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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55 additional answers

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  1. Anonymous
    2019-08-26T17:27:11+00:00

    " Is the master sheet the one that needs the overhauling "

    You need to understand that 

    Your inputting system is not the correct for the tasks your boss is demanding from you, And it creates problems rather than solutions 

    I can help you if and only if you send me a proper file I can work with 

    "Not like the others with incomplete data"

    The new inputting system will have some similarities to the one you have 

    But will be more easier and reliable 

    Now

    May I politely ask you,

    Why you haven't mark the question you posted, that I hardly worked on to solve your problem, as answered, when you had stated that "it works well and it helped you"?

    You didn't even say "Thank you"

    Send the file to move further with your problem

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  2. Anonymous
    2019-08-26T18:04:32+00:00

    https://1drv.ms/x/s!Aq3WqOz73fYygYUUlnjJxj5jNBE0ow?e=sAkOJJ

    Hi

    see link attached. I thought I had done the question answered, I will do that.

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  3. Anonymous
    2019-08-26T21:45:16+00:00

    I've created a PivotTable version that may work for you. See my comments on how to use it farther down:

    https://1drv.ms/x/s!Am8lVyUzjKfpoCWxBLSbfkUro9sL?e=SJFD7Q

    What is the "No." in the first column?  What is the point of the line numbers in column A?

    Why do you have a whole bunch "9.0 Year End to June 30 2018" headings?  Same with 10.0's ...?

    Your "All Data" tab is setup more like a final report.  If you make the input table just that, input only, then you can add validations and rules. Then worry about splitting out the year end reports and totals.

    The "total" column should be just that, a calculated total, summing the other columns.

    Jeovany's example points out one problem with your current input sheet, that has been already mentioned. The problem of no input validation, so you have both "40 Cent" and "Fourty Cent" as variations on the same company name.  His macro has created 2 separate tabs for the 2 names, not what you want.  I've confirmed that in my version of the workbook the second "Farell & Clark" entry has a trailing space, bad data entry which is corrected using excel validation

    add drop-down lists in Excel     2014 04 22

    https://www.ablebits.com/office-addins-blog/2014/04/22/excel-add-drop-down-list/

    Adding a drop-down list to your table is a preliminary that can save a lot of your time when working in Excel. If you want to make sure you use a limited set of values in some column, Excel data validation is exactly what you need. Watch this video to see how easy it is.

    use one of these 2 options:

    **********

    There is no way to automate a slicer for fiscal year, so you can brute force it:

    **Slicers for Fiscal Years** .  201? 05 06   Mynda Treacy ****http://www.myonlinetraininghub.com/excel-slicers-for-fiscal-years

    There’s no built-in way to create Excel Slicers for fiscal years, however the solution is easily achieved by adding an extra column to your source data to classify each date into its relevant fiscal year.

    Actually, you could probably create a formula to round the entry date to the fiscal year end ...

    ************

    Hint, example data should be much simpler:

    • 2 or 3 companies
    • just a few data rows for each company
    • simple numbers to make it easy to do addition in your head

    I've created an example with following features:

    • Input data is now an Excel Table
    • Company is now a drop down input, from a filtered list
    • Totals column moved to end, calculated as sum, not data entry
    • I've added a new "fiscal year end" column
    • I've added Slicers for fiscal year and company name
    • I've cut the input data down to just 2 fiscal years to play with
    • I've sorted the input table, but you can resort it yourself on any column(s) you need
    • I've highlighted the totals column as a clue that it is not data entry.  Actually, you should consider removing it from data entry, it can be added back in pivot.

    From the input data I've created a Pivot Table with following features:

    • Slicers for Fiscal Year and Company
    • after making "All Data" tab changes, ie new rows, changed data in an existing row, just right click on Pivot table and select "Refresh" to import the new data and recalculate

    When doing data entry, you can use slicer to limit display to fiscal year and company. Just enter the data in the row at the bottom of the displayed.

    Here is the overal pivot table:

    Here is 2 year pivot summary for 1 company

    Note the company name that is showing duplicate entries. Probably due to bad entry of company name, with extra spaces. 

    Here is results for first Brehany entry:

    Here is result for second entry:

    Here is report after I copied a single entry of the "Breheny" text into all of the columns

    this new single entry reflects the correct total.  I haven't checked Jeovany's example, but I bet it has 2 separate tabs.

