
.Range("C" & NewRow) = endDate
.Range("D" & NewRow) = Data

NewRow = NewRow + 1
End With

State = FindNet
End If
End If
End Select
Next RowCount
End If
End With
Next OldSht
End Su

 

[John Yab]

Hi Joel,
It works. It's cool. Thank you very much.

I tried all evening to make a modification when there isn't “net†dollar
amounts in column P in a block:
to to return the: symbol, the start date as the top date of the column for
its block, the
end date as the bottom date of its block and the dollar net amount to be
blank or 0.
I thought if I put in a 0 at the end of column P of those blocks empty of
"net" then your code would return entries to the summary sheet. I haven't got
that mod to work yet, below is the code. Would you be able to help a bit
more? Also where can I learn about: "Enum States", "FindNet = 1", "End Enum"
kind of code... a book you could recomend, maybe?

Thanks so much.



Enum States
FindNet = 1
FindAmount = 2
End Enum
Sub MakeSummaryVJ15()

Dim State As States

'Delete the sheet "Summary" if it exist
Application.DisplayAlerts = False
On Error Resume Next
ThisWorkbook.Worksheets("Summary").Delete
On Error GoTo 0
Application.DisplayAlerts = True

'Add a new summary worksheet.
Set Sumsht =
ActiveWorkbook.Worksheets.Add(after:=Worksheets(Worksheets.Count))
Sumsht.Name = "Summary"


'Set up titles
'Range("A11") = Array("Symbol", "Start", "End", "Net")
Columns("B").HorizontalAlignment = xlRight

NewRow = 2
'Set Sumsht = Sheets("Summary")

With Sumsht
..Range("A1") = "Symbol"
..Range("B1") = "Start"
..Range("C1") = "End"
..Range("D1") = "Net"
..Rows("1:1").Font.Bold = True
End With

For Each OldSht In Sheets
With OldSht
If .Range("A1") = "Ticker" Then
State = FindNet
LastRow = .Range("P" & Rows.Count).End(xlUp).Row
For RowCount = 1 To LastRow
Data = .Range("P" & RowCount)

Select Case State

Case FindNet:
If Data = "Net" Then
State = FindAmount
startDate = .Range("B" & (RowCount + 1))
End If

Case FindAmount:
'xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
If Data = "" Then
Cells.Offset(-2, 0).Value = "0"
ElseIf Data <> "" Then
If Data <> "Net" Then
'xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
'found first dollar amount
ID = .Range("A" & RowCount)
endDate = .Range("B" & RowCount)
With Sumsht
..Range("A" & NewRow) = ID
..Range("B" & NewRow) = startDate
..Range("C" & NewRow) = endDate
..Range("D" & NewRow) = Data

NewRow = NewRow + 1
End With

State = FindNet
End If
End If
End Select
Next RowCount
End If
End With
Next OldSht
End Sub

 

[joel]

As you can see it gets more complicated, but not significantly. th
ENUM can be found in the VBA help.It does two things. It creates a ne
type that you can use in a DIM statement. It also give a unique valu
to each item in the ENUM. I could of done the same thing using a CONST
but I wouldn't of been able to use the TYPE States in a Dim statement.
The number 1 and 2 could of been anything as long as they wer
different. I fcould of set then to -1 and +1 or to "A" and "B" or "boy
and "girl". As long as they were different.




Enum States
FindNet = 1
FindAmount = 2
End Enum
Sub MakeSummaryVJ15()

Dim State As States

'Delete the sheet "Summary" if it exist
Application.DisplayAlerts = False
On Error Resume Next
ThisWorkbook.Worksheets("Summary").Delete
On Error GoTo 0
Application.DisplayAlerts = True


'Add a new summary worksheet.
Set Sumsht = _
ActiveWorkbook.Worksheets.Add(after:=Worksheets(Worksheets.Count))
Sumsht.Name = "Summary"



NewRow = 2

With Sumsht
Columns("B").HorizontalAlignment = xlRight
.Range("A1") = "Symbol"
.Range("B1") = "Start"
.Range("C1") = "End"
.Range("D1") = "Net"
.Rows("1:1").Font.Bold = True
End With

For Each OldSht In Sheets
With OldSht
If .Range("A1") = "Ticker" Then
State = FindNet
LastRow = .Range("P" & Rows.Count).End(xlUp).Row

For RowCount = 1 To LastRow
Data = .Range("P" & RowCount)

Select Case State

Case FindNet:
If Data = "Net" Then
State = FindAmount
ID = .Range("A" & (RowCount + 1))
StartDate = .Range("B" & (RowCount + 1))
EndDate = .Range("B" & RowCount)
End If

Case FindAmount:
'xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

'collect last end date of block
If .Range("A" & RowCount) <> "" And _
Data <> "Net" Then

EndDate = .Range("B" & RowCount)
End If

If Data <> "" Or _
RowCount = LastRow Then

With Sumsht
.Range("A" & NewRow) = ID
.Range("B" & NewRow) = StartDate
.Range("C" & NewRow) = EndDate

If Data = "Net" Then
.Range("D" & NewRow) = 0
ID = OldSht.Range("A" & (RowCount + 1))
StartDate = OldSht.Range("B" & (RowCount
1))
EndDate = OldSht.Range("B" & RowCount)
Else
'xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
'found first dollar amount
.Range("D" & NewRow) = Data
State = FindNet
End If

NewRow = NewRow + 1
End With
End If
End Select
Next RowCount
End If
End With
Next OldSht
End Su

 

[John Yab]

It's perfect.
I can't thank you enough.
I have been working on this every evening and all last weekend for over a
week.
Not only is it perfect but now I can learn the new concepts that you have
shown me.
Totally grateful, thank you.

