Produce Summary Workbook Sheet With Data From Multiple Workbooks
Mar 26, 2013
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?
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Nov 14, 2008
A) Is this even possible to do in Excel? I've seen similar ideas in foums, Excel help, etc., but they are all limited to worksheets within a single workbook.
B) My front half logic will work if I can do the back half. But if that's not possible, is there another way to accomplish this?
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Jun 11, 2014
I am attempting to write code for a macro that can cycle through about 30 excel workbooks and merge the data. getting the raw data on one sheet is not a problem, but I also need to sort similar data into corresponding columns while merging such that all data from the workbooks with a certain column heading will be in a single column with a single heading on the summary sheet. The problem is that the column headings on the source workbooks are not always standardized, i.e. "F high", "high F". Each sheet has several columns that look like the one below, with a header at the top and a series of numbers. (please ignore the dashes, I just used them to line up the columns in this post, in excel each value is in a different cell)
F Low---F High---V Low
721-----999---804
721-----999---0
721-----999---0
711-----720---786
711-----720---713
My vba skills are very basic, so I have been approaching this problem with a mountain of if..else and InStr commands, which doesn't seem like the best method and isn't working.
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Mar 16, 2008
I have about 20 workbooks with different file names for different projects all saved in the same folder. Each workbook has about 10 worksheets and each worksheet is named in a similar fashion in each of the 20 workbooks (eg. revenue, cost, variance etc.). I want to pull out a worksheet named ' forecast' from each workbook into a master workbook so that the master workbook would contain the 20 forecast worksheets.
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Jul 29, 2014
Is it possible to create a summary sheet that includes all the data from many sheets (in 1 workbook)?
I have a workbook with several sheets of data that I need to have combined into 1 sheet that adds all parts and adds the quantities.
Example:
Sheet 1:
201632130-10332EABRACKET ASSY,TOE KICK LIGHT
201632130-5011EASCREEN
201632130-50332EABRACKET
Sheet 2:
201632117-5092EASPLICE ANGLE
201632120-1034EASUPPORT ASSY.
201632121-5130EAFORMED PANEL
201632130-10332EABRACKET ASSY,TOE KICK LIGHT
Sheet 3:
201632112-5011EAHINGE
201632112-5032EASUPPORT
201632117-5092EASPLICE ANGLE
Notice how there are a couple parts that occur in more than 1 sheet. Can a summary sheet combine all those parts into one master list and total the quantities for each part?
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Aug 14, 2009
I have a set of workbooks, with multiple sheets within each which I receive each month from field units. The formats are identical.
What I want to do is to extract data from one column on one specific sheet within each workbook to a summary sheet on a new workbook. In the snapshot below, I would like to collect data from the "Actual" column (in yellow) and then paste it on a summary sheet.
Monthly reportingEntity 13. Risk reportingJanuaryMarket Risks - LoansJanuaryTargetActualVarNumber of competitors 110%Market share 1%1%0%Ranking in market 110%Concentration of portfolio – region-wise (number)1%1%0%Concentration of portfolio – region-wise (value)1%1%0%Market growth rate 1%1%0%Inflation rate 1%1%0%
This would appear in a new summary worksheet as below: (the cell labelled "Entity 1" would then appear as the column header in the summary sheet.)
Monthly reporting - summary sheet3. Risk reportingTarget rangeEntity 1Entity 2Entity 3Market Risks - LoansActualActualActualNumber of competitors 1Market share 1%Ranking in market 1Concentration of portfolio – region-wise (number)1%Concentration of portfolio – region-wise (value)1%Market growth rate 1%Inflation rate 1%
The steps I imagine are:
1. Open all workbooks in a specified folder (folder name upon prompt)
2. Search each workbook for a sheet titled "Risk Reporting"
3. Copy the specified cell (for the column header) and the specified column into a new sheet in a new workbook
4. Move on to fill up the next column, and so on ...
Also is there a way to order the copying so that the columns always line up in a specified order? (e.g. Entity 1, followed by 2, followed by 3 ...). One way I guess is to fix the column headers in my summary sheet, and then fetch the data from the corresponding worksheet, by matching the names.
