create new tab taking data from one column

Anonymous
2019-08-26T15:07:20+00:00

Hi

I have  a spreadsheet which has many tabs at the bottom for different companies. Sheet1 is the master where all info is recorded on a daily basis, I run the macro and it copies the data to the relevant company tab, all that is ok.

Now I have been asked that a new page is created with just the contents of one column selected. So for instance column G needs to be selected from the master sheet and a new sheet created called MS,Aldi Separation and any entries that have figures to be copied to a new sheet. The list below was done manually by copy and paste from the master sheet to a new sheet added called MSaldi separation

No. Invoice <br><br>Date Company MSAldi Separation
6.0 Year to 30th June 2015
* 30/06/2014 Forty Shillings 11,026.33
6.4 25/07/2014 40 Shillings 3,567.50
TOTAL 14,593.83 14,593.83
5.0 Year to 30th June 2014
5.9 28/02/2014 Bidwells 1,665.48
5.12 31/03/2014 Bidwells 1,798.40
5.14 30/04/2014 Bidwells 2,480.25
5.16 31/05/2014 Bidwells 7,762.62
5.18 11/06/2014 Bidwells 7,200.00
5.21 30/06/2014 Bidwells 8,173.20
6.0 Year to 30th June 2015
6.5 31/07/2014 Bidwells 4,158.45
6.22 31/01/2015 Bidwells 585.00
8.0 Year to 30th June 2017
8.14 28/02/2017 Bidwells 9,899.00
8.23 30/04/2017 Bidwells 3,725.00
8.25 31/05/2017 Bidwells 3,641.91
8.31 30/06/2017 Bidwells 1,493.43
9.0 Year to 30th June 2018
9.5 31/08/2017 Bidwells 575.00
9.6 31/07/2017 Bidwells 870.00
9.10 30/09/2017 Bidwells 533.50
9.0 Year to 30th June 2018
9.27 30/11/2017 Bidwells 350.00
9.38 31/01/2018 Bidwells 1,647.00
9.0 Year to 30th June 2018
9.46 28/02/2018 Bidwells 1,192.00
9.47 31/03/2018 Bidwells 1,416.00
10.00 Year to 30th June 2019
10.60 31/10/2018 Bidwells 200.00
TOTAL 59,366.24

I hope I have made my self clear, I look forward to receiving some help.

Regards

Stephen

Microsoft 365 and Office | Excel | For home | Windows

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Anonymous
2019-08-30T00:10:44+00:00

Interesting. You were able to do it all in a Table.

I see you cleaned up his company data.

I would do 2 tweaks to your layout.

First I would put all the slicers at the top of sheet, ie move the "Fiscal year" slicer

Second, I would add a "Company" slicer.

Questions:

#1. what is the "Multi Acc Invoice"? Where did this column come from? I think I see it now, but is it really necessary?

#2. Why do some rows have various styles applied to them?

#3. Why the unreadable text color for most of the Fiscal year entries?

Stephen:

Do you need / want the amounts to be totaled?

Data entry is somewhat similar, but you need a separate row for each account type. This is a better format, actually the required format, for creating a pivot table.

D'oh! (head smack!) My mistake. I should have done this too (thanks for the reminder and inspiration Jeovany!) ...  So here is what his better formatted data looks like in a pivot

No spaces!

Notice that I put the "Designated Account" and "Fiscal Year" columns into the "Filter" area. This added the option to filter the pivot table in the upper right corner of the pivot. So you can filter by the specific account you wanted, and I picked one year, but if you need, you could also select all years.

I think this new pivot gives  you what you need.

(Yes, I am pivot crazy.)

Here is another example using the same pivot. I've filtered for "All" accounts to and one specific year, 2017. It includes a total for all accounts that year

Here is a link to my tweak of Jeovany's file

https://1drv.ms/x/s!Am8lVyUzjKfpoCf8_-gzab5ruAz0?e=xk0cgJ

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  1. Anonymous
    2019-08-30T09:58:53+00:00

    Hi

    tried your suggestion about slicer still doesn't work?

    How do you actually create the lists tab? did you copy the data from the main sheet and then tidy it up?

    just went to the dropbox file again and they show on there, however once I download the file and open it up, where the slicers are is just a text box.

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  2. Anonymous
    2019-08-30T09:40:09+00:00

    Hi Stephen 

    I don't know if you are talking about my file or my colleague Rohn file but anyway 

    Regarding 

    1. Multiple accounts column is to help you filter invoices with multiple accounts 

    And yes you need to record invoices as separate entries

    Use comments columns for more details regarding the invoices 

    1. Companies drop down list is to secure a unique name for the company. As I stated multiple times you have same one company with 3 different types of name. That creates an inaccurate calculations and false reports 

    Also is better select than type names 

    1. If 300 records are hidden 

    Could be because data has been filtered in the online file 

    You can unfilter it easily

    1. Click in any cell inside the table and go to Design ribbon tab and select slicer 

    Hope this helps you 

    I'll post pictures and more details of how to use the Overhauling data later on

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  3. Anonymous
    2019-08-30T08:17:37+00:00

    Rohn007

    I have just downloaded your file.

    1 again it will not allow me to add a slicer, but in your pics it shows them?

    2 is there a reason why on the main sheet, 300 records are hidden?

    3 still not sure wht the company column has a drop down list? what and how do I use it?

    4 am I right in presuming, that instead of entering a multi a/c invoice across, we now enter it as separate entries?

    Regards

    Stephen

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  4. Anonymous
    2019-08-30T08:07:00+00:00

    Hello to both of you and thank you.

    I have started looking at the overhauled data file.

    1 why am I unable to add a slicer to your file? I click to insert slicer and the box appears showing no connections found?

    2 I presume the pivot table needs re-creating?

    3 what is the purpose of the lists tab and how do I use it?

    Regards

    Stephen

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