Excel 2007 :: Split Sheet Into Workbooks Using Workbook Template Based On Data In Column A
Oct 5, 2011
I have a workbook that has a sheet called CustInvData, this sheet contains 4,421 rows of invoice transaction data for 178 customers starting on row 2 (headers on row 1). I need to split the transaction data for each customer out into a workbook template based on the customer name in column A. I need each workbook named by the customer name along with a month and year (example: Bellsouth-0911.xls), this should create 178 unique workbooks. And since we sometimes have to go back and rerun invoices for previous months, I'll need to control the month and year manually in the code.
The parsed data needs to be copied to a pre-formatted invoice template. This template has 2 sheets, Sheet1 is called 'Product Summary', this is a table that uses VLOOKUP functions to read the data in Sheet2 called 'Product Details', this is the sheet the parsed data needs to be copied to for each customer invoice. The 'Product Details' sheet has formatted rows 1 thru 11, row 11 being the header row for the data from CustInvData to be copied. So the parsed data needs to start at row 12.
Last, once the data has been copied into the 'Product Details' sheet, I need the data to be SubTotaled at each change in column J (Product) and use the 'Sum' function to add a Subtotal in column L (Retail Price) for each unique product category.
Example data below, I've simplified it (the actual data array spans from columns A to Y)
Excel 2007. I have an Excel file that contains a data dump from an external database file with numerous analytical sheets that perform calculations. Some of these calculations utilize the SUMIFs function that was introduced in Excel 2007. This function does an outstanding job of summing a column on the data sheet based on multiple criteria.
However, someone high up in management in my organization would like to "drill down" into the data behind the
SUMIFs formulas to get a quick snapshot of the lines in the database that roll into the SUMIFs formula. =SUMIFS(DataBase!E:E,Data!A:A,C7,DataBase!B:B,D7,DataBase!C:C,E7,DataBase!D:D,F7)
If I double click on a cell with the formula above, Excel takes me to the Database tab and selects Column E which is close, but not exactly what I need. What I really need is for Excel to only show the rows on the database sheet that make up the total in the SUMIFs formula and not the entire data dump from the database.
At present, we have to manually apply the autofilter on multiple columns to show the rows in column E that make up the total in the SUMIFs formula which is a tedious and time consuming task. Is there a way to force Excel to do this? Suggested custom database application or pivot tables, but we do not want to reinvent the wheel.
I have 4 workbooks, all of them contain data that is managed by other teams at my company. I need to take all of this data, organize, and concatenate it into one sheet for myself, that I will then reference in other workbooks to various OTHER departments in our company that need the data for certain projects. I have the organization laid out in a lot of very complex formulas so that most of this is automated, and not manual.
I need a solution that can pull data from the 4 workbooks without locking them for use, to allow me to keep my document open all the time, and they can update theirs at their leisure. Everything works fine, until I hit the refresh button. Once this is hit, all of the linked documents are locked and cannot be opened, even in "Read Only" mode. Once I close the master document, the files are free to be opened. I know a workaround for now is that i can not "refresh" the document, but rather close and re open it for changes.
Some steps I have already tried :
1. Create an intermediary file that no one uses, and can be locked all day without a problem. This doesn't work for me since the intermediary file needs to be open to refresh, which locks the original source doc, leaving me in the same place as before.
2.Modify the connection string to display "Mode=Read;" instead of "Mode=Share Deny Read"
3.Create a new connection with "Read" only selected in the Advanced Tab
I'm working on a workbook that will combine a cash flow report by category and also by date. The categories can change (which I think is the easiest part) but so also can the frequency of data. For instance, you choose how you want to see the data, monthly, quarterly, annually and this will change the Row that the data should be summarized based off of.
Examples: 1) Annual: Sheet 1: Row = Rental Revenue and Column = 2001. I want to pull from sheet 2 all of the Rows that are mapped to Rental Revenue and all of the Columns that are mapped to 2001. 2) Quarterly: same idea but by quarter. 3) Monthly: No issue, just a SUMIF.
In Sheet 2 I have added a mapping at the top of each column for the Quarter, Year or Month that should be included in the Sheet 1 heading Row.
I tried using a sumproduct on both row and column using the whole data set underlying, but this did not work.
I have a macro that opens all workbooks from one directory and runs a macro for each workbook to clean up the data. I cannot figure out how to take all those open workbooks and save them to another directory and close the workbook. Also, I do not want the macro workbook (xlsm) to save. I only want it to close. I am working in 2007 Excel.
Trying to manipulate a macro I recorded to be slightly more dynamic with some VBA code. The macro has saved me a lot of time however each month I have to re-do it due to the date changing and I'm sure there must be an easy way to adapt the below code.
Current Code (it repeats afterwards as there are lots and lots of sheets I need to perform the action on).
What I'm after is a way to alter the range highlighted based upon matching a cell in "Raw Data.xls' and a cell in "Volume Tracking.xlsm".
