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CER CER is offline
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Default How to populate a template for each customer

I posted this in general discussion first, but thought maybe it's better
suited here.

I have a template and need to populate certain fields with each customer's
data, then save it as the customer's name, in a certain folder. What I've
been doing is copying and pasting the each customer's data into a separate
sheet in the workbook template, which has fields mapped to the data in that
sheet. The data is just one row for each customer.

Is there code to filter by customer, and save the data to the template
sheet2 and save it as the customer's name, then reopen the template and do
for cutomer 2, etc.

Any help is appreciated.

Thanks

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Default How to populate a template for each customer

If you use a sheet (called mySheet) within your model to paste your data then

Sheets("mySheet").Copy

This will create a new book with the data from your master model.

Remeber to make the data values, otherwise any calculations that refer to
sheets in the original file will manifest themselves as file links in the new
file.


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"CER" wrote:

I posted this in general discussion first, but thought maybe it's better
suited here.

I have a template and need to populate certain fields with each customer's
data, then save it as the customer's name, in a certain folder. What I've
been doing is copying and pasting the each customer's data into a separate
sheet in the workbook template, which has fields mapped to the data in that
sheet. The data is just one row for each customer.

Is there code to filter by customer, and save the data to the template
sheet2 and save it as the customer's name, then reopen the template and do
for cutomer 2, etc.

Any help is appreciated.

Thanks

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