Create Workbooks & Worksheets For Each Group In Table
Jan 17, 2008
I have a workbook that contains one worksheet with data. This data has 7 columns and is a database metadata report.
The columns are as follows:
Table
Joined Tables
Column Name
Column Alias
Column Description
Column Data Type
Column Length
From this data, I am looking to have a script that automates the creation of a new workbook for each unique value in the Table column (i.e. tablename.xls) and saves them to my local drive. Each workbook then would have x number of worksheets named joined table 1, joined table 2, etc that relate to the name of the table in the original Table column. Finally, each worksheet will contain the related Column data for each Joined Table as mentioned above.
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May 25, 2008
I have a huge worksheet containing Blackberries expenses of my company divided by multiple sections. Each section follows the following pattern: Example:
Client 222-5555 MY COMPANY NAME LCC
International Calls
- Call to Bahamas on June - $50,00
Local Calls
- Call to NY on June - $ 30,00
Total Price - 80,00
I would like to select each row between client and total price and paste then on multiple sheets in order to create individual invoices. The selection must be based on the client number (for instance 222-5555) that is part of the cell value.
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May 13, 2014
I often have a table (sometimes formatted as a table, sometimes just data arranged like a table but not formatted as a table in Excel) where I'd like to create individual worksheets (eventually workbooks) based on the information in one of the columns. Take for instance the attached file. I'd like to create a macro to create worksheets (or preferably workbooks) based on data in the Region column. So workbook 1 would be something like North Region Sales 2014, and contain only the data for the North region. Workbook 2 would be something like South Region Sales 2014, and contain only the data for the South region, and so on. Sometimes I might need to create these based off the Region field, another time I might need to do it based off of the Salesperson.
Region Sales 2014.xlsx
To do this currently, I'd use the filter and unselect whichever data I want to keep and then delete all the remaining (visible) rows. When I unfilter, I'm only left with the data I want. This works, but it takes a long time when working with 50 or more "Regions" and large amounts of data.
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Jun 17, 2014
For example...
I have data for monday.. Tueday ..Wednesday as individual excel
All the excel have same column names and dynamic values.
Is there a way i can create one pivot with different excel as source
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May 4, 2014
I have 16 different workbooks for different regions of my company. Each workbook has one worksheet (sheet named each region name), and all workbooks are formatted same regarding column names. Ultimately, I would like to combine all workbooks into one summary workbook where I can build a pivot table and pull out various data. Do you think this method is the best way to do what I am trying to do? I am very novice when it comes to VBA. I have written the code below, however, it is not working.
Code:
Sub GetSheets()
Path = "C:UsersDanielleDesktopWorksheets"
Filename = Dir(Path & "*.xls")
Do While Filename ""
Workbooks.Open Filename:=Path & Filename, ReadOnly:=True
For Each Sheet In ActiveWorkbook.Sheets
Sheet.Copy After:=ThisWorkbook.Sheets(1)
Next Sheet
Workbooks(Filename).Close
Filename = Dir()
Loop
End Sub
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Mar 28, 2008
I'm trying to create a macro which will run through every salesperson in a list, and copy and paste their product and client data (from separate sheets) to a template sheet. The template sheet will then by copied to the Salesgroup workbook, and renamed to the salesperson's name. Then the macro should go back to the original workbook and do it all again for the next salesperson, putting them into the same workbook.
The problem I'm having is that the references to the Template worksheet seem to be being messed up by copying the template sheet to the new workbook, and it then ends up creating all the worksheets, but it stops taking the data from the data sheets, and ends up copying the previous worksheet and pasting that into the new copied template, which means that I get the template multiple times across the same sheet.
