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IlkaAntonie
 
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Default How to create several lists


Hi,

I want to make myself a little project manager. I have three major
clients. Each sends me assignments. On the first "Overview" worksheet,
I'd like to enter these projects row by row as they come in. Then there
should be three additional worksheets, one for each client. The
assignments automatically appear in the appropriate worksheet for the
respective client, row by row.

I know how references work, but I don't know:

a) What do I have to tell Excel so it knows which client worksheet to
write the assignment into?

b) What do I have to tell Excell so it writes the assignment into the
first empty line in the client worksheet?

Thanks.

Ilka


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Debra Dalgleish
 
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Default How to create several lists

Instead of separate sheets, you could keep all the data on the master
sheet, then use an AutoFilter and pivot table to display individual
clients or their totals.

However, you could use programming to create client sheets. There's a
sample workbook on my web site, 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'


IlkaAntonie wrote:
Hi,

I want to make myself a little project manager. I have three major
clients. Each sends me assignments. On the first "Overview" worksheet,
I'd like to enter these projects row by row as they come in. Then there
should be three additional worksheets, one for each client. The
assignments automatically appear in the appropriate worksheet for the
respective client, row by row.

I know how references work, but I don't know:

a) What do I have to tell Excel so it knows which client worksheet to
write the assignment into?

b) What do I have to tell Excell so it writes the assignment into the
first empty line in the client worksheet?

Thanks.

Ilka




--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html

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IlkaAntonie
 
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Default How to create several lists


Hi Debra,

Thanks for the info. I opted for your AutoFilter and pivot table
suggestion and they do everything I need. It works like a charm.

Thanks for your help.

Ilka


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Debra Dalgleish
 
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Default How to create several lists

You're welcome, and thanks for letting me know which solution you
decided to use.

IlkaAntonie wrote:
Hi Debra,

Thanks for the info. I opted for your AutoFilter and pivot table
suggestion and they do everything I need. It works like a charm.

Thanks for your help.

Ilka




--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html

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