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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 |
#2
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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 |
#3
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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 . |
#4
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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 |
#5
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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 . |
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