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Mock Workbook, Multiple data transfer

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  1. #1
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    Mock Workbook, Multiple data transfer

    So here's my conundrum,
    I have project that has spiraled out of control, for a family member by the way, went from simple data transfer which I was able to understand to pulling multiple parts from 1 worksheet to another and adding additional rows with set data.
    My project has only 1 workbook with 2 worksheets, But I will upload 2 workbooks, one for code and the other as a visual on how they want it completed. I have tried some code, was assisted from someone else here as well but now I have additional info that needs added.
    Thank you everyone for your help.

    Below is how they are looking to have it done: Information from "data" sheet to transfer to "template" sheet

    Part1 - Payments section in "data" sheet
    The information from the payments section needs to be pulled and placed into the "template" sheet starting in A12 then filling up box. Also adding a couple of things as well. But if there is no information from the "assignee" or "inflation" column, then skip
    Example:
    Paycode | Annual Amount | Currency | Pay Code Type | Projection growth rate (this is from the template tab)
    Payment 50,000 US F 3.5% (this is from the data tab)

    Part2 - Allowances
    This follows the information from part one in the same location but adds more code. If the Premium has a "dependent", then there needs to add that information just below the premium assignee information that includes the same name but adds the dependent amount instead. But if there is no information in dependent, continue to next row
    Example:
    Paycode | Annual Amount | Currency | Pay Code Type | Projection growth rate (this is from the template tab)
    Premium4 5,000 US A 3.5% (this is from the data tab)
    Premium4 10,000 US A 3.5% (this is from the data tab)

    Part 3 - First and return year
    This follows the information from part2 in the same location but adds even more code. If the Benefit has a "dependent" on FIRST YEAR, then there needs to add that information just below benefit assignee information that includes the same name but adds the dependent amount instead. If the Benefit does not have a "dependent" on FIRST YEAR, then continue to LAST YEAR adding below current Benefit putting same Benefit name and same result that if the Benefit has a "dependent" on LAST YEAR, then there needs to add that information just below benefit assignee information that includes the same name but adds the dependent amount instead.
    Example:
    Paycode | Annual Amount | Currency | Pay Code Type | Projection growth rate (this is from the template tab)
    Benefit7 5,607 US A BLANK (this is from the data tab)
    Benefit7 5,000 US A BLANK (this is from the data tab)
    Benefit7 6,056 US A BLANK (this is from the data tab)
    Benefit7 6,000 US A BLANK (this is from the data tab)

    The locations of each row and column are in exact order that they will be in on the live project if this helps. Thank You
    "MockWB1" is for coding and "MockWB2" is how my family member was trying to have it look
    Attached Files Attached Files

  2. #2
    Forum Expert dflak's Avatar
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    Re: Mock Workbook, Multiple data transfer

    I think this is what you want. I took the liberty of converting the data into tables. This makes it easier to manage. You should be able to add or delete rows between the tables or add or delete data from the tables, and the code will adjust.
    Attached Files Attached Files
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

  3. #3
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    Re: Mock Workbook, Multiple data transfer

    hey dflak,
    I received your message from my phone, I will check it out when I get home Westcoast time. I greatly appreciate the help and helping re-grasp the coding. I will let you know in a follow response

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