Report help
 

I have a report to generate each month that currently has to be sorted, then
copied and pasted into a separate workbook to be emailed each month after
inserting lines and headers. The report is tiered based on performance, ie
3,000, 2,500, 2,000, 1,500, and less than 1,500, with the supporting
data such as employee, social security number, etc. I would like to make this
a manual process using a macro or vba, but I am having difficulty. As I've
gotten better with Excel I've found more and more ways to automate things,
but this hasn't been one of them so far. Surely there's an automatic way. Any
help would be appreciated.

--
Message posted via http://www.officekb.com

Maybe you could use a helper cell that would be used as the category indicator.

Then Ron de Bruin has an addin that may do what you want right out of the box:
http://www.rondebruin.nl/easyfilter.htm

Or borrow some code from Debra Dalgleish's site:
http://www.contextures.com/excelfiles.html

Create New Sheets from Filtered List -- uses an Advanced Filter to create
separate sheet of orders for each sales rep visible in a filtered list; macro
automates the filter. AdvFilterRepFiltered.xls 35 kb


If you're new to macros, you may want to read David McRitchie's intro at:
http://www.mvps.org/dmcritchie/excel/getstarted.htm


"Frank via OfficeKB.com" wrote:

I have a report to generate each month that currently has to be sorted, then
copied and pasted into a separate workbook to be emailed each month after
inserting lines and headers. The report is tiered based on performance, ie
3,000, 2,500, 2,000, 1,500, and less than 1,500, with the supporting
data such as employee, social security number, etc. I would like to make this
a manual process using a macro or vba, but I am having difficulty. As I've
gotten better with Excel I've found more and more ways to automate things,
but this hasn't been one of them so far. Surely there's an automatic way. Any
help would be appreciated.

--
Message posted via http://www.officekb.com

--

Dave Peterson