The cell A43 in "Raw Data.xls" contains a month (which changes every month); if the month is Jan then I would want the Range to remain as AE33. If it's Feb then I would want the Range to be AF33 (and so on).
In "Volume Tracking.xlsm" I have the months in cells AE4 (Jan), AE5 (Feb) etc.
Is there a way to locate the column in "Volume Tracking.xlsm" on row 4 that contains the value found in A43 in "Raw Data.xls" and then paste what was copied out of "Raw Data.xls" C43 and paste it in to row 33 of the correct column that holds the matching month?
If not could I add code to say if cell A43 in "Raw Data.xls" = Jan then paste to AE33, if Feb then paste to AF33 and so on.........
I currently have a large spreadsheet that multiple people fill out. Each person fills out all the information in a row. At the end of the row, I would like a button that says "Generate Form" so that when clicked, a new sheet automatically opens with a template form that I created and is already filled out with the information that was just inputted into the spreadsheet. Also, there are four different template forms that could generate. For example, there are forms A, B, C and D. If the user inputs "B" into the first column of the row, then when he goes to click "Generate Form", a new sheet is created with all the information filled out in Form B.
I'd like to split up the rows in a worksheet based on the values in one of the columns. Also, I'd like the sheets to be named after the values in the column. I have attached example excel sheets to explain this better. I think the vlookup and Sheets.Add and ActiveSheet.Name formulas can be used but I'm not quite sure how to put them together. The actual data has about 20 columns and about 500 rows.
I'm attempting to take a Workbook that contains 1000 Worksheets and split it into 2 separate WB's of 500 WS's each ... basically half it. This could also apply to a WB that contains less than 1000 WS's, but it is highly unlikely it will ever contain more than 1000 WS's.
I'd like each new WB created to be saved in the original path with the original filename followed by a "1", "2", "3" or "a", "b", "c", etc. For example: Original Filename = ImpactAnalysis.xls New Filename 1 = ImpactAnalysis (1).xls or ImpactAnalysis (a).xls New Filename 2 = ImpactAnalysis (2).xls or ImpactAnalysis (b).xls
I've located 2 modules in the forum that are a good start, but each creates a separate WB for each WS, which is a bit cumbersome with up to 1000 WS's in the original WB.
Sub splittest() Dim sht As Worksheet Dim w As Worksheet Application. ScreenUpdating = False Application.DisplayAlerts = False For Each sht In Worksheets Set neww = Workbooks.Add sht.Copy neww.Worksheets(1) With neww .....................
I am trying to create a workbook in which each person gets a seperate sheet.There are common cells in each sheet like name addrss,phone number, etc (about 10 such cells) and there are other cells which will be unique to each person like hyperlinks to letters I have sent to that particular person.
The tab will be named using that person's surname. (I use "find" on the surname and i can locate the particular worksheet).I can add the unique ones as and when needed in each particular sheet, but what i would like to do is to create the first sheet containing all the necessary common cells with a blank cell next to it and then (maybe run a macro?) to create multiple sheets all containing the same info so that with each sheet I only have to fill in the blanks (name,address,age,etc) .
At the moment I am using "copy sheet" each time using an unfilled template sheet and it is a pain.
I am looking for macro where it can generate multiple workbooks with a single worksheet data source. I have this worksheet with data which is look like this:
This data will be places in 1 workbook for each of line with given file name as page number above those workbooks generated will have same information for each line but at different cell position such as: take this example at line 3
Microsoft Excel 2007 Window 7Pro 64bit
This line could be up to 50 lines of data. I try google search but found most about consolidate multiple workbooks to single worksheet. I do have VBA reference that I refer to from [URL] ......
How to put the information from the worksheet into specific position in the workbooks.
I have 30 xlsx files in a folder and I want the first sheet of all that files to be merged to a new workbook. The thing is I don't want the macro to copy paste the value in to the same sheet of the new master sheet like Ron's excel merge tool does. I want a macro to create new 30 sheets on the master file and copy the data from source files. And I want the newly added sheets to be renamed as the source file name. This works well except the sheet renaming thing.
Sub Merge2MultiSheets() Dim wbDst As Workbook Dim wbSrc As Workbook
I have seen this function Quickly split data into multiple worksheets based on selected column in Excel when searching for a solution. I would very much like to use VBA to filter data and open up new files in a similar way.
I have a file that has an original file format .xls
I saved as .xlsx (I am using Excel 2007) with a different name so I could make changes to the new file without changing the original.
That turn off compatibility mode.... but it is still "shared". While it is shared I cannot delete a sheet. In fact, I really don't even want it to be shared. If the file is open, and someone else opens it, I want it to open as "read only". I cannot uncheck the "Allow changes by more than one user at the same time. This also allows workbook merging." checkbox because it is greyed out.
