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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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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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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
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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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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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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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