Change in data; comparing 2 workbooks

  • Hi I have 2 workbooks from 2 months of sales (see attachment) I would like to identify those opportunities that have moved from one sales stage to another. If sample 0 is last month and sample 1 is this month, how can I identify those opportunities that have changed sales stage but only up until the developing stage???
    The data is found in each workbook in a sheet called data
    The Sales Stage Name is column F of each data sheet
    Opportunities are distinguised by their Opportunity ID, column L
    I would like to list the opportunities that have changed from one stage to another in the past month (thus comparing workbook sample 0 to workbook sample 1) and list them in this month's (sample 1) workbook on the sheet named developping opportunities.
    Remember only up to the develop stage (thus 2 scenarios possible...(1) Prospect 0% to Qualify 10% or (2) Qualify 10% to Develop 20%. Thank you

  • Re: Change in data; comparing 2 workbooks


    This works okay for me, let me know your results.

    Barrie Davidson
    My Excel Web Page
    "You're only given a little spark of madness. You mustn't lose it." - Robin Williams

  • Re: Change in data; comparing 2 workbooks


    Hey so I modified the formula to fit my workbooks. This Month's Workbook is named 'July 4th,2005 GTM Report', and last month's is named '2005-09-06GTM Report'. The data sheet is actually called 'OPTY fActMgr gGTM Excel'. (I also changed the range to L500 because I have formulas on that sheet starting at 501). When I try to run the macro it says that there is an error. When I try to debug, it tells me that the error is the "orange writting". I have not changed that part of the macro...Any clue as to why this is happening?


    Sub Developing_Opts()
    'Written by Barrie Davidson
    Dim FileToOpen As Variant
    Dim LastMonth As Workbook
    Dim LookupRange As Range
    Dim Comparison As Range

    Application.ScreenUpdating = False
    FileToOpen = Application.GetOpenFilename("Excel files (*.xls),*.xls", , "2005-09-06GTM Report")
    If FileToOpen = False Then Exit Sub
    With Sheets("OPTY fActMgr gGTM Excel")
    Set Comparison = .Range("M2:M" & .Range("L500").End(xlUp).Row)
    End With
    Workbooks.Open FileToOpen
    Set LastMonth = ActiveWorkbook
    With Sheets("OPTY fActMgr gGTM Excel")
    Set LookupRange = .Range("L2:L" & .Range("L500").End(xlUp).Row)
    End With
    Comparison.Formula = "=INDEX([" & LastMonth.Name & _
    "]OPTY fActMgr gGTM Excel!" & LookupRange.Offset(, -6).Address & ",MATCH(L2,[" & _
    LastMonth.Name & "]OPTY fActMgr gGTM Excel!" & LookupRange.Address & ",0))"
    Comparison.Value = Comparison.Value
    Comparison.TextToColumns DataType:=xlDelimited, _
    TextQualifier:=xlDoubleQuote, ConsecutiveDelimiter:=True, Tab:=False, _
    Semicolon:=False, Comma:=False, Space:=True, Other:=False, FieldInfo _
    :=Array(Array(1, 9), Array(2, 1))

    LastMonth.Close False

    Comparison.Offset(, 1).Value = Comparison.Offset(, -7).Value
    Comparison.Offset(, 1).TextToColumns DataType:=xlDelimited, _
    TextQualifier:=xlDoubleQuote, ConsecutiveDelimiter:=True, Tab:=False, _
    Semicolon:=False, Comma:=False, Space:=True, Other:=False, FieldInfo _
    :=Array(Array(1, 9), Array(2, 1))

    Comparison.Offset(, 2).Formula = "=IF(AND(N2-M2>0,N2<=0.2),TRUE,FALSE)"
    Comparison.Offset(-1, -12).Resize(Comparison.Rows.Count + 1, 15). _
    AutoFilter Field:=15, Criteria1:="TRUE"
    Comparison.Offset(-1, -12).Resize(Comparison.Rows.Count + 1, 12). _
    SpecialCells(xlCellTypeVisible).Copy _
    Destination:=Sheets("Developing Opportunities ").Range("A1")
    Comparison.Offset(, -12).Resize(, 15).AutoFilter
    Comparison.Resize(, 3).ClearContents
    Application.ScreenUpdating = True

    End Sub

  • Re: Change in data; comparing 2 workbooks


    That should be four lines not 3. Make sure it's

    Code
    Comparison.Formula = "=INDEX([" & LastMonth.Name & _
        "]OPTY fActMgr gGTM Excel!" & LookupRange.Offset(, -6).Address & ",MATCH(L2,[" & _
        LastMonth.Name & "]OPTY fActMgr gGTM Excel!" & LookupRange.Address & ",0))"
    Comparison.Value = Comparison.Value


    and not

    Code
    Comparison.Formula = "=INDEX([" & LastMonth.Name & _
        "]OPTY fActMgr gGTM Excel!" & LookupRange.Offset(, -6).Address & ",MATCH(L2,[" & _
        LastMonth.Name & "]OPTY fActMgr gGTM Excel!" & LookupRange.Address & ",0))" Comparison.Value = Comparison.Value

    Barrie Davidson
    My Excel Web Page
    "You're only given a little spark of madness. You mustn't lose it." - Robin Williams

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