The easiest way I can describe the scenario I am trying to create, is to use a company list of personnel (my index) and to generate a time-sheet workbook per person based on a pre-populated template. This time-sheet is saved as the persons name and has the persons name entered into cell D:10
I have a workbook which contains two worksheets;
1) An Index sheet which contains a list of names that I wish to use in Q16 downwards (note the length of this list will vary each time I run this)
2) A "template" sheet which I wish to duplicate in new workbooks
3) A second "data" sheet that I wish to copy across in new workbooks
I need a macro that will take the "template" and "data" sheets and copy it into a new workbook, renaming each new workbook to each name in my Index sheet. I also want that same Name to be copied into cell reference D:10 of the "template" each time.
The end result is that I should have a series of new files generated and saved which are named the same as the Index list, with both the "Template" sheet and the "Data" sheet present, with the cell D:10 pre-populated with the Name provided in the "Template" sheet.
Using Excel 2007. When I put password protection on the template, the template child doc also gets the same password protection. I want to prevent tampering on the template, but I want the child doc to be fully editable for the end user. After all, isn't that the purpose of a template? I just don't want anyone to be able to edit the template itself, which also seems like the purpose of a template. Am I missing something about not seeing how to configure this obvious functionality?
spliting of main data By column criterias which start from column E1:L1 something like Pivot Table in new worksheet, but based on formula functions.Each worksheets have to based in one of this column D1:K1 headings. That also have to rapidly change with main data table.
I am looking to split data in a worksheet into separate sheets based on Column C which contains Either Babycare or Homecare or Industrial or Professional. Eventually there maybe more names. If possible I would also like to name each sheet.
I need to split this data based on column B = type of fruit e.g. Apple, Banana, Orange etc into different worksheets - e.g named banana with only banana related info. but still need to keep the same level of formating - colours etc.
(Excel 2007), I have a template that I need duplicated for every reference. My Worksheet lists all the references and the macro use to duplicate a worksheet for every reference in the worksheet. The problem is when duplicating now, it duplicates the name of the template. For example, when the macro is ran sheet1= Template(1), sheet2= Template(2) ect.
Here's the code- I think it has something to do with the named ranges
Code: Sub Macro1() For i = 1 To Application.WorksheetFunction.CountA(Worksheets("Worksheet").Range("A:A")) Sheets("Template").Select Sheets("Template").Copy After:=Sheets(Sheets.Count) Sheets(Sheets.Count).Name = Worksheets("Worksheet").Cells(i, 1).Text Next i End Sub
I have created a template workbook for individuals who work on different sites. The spreadsheets used by each individual have the same headers. The sheets all sit in the same folder in dropbox.
I am wanting to produce a summary workbook within the dropbox folder that automatically populates when an individual updates their workbook.
I have attached mock example of the individuals worksheet for your information.
The questions that I have are as follows:
1. Is it better within an individuals workbook that they record their activity all on one sheet as opposed to having a spreadsheet per months activity? It seems tidier to have a sheet per month but does this make it more difficult to produce a summary workbook?
2. The individual is required to record a patients individual drugs on separate lines but they need to record a unique identifier, age, *** and month worked. Do they need to record all this for each line of drug or is there an easier way?
3. How should the summary sheet be produced - pivot table or sheet with formulas linked to the individuals workbooks?
Autofill column B with sequential values based on whether value in column A changes its value.
I would like to autofill column 'B' with sequential values (i.e. GenoMap1, Genomap2, Genomap3,... GenoMap10, GenoMap11, GenoMap12,... GenoMap104, GenoMap105, etc...), but changing to the sequential GenoMap# only when the value in column A changes.
Automating Excel from Access, I'm attempting to generate a single sheet workbook and save to a Sharepoint site. This process works fine on my machine (XL2007, XP), but on a coworkers computer (XL2003, XP), the code throws a 1004 error on the save as line. However, the really odd thing is that stepping through the code doesn't throw an error on the coworkers machine.
Here's the sub being ran; the line it errors out on is the first branch in the .saveas block.
I need to import the data from a specific sheet (same named sheet on all closed workbooks) to a sheet in an open workbook. All the columns are identical in every workbook but the number of rows is variable, so the data from each subsequent workbook must be appended to the end of the current data.
Whenever a button is pressed, this macro will clear the sheet, then import the data starting in A3. The workbooks are in different folders but they all have the same name, so some sort of explorer window will probably be needed to actually select each file.
I am trying to get excel to search a workbook/(or worksheet if easier) for a matching unique value and fill in its associated data. My first workbook has the SKU (A) filled in but not the UPC (B). My second workbook has both the SKU (A) and the matching UPC (C) filled in.
I need to take both workbooks/(worksheets), compare the SKUs, and if a matching SKU is found, extract the UPC from Workbook 2 and fill in the UPC field in Workbook 1, and if no UPC is present in Workbook 2, then it leaves the cell in Workbook 1 blank.
I got a master format in xl2010 to collect data, which is being circulated between my team. members fill in their respective data n mail back the file with their name attached to file name. i want to creat a macro which can copy the data from every members file to master file.