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Jun 14, 2007
I have 2 Excel templates using lookups to create customer quotations. When complete a macro is run which strips out formulas and links to data.
I would like to record certain data from the finished workbook in another workbook on the server e.g. quote number, date, customer, total value, follow up date.
Is it possible to include another macro that records data in certain named cells to a separate workbook when the file is saved?
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Aug 13, 2014
I'm trying to set up an excel that will allow me to gather data from multiple workbooks and get it into one master worksheet. All of the worksheets are formatted the same way (See below)
Employee Last Name
Employee First Name
Employee Position
Employee Series Number
Departing City
Departing State
Attended Pilot Training?
We don't have the data yet so the idea is to paste this information into their perspective worksheets and then have them automatically populate into the master tab.
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Nov 10, 2009
I do environmental testing for multiple hospitals and surgery centers. I've created a master workbook in excel 2007 that includes about 7 sheets. Each sheet is for account info, testing areas, billing, and reports. In the testing areas sheet, I've used a formula to compute in column F a return date for each row based on when the area in that row was tested AND based on that area's yearly schedule (quarterly, semi-annually or annually). The date tested info is in column E of each row and the yearly schedule is in column H of each row.
Every client has their own workbook created from the master workbook template. I would like to export the return dates data in column F of each workbook into a single workbook that would tell me what testing I have to do for each client in any given month so I don't have to go to each workbook and make a list manually. So, not only the date would have to show, but also all the other info in that row (acct number, location, charge, etc). BTW, the data in this testing areas sheet I want info from is not in a "table"...just in cells.
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Aug 2, 2013
I have three source workbooks that needed to be consolidated into a master workbook pasting the data with values & formatting.
The Master workbook also contains 6 additional worksheets that link to the data pulled in from the source files.
My question is how do I write the code so the source files populate the master in a specific order.
For example, the 3 source files are named "Central" "NED" and "WEST" and I need them to populate the master workbook in that order.
This is the code I am using to consolidate the data:
Option Explicit
Sub ConsolidateSheetsFromWorkbooks()
'Author: Jennifer Starr
'Date: 7/12/2013
'Summary: Open all files in a folder and merge data (stacked) on all
[Code] .....
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Mar 18, 2014
I have a TEMPLATE workbook that has 106 cells (all in the same worksheet) that need to have data input in them.
I have a separate DATA workbook with 3,000 rows of data, each row has 106 columns that correspond to the cells in the TEMPLATE workbook.
I need to create 3,000 new workbooks that are populated with the data from the DATA workbook.
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Apr 9, 2014
I am trying to combine several workbooks containing data in multiple sheets into a master workbook. All the workbooks have the same number of worksheets. I would like to combine all data in Sheet1 into a new Sheet1, all data from Sheet2 into a new Sheet2, etc.
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Jun 10, 2014
I have a folder which contains multiple 'Customer' workbooks (example attachment 'Customer_001'). Each workbook has a filename unique to the customer (Customer_001, Customer_002, Customer_117 etc). The workbooks contain a single sheet with customer information and answers to questions. These 'Customer' workbooks are automatically saved into a folder once the customer completes a Userform and clicks 'save'. Potentially, there could be 100's of customers' workbooks saved in the folder, each with their own unique filename.
I also have a 'Master' sheet saved in a different folder (example attachment 'Master'). The 'Master' workbook has multiple sheets named 'Department 1' and 'Department 2'. The purpose of the master sheet is to consolidate all information from the individual customers' workbooks.
Specifically, I would like a command button on the 'Master' workbook to execute the following tasks...
1. Copy the data from range A3:F3 from each of the 'Customer' workbooks held in the folder.
2. Paste the data into the next blank row on the 'Department 1' sheet in the 'Master' workbook.
3. Copy the data from range A7:F7 from each of the 'Customer' workbooks held in the folder.
4. Paste the data into the next blank row on the 'Department 2' sheet in the 'Master' workbook.
5. Save the 'Master' workbook.
6. Delete all 'Customer' workbooks in the folder.
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Jul 9, 2012
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.
