Creating separate reports for each Project Manager

[Lorie]

I have a main spreadsheet that has rows of data for each project managar.
Each project manager may have multiple rows of data in the main spreadsheet.
I would like to make new worksheets for each project manager with all their
rows of data from the main spreadsheet. I would like to make this all
automatic since my end-users are not very computer savvy. I tried pivot
tables, but I don't want the data to sum; I want it to list. Is this
possible? I tried looking at some past postings (I saw one referenced from
1/10/05). They were too complex for me.

[Bernie Deitrick]

Lorie,

You could use one sheet and apply data filters, or you could use a macro to
create the additional sheets from the main sheet.

If you want the macro, post back.

HTH,
Bernie
MS Excel MVP


"Lorie" <[email protected]> wrote in message
news:[email protected]...
> I have a main spreadsheet that has rows of data for each project managar.
> Each project manager may have multiple rows of data in the main
spreadsheet.
> I would like to make new worksheets for each project manager with all
their
> rows of data from the main spreadsheet. I would like to make this all
> automatic since my end-users are not very computer savvy. I tried pivot
> tables, but I don't want the data to sum; I want it to list. Is this
> possible? I tried looking at some past postings (I saw one referenced
from
> 1/10/05). They were too complex for me.

[DanBal]

I am also trying to do the same thing. I have been playing around with hlookup. How do i go about making my new spread sheet pull the information from a document on a server? My formula seems to work but only if you open the document.

Is it easyer to do this with macros and how would i go about it.

[Lorie]

The filters are not what I need. I need this to be on separate reports which
are automatically generated when a row is added to the main sheet.

I am interested in going the macros route since I don't have tons of time to
spend trying to figure this out. Please respond with instructions assuming
that I know nothing about the procedures for using macros. That would be a
correct assumption.

Thanks so much for your help.

Lorie

"Bernie Deitrick" wrote:

> Lorie,
>
> You could use one sheet and apply data filters, or you could use a macro to
> create the additional sheets from the main sheet.
>
> If you want the macro, post back.
>
> HTH,
> Bernie
> MS Excel MVP
>
>
> "Lorie" <[email protected]> wrote in message
> news:[email protected]...
> > I have a main spreadsheet that has rows of data for each project managar.
> > Each project manager may have multiple rows of data in the main
> spreadsheet.
> > I would like to make new worksheets for each project manager with all
> their
> > rows of data from the main spreadsheet. I would like to make this all
> > automatic since my end-users are not very computer savvy. I tried pivot
> > tables, but I don't want the data to sum; I want it to list. Is this
> > possible? I tried looking at some past postings (I saw one referenced
> from
> > 1/10/05). They were too complex for me.
>
>
>

[Dave Peterson]

I wouldn't do this.

If I can keep all the data in one worksheet and apply data|Filter|autofilter, it
makes life much simpler. Train the managers how to use filter and you'll find
that it's something that they can use on lots of worksheets.

As soon as you put the data in separate worksheets, you're gonna find that the
someone will update their copy and want you to update the original--and they
won't tell you want record needs to be changed--or how they changed it. This
can make life miserable!

But if you must, maybe you could use a program (on demand) that would move or
copy your data.

I'd borrow some code from Debra Dalgleish's site:
http://www.contextures.com/excelfiles.html

Create New Sheets from Filtered List -- uses an Advanced Filter to create
separate sheet of orders for each sales rep visible in a filtered list; macro
automates the filter. AdvFilterRepFiltered.xls 35 kb

Ron de Bruin has an addin that may do what you want right out of the box:
http://www.rondebruin.nl/easyfilter.htm

If you're new to macros, you may want to read David McRitchie's intro at:
http://www.mvps.org/dmcritchie/excel/getstarted.htm

Lorie wrote:
>
> The filters are not what I need. I need this to be on separate reports which
> are automatically generated when a row is added to the main sheet.
>
> I am interested in going the macros route since I don't have tons of time to
> spend trying to figure this out. Please respond with instructions assuming
> that I know nothing about the procedures for using macros. That would be a
> correct assumption.
>
> Thanks so much for your help.
>
> Lorie
>
> "Bernie Deitrick" wrote:
>
> > Lorie,
> >
> > You could use one sheet and apply data filters, or you could use a macro to
> > create the additional sheets from the main sheet.
> >
> > If you want the macro, post back.
> >
> > HTH,
> > Bernie
> > MS Excel MVP
> >
> >
> > "Lorie" <[email protected]> wrote in message
> > news:[email protected]...
> > > I have a main spreadsheet that has rows of data for each project managar.
> > > Each project manager may have multiple rows of data in the main
> > spreadsheet.
> > > I would like to make new worksheets for each project manager with all
> > their
> > > rows of data from the main spreadsheet. I would like to make this all
> > > automatic since my end-users are not very computer savvy. I tried pivot
> > > tables, but I don't want the data to sum; I want it to list. Is this
> > > possible? I tried looking at some past postings (I saw one referenced
> > from
> > > 1/10/05). They were too complex for me.
> >
> >
> >

--

Dave Peterson