How to create a copy of a master file, so each sales rep has their own sheet.

Hello,

I have a Master File with a lot of information in it that gets updated by my sales reps on a weekly basis. What I would like to do is create copies of this file so that each sales rep has one sheet/tab at the bottom. (Basically the exact same sheet x # of times and then just filter each one to a different rep).

All of the data will be always entered into the Master File, but for me to review a specific sales rep I would like to be able to have a sheet just for them.

Is there a way to copy the format of a spreadsheet but have the entire sheet reference to the Master sheet. Or is this something pivot table situation?

I know of a few ways to make this work but I don't think they are the best ways to do it. Any suggestions?

Could be done with a parameter query in Power Query. If you are able to provide a sample workbook (see yellow banner at top of this page), I will demonstrate.

With Power Query, I created a parameter (drop down for salesman). Then added the Data table to the PQ Editor and set the filter for the salesman to the parameter. To make it work, select your salesman in the drop down and then click on the refresh button.

Attached is the file for your review.

Power Query is a free AddIn for Excel 2010 and 2013, and is built-in functionality from Excel 2016 onwards (where it is referred to as "Get & Transform Data").

It is a powerful yet simple way of getting, changing and using data from a broad variety of sources, creating steps which may be easily repeated and refreshed. I strongly recommend learning how to use Power Query - it's among the most powerful functionalities of Excel.

- Follow this link to learn how to install Power Query in Excel 2010 / 2013.

- Follow this link for an introduction to Power Query functionality.

A good primer for this is "M is for (Data) Monkey" by Ken Puls and Miguel Escobar available at Amazon.

Thanks for the Rep