Hi,
I am trying to convert the payroll data I receive from my clients into a csv
file that I import in to my payroll program. Ideally I would like it to be
all automatic (marco).
The problem lies in the variable nature of the information I receive.Here is the basic layout:
NAME | ID | Basic pay | Commission | Overtime
Bob 2 500 300 50
James 3 400 20
Sarah 4 500
And so forth
THe layout I am trying to achieve is the following:
Bob 2 Basic pay 500
Bob 2 Commission 300
Bob 2 Overtime 50
James 3 Basic pay 400
James 3 Overtime 40
sarah 4 basic pay 500
....
I can transpose the detail amp; amount easily but how can I get excel to
automatically match the name and ID number for each field. As you can see Bob
has 3 entries ,James has 2 and sarah only one. The number of employees varies
every month and their payroll details also.
Any help would be great.
Thank You
Hi Chris,
It looks as though you're trying to use Excel as a relational database and
it's not designed for that. Do you have Access by any chance? That would
really be the way to go.
--
ERR229quot;Chrisquot; wrote:
gt; Hi,
gt;
gt; I am trying to convert the payroll data I receive from my clients into a csv
gt; file that I import in to my payroll program. Ideally I would like it to be
gt; all automatic (marco).
gt;
gt; The problem lies in the variable nature of the information I receive.
gt;
gt;
gt; Here is the basic layout:
gt;
gt; NAME | ID | Basic pay | Commission | Overtime
gt;
gt; Bob 2 500 300 50
gt; James 3 400 20
gt; Sarah 4 500
gt; And so forth
gt;
gt; THe layout I am trying to achieve is the following:
gt;
gt; Bob 2 Basic pay 500
gt; Bob 2 Commission 300
gt; Bob 2 Overtime 50
gt; James 3 Basic pay 400
gt; James 3 Overtime 40
gt; sarah 4 basic pay 500
gt; ...
gt; I can transpose the detail amp; amount easily but how can I get excel to
gt; automatically match the name and ID number for each field. As you can see Bob
gt; has 3 entries ,James has 2 and sarah only one. The number of employees varies
gt; every month and their payroll details also.
gt;
gt; Any help would be great.
gt;
gt; Thank You
Yes I was afraid of that.
The client doesn't use access so I was trying to keep everything on excel.
However, can I set an automated process like a macro to perform this task
through access and still end up with a csv file?
I use access amp; excel but always seperatly so I don't know if they can
interact with each other in a suitable way for this task.
quot;ERR229quot; wrote:
gt; Hi Chris,
gt;
gt; It looks as though you're trying to use Excel as a relational database and
gt; it's not designed for that. Do you have Access by any chance? That would
gt; really be the way to go.
gt; --
gt; ERR229
gt;
gt;
gt; quot;Chrisquot; wrote:
gt;
gt; gt; Hi,
gt; gt;
gt; gt; I am trying to convert the payroll data I receive from my clients into a csv
gt; gt; file that I import in to my payroll program. Ideally I would like it to be
gt; gt; all automatic (marco).
gt; gt;
gt; gt; The problem lies in the variable nature of the information I receive.
gt; gt;
gt; gt;
gt; gt; Here is the basic layout:
gt; gt;
gt; gt; NAME | ID | Basic pay | Commission | Overtime
gt; gt;
gt; gt; Bob 2 500 300 50
gt; gt; James 3 400 20
gt; gt; Sarah 4 500
gt; gt; And so forth
gt; gt;
gt; gt; THe layout I am trying to achieve is the following:
gt; gt;
gt; gt; Bob 2 Basic pay 500
gt; gt; Bob 2 Commission 300
gt; gt; Bob 2 Overtime 50
gt; gt; James 3 Basic pay 400
gt; gt; James 3 Overtime 40
gt; gt; sarah 4 basic pay 500
gt; gt; ...
gt; gt; I can transpose the detail amp; amount easily but how can I get excel to
gt; gt; automatically match the name and ID number for each field. As you can see Bob
gt; gt; has 3 entries ,James has 2 and sarah only one. The number of employees varies
gt; gt; every month and their payroll details also.
gt; gt;
gt; gt; Any help would be great.
gt; gt;
gt; gt; Thank You
Hi Chris
Mark your data range
Datagt;Pivot Tablegt;Multiple Consolidation rangesgt;Nextgt;I will create page
Fieldsgt;Nextgt;Rangegt; enter your range of datagt;Nextgt;Finish
On the new page created with the Pivot Table, select the bottom right
cell Grand Total of Columns and Grand Total of Rows.
Double Click
A new page will be created with data set out as follows
Row Column Value
Bob Basic Pay 500
Bob Commission 300
Bob ID 2
Bob Overtime 50
James Basic Pay 400
James Commission
James ID 3
James Overtime 20
Sarah Basic Pay 500
Sarah Commission
Sarah ID 4
Sarah OvertimeChange Heading Row to Name, Column to Type
If you do need the ID numbers in a column, next to Name, then insert a
new column A and enter the following array formula in A2.
To enter an array formula (or modify it) commit with Ctrl Shift Enter
and Excel will insert the curly braces { } for you. Do not type them
yourself.
{=INDEX($B$2:$D$13,MATCH(B2amp;quot;IDquot;,$B$2:$B$13amp;$C$2:$ C$13,0),3)}
copy down through B3:B13.
Copy B2:B13, Paste Specialgt;Values back over the formulae in B2:B13
If you don't then need the rows containing the ID, then,
Datagt;Filtergt;Autofiltergt;use dropdown on Type to Select ID.
Mark the range of visible rows by selecting their row numbersgt;Right
clickgt;Delete.
Obviously you will have a lot more data, hence your ranges as above will
be expanded.
--
Regards
Roger Govierquot;Chrisquot; gt; wrote in message
...
gt; Hi,
gt;
gt; I am trying to convert the payroll data I receive from my clients into
gt; a csv
gt; file that I import in to my payroll program. Ideally I would like it
gt; to be
gt; all automatic (marco).
gt;
gt; The problem lies in the variable nature of the information I receive.
gt;
gt;
gt; Here is the basic layout:
gt;
gt; NAME | ID | Basic pay | Commission | Overtime
gt;
gt; Bob 2 500 300 50
gt; James 3 400 20
gt; Sarah 4 500
gt; And so forth
gt;
gt; THe layout I am trying to achieve is the following:
gt;
gt; Bob 2 Basic pay 500
gt; Bob 2 Commission 300
gt; Bob 2 Overtime 50
gt; James 3 Basic pay 400
gt; James 3 Overtime 40
gt; sarah 4 basic pay 500
gt; ...
gt; I can transpose the detail amp; amount easily but how can I get excel to
gt; automatically match the name and ID number for each field. As you can
gt; see Bob
gt; has 3 entries ,James has 2 and sarah only one. The number of employees
gt; varies
gt; every month and their payroll details also.
gt;
gt; Any help would be great.
gt;
gt; Thank You
- Apr 13 Sun 2008 20:43
Analysing data through pivot
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