Advanced MS Excel Question

[jwolf6589]

I dont know if this is the right website for advanced application questions. Anyways on the job I am paid to use Excel so my job is not a IT job, but a job that involves a great deal of using certain applications, so this kind of question would go right over the IT folks at the company so best to find a specialist. Anyways we regularly run reports using PivotTables. When I get my report I would really like a Macro that when I open the file would make a number of changes to the file and rid out useless categories by adjusting cells out, deleting ranges, making cell ranges larger so I can read the data, etc.. I clicked the record button in Excel and did the job myself and tested the Macro and it worked fine. However once I quit Excel or what not the Macro got lost. I played with the settings but no matter what I did the Macro could not be universal. I need a universal Macro that would whenever I get a report would do the job. I get these reports daily, and each day its a new Excel file.


Thanks,


John

 

[TonyK]

Well, being an IT guy this question is NOT over my head.

There are 2 locations for saved macros: a) the worksheet currently opened or b) the worksheet template (available to all opened worksheets)

A Google search should show you that for your needs, you need to save the macro in the template but this only works if the worksheet is generated with "your" saved template. If not, then the macro won't be available.

There is this article at Microsoft's site that details how you can save your macro in a personal worksheet and copy as needed to be ran. Here is the URL for you: http://office.microsoft.com/en-us/e...l-macros-from-a-central-file-HA001087296.aspx

One question though, are all worksheets you are going to use configured the same way; all columns and rows exactly the same? If not, then any recorded macro will have unpredictable results for you.

Hopefully this IT guy was able to help.

I dont know if this is the right website for advanced application questions. Anyways on the job I am paid to use Excel so my job is not a IT job, but a job that involves a great deal of using certain applications, so this kind of question would go right over the IT folks at the company so best to find a specialist. Anyways we regularly run reports using PivotTables. When I get my report I would really like a Macro that when I open the file would make a number of changes to the file and rid out useless categories by adjusting cells out, deleting ranges, making cell ranges larger so I can read the data, etc.. I clicked the record button in Excel and did the job myself and tested the Macro and it worked fine. However once I quit Excel or what not the Macro got lost. I played with the settings but no matter what I did the Macro could not be universal. I need a universal Macro that would whenever I get a report would do the job. I get these reports daily, and each day its a new Excel file.


Thanks,


John

 

[jwolf6589]

Thanks man. I was able to figure out the problem today at work and got my macros working correctly. Each time I open my data-sheets I need an easy way to customize them, so I can read them and do my research.

Our IT folks are too bogged up with other issues to have to worry about application troubleshooting or usage. Networking, routers, and such are a higher priority than application support. We do most of our application support ourselves, and only call IT for networking, and things of a more technical nature. IT does not know all the tricks of the trade on using our internal database management software, and reading our Excel reports. If something is broken then we call them. But we would look like fools and they would be clueless if we called them about application questions.


John

Well, being an IT guy this question is NOT over my head.

There are 2 locations for saved macros: a) the worksheet currently opened or b) the worksheet template (available to all opened worksheets)

A Google search should show you that for your needs, you need to save the macro in the template but this only works if the worksheet is generated with "your" saved template. If not, then the macro won't be available.

There is this article at Microsoft's site that details how you can save your macro in a personal worksheet and copy as needed to be ran. Here is the URL for you: http://office.microsoft.com/en-us/e...l-macros-from-a-central-file-HA001087296.aspx

One question though, are all worksheets you are going to use configured the same way; all columns and rows exactly the same? If not, then any recorded macro will have unpredictable results for you.

Hopefully this IT guy was able to help.

 

[TonyK]

That is interesting for when I was IT support for a State agency in Oklahoma, we had to know it all. If it was on or related to a PC, it was our job to know it. This included DOS, Windows, Novell LAN, Windows networking WAN, dial-up, printing, WordPerfect (DOS and later Windows), mail merge, FoxPro, Visual Basic, PowerBuilder, etc.

I also did Lotus Notes and had to know not only the programming but server configuration and end user support issues.

Thanks man. I was able to figure out the problem today at work and got my macros working correctly. Each time I open my data-sheets I need an easy way to customize them, so I can read them and do my research.

Our IT folks are too bogged up with other issues to have to worry about application troubleshooting or usage. Networking, routers, and such are a higher priority than application support. We do most of our application support ourselves, and only call IT for networking, and things of a more technical nature. IT does not know all the tricks of the trade on using our internal database management software, and reading our Excel reports. If something is broken then we call them. But we would look like fools and they would be clueless if we called them about application questions.


John

 

[Durious]

IT jobs are typically not "Application Specialists" unless designated so. IT individuals should only be responsible for network stabilities, break\fixes, hardware replacement, application failures. Hence why on applying for jobs a lot of requirements for users doing office type jobs list a "Microsoft Office" familiarity and for administrators sometimes even the certifications in the products.

If my IT staff were concerned with creating macros all day and not packet losses I'd be concerned.