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Update master file columns with columns from slave files

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  1. #1
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    08-09-2012
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    KL, Malaysia
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    Excel 2003
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    Update master file columns with columns from slave files

    I'm new here and my current work scope requires a lot of Excel data manipulations using VBA / macros. I have a situation here:

    1. I have a master file (Leads.xls) that contains sales leads. Everyday new sales leads will be assigned with salesperson (column G - PFM) and appended to the existing leads.
    2. Once assigned, leads will be parsed into individual worksheets using a macro (‘Parse Data’ button).
    3. After successful parsing, individual workbooks will be created based on the individual worksheets (Kelvin.xls, Evelyn.xls and Bob.xls) by running a macro (‘Create Excel’ button).
    4. Each salesperson will have their own workbooks and will work on making sales. At the end of the day, salesperson will fill in column H – O (1st Attempt – Drop Case).

    My predicament now is to match back each salesperson data in individual workbooks with master file workbook and update their respective H – O columns into the master file. I have gone through this and other forums for ideas but the closest would be

    http://www.excelforum.com/excel-gene...ple-files.html

    but there is a setback of implementing the plugin – my network hinders me from downloading and installing unknown plugins into our computers. My ideas would be:

    a. Put all individual files into a folder for easy referencing purposes.
    b. Run vlookup for each column (in master file) that require updates.
    c. Similar to ‘Parse Data’ and ‘Create Excel’ buttons, a button will be created with a macro to populate the respective columns in master file from individual workbooks.

    Appreciate if you guys could help me with this.
    Attached Files Attached Files
    Last edited by underskinned; 08-13-2012 at 04:03 AM.

  2. #2
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    Harpers Ferry, WV
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    Re: Update master file columns with columns from slave files

    If you wanted to do it as suggested in the other thread, you can probably just use the normal vlookup with a bit more work to create the file name. But, this would only update those cells and if that file (Kelvin.xls for example) were deleted, the data would be gone.

    Guessing you're looking for something more permanent as in copying the data from columns H through O from Kelvin.xls to Leads.xls in the proper row.

    Haven't looked at it a lot but one thing I'd suggest given this would probably get to be pretty long is to create a LeadID which is unique for each lead. Then, it should be fairly easy to open up Kelvin.xls and step through his rows looking for the LeadID in the Leads and copying the data - as you said, similar to the Parse Data.
    Old Programmers Never Die ... They Just Lose Their Bits

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