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#1
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combine 5 pipeline reports into one
I have 5 pipeline reports from differnt sales people and want to combine it
into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#2
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combine 5 pipeline reports into one
Not enough info. What is a Pipeline Report? What are the rows and columns?
Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#3
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combine 5 pipeline reports into one
The heading a
Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#4
Posted to microsoft.public.excel.misc
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combine 5 pipeline reports into one
My assumption is that each sales person has there own customers and there
else no duplication of customers. there is a header row for the summary sheet and fon each salesperson sheet. I also assume that each saleperson may add new customers as well as change existing customers. The best way of doing this is simply redo the summary sheet everytime you want it updated. This will take only a few seconds. Is ther any order that you want to summary sheet generated. sorted by customers or sorted by saleperson. I also think that you should run the macro manually rather than automatically updating. Let me know if this is what you want. It is a very simple task that will take a few minutes. "bobo32" wrote: The heading a Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#5
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combine 5 pipeline reports into one
This is exactly what I want and I would want to sort it by salesperson.
Thanks, Bo "Joel" wrote: My assumption is that each sales person has there own customers and there else no duplication of customers. there is a header row for the summary sheet and fon each salesperson sheet. I also assume that each saleperson may add new customers as well as change existing customers. The best way of doing this is simply redo the summary sheet everytime you want it updated. This will take only a few seconds. Is ther any order that you want to summary sheet generated. sorted by customers or sorted by saleperson. I also think that you should run the macro manually rather than automatically updating. Let me know if this is what you want. It is a very simple task that will take a few minutes. "bobo32" wrote: The heading a Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#6
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combine 5 pipeline reports into one
I think sales personm column is C. If not change below as required. Also
make sure you have a worksheet called "Master Pipeline Report". change if you are using a different name in two places in code below. Sub test() SalesPersonCol = "C" 'clear master sheet Set Master = Sheets("Master Pipeline Report") Master.Cells.ClearContents 'used to copy header row First = True For Each sht In ThisWorkbook.Sheets If UCase(sht.Name) < UCase("Master Pipeline Report") Then If First = True Then sht.Rows(1).Copy Destination:=Master.Rows(1) First = False End If ShtLastRow = sht.Range("A" & Rows.Count).End(xlUp).Row MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row sht.Rows("2:" & ShtLastRow).Copy _ Destination:=Master.Rows(MasterLastRow + 1) End If Next sht MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row Set SortRange = Master.Rows("1:" & MasterLastRow) SortRange.Sort _ Key1:=Range(SalesPersonCol & 2), _ Order1:=xlAscending, _ Header:=xlYes End Sub "bobo32" wrote: This is exactly what I want and I would want to sort it by salesperson. Thanks, Bo "Joel" wrote: My assumption is that each sales person has there own customers and there else no duplication of customers. there is a header row for the summary sheet and fon each salesperson sheet. I also assume that each saleperson may add new customers as well as change existing customers. The best way of doing this is simply redo the summary sheet everytime you want it updated. This will take only a few seconds. Is ther any order that you want to summary sheet generated. sorted by customers or sorted by saleperson. I also think that you should run the macro manually rather than automatically updating. Let me know if this is what you want. It is a very simple task that will take a few minutes. "bobo32" wrote: The heading a Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#7
Posted to microsoft.public.excel.misc
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combine 5 pipeline reports into one
