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Generating a report list and statistic worksheet in Excel from other workbooks
 
Hello-

I am trying to put together a reporting function, and I have little
experience working with Excel programming. I have multiple workbooks
set aside for different users, who update the information in list
format on a daily basis. These are project lists, so they require
daily text and numerical input, and the length of the lists vary as the
projects close or open. I am trying to make a master workbook that
brings all of these lists together onto a single list. On this master
workbook is a worksheet that needs to update and add a row of
statistical data on a daily basis. Additionally, it would be nice to
add a macro button to these update worksheets, so when they are moved
from "open" to "close", the entire row is moved to a new worksheet
called "Closed Projects". How should I start on this?

Thanks


Dave Peterson

Generating a report list and statistic worksheet in Excel from otherworkbooks
 
First, I'd do my best to not separate the data. I'd keep it all in one sheet
and use Data|Filter|autofilter to see what I wanted.

You may be able to use Data|Form
for data entry.

If you need more, you may want to look at John Walkenbach's enhanced dataform:
http://j-walk.com/ss/dataform/index.htm
may be sufficient

And if you want to create your own, then Debra Dalgleish has a get started with
userforms:
http://contextures.com/xlUserForm01.html

And if you really want to move the rows to different sheets...

Maybe...

Debra'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

or

Update Sheets from Master -- uses an Advanced Filter to send data from
Master sheet to individual worksheets -- replaces old data with current.
AdvFilterCity.xls 55 kb

And Ron de Bruin's easyfilter.
http://www.rondebruin.nl/easyfilter.htm

wrote:

Hello-

I am trying to put together a reporting function, and I have little
experience working with Excel programming. I have multiple workbooks
set aside for different users, who update the information in list
format on a daily basis. These are project lists, so they require
daily text and numerical input, and the length of the lists vary as the
projects close or open. I am trying to make a master workbook that
brings all of these lists together onto a single list. On this master
workbook is a worksheet that needs to update and add a row of
statistical data on a daily basis. Additionally, it would be nice to
add a macro button to these update worksheets, so when they are moved
from "open" to "close", the entire row is moved to a new worksheet
called "Closed Projects". How should I start on this?

Thanks


--

Dave Peterson


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