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... ... ... ... ... ...?

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... ... ... ... ... ...?

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... ... ... ... ... ...?

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... ... ... ... ... ...?

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... ... ... ... ... ...?