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#1
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Autoupdating filteration on separate sheets
I have a customers name in column A and category of loans like Auto, Housing
& Business Loans in Column D, in Book1. Is there a macro to be reflecting all the three types of loans separately in the worksheets Book2, Book3 & Book4 being updated with each new entry Book1? Hopefully some1 would be helpful enough... ... ... ... ... ...? |
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#2
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Autoupdating filteration on separate sheets
It seems like you are trying to summarize each type of loan on a separate
worksheet. If this is the case, creating a pivot table to analyze your data would be ideal. Pivot tables can be updated, or 'refreshed', easily as new data is added. If you are unfamilar with pivot tables, searching 'Help' will get you started. -- T Tipsy "FARAZ QURESHI" wrote: I have a customers name in column A and category of loans like Auto, Housing & Business Loans in Column D, in Book1. Is there a macro to be reflecting all the three types of loans separately in the worksheets Book2, Book3 & Book4 being updated with each new entry Book1? Hopefully some1 would be helpful enough... ... ... ... ... ...? |
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#3
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Autoupdating filteration on separate sheets
That's a good idea Terry,
However, can I have the PIVOT TABLE listing down all the detailed client-wise loans on a separate sheet? "Terry Tipsy" wrote: It seems like you are trying to summarize each type of loan on a separate worksheet. If this is the case, creating a pivot table to analyze your data would be ideal. Pivot tables can be updated, or 'refreshed', easily as new data is added. If you are unfamilar with pivot tables, searching 'Help' will get you started. -- T Tipsy "FARAZ QURESHI" wrote: I have a customers name in column A and category of loans like Auto, Housing & Business Loans in Column D, in Book1. Is there a macro to be reflecting all the three types of loans separately in the worksheets Book2, Book3 & Book4 being updated with each new entry Book1? Hopefully some1 would be helpful enough... ... ... ... ... ...? |
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#4
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Autoupdating filteration on separate sheets
Hi
If you drag the Client field to the Page area, from the dropdown on the Pivot Table Toolbar choose Show Pages and this will split the full data out onto separate sheets for each client. -- Regards Roger Govier "FARAZ QURESHI" wrote in message ... That's a good idea Terry, However, can I have the PIVOT TABLE listing down all the detailed client-wise loans on a separate sheet? "Terry Tipsy" wrote: It seems like you are trying to summarize each type of loan on a separate worksheet. If this is the case, creating a pivot table to analyze your data would be ideal. Pivot tables can be updated, or 'refreshed', easily as new data is added. If you are unfamilar with pivot tables, searching 'Help' will get you started. -- T Tipsy "FARAZ QURESHI" wrote: I have a customers name in column A and category of loans like Auto, Housing & Business Loans in Column D, in Book1. Is there a macro to be reflecting all the three types of loans separately in the worksheets Book2, Book3 & Book4 being updated with each new entry Book1? Hopefully some1 would be helpful enough... ... ... ... ... ...? |
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#5
Posted to microsoft.public.excel.misc
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Autoupdating filteration on separate sheets
Thanx Roger
That's a great idea "Roger Govier" wrote: Hi If you drag the Client field to the Page area, from the dropdown on the Pivot Table Toolbar choose Show Pages and this will split the full data out onto separate sheets for each client. -- Regards Roger Govier "FARAZ QURESHI" wrote in message ... That's a good idea Terry, However, can I have the PIVOT TABLE listing down all the detailed client-wise loans on a separate sheet? "Terry Tipsy" wrote: It seems like you are trying to summarize each type of loan on a separate worksheet. If this is the case, creating a pivot table to analyze your data would be ideal. Pivot tables can be updated, or 'refreshed', easily as new data is added. If you are unfamilar with pivot tables, searching 'Help' will get you started. -- T Tipsy "FARAZ QURESHI" wrote: I have a customers name in column A and category of loans like Auto, Housing & Business Loans in Column D, in Book1. Is there a macro to be reflecting all the three types of loans separately in the worksheets Book2, Book3 & Book4 being updated with each new entry Book1? Hopefully some1 would be helpful enough... ... ... ... ... ...? |
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