+ Reply to Thread
Results 1 to 10 of 10

Simple transfer of information??! So lost.

Hybrid View

KThomas Simple transfer of... 12-18-2012, 11:14 AM
Pauleyb Re: Simple transfer of... 12-18-2012, 11:29 AM
KThomas Re: Simple transfer of... 12-18-2012, 12:02 PM
FDibbins Re: Simple transfer of... 12-18-2012, 12:44 PM
KThomas Re: Simple transfer of... 12-18-2012, 12:56 PM
Pauleyb Re: Simple transfer of... 12-18-2012, 03:32 PM
KThomas Re: Simple transfer of... 12-18-2012, 04:14 PM
FDibbins Re: Simple transfer of... 12-18-2012, 04:35 PM
Pauleyb Re: Simple transfer of... 12-18-2012, 05:04 PM
FDibbins Re: Simple transfer of... 12-18-2012, 05:40 PM
  1. #1
    Registered User
    Join Date
    12-18-2012
    Location
    Dover, Delaware
    MS-Off Ver
    Excel 2010
    Posts
    4

    Simple transfer of information??! So lost.

    I have like worksheets under difference offices labeled 'Colonial' 'Independence' and 'Gotham'
    I have a master spreadsheet where I need to keep these same Balances.

    My problem is I either need to be able to:

    1. Enter the information into the Master and have it distribute to the correct sheet.

    or

    2. Enter it into the correct sheet and have it copy into the master sheet.

    I have no clue how to write a macros, or if that is needed for this function.

    Can anyone help or point me in the right direction? My boss really needs this, yesterday.


    I've attached the sheet that has the information that I need transfered, if that helps. It seemed so simple, but now I feel like I'm reading Swahili with these codes.

    Any help would be amazing.

    Thanks!!

    Master Spreadsheet - Client.xlsx

  2. #2
    Forum Expert
    Join Date
    06-26-2010
    Location
    Austin, TX
    MS-Off Ver
    Excel 2010
    Posts
    1,673

    Re: Simple transfer of information??! So lost.

    Many possibilities, all take some work.
    1) Just use one master table with all of the data. Then use data filters to switch between 'all', 'Colonial', 'Independence', and 'Gotham'. Create a table by highlighting your data and the hitting Ctrl-T.
    2) Create a pivot table of your master table using the offices as one of your filters. If you really want them on separate sheets, then you can create 3 pivot tables, one for each office.
    Pauley
    --------
    If I helped with your issue, I'd appreciate a rep bump (hit the '*' icon to the bottom left of this post).

  3. #3
    Registered User
    Join Date
    12-18-2012
    Location
    Dover, Delaware
    MS-Off Ver
    Excel 2010
    Posts
    4

    Re: Simple transfer of information??! So lost.

    Thank you for replying.

    I'm still lost, my boss does want different tables to email the invoices each month. Additionally we will be adding new markets.

    I'll continue to try to figure out the pivot tables. I tried the filters and it won't let me choose the sheet I'd like. Someone told me I have to have a macros. I don't want to start adding the data and totals until I can figure this out

  4. #4
    Administrator FDibbins's Avatar
    Join Date
    12-29-2011
    Location
    Duncansville, PA USA
    MS-Off Ver
    Excel 7/10/13/16/365 (PC ver 2310)
    Posts
    53,048

    Re: Simple transfer of information??! So lost.

    on the master sheet, do you want to show a total for all other sheets, or separate totals for each sheet?
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

    Regards
    Ford

  5. #5
    Registered User
    Join Date
    12-18-2012
    Location
    Dover, Delaware
    MS-Off Ver
    Excel 2010
    Posts
    4

    Re: Simple transfer of information??! So lost.

    I was going to total the master sheet and do separate totals on the other sheets so I can send the invoice each month. But I suppose I could also benefit from all totals on the master. These are only 3 markets. We are adding more.

  6. #6
    Forum Expert
    Join Date
    06-26-2010
    Location
    Austin, TX
    MS-Off Ver
    Excel 2010
    Posts
    1,673

    Re: Simple transfer of information??! So lost.

