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mvpejp
 
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Default Automating Excel

Good afternoon, as simple question I think:

I have an excel workbook named 'TEST' with four sheets names 'Account',
'Calls', 'Meetings', 'Sales'

Each sheet Fields are as follows:
ACCOUNT
id, name, address, city, prov, phone, contact, email, dateofsetup
CALLS
id, name, phone, contact, typeofcall, calloutcome, dateofcall
MEETINGS
id, name,address,contact,typeofmeeting,outcome,dateofm eeting
SALES
id,name,contact,datesold

I would like to create a fifth tab which would have buttons on it. The
buttons would run reports based on the data held within each worksheet/field.

For example I might have a button called 'weekly report'. I would want this
button to pull a report that would show me the totals of how many calls were
made, meetings held and sales made. I would want the result of this query to
be printable.

If anyone could PLEASE PLEASE PLEASE point me in the right direction on how
to setup this kind of reporting automation it would GREATLY be appreciated.

Thank you in advance for you help, support time and consideration.


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