Filter list on additional worksheets
 

BACKGROUND
I'm setting up a project log comprised of hundreds of entries. One of
the columns (col. F) indicates status: Review, Active, Closed, Denied.

QUESTION
The first worksheet will be the historical list - all projects ever
requested. Based on the STATUS (col. F), I want all Review projects
automatically entered on the second worksheet, all Active projects
automatically enter on the third worksheet, etc. The goal is to limit
data entry to the master worksheet.

DETAILS
There are thirteen columns:
A. ProjNum B. Name C. System D. ValueType E. ValueAmt F. Status G. Size
H. Complexity I. Requestor J. RcvdDate K. StartDate L. EndDate M. Notes

Is there a formula I can use to accomplish this?

How about using a macro that could refresh those other sheets whenever you run
it?

I find that this is much safer than doing any "automatic" updates. (Typing
errors could be very difficult to track down and correct.)

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

Annabelle wrote:

BACKGROUND
I'm setting up a project log comprised of hundreds of entries. One of
the columns (col. F) indicates status: Review, Active, Closed, Denied.

QUESTION
The first worksheet will be the historical list - all projects ever
requested. Based on the STATUS (col. F), I want all Review projects
automatically entered on the second worksheet, all Active projects
automatically enter on the third worksheet, etc. The goal is to limit
data entry to the master worksheet.

DETAILS
There are thirteen columns:
A. ProjNum B. Name C. System D. ValueType E. ValueAmt F. Status G. Size
H. Complexity I. Requestor J. RcvdDate K. StartDate L. EndDate M. Notes

Is there a formula I can use to accomplish this?

--

Dave Peterson

Thanks Dave. I'll give these options a try.