Sub SalesSheets()
Dim Salesbook As Workbook
Dim NewBook As Workbook
Dim SalesDataSheet As Worksheet
Dim ClientDataSheet As Worksheet
Dim SalespersonListSheet As Worksheet
Dim Template As Worksheet
Dim rRange As Range
Dim rCell As Range
Dim strText As String
Dim SalesGroup As String
Application.DisplayAlerts = False
Application. ScreenUpdating = False
Set Salesbook = Application.Workbooks("2008 Salesperson TEST.xls") 'change filename here
Set Template = Salesbook.Worksheets("Salesperson Template")
Set SalesDataSheet = Salesbook.Worksheets("SP product YoY")
Set ClientDataSheet = Salesbook.Worksheets("Client YoY")
Set SalespersonListSheet = Salesbook.Worksheets("Salesperson List")..........................
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Nov 12, 2009
I have date fields as column labels in a pivot table. When I try to group them I'm only given the option to group by integers and not by months, years etc.
I've had a look at the format settings of the column and they are formatted as date fields.
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Jun 26, 2014
I have 25 files with certain worksheets that I need to move to 25 other files.
Worksheet 1, 2, 3 and 4 in Workbook A needs to be moved to Workbook A-2014 Worksheet 1, 2, 3 and 4 in Workbook B needs to be moved to Workbook B-2014 Worksheet 1, 2, 3 and 4 in Workbook C needs to be moved to Workbook C-2014 etc....
Is there a way to do this with a macro? Preferably I would like to do this automaticly - i.e. runing the macro from a master file that
1. Opens Workbook A copies the worksheets
2. Open Workbook A-2014 paste the sheets
3. Save and close Workbook A-2014
4. Close workbook A without saving
then doing the same for Workbook B, etc.
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Jan 6, 2009
I'm currently doing a survey using an excel workbook that contains multiple questions across multiple worksheets using radio buttons linked to certain cells.
I have around 400 workbooks coming back to me, so what i want to do is take specific values from across many worksheets within each workbook and combine them into a large master table in a seperate workbook.
I've tried using VBA, but not being very proficient at it i've hit a brick wall with that, so i'm hoping that there is an easier way to do it than what i'm currently pursuing.
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Mar 31, 2009
I am using Excel 2007 with an extension from Adapx, Inc. of Seattle for electronic data capture and input.
I am trying to automate a process of inspecting and recording inspection data that has been collected and entered manually to this point. The data currently comes in as a variable quantity of 8.5 X 11 sheets. Some reports are 1 sheet; some are 7 or more sheets. In any case, the first sheet has all the ID information with some details and details of other samples are on subsequent sheets. When done manually, they are stapled together.
When done electronically, the report comes in as a series of worksheets. I describe the code I need as an electronic “staple” of a variable quantity of worksheets in Excel.
That is to say, I need to identify a group of worksheets as a single inspection report.
In order to make the plan work, I have the following idea. This is just my starting point. I am open to any ideas you care to share.
I need to have the current worksheet look at a specific cell in the previous work sheet.
If the value matches the value of the co-responding cell in the current work sheet, then copy the values of several specific cells into the current worksheet. This will repeat until the trigger value changes. It will increment by one. When it changes, I need to look at the next work sheet. If the trigger value matches the new trigger it will again copy the values from a specific set of cells of the current 'previous' worksheet into the then current work sheet. This sequence will repeat until there are no additional worksheets to process.
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Dec 14, 2004
In an Excel Workbook with multiple worksheets set up exactly the same way, is there a way to select all sheets and perform "group and Outline" functions. I find that when I select all sheets, the "group and outline functons are not functional.
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Aug 20, 2008
I Need the outline/group feature to work on a protected workbook with over 200 sheets, meaning a macro to cover the entire workbook not just a single sheet. This macro should travel with the workbook as it will be on many different peoples PC's
Private Sub Workbook_Open()
Dim cSheet As Integer
Dim tSheet As Worksheet
On Error Resume Next
cSheet = 1
Set tSheet = Worksheets(cSheet)
While Err.Number = 0
Call wbProtect(tSheet)
cSheet = cSheet + 1
Set tSheet = Worksheets(cSheet)
Wend
Err.Number = 0
End Sub..........................