    I'm still thinking a table would be your best and easiest solution, but, of course, bosses can ask for items that make the solution more complicated.

    my boss does want different tables to email the invoices each month

    What does this mean? Do you copy/paste the tables into the email? Do you want to send an excel file with just the sheet of the location (e.g. 'Gotham') with the others deleted (note: this would cause problems if your data source is the master sheet)? Or, do you just send the entire spreadsheet to the locations and they click on the tab that is appropriate for them?

    If it is copy/paste, then a table should work. If it is you send the entire spreadsheet, then a table should work (performing a filter is not much of a step beyond clicking the appropriate sheet). And, like I said, sending individualized spreadsheets for each geo may cause problems based upon how the 'master' sheet is created.

    Additionally we will be adding new markets

    Actually, that statement adds more benefit to a single table solution. You just have a column for 'Location' and when you want to add a new one, then you just type in the new name. Using macros and/or separate sheets will be more complicated if you want to add locations in the future.

    I tried the filters and it won't let me choose the sheet I'd like

    I'm not sure what this means.

    Finally, what you really want, I think, is a database. If your office suite included Access, then that is the tool to use. It can generate reports for each location based upon a master database with ease. It takes some education, but it sounds like you are learning Excel as well, so if you are going to learn a new tool, it may as well be the correct one.

  7. #7
    Registered User
    Join Date
    12-18-2012
    Location
    Dover, Delaware
    MS-Off Ver
    Excel 2010
    Posts
    4

    Re: Simple transfer of information??! So lost.

    I'm sorry, I meant my boss does want different sheets.

    By the filters, I meant that when I try to filter it it isn't letting me filter the information I'm asking.

    As for Access, I work on a Mac Apparently access is not available. You are right that a database sounds better.

    I'm ready to just enter everything manually. It sounds a lot less complicated. We are looking at 12 more markets within the next 6 months. So the sheets are just going to keep accumulating.

    I've been researching this since 8am and have not reached a conclusion.

    Thank you for your advice!

    Master Spreadsheet - Client.xlsx

  8. #8
    Administrator FDibbins's Avatar
    Join Date
    12-29-2011
    Location
    Duncansville, PA USA
    MS-Off Ver
    Excel 7/10/13/16/365 (PC ver 2310)
    Posts
    53,048

    Re: Simple transfer of information??! So lost.

    if you add a blank worksheet at the start and end of your data sheets, and call them Start and End, then when you enter your calcs, you coujust enter =sum('start:End'!C12) or whatever your references are. this way, you can add or remove sheets as needed, and it will add across all the sheets you need it to, and keep the totals as the data sheets change. make sure your "Master" sheet is before the Start sheet though

  9. #9
    Forum Expert
    Join Date
    06-26-2010
    Location
    Austin, TX
    MS-Off Ver
    Excel 2010
    Posts
    1,673

    Re: Simple transfer of information??! So lost.

    Okay, humor me for just a minute. Look at the modified spreadsheet where I created a table.

    To see the different markets, just click on the drop down arrow next to the 'Market' header and choose the market(s) you want to see. Also notice how the Total line at the bottom adjusts to show just the total of the un-filtered list.

    The table also allows you to do other filters such as looking for just a single client or for orders >$1000.

    I understand the boss wants separate worksheets, but that seems like a lot of work (on your part) when all he has to do is click on an arrow and select the market he wants to see (not much more than clicking on a sheet).
    Attached Files Attached Files

  10. #10
    Administrator FDibbins's Avatar
    Join Date
    12-29-2011
    Location
    Duncansville, PA USA
    MS-Off Ver
    Excel 7/10/13/16/365 (PC ver 2310)
    Posts
    53,048

    Re: Simple transfer of information??! So lost.

    do you have a version you could upload to let us take a look at what you have? (layout etc)

    To attach a file to your post,
    click advanced (next to quick post),
    scroll down until you see "manage file",
    click that and select "add files" (top right corner).
    click "select files" find your file, click "open" click "upload" click 'done" bottom right. click "submit reply"

    Once the upload is completed the file name will appear below the input boxes in this window.
    You can then close the window to return to the new post screen.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1