I am totally new to Excel, so if you could walk me through this in baby steps
I would greatly appriciate it. thanks, Bo "Joel" wrote: I think sales personm column is C. If not change below as required. Also make sure you have a worksheet called "Master Pipeline Report". change if you are using a different name in two places in code below. Sub test() SalesPersonCol = "C" 'clear master sheet Set Master = Sheets("Master Pipeline Report") Master.Cells.ClearContents 'used to copy header row First = True For Each sht In ThisWorkbook.Sheets If UCase(sht.Name) < UCase("Master Pipeline Report") Then If First = True Then sht.Rows(1).Copy Destination:=Master.Rows(1) First = False End If ShtLastRow = sht.Range("A" & Rows.Count).End(xlUp).Row MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row sht.Rows("2:" & ShtLastRow).Copy _ Destination:=Master.Rows(MasterLastRow + 1) End If Next sht MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row Set SortRange = Master.Rows("1:" & MasterLastRow) SortRange.Sort _ Key1:=Range(SalesPersonCol & 2), _ Order1:=xlAscending, _ Header:=xlYes End Sub "bobo32" wrote: This is exactly what I want and I would want to sort it by salesperson. Thanks, Bo "Joel" wrote: My assumption is that each sales person has there own customers and there else no duplication of customers. there is a header row for the summary sheet and fon each salesperson sheet. I also assume that each saleperson may add new customers as well as change existing customers. The best way of doing this is simply redo the summary sheet everytime you want it updated. This will take only a few seconds. Is ther any order that you want to summary sheet generated. sorted by customers or sorted by saleperson. I also think that you should run the macro manually rather than automatically updating. Let me know if this is what you want. It is a very simple task that will take a few minutes. "bobo32" wrote: The heading a Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#8
Posted to microsoft.public.excel.misc
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combine 5 pipeline reports into one
To enter code into VBA
1) Copy code from posting by highlighting and copying. code starts with "SUB" and ends with "End Sub" 2) OPen VBA window from worksheet by pressing ALT-F11 3) From VBA window menu - Insert - Module. This is Module 1 in the Project Window on the right side of the woprksheet. 4) Paste Code into module window. 5) run code from VBA window by pressing F5 (first click on code, won't run if cursor is outside the code. Run code from worksheet menu Tools - Macro - Macro - Test. You can change the name of the code by changing "Sub Test" to "sub Anything" in the first line of the VBA window in "Module 1" "bobo32" wrote: I am totally new to Excel, so if you could walk me through this in baby steps I would greatly appriciate it. thanks, Bo "Joel" wrote: I think sales personm column is C. If not change below as required. Also make sure you have a worksheet called "Master Pipeline Report". change if you are using a different name in two places in code below. Sub test() SalesPersonCol = "C" 'clear master sheet Set Master = Sheets("Master Pipeline Report") Master.Cells.ClearContents 'used to copy header row First = True For Each sht In ThisWorkbook.Sheets If UCase(sht.Name) < UCase("Master Pipeline Report") Then If First = True Then sht.Rows(1).Copy Destination:=Master.Rows(1) First = False End If ShtLastRow = sht.Range("A" & Rows.Count).End(xlUp).Row MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row sht.Rows("2:" & ShtLastRow).Copy _ Destination:=Master.Rows(MasterLastRow + 1) End If Next sht MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row Set SortRange = Master.Rows("1:" & MasterLastRow) SortRange.Sort _ Key1:=Range(SalesPersonCol & 2), _ Order1:=xlAscending, _ Header:=xlYes End Sub "bobo32" wrote: This is exactly what I want and I would want to sort it by salesperson. Thanks, Bo "Joel" wrote: My assumption is that each sales person has there own customers and there else no duplication of customers. there is a header row for the summary sheet and fon each salesperson sheet. I also assume that each saleperson may add new customers as well as change existing customers. The best way of doing this is simply redo the summary sheet everytime you want it updated. This will take only a few seconds. Is ther any order that you want to summary sheet generated. sorted by customers or sorted by saleperson. I also think that you should run the macro manually rather than automatically updating. Let me know if this is what you want. It is a very simple task that will take a few minutes. "bobo32" wrote: The heading a Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#9
