Directing data to new worksheets
 

I need to create an Excel spreadsheet from a table with
transactions from numerous offices. The table is sorted
first by office, then by transaction. Each office needs
to have a separate worksheet listing all of its
transactions. How can I tell Excel to switch to a new
worksheet when the office changes? Can Excel create the
names for the worksheets using the office codes, or do I
have to create all of the blank worksheets first?
Thanks

Directing data to new worksheets
 

There's a sample workbook here, that sends data to individual sheets
from a table on the master sheet

http://www.contextures.com/excelfiles.html#Filter
under the heading 'Update Sheets from Master'

And if you need to keep formulas intact:

http://www.contextures.com/excelfiles.html#Function
under the heading 'Extract Items with Formulas'

sallie wrote:
I need to create an Excel spreadsheet from a table with
transactions from numerous offices. The table is sorted
first by office, then by transaction. Each office needs
to have a separate worksheet listing all of its
transactions. How can I tell Excel to switch to a new
worksheet when the office changes? Can Excel create the
names for the worksheets using the office codes, or do I
have to create all of the blank worksheets first?
Thanks


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Directing data to new worksheets
 

I have used the example referenced noted below to "update
sheets from master", and have been almost successful in
getting this project figured out. I can get the macro to
create the Office worksheets, but I cannot get it to
populate it with the data from the transaction file. The
macro is pulling the office names from the transaction
file, but the rest of the data does not transfer to the
created worksheets.
One item in the example that I have a question on is the
tab for Global Mapping... I cannot see where that is
defined, or comes into play, although it shows the format
that all of the worksheets uses.

Thanks so much for the great help already.

-----Original Message-----
There's a sample workbook here, that sends data to
individual sheets
from a table on the master sheet

http://www.contextures.com/excelfiles.html#Filter
under the heading 'Update Sheets from Master'

And if you need to keep formulas intact:

http://www.contextures.com/excelfiles.html#Function
under the heading 'Extract Items with Formulas'

sallie wrote:
I need to create an Excel spreadsheet from a table
with
transactions from numerous offices. The table is
sorted
first by office, then by transaction. Each office
needs
to have a separate worksheet listing all of its
transactions. How can I tell Excel to switch to a new
worksheet when the office changes? Can Excel create
the
names for the worksheets using the office codes, or do
I
have to create all of the blank worksheets first?
Thanks


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

.

Directing data to new worksheets
 

Do you have a range named Database on the transaction sheet?
(InsertNameDefine)

In the sample file, Global Mapping is one of the cities on the Main
sheet. It's missing from the City list, and is added when the macro runs.

sallie wrote:
I have used the example referenced noted below to "update
sheets from master", and have been almost successful in
getting this project figured out. I can get the macro to
create the Office worksheets, but I cannot get it to
populate it with the data from the transaction file. The
macro is pulling the office names from the transaction
file, but the rest of the data does not transfer to the
created worksheets.
One item in the example that I have a question on is the
tab for Global Mapping... I cannot see where that is
defined, or comes into play, although it shows the format
that all of the worksheets uses.

Thanks so much for the great help already.


-----Original Message-----
There's a sample workbook here, that sends data to

individual sheets
from a table on the master sheet

http://www.contextures.com/excelfiles.html#Filter
under the heading 'Update Sheets from Master'

And if you need to keep formulas intact:

http://www.contextures.com/excelfiles.html#Function
under the heading 'Extract Items with Formulas'

sallie wrote:

I need to create an Excel spreadsheet from a table

with

transactions from numerous offices. The table is

sorted

first by office, then by transaction. Each office

needs

to have a separate worksheet listing all of its
transactions. How can I tell Excel to switch to a new
worksheet when the office changes? Can Excel create

the

names for the worksheets using the office codes, or do

I

have to create all of the blank worksheets first?
Thanks


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

.




--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Directing data to new worksheets
 

I did create the name "Database" and defined it according
to the example... on that name sheet, if I am in one of
the worksheets in the example, it shows the
name 'Extract', but when I try to create the similar item
in my worksheet, it doesn't end up looking the same...
cannot figure out how it is created, where it is used or
called.


-----Original Message-----
Do you have a range named Database on the transaction
sheet?
(InsertNameDefine)

In the sample file, Global Mapping is one of the cities
on the Main
sheet. It's missing from the City list, and is added
when the macro runs.

sallie wrote:
I have used the example referenced noted below
to "update
sheets from master", and have been almost successful
in
getting this project figured out. I can get the macro
to
create the Office worksheets, but I cannot get it to
populate it with the data from the transaction file.
The
macro is pulling the office names from the transaction
file, but the rest of the data does not transfer to
the
created worksheets.
One item in the example that I have a question on is
the
tab for Global Mapping... I cannot see where that is
defined, or comes into play, although it shows the
format
that all of the worksheets uses.

Thanks so much for the great help already.


-----Original Message-----
There's a sample workbook here, that sends data to

individual sheets
from a table on the master sheet

http://www.contextures.com/excelfiles.html#Filter
under the heading 'Update Sheets from Master'

And if you need to keep formulas intact:

http://www.contextures.com/excelfiles.html#Function
under the heading 'Extract Items with Formulas'

sallie wrote:

I need to create an Excel spreadsheet from a table

with

transactions from numerous offices. The table is

sorted

first by office, then by transaction. Each office

needs

to have a separate worksheet listing all of its
transactions. How can I tell Excel to switch to a
new
worksheet when the office changes? Can Excel create

the

names for the worksheets using the office codes, or
do

I

have to create all of the blank worksheets first?
Thanks


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

.




--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

.

Directing data to new worksheets
 

If you'd like me to take a look at it, you can email your file to me
(remove the capital letters from my email address)

wrote:
I did create the name "Database" and defined it according
to the example... on that name sheet, if I am in one of
the worksheets in the example, it shows the
name 'Extract', but when I try to create the similar item
in my worksheet, it doesn't end up looking the same...
cannot figure out how it is created, where it is used or
called.



-----Original Message-----
Do you have a range named Database on the transaction

sheet?

(InsertNameDefine)

In the sample file, Global Mapping is one of the cities

on the Main

sheet. It's missing from the City list, and is added

when the macro runs.

sallie wrote:

I have used the example referenced noted below

to "update

sheets from master", and have been almost successful

in

getting this project figured out. I can get the macro

to

create the Office worksheets, but I cannot get it to
populate it with the data from the transaction file.

The

macro is pulling the office names from the transaction
file, but the rest of the data does not transfer to

the

created worksheets.
One item in the example that I have a question on is

the

tab for Global Mapping... I cannot see where that is
defined, or comes into play, although it shows the

format

that all of the worksheets uses.

Thanks so much for the great help already.



-----Original Message-----
There's a sample workbook here, that sends data to

individual sheets
from a table on the master sheet


http://www.contextures.com/excelfiles.html#Filter
under the heading 'Update Sheets from Master'

And if you need to keep formulas intact:

http://www.contextures.com/excelfiles.html#Function
under the heading 'Extract Items with Formulas'

sallie wrote:


I need to create an Excel spreadsheet from a table

with


transactions from numerous offices. The table is

sorted


first by office, then by transaction. Each office

needs


to have a separate worksheet listing all of its
transactions. How can I tell Excel to switch to a

new

worksheet when the office changes? Can Excel create

the


names for the worksheets using the office codes, or

do

I


have to create all of the blank worksheets first?
Thanks


--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

.



--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

.




--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html