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)

Customer NameProduct Retail Price
ABC CompanyAVMPCR10
ABC CompanyAVMPCA15

[Code]....

I'm a bit of a novice with macros, but I know Excel pretty well.

Using Excel 2007 running on Windows Vista

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Excel 2007 :: Summing Column On Data Sheet Based On Multiple Criteria

Feb 23, 2012

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.

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Excel 2007 :: Data Connection Between Two Workbooks Locks Source Workbook When Refreshed

Feb 10, 2012

[URL]....

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

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Aug 25, 2009

I have a large spreadsheet which I need to split into individual workbooks by reference to a particular column.

Rather then doing this manually and splitting the data out one at a time - I would like a macro to do this for me.

I am a novice excel user.

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Excel 2007 :: Sum Data Based On Row And Column Variables

Sep 25, 2012

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.

"=SUMPRODUCT(1*('Sheet 2'!$A$9:$A$140='Sheet 1'!$C28)*('Sheet 2'!$E$9:$GA$9='Sheet 1'!E$27)*('Sheet 2'!$E$10:$GA$140))",

It gives me a #N/A result.

I have tried to attach a table of what I am trying to do.

Sheet 1
Choose Frequency
1
Annual

[Code]....

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Mar 8, 2013

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.

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Feb 24, 2014

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).

Windows("Raw Data.xls").Activate
ActiveWindow.DisplayWorkbookTabs = True
Sheets("Calls").Select
Range("C43").Select
Selection.Copy
Windows("Volume Tracking.xlsm").Activate
Sheets("Offline").Select
Range("AE33").Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False

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.........

Excel 2007

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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 .....................

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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) .

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Jan 17, 2012

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:

[IMG][/IMG]

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

and

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.

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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

[Code].....

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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;

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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.

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Code:
Sub Macro1()
For i = 1 To Application.WorksheetFunction.CountA(Worksheets("Worksheet").Range("A:A"))
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I have attached mock example of the individuals worksheet for your information.

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I'm using MS Excel 2007 in Windows 7.

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Code:
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Dim ws As Excel.Worksheet 'Object
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Dim i As Long

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[Code] ...........

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