Posted to microsoft.public.excel.misc
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combine 5 pipeline reports into one
What worksheet should i work from/
"Joel" wrote: To enter code into VBA 1) Copy code from posting by highlighting and copying. code starts with "SUB" and ends with "End Sub" 2) OPen VBA window from worksheet by pressing ALT-F11 3) From VBA window menu - Insert - Module. This is Module 1 in the Project Window on the right side of the woprksheet. 4) Paste Code into module window. 5) run code from VBA window by pressing F5 (first click on code, won't run if cursor is outside the code. Run code from worksheet menu Tools - Macro - Macro - Test. You can change the name of the code by changing "Sub Test" to "sub Anything" in the first line of the VBA window in "Module 1" "bobo32" wrote: I am totally new to Excel, so if you could walk me through this in baby steps I would greatly appriciate it. thanks, Bo "Joel" wrote: I think sales personm column is C. If not change below as required. Also make sure you have a worksheet called "Master Pipeline Report". change if you are using a different name in two places in code below. Sub test() SalesPersonCol = "C" 'clear master sheet Set Master = Sheets("Master Pipeline Report") Master.Cells.ClearContents 'used to copy header row First = True For Each sht In ThisWorkbook.Sheets If UCase(sht.Name) < UCase("Master Pipeline Report") Then If First = True Then sht.Rows(1).Copy Destination:=Master.Rows(1) First = False End If ShtLastRow = sht.Range("A" & Rows.Count).End(xlUp).Row MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row sht.Rows("2:" & ShtLastRow).Copy _ Destination:=Master.Rows(MasterLastRow + 1) End If Next sht MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row Set SortRange = Master.Rows("1:" & MasterLastRow) SortRange.Sort _ Key1:=Range(SalesPersonCol & 2), _ Order1:=xlAscending, _ Header:=xlYes End Sub "bobo32" wrote: This is exactly what I want and I would want to sort it by salesperson. Thanks, Bo "Joel" wrote: My assumption is that each sales person has there own customers and there else no duplication of customers. there is a header row for the summary sheet and fon each salesperson sheet. I also assume that each saleperson may add new customers as well as change existing customers. The best way of doing this is simply redo the summary sheet everytime you want it updated. This will take only a few seconds. Is ther any order that you want to summary sheet generated. sorted by customers or sorted by saleperson. I also think that you should run the macro manually rather than automatically updating. Let me know if this is what you want. It is a very simple task that will take a few minutes. "bobo32" wrote: The heading a Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#10
Posted to microsoft.public.excel.misc
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combine 5 pipeline reports into one
When you refer to worksheet(1 below) it can mean either the spreadsheet or
the macro code window (2 below) in VBA. 1) It doesn't matter which worksheet because the code call out each worksheet by name. 2) In the VBA window you need to add a module like in my instructions and add the code to the module you added. "bobo32" wrote: What worksheet should i work from/ "Joel" wrote: To enter code into VBA 1) Copy code from posting by highlighting and copying. code starts with "SUB" and ends with "End Sub" 2) OPen VBA window from worksheet by pressing ALT-F11 3) From VBA window menu - Insert - Module. This is Module 1 in the Project Window on the right side of the woprksheet. 4) Paste Code into module window. 