 

[joel]

I know how difficult code like this can be. But I've been writing i
for sooo long I know all the problems just by seing the data and usuall
get it correct the 1st time. If you noticed I move where theh edDate i
being read from the worksheet. Since you need the last occurance I ha
to read it at every line instead of just the last line becasue if yo
don't have nay amounts in Net Column (reach the next "Net") you won'
have the proper EndDate. I also made a change incase the last group o
data did have any amount in column P. I added in one of the I
statements "RowCount = LastRow" to handle this case.

In this case I found one error in my checking. I was expecting
occrances of the Net amount equal 0 (no amount in column P). I only ha
two and had to find the problem. I found quickly I had to move the lin
"State = FindNet

 

[Don Guillett]

This also works

Sub GetDataAllSheetsSAS() 'insert a row at the top of the sheet
Application.ScreenUpdating = False
Dim ws As Worksheet
Dim firstaddress
Dim r As Long
Dim lr As Long
Dim i As Long
Dim c As Range

With Sheets("Summary")
lr = .Cells(Rows.Count, 1).End(xlUp).Row
..Rows(2).Resize(lr).Delete
End With

r = 2
For Each ws In Worksheets
If ws.Name <> "Summary" And ws.Range("a1") = "Ticker" Then

lr = ws.Cells(Rows.Count, "a").End(xlUp).Row
With ws.Range("p1" & lr)
Set c = .Find(What:="Net", after:=ws.Range("p" & lr), LookIn:=xlValues, _
LookAt:=xlWhole, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
MatchCase:=False)

If Not c Is Nothing Then
firstaddress = c.Address
Do

With Sheets("summary")
..Cells(r, "e") = ws.Name
..Cells(r, "a") = ws.Cells(c.Row + 1, 1) 'symbol
..Cells(r, "b") = ws.Cells(c.Row + 1, 2) 'startdate
..Cells(r, "c") = ws.Cells(c.Row + 1, 2).End(xlDown) 'enddate
For i = c.Row + 1 To ws.Cells(Rows.Count, 1).End(xlUp).Row

If Len(ws.Cells(i, "p")) > 0 Then
If ws.Cells(i, "p") = "Net" Then
..Cells(r, "d") = 0 'end value
Else
..Cells(r, "d") = ws.Cells(i, "p") 'end value
End If

Exit For
End If
Next i

End With
r = r + 1

Set c = .FindNext(c)
Loop While Not c Is Nothing And c.Address <> firstaddress
End If
End With
End If
'MsgBox ws.Name
Next ws
Application.ScreenUpdating = True
End Sub

 

[joel]

when they say something "isn't" rocket science my code is rocket
science. to launch a rocket you need to perform a specific sequence of
Events

10 9 8 7 6 5 4 3 2 1 0 fire


This is an enumeration

-10, -9, -8, -7, -6, -5, -4, -3, -2, -1, 0, +1, +2, +3 ........


-10 turn on gas
-9 ignite gase
-1 relese holding down clamps
0 lift off


If these event don't happen in the precise order specified above the
rocket dosn't launch. If the gas turns on at -3 the rocket blows up
because the liguid gas is explosive. If the hold down clamps open at -8
there isn't enough momentum for the rocket to take off straight in the
air and the rocket tips over and fires horizontal instead of verticle.


You problme was similar in that event happed in a specfic sequence.

 

[Don Guillett]

OOPs NOT necessary to insert a row at the top

--
Don Guillett
Microsoft MVP Excel
SalesAid Software
(e-mail address removed)

This also works

Sub GetDataAllSheetsSAS() 'insert a row at the top of the sheet
Application.ScreenUpdating = False
Dim ws As Worksheet
Dim firstaddress
Dim r As Long
Dim lr As Long
Dim i As Long
Dim c As Range

With Sheets("Summary")
lr = .Cells(Rows.Count, 1).End(xlUp).Row
.Rows(2).Resize(lr).Delete
End With

r = 2
For Each ws In Worksheets
If ws.Name <> "Summary" And ws.Range("a1") = "Ticker" Then

lr = ws.Cells(Rows.Count, "a").End(xlUp).Row
With ws.Range("p1" & lr)
Set c = .Find(What:="Net", after:=ws.Range("p" & lr), LookIn:=xlValues, _
LookAt:=xlWhole, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
MatchCase:=False)

If Not c Is Nothing Then
firstaddress = c.Address
Do

With Sheets("summary")
.Cells(r, "e") = ws.Name
.Cells(r, "a") = ws.Cells(c.Row + 1, 1) 'symbol
.Cells(r, "b") = ws.Cells(c.Row + 1, 2) 'startdate
.Cells(r, "c") = ws.Cells(c.Row + 1, 2).End(xlDown) 'enddate
For i = c.Row + 1 To ws.Cells(Rows.Count, 1).End(xlUp).Row

If Len(ws.Cells(i, "p")) > 0 Then
If ws.Cells(i, "p") = "Net" Then
.Cells(r, "d") = 0 'end value
Else
.Cells(r, "d") = ws.Cells(i, "p") 'end value
End If

Exit For
End If
Next i

End With
r = r + 1

Set c = .FindNext(c)
Loop While Not c Is Nothing And c.Address <> firstaddress
End If
End With
End If
'MsgBox ws.Name
Next ws
Application.ScreenUpdating = True
End Sub

 

[John Yab]

Thanks Don,

Yes yours works perfectly too.
I have run it many times and will now study it to learn from it.
Hopefully one day I will be able to help by providing answers like you have
kindly done for me.
Thank you very much for working on this for me.
--
John Yab

OOPs NOT necessary to insert a row at the top