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Jan 8, 2007
I would like to do is to sort only selected sheets. Can someone give me this additional code that can be incorporated in the code below. (If I just select the sheets I want sorted and run the code below, it sorts all worksheets irrespective of whether it is active or not).
Sub SortWorksheets()
Dim N As Integer
Dim M As Integer
Dim FirstWSToSort As Integer
Dim LastWSToSort As Integer
Dim SortDescending As Boolean
SortDescending = False
If ActiveWindow.SelectedSheets.Count = 1 Then
FirstWSToSort = 1
LastWSToSort = Worksheets.Count
Else
With ActiveWindow.SelectedSheets
For N = 2 To .Count ................
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Sep 13, 2012
I am using the developer tools and have created a set of radio buttons that work fine.
On the same worksheet and tab I have created a second set of radio buttons but all the radio buttons are grouped as the same set.
How do I define the second group as a second group?
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Apr 6, 2012
I have a column that has subcategories, and I would like to create a new column that would group those subcategories into categories.
Is there a formula that once it detects a certain word in the subcategory should give a certain category name that I choose?
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Oct 5, 2006
I have a sheet that I protect but i use the below code so that I can still use my gouping '+' or '-' symbols to hide/unhide rows.
ws.Protect Password:="PASSWORD", userinterfaceonly:=True
ws.EnableOutlining = True
This is ok but When close the workbook and reopen it, my sheet becomes fully protected and i cant use the group icons. Can anyone either suggest better code or a way to initilise the workbook to act in this way when it loads up. For Reference Below is my full
Sub ProtectAll()
Dim ws As Worksheet
sSheet = Control.Name
For Each ws In ThisWorkbook.Worksheets
Select Case ws.Name
Case sSheet1
Case Else
ws.Protect Password:="PASSWORD", userinterfaceonly:=True
ws.EnableOutlining = True
End Select
Next ws
End Sub
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Mar 20, 2014
I have data that is something like this:
Group Assets
1 200
1 300
2 150
3 50
1 500
3 100
I want to create a scattered plot charts based on the data above but I cant get it to work for some reason. I want to have the "Group" on the x-axis and the "Assets" on the y-axis. I don't want to combine the same group number (for example to have group 1 with total assets of 1000, I want to keep it as 200 300 and 500 because I want to show which group is more represented than other group.). I have tried sorting the data by group and also with out sorting but the data doesn't plot at all (everything looks clustered at the 0 level on the x-axis instead of the respective asset level.
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Mar 11, 2009
I have just inherited an Excel spreadhseet that displays job titles and what types of documents each one should be trained on. What I am trying to achieve is a formula, or something to that sort, that will look at each job individually and tell me only those documents that they need to be trained on and list it on a seperate sheet.
If you look at the attached document you will see that the first 2 columns contain a document number and description. Across the top you see each of our job descriptions. In the middle you see an X that indicates that person should be trained on that document.
So once more, I would like to take each Job Description (seperately) and list only the documents that have an "x" in their column on another sheet. I already have the sheets created, I just need to know if there is some kind of formula or macro that can do this for me.
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May 20, 2014
I am trying to develop a formula that will tell me whether an account has both Medicare and Medicaid or Medicaid HMO insurance. An account can have one or more lines, and one or more insurances. I manually completed the sample file in column 'D' (see attached) to come up with the desired output. The criteria is below:
-If the account has Medicare and Medicaid financial class, then it is a '5'.
-If the account has Medicare and Medicaid HMO financial class, then it is a '6'.
-Otherwise, it is a '0'.
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Apr 17, 2014
creating a Macro to automatically group rows that has no numerical value, for example:
1. 13.4
2. 0
3. 0
4. 33.3
5. 0
and so on...
So for this exercise I need excel to automatically group row 2, 3 5 with one click, and leave other rows with actual numbers visible on the sheet.
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May 7, 2014
why the Group Field option is not available in my Pivot Table. Other Pivot Tables in the same document, using data formatted the same way will let me format the data (the original data is in MM/DD/YY [h]:mm format). I have floored my data so that I can group by hour of the day, but it's not letting me do that.