5) run code from VBA window by pressing F5 (first click on code, won't run if cursor is outside the code. Run code from worksheet menu Tools - Macro - Macro - Test. You can change the name of the code by changing "Sub Test" to "sub Anything" in the first line of the VBA window in "Module 1" "bobo32" wrote: I am totally new to Excel, so if you could walk me through this in baby steps I would greatly appriciate it. thanks, Bo "Joel" wrote: I think sales personm column is C. If not change below as required. Also make sure you have a worksheet called "Master Pipeline Report". change if you are using a different name in two places in code below. Sub test() SalesPersonCol = "C" 'clear master sheet Set Master = Sheets("Master Pipeline Report") Master.Cells.ClearContents 'used to copy header row First = True For Each sht In ThisWorkbook.Sheets If UCase(sht.Name) < UCase("Master Pipeline Report") Then If First = True Then sht.Rows(1).Copy Destination:=Master.Rows(1) First = False End If ShtLastRow = sht.Range("A" & Rows.Count).End(xlUp).Row MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row sht.Rows("2:" & ShtLastRow).Copy _ Destination:=Master.Rows(MasterLastRow + 1) End If Next sht MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row Set SortRange = Master.Rows("1:" & MasterLastRow) SortRange.Sort _ Key1:=Range(SalesPersonCol & 2), _ Order1:=xlAscending, _ Header:=xlYes End Sub "bobo32" wrote: This is exactly what I want and I would want to sort it by salesperson. Thanks, Bo "Joel" wrote: My assumption is that each sales person has there own customers and there else no duplication of customers. there is a header row for the summary sheet and fon each salesperson sheet. I also assume that each saleperson may add new customers as well as change existing customers. The best way of doing this is simply redo the summary sheet everytime you want it updated. This will take only a few seconds. Is ther any order that you want to summary sheet generated. sorted by customers or sorted by saleperson. I also think that you should run the macro manually rather than automatically updating. Let me know if this is what you want. It is a very simple task that will take a few minutes. "bobo32" wrote: The heading a Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#11
Posted to microsoft.public.excel.misc
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combine 5 pipeline reports into one
I'm sorry I am so ignorant. If I have spreadsheets from my diffen't sales
people, how does this get all their info into the master? "Joel" wrote: When you refer to worksheet(1 below) it can mean either the spreadsheet or the macro code window (2 below) in VBA. 1) It doesn't matter which worksheet because the code call out each worksheet by name. 2) In the VBA window you need to add a module like in my instructions and add the code to the module you added. "bobo32" wrote: What worksheet should i work from/ "Joel" wrote: To enter code into VBA 1) Copy code from posting by highlighting and copying. code starts with "SUB" and ends with "End Sub" 2) OPen VBA window from worksheet by pressing ALT-F11 3) From VBA window menu - Insert - Module. This is Module 1 in the Project Window on the right side of the woprksheet. 4) Paste Code into module window. 5) run code from VBA window by pressing F5 (first click on code, won't run if cursor is outside the code. Run code from worksheet menu Tools - Macro - Macro - Test. You can change the name of the code by changing "Sub Test" to "sub Anything" in the first line of the VBA window in "Module 1" "bobo32" wrote: I am totally new to Excel, so if you could walk me through this in baby steps I would greatly appriciate it. thanks, Bo "Joel" wrote: I think sales personm column is C. If not change below as required. Also make sure you have a worksheet called "Master Pipeline Report". change if you are using a different name in two places in code below. Sub test() SalesPersonCol = "C" 'clear master sheet Set Master = Sheets("Master Pipeline Report") Master.Cells.ClearContents 'used to copy header row First = True For Each sht In ThisWorkbook.Sheets If UCase(sht.Name) < UCase("Master Pipeline Report") Then If First = True Then sht.Rows(1).Copy Destination:=Master.Rows(1) First = False End If ShtLastRow = sht.Range("A" & Rows.Count).End(xlUp).Row MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row sht.Rows("2:" & ShtLastRow).Copy _ Destination:=Master.Rows(MasterLastRow + 1) End If Next sht MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row Set SortRange = Master.Rows("1:" & MasterLastRow) SortRange.Sort _ Key1:=Range(SalesPersonCol & 2), _ Order1:=xlAscending, _ Header:=xlYes End Sub "bobo32" wrote: This is exactly what I want and I would want to sort it by salesperson. Thanks, Bo "Joel" wrote: My assumption is that each sales person has there own customers and there else no duplication of customers. there is a header row for the summary sheet and fon each salesperson sheet. I also assume that each saleperson may add new customers as well as change existing customers. The best way of doing this is simply redo the summary sheet everytime you want it updated. This will take only a few seconds. Is ther any order that you want to summary sheet generated. sorted by customers or sorted by saleperson. I also think that you should run the macro manually rather than automatically updating. Let me know if this is what you want. It is a very simple task that will take a few minutes. "bobo32" wrote: The heading a Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