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Aug 4, 2012
I have 17 workbooks which contain similar data and formatting. The only variance is the number of rows of data in each. I want to write a macro in the Master worksheet that will accomplish the following
1. Create a worksheet name in the master workbook with the same name as the workbook that it's pulling data from.
2. Copy over the column headings from columns A:P to the newly created worksheet on the master workbook
3. Copy over all rows that contain the word "down" under column D titled Operational status
The naming convention for the master workbook will be titled "All Switches". The naming convention for the worksheets containing the data are titled Port_Map_on_tiegcsw01, Port_Map_on_tiegcsw02, Port_Map_on_nypgcsw01. There are other names , but I can reference the code an update accordingly.
I found some searches on the forum for creating a macro to copy data between workbooks, but not quite sure how to write the macro for the three functions.
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May 28, 2014
I am trying to automatically transfer data from nonadjacent cells (C1, B5,B10,B16,B22,B28) from multiple workbooks in a masterworkbook folder from A2:F2. I am a novice at VBA. I am not able to copy as Range("C1,B5,B10,B16,B22,B28") and the way it currently is coded only the last copied range (B28) is pasted to the master workbook. The data pastes to A2 in the master workbook instead of F2 where I want it. I need copying the cells from the workbooks into row 2 in the master bookbook. Here is what I currently have:
Sub LoopThroughDirectory()
Dim MyFile As String
Dim erow
MyFile = Dir("C:ToolFolderWorkObjectives")
[Code].....
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Oct 6, 2008
I'm trying to produce a spreadsheet for tracking pupil's progress through a year at school (Targets/Predictions etc) but am having some problems with creating a summary of data gathered for each pupil. I have attached the file for your perusal; On the data entry sheet staff will fill in the appropriate data, and on the summary sheet I am looking to generate summaries for each pupil (I have set up how I want it to look). This may sound easy, (and probably is); the issue is that there are around 30 subjects in total, but pupils will only have be doing 5 of them, I need the summary sheet to show the information for subjects they are taking only (It should come up with the subject name under the headings subject1/2 etc and the appropriate grades to go with them, missing the blanks out. Obviously I could do this by cutting and pasting for each pupil...But there will be almost 2000 pupils in the list!!!
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Aug 3, 2009
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.
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Apr 16, 2014
I have created timesheets for employees that work in our shop. Our company manufactures products for different industries, such as mining, wind power generation, general industrial applications, and so forth. I modified some time sheet templates I found for excel to accommodate our company's actions. Each employee has their own workbook, in which the months are separated into different worksheets. Each sheet is divided further into weeks and in each weekly section the areas of information are divided as follows:
A / B / C / D / E / F / G / H / I / J / K / L / M
Work Sector / Workshop or Fieldservice / Scope of Work / Job # / Reg or OT / Mon / Tue / Wed / Thu / Fri / Sat / Sun / Total
There are 7 workbooks (one for each employee), each with 12 sheets (one for each month). I want to create a master sheet that will pull information from everyone's timesheet if they worked on a particular job. In other words, I would like to type a job number into a cell, then have excel look through everyone's timesheets and pull over only the rows of information that contain that job number
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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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Nov 12, 2007
I have a summary sheet which shows a range of information to give a full overview of the main information from individual feature forms.
At present, the manager is manually linking the cells from this sheet from the individual feature sheets with the normal =A1 kind of formula.
Is there an easier way to do this?
The solution would need to insert a new row each time in the summary sheet and pull out about five key bits of information from the feature sheet.
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Oct 25, 2012
I am trying to produce numerous workbooks based on a filtered name. I will attach a sample spreadsheet that has the data.
On the sheet we have engineer names. I basically want to filter them (not difficult with a macro) but then to copy the results to a new spreadsheet and save the workbook as the engineers name (ie J. Bloggs has 5 jobs so they are filtered and the results are dumped into a new workbook and then saved as J. Bloggs.xls). This will happen for all engineers.
I have though about doing it as a macro and I think that would give me the end result but we have around 20 engineers and these can sometimes go up and down. Is there anyway to do this automatically?
