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Pulling data from one spreadsheet to another on a set criteria

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    Pulling data from one spreadsheet to another on a set criteria

    Hi,

    Im new to this so tell me if im in the wrong thread.

    I want to pull data from one workbook into another based on a status.

    The document holds change numbers, has different fields but I'm interest in pulling the lot based on a STATUS field, anything that is a live change, so not closed, complete, rejected, it would hold for example, open, design, approved...

    IS this possible, I don't handle the main workbook, but have access, I would like this to update everytime the main work book is..

    is this possible?

    Thanks
    Michael Couch

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    Re: Pulling data from one spreadsheet to another on a set criteria

    Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

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    Re: Pulling data from one spreadsheet to another on a set criteria

    Thanks,

    I'll attach a sample. It is pretty basic, I cannot upload the original. Essentially