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Filter External Data
I've developed a spreadsheet that is shared amongst several different reps
and relies on quaterly updates of external data. Column A has the each rep's unique territory number. I used to filter the import query for each reps territory, and save it under each reps name and forward it to them with only their data. However, I recently redesigned the w/s and developed some custom toolbars. This is where I'm having problems. If I forward the sheet, the toolbars don't get forwarded. I tried attaching them to the individual sheets, but they only seem to attach themselves to the last saved sheet, meaning that I would have to filter, attach, save, email, and repeat for each rep. So my question is twofold, depending on which is easier: 1) is there another way of attaching these custom toolbars that would work 2) should I develop a userform that pops up on entry asking the rep to select their territory (Ie: a simple way to get them to filter their import query.) which would result in me having only to send one sheet which would take care of the toolbar problem. Hopefully this is clear. Any help, tips or ideas would be appreciated. I'm relatively an amateur at this. |
Filter External Data
The toolbars are attached to your instance of Excel. I think an add-in
or a custom single-purpose workbook (aka "add-in" LOL) might be the best thing, but you would need to write code that creates and destroys the toolbars on the fly (i.e. when the workbook is opened and closed, respectively). If you are querying a MS Access database, you can create custom .dqy files which prompt the user for their name and draw the data into Excel on its own. HTH, JP On Mar 10, 9:48*pm, oully wrote: I've developed a spreadsheet that is shared amongst several different reps and relies on quaterly updates of external data. *Column A has the each rep's unique *territory number. I used to filter the import query for each reps territory, and save it under each reps name and forward it to them with only their data. However, I recently redesigned the w/s and developed some custom toolbars. This is where I'm having problems. *If I forward the sheet, the toolbars don't get forwarded. I tried attaching them to the individual sheets, but they only seem to attach themselves to the last saved sheet, meaning that I would have to filter, attach, save, email, and repeat for each rep. *So my question is twofold, depending on which is easier: 1) is there another way of attaching these custom toolbars that would work 2) should I develop a userform that pops up on entry asking the rep to select their territory (Ie: a simple way to get them to filter their import query.) which would result in me having only to send one sheet which would take care of the toolbar problem. *Hopefully this is clear. *Any help, tips or ideas would be appreciated. *I'm relatively an amateur at this. |
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