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Aug 18, 2014
I have a column called Received Date (cell/column is format in dd-mm-yyyy that's found under 'Custom') which I make it into a pivot table, and GROUP it based on Year and Months.
Below is a look of it
-2012
Sep
Nov
-2013
Aug
Nov
-2014
Jan
Feb
Mar
Where the - sign is actually the expand of the year to see all the months in that particular year.
My question now is, how do I get the year from each of the month?
how do I get the "year" for the month of Nov in 2012 and 2013?
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May 1, 2007
I am challenged/very frustrated with my pivot table which will not group dates (returns an error message).
In reading other posted questions, I see that my problem is caused by empty date cells. Is there a way around this?
My spreadsheet will be used daily to input Invoice details - part of which is the date of invoice. If I were to select 'refresh data', this would not be pulling through any new data as it wouldn't be in the range. I had made my range A1:K1500 to incorporate future entries, but then I have empty date cells as to date there are only 200 entries.
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Jun 16, 2014
Not sure if this is possible but I have a sheet of data which is effectively a project plan. It has a list of resources, role and phase etc. I then have lots of rows which are w/c dates and under each "week" I have the amount of hours or days they work. So for each person I can record their hours etc.
I then need a Pivot which basically collates the data and displays each phase's total hours but month. There maybe multiple phases or and each person may appear in each phase
I've attached an example - Excel Problem.xlsx‎
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Dec 31, 2013
I am currently working with a pivot table someone else created. The data set has dates only, in the correct format. The slicer has the dates categorized by month and excludes the dates in which there was no data.
Here is my problem: I added a few new months of data. Everything is calculating just fine in the Pivot table. However, my slicer where I should be able to pick the month now has these months listed as all their individual dates. I want to put the December dates under "December" and so on. The data that was present before I loaded anything additional still has this feature.
How do I group these dates, to be able to them as months? By the way, the grouping function is grayed out.
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Nov 8, 2002
When I group information in a pivot table by date, and select quarters or years, it is of course based on a calendar year. Can this be done by fiscal years?? using an addin or something, where I set the start month of the custom fiscal year.
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Nov 28, 2012
My data has a field for "Donor Type." There are about 2 dozen types of and about half of them start with the letters CF. When I do a pivot table, instead of getting 2 dozen rows of data I'd like all the CF donors to be in the same row. Is there a way to do that without changing my data? Some sort of filter or grouping within the pivot table?
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May 21, 2014
I have a range of data over approx 300 rows. The first column contains dates.
I have created a pivot table and want to group the data by month. I have right clicked the table, grouped by months and selected the whole year as the date range.
For some strange reason the pivot table starts at 1/1/14 but ends at 21/2/14? It will not show the whole year.
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Aug 8, 2012
I have a stripped down data source for debugging purposes. I only have 4 rows of data for test purposes. The dates are formatted as dates.
When I create the pivot table the dates become my column values. When I select the first date in the pivot table the Group By Field menu option is grayed out. I tried setting a tabular format but didn't work.
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Sep 6, 2012
How to incorporate a calculated field for a sub group.
Here's what the data in the table looks like.
Competitive
Managed
ID
A
B
C
A
B
C
[Code] .....
I am looking to get 3 calculated fields onto the Right hand side that would essentially be the following Formula
=IF(L4"",IFERROR(D4/H4,"n/a"),"")
Thus,
1st Column
=IF(Competitive(A)"",IFERROR(Competitive(A)/Managed(A),"n/a"),"")
2nd Column
=IF(Competitive(B)"",IFERROR(Competitive(B)/Managed(B),"n/a"),"")
3rd Column
=IF(Competitive(C)"",IFERROR(Competitive(C)/Managed(C),"n/a"),"")
The other option would be how to set up conditional formatting to always take on the appearance of Column K of the pivot table. Thus, this calculated section would always appear as though a part of the pivot table and would adjust based on any pivot table items being expanded and collapsed.
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