#12
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combine 5 pipeline reports into one
Make sure you have a worksheet called "Master Pipeline Report"
The following code checks every sheet in the workbook (skiping the Master report) For Each sht In ThisWorkbook.Sheets If UCase(sht.Name) < UCase("Master Pipeline Report") Then The following line copies each sheet to the master sht.Rows("2:" & ShtLastRow).Copy _ Destination:=Master.Rows(MasterLastRow + 1) sht is set to each worksheet one at a time. The instruction copies from row 2 (skips Header Row) to the Last row of each of the sheets and puts it after the Last Row on the Master worksheet. "bobo32" wrote: I'm sorry I am so ignorant. If I have spreadsheets from my diffen't sales people, how does this get all their info into the master? "Joel" wrote: When you refer to worksheet(1 below) it can mean either the spreadsheet or the macro code window (2 below) in VBA. 1) It doesn't matter which worksheet because the code call out each worksheet by name. 2) In the VBA window you need to add a module like in my instructions and add the code to the module you added. "bobo32" wrote: What worksheet should i work from/ "Joel" wrote: To enter code into VBA 1) Copy code from posting by highlighting and copying. code starts with "SUB" and ends with "End Sub" 2) OPen VBA window from worksheet by pressing ALT-F11 3) From VBA window menu - Insert - Module. This is Module 1 in the Project Window on the right side of the woprksheet. 4) Paste Code into module window. 5) run code from VBA window by pressing F5 (first click on code, won't run if cursor is outside the code. Run code from worksheet menu Tools - Macro - Macro - Test. You can change the name of the code by changing "Sub Test" to "sub Anything" in the first line of the VBA window in "Module 1" "bobo32" wrote: I am totally new to Excel, so if you could walk me through this in baby steps I would greatly appriciate it. thanks, Bo "Joel" wrote: I think sales personm column is C. If not change below as required. Also make sure you have a worksheet called "Master Pipeline Report". change if you are using a different name in two places in code below. Sub test() SalesPersonCol = "C" 'clear master sheet Set Master = Sheets("Master Pipeline Report") Master.Cells.ClearContents 'used to copy header row First = True For Each sht In ThisWorkbook.Sheets If UCase(sht.Name) < UCase("Master Pipeline Report") Then If First = True Then sht.Rows(1).Copy Destination:=Master.Rows(1) First = False End If ShtLastRow = sht.Range("A" & Rows.Count).End(xlUp).Row MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row sht.Rows("2:" & ShtLastRow).Copy _ Destination:=Master.Rows(MasterLastRow + 1) End If Next sht MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row Set SortRange = Master.Rows("1:" & MasterLastRow) SortRange.Sort _ Key1:=Range(SalesPersonCol & 2), _ Order1:=xlAscending, _ Header:=xlYes End Sub "bobo32" wrote: This is exactly what I want and I would want to sort it by salesperson. Thanks, Bo "Joel" wrote: My assumption is that each sales person has there own customers and there else no duplication of customers. there is a header row for the summary sheet and fon each salesperson sheet. I also assume that each saleperson may add new customers as well as change existing customers. The best way of doing this is simply redo the summary sheet everytime you want it updated. This will take only a few seconds. Is ther any order that you want to summary sheet generated. sorted by customers or sorted by saleperson. I also think that you should run the macro manually rather than automatically updating. Let me know if this is what you want. It is a very simple task that will take a few minutes. "bobo32" wrote: The heading a Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
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combine 5 pipeline reports into one
It gives me a run time error '9' Subscript out of range
