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#1
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creating multiple sheets, then individualized workbooks for each sheet
Hello,
From a data sheet, which includes 60 reps with multiple accounts and products, I need to create individualized workbooks for each rep, so they would not be able to see each other's accounts. Each rep's workbook should contain a drop box where they could switch between the different accounts and possibly products. I'm brand new at this - any ideas? Thank you. |
#2
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creating multiple sheets, then individualized workbooks for each sheet
Hi
Start here http://www.rondebruin.nl/copy5.htm -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm wrote in message ups.com... Hello, From a data sheet, which includes 60 reps with multiple accounts and products, I need to create individualized workbooks for each rep, so they would not be able to see each other's accounts. Each rep's workbook should contain a drop box where they could switch between the different accounts and possibly products. I'm brand new at this - any ideas? Thank you. |
#3
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creating multiple sheets, then individualized workbooks for each sheet
On Nov 4, 6:05 am, "Ron de Bruin" wrote:
Hi Start herehttp://www.rondebruin.nl/copy5.htm -- Regards Ron de Bruinhttp://www.rondebruin.nl/tips.htm wrote in oglegroups.com... Hello, From a data sheet, which includes 60 reps with multiple accounts and products, I need to create individualized workbooks for each rep, so they would not be able to see each other's accounts. Each rep's workbook should contain a drop box where they could switch between the different accounts and possibly products. I'm brand new at this - any ideas? Thank you.- Hide quoted text - - Show quoted text - Ron, Thank you so much for all the great info. I got this project dumped on me and I have no VBA skills, so I have a lot of work ahead of me. Alina |
#4
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creating multiple sheets, then individualized workbooks for each sheet
If it's a data sheet, can you use a PivotTable to access it? This
would create the dropdowns to switch between different accounts, and also products. You could use some VBA to prevent them from selecting others' accounts. For example, if your datasheet were a table in a database on a server (in Access for instance), you could use Excel to query each rep's accounts (either entering credentials or current login) and display the PivotTable for just their products from the query. On Nov 3, 8:54 pm, wrote: Hello, From a data sheet, which includes 60 reps with multiple accounts and products, I need to create individualized workbooks for each rep, so they would not be able to see each other's accounts. Each rep's workbook should contain a drop box where they could switch between the different accounts and possibly products. I'm brand new at this - any ideas? Thank you. |
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