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
    2019-09-02T10:38:08+00:00

    Thank you.

    do you know why the lists tab is duplicated on the main sheet, column R & T?

    Regards

    Stephen

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  2. Anonymous
    2019-09-01T17:03:48+00:00

    Go to the Lists tab, add the new entry to the bottom of the list. Select the list and sort it.

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  3. Anonymous
    2019-09-01T16:43:40+00:00

    Hi Rohn and Jeovany

    I have to thank you very much for all your help over this project, I have learned a lot from both of you and the points you have raised, I have "googled" to death!

    The amount of web pages now saved as favourites is immense. Today I have been sitting down with the inputter correcting names and other entries, such as the original file, where half way down they decided to use an existing column for a different company all together, so all is now corrected.

    So my next question on this is, is there a quick way for an inputter to add a new company or name to the lists section? and do we also have to add it to the lists on the main sheet, also do you then have to press update anywhere?

    Thanking both of you again and if you lived local I would have bought you both a drink.

    Regards

    Stephen

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  4. Anonymous
    2019-09-01T15:14:10+00:00

    is there a way to protect the pivot table so the inputter cannot access it or modify it?

    Not that I know of. I have not seen any mention of doing that in any of the webinars I've seen. Pivots are dynamic, they have to be updated to pick up new information and often they include slicers to make them even more dynamic.

    It is a learning / education point for users.  You could add a comment to the worksheet to warn users of this limit. Or you could make the sheet background color a warning to user not to do any direct data entry on the sheet ...

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