    ***************

    If you are going to insist on separate tabs here are a couple of tips you may want to consider

    You will have too many tabs to find them easily/quickly, here are 2 ideas for faster navigation: a drop down, and a generated "index" "Table of Contents" page hyperlinked to the tabs

    **Show Specific Sheets in Excel******June 16, 2016 (dropdown to access tabs)

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    Offer users a bit of sheet-jumping flexibility. Use an Excel macro to display the Sheet Navigation list, anytime, anywhere.

    Add a Table of Contents Image Gallery Sheet to Your Excel Files                   October 5, 2016      Jon Acampora

    https://www.excelcampus.com/vba/table-of-contents-gallery/

    ****Make your hard work shine, and learn how to add a beautiful Table of Contents sheet to the front of your Excel workbook that contains clickable image tiles to each sheet in the workbook.

    Often times our workbooks contain a lot of sheets, and users have a difficult time finding the chart, dashboard, report, or data sheet they are looking for.  They don’t know what is included in the workbook until they scroll through all the sheet tabs.

    The Table of Contents Gallery solves this by adding a nice looking navigation sheet to the front of your workbook.  This TOC Gallery sheet contains thumbnail images of each sheet in the workbook.  Each image tile is a clickable hyperlink that jumps to the sheet.  Table Of Contents Gallery.xlsm

    Make Excel tabs list in a worksheet8 March 2019

    https://office-watch.com/2019/make-excel-tabs-list-in-a-worksheet/

    Make your own clickable list of workbook tabs in an Excel worksheet to workaround the small number of tabs that can fit in a single line.

    Automatic worksheet/tabs list in Excel 10 March 2019

    https://office-watch.com/2019/automatic-worksheet-tabs-list-in-excel/

    An automatically updated list of all worksheets or tabs in Excel but there are ‘gotchas’ which aren’t often mentioned. Making a list of worksheets is a thing you might expect to be easy but is almost ludicrously intricate.  There’s no direct function to do it and the current method relies on a very old and officially obsolete Excel function (which has no modern equivalent for reasons passing understanding). The steps are straightforward, even if you don’t understand the functions and formulas involved. We’ll break it down so you can understand how the whole thing comes together. Make automatic Excel worksheet list or table of contents - 18 March 2019

    https://office-watch.com/2019/make-automatic-excel-worksheet-list-or-table-of-contents/

    Continuing our look at Excel tab/worksheet listing here’s a fully automated alternative with more control and filtering. There are many VBA code samples on the Internet, we’ve taken one we like and added some extras based on questions from readers. Each tab has a clickable link, the worksheet type and visibility.

    *******************************

    Here are some more tab related ideas for you

    Alphabetizing Worksheet Tabshttp://excelribbon.tips.net/T013440_Alphabetizing_Worksheet_Tabs.html****As you get more and more worksheets into a workbook, you'll find yourself moving them around into different sequences. You may even want to put the worksheets into alphabetic order. This tip provides two macros that can handle sorting for you.

    Hide, unhide, delete and sort worksheets all from one userformhttp://www.myonlinetraininghub.com/hide-delete-and-sort-sheets-with-vba-userform****You have a workbook with lots of sheets and you want to do things like hide sheets, delete some sheets or just sort them.

    By using a very simple userform and some VBA we can do these things with a few clicks of our mouse.

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    Change sheet tab color based on cell value

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    Normally, you can change the tab color easily and quickly in Excel, but, have you ever tried to change the tab color based on cell value in a worksheet? If you are intrested in this task, I will talk about some codes for you to color the sheet tab based on a specific cell value in Excel.

    **Create List of Names In a Workbook******          September 25, 2009

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    Andrew knows how to change the color of worksheet tabs manually. However, he would like a way to change the tab color based upon a value in a cell on the worksheet.

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  4. Anonymous
    2019-08-27T07:34:02+00:00

    Hi

    Thank you I will have to spend time trying to work out what it does.

    In answer to these two points

    What is the "No." in the first column?  What is the point of the line numbers in column A? 

    Why do you have a whole bunch "9.0 Year End to June 30 2018" headings?  Same with 10.0's ...?

    I presume the No column and numbers underneath are the numbering system for the invoices.

    I think this is down to the original inputter not knowing what they are doing.

    Regards

    Stephen

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