Test Cost report 1.xls
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Apr 3, 2013
My problem is automating a process that takes information from a single column with a range of D7:D77 in 22 spreadsheets and places this information in a summary spreadsheet as rows corresponding to the names of each spreadsheet. This is within the same workbook.
For example say spreadsheet A1 has a column from D7:D77 I would like this information in a summary spreadsheet with the row titled A1 and D1:D77 transposed. This would then be repeated for the remaining spreadsheets
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Mar 4, 2014
My boss requires me to prepare forms for vouchers that we release to our suppliers.
I encode the details manually to excel with his prescribed format. each voucher are encoded on separate sheets on one file.
Now he requires me to prepare a summary for all the voucher forms which is now becoming a pain since i now hold 50+ suppliers. and each day i encode about 120 vouchers.
I found through this forum that there is a way to automate tasks on excel like preparing a summary sheet.
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Feb 2, 2005
I want to create a summary sheet that will lookup a particular cells value on
multiple sheets (averaging 58 sheets) in a workbook (e.g. $J$19) based upon a
cell next to it ($I$19) that will match the criteria on the summary sheet
(e.g. w1, w2, w3).
I have tried VLOOKAllSheets but when there are other similar workbooks open,
it doesn't work right.
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Jan 30, 2014
I have one workbook with 6 worksheets, each sheet has a table with the same headings, different data, each sheet is named south, east,erie central south & west, how can i pull them all into one summary sheet? and have it constantly update? using the = and referencing each sheet won't work as they will grow and overlap each other?
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May 6, 2009
I am trying to create a summary sheet that automatically gets information from files in a folder.
Lets say I have two folders - Data and Summary. Data folder has many files. Files are added regularly. The files are named in systematic way in following format:
[Unit Number][Type][Job Number]
Exampleas of Unit Number: 75845, JBKU238547-6, T-546
Types: ae, hydro, noret, refurb
Examples of Job Number: 96789, 96780, 95847
The example of a filename will be like this: T-546refurb96780. Each file has a field called test date and up to 13 rows of information in tabular format.
Now, in my Summary file in folder Summary, I would like to automatically get values from all the files that are in the folder Data. If a file is added in the Data folder, the Summary file should automatically know that. The summary has to be sorted based on the test date.
I would like to assign 13 rows for each unit.
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Jan 26, 2009
I need to create a macro that will scan a spreadsheet for the number of sheets and then pull data from the same places on each sheet in order to create a summary sheet. Let me try to explain a little better.
The spreadsheet I'm working with has a separate sheet for each new deal our company makes. Each of these sheets is in the same format - we use a template and fill in the data based on that whenever a new deal emerges. The sheets contain basic info about the deal in the first few rows and columns, then some narratives with dates describing the progress of the deal, and then a list of issues and whether or not they have been resolved. The problem is, each of these sheets contains too much info for a quick, high-level overview with the bosses so they've asked me to create something that will pull the basic info, the most recent narrative, and any unresolved issues from each sheet. This way, each time there's an overview scheduled with the bosses, the macro can be run and it will create a new sheet with data from each sheet in the workbook.
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Jan 15, 2014
I am building a model for consolidating a number of different companies (possible as many as 30). I have a worksheet for each company and then a consolidated worksheet. I can create a consolidated spreadsheet that just adds all the sheets up but I would like to be able to include or not include a sheet in the consolidate worksheet through a simple yes or no cell. I saw someone do this a few years ago with a mining company where each mine had its own page and you could activate / deactivate the mine for the consolidated (but the mine page itself would be unaffected) but I can't remember how they did it.
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Oct 6, 2009
I have a workbook that tracks pollutant emissions. The workbook could end up having up to 180 worksheets, one for each pollutant and the emission total. I have VBA to create a new sheet for each pollutant (attached) using a hidden template sheet.
The summary sheet in position 1 needs to list each pollutant worksheet on a new row, and the same 4 cells from each worksheet (id, name, value, value). I have been typing out the cell references in the summary sheet, and it gets boring [=Sheet!Cell id], [=Sheet!Cell name], etc.
Is there a way for me to copy those cells to the summary sheet when the new sheet is created?
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