"Joel" wrote: Make sure you have a worksheet called "Master Pipeline Report" The following code checks every sheet in the workbook (skiping the Master report) For Each sht In ThisWorkbook.Sheets If UCase(sht.Name) < UCase("Master Pipeline Report") Then The following line copies each sheet to the master sht.Rows("2:" & ShtLastRow).Copy _ Destination:=Master.Rows(MasterLastRow + 1) sht is set to each worksheet one at a time. The instruction copies from row 2 (skips Header Row) to the Last row of each of the sheets and puts it after the Last Row on the Master worksheet. "bobo32" wrote: I'm sorry I am so ignorant. If I have spreadsheets from my diffen't sales people, how does this get all their info into the master? "Joel" wrote: When you refer to worksheet(1 below) it can mean either the spreadsheet or the macro code window (2 below) in VBA. 1) It doesn't matter which worksheet because the code call out each worksheet by name. 2) In the VBA window you need to add a module like in my instructions and add the code to the module you added. "bobo32" wrote: What worksheet should i work from/ "Joel" wrote: To enter code into VBA 1) Copy code from posting by highlighting and copying. code starts with "SUB" and ends with "End Sub" 2) OPen VBA window from worksheet by pressing ALT-F11 3) From VBA window menu - Insert - Module. This is Module 1 in the Project Window on the right side of the woprksheet. 4) Paste Code into module window. 5) run code from VBA window by pressing F5 (first click on code, won't run if cursor is outside the code. Run code from worksheet menu Tools - Macro - Macro - Test. You can change the name of the code by changing "Sub Test" to "sub Anything" in the first line of the VBA window in "Module 1" "bobo32" wrote: I am totally new to Excel, so if you could walk me through this in baby steps I would greatly appriciate it. thanks, Bo "Joel" wrote: I think sales personm column is C. If not change below as required. Also make sure you have a worksheet called "Master Pipeline Report". change if you are using a different name in two places in code below. Sub test() SalesPersonCol = "C" 'clear master sheet Set Master = Sheets("Master Pipeline Report") Master.Cells.ClearContents 'used to copy header row First = True For Each sht In ThisWorkbook.Sheets If UCase(sht.Name) < UCase("Master Pipeline Report") Then If First = True Then sht.Rows(1).Copy Destination:=Master.Rows(1) First = False End If ShtLastRow = sht.Range("A" & Rows.Count).End(xlUp).Row MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row sht.Rows("2:" & ShtLastRow).Copy _ Destination:=Master.Rows(MasterLastRow + 1) End If Next sht MasterLastRow = Master.Range("A" & Rows.Count).End(xlUp).Row Set SortRange = Master.Rows("1:" & MasterLastRow) SortRange.Sort _ Key1:=Range(SalesPersonCol & 2), _ Order1:=xlAscending, _ Header:=xlYes End Sub "bobo32" wrote: This is exactly what I want and I would want to sort it by salesperson. Thanks, Bo "Joel" wrote: My assumption is that each sales person has there own customers and there else no duplication of customers. there is a header row for the summary sheet and fon each salesperson sheet. I also assume that each saleperson may add new customers as well as change existing customers. The best way of doing this is simply redo the summary sheet everytime you want it updated. This will take only a few seconds. Is ther any order that you want to summary sheet generated. sorted by customers or sorted by saleperson. I also think that you should run the macro manually rather than automatically updating. Let me know if this is what you want. It is a very simple task that will take a few minutes. "bobo32" wrote: The heading a Customer, CustomerContact, Sales Person, Date, PipelineStage, Forecast Close, Potential Opportunity, Weighted,Forecast, Chance of Sale, InternalCalculation, Internal Calculation. Rows: Customer names. I want each sales person to manually update their spreadsheet and when I open the master spreadsheet I want it to be automatically updated, I hope this is enough info if not let me knoe. Thanks in advance, bo "Joel" wrote: Not enough info. What is a Pipeline Report? What are the rows and columns? Do you want a macro or to do it manually? See other postings that have answers befor eyou reply. If you want a macro then look at the Programming Postings, not the general listings. When people don't get responses it is usually because that didn't give enough information. Sometimes it is because there isn't an answer. Your problem does have an answer. "bobo32" wrote: I have 5 pipeline reports from differnt sales people and want to combine it into one master pipeline report. i also need it to update when a sales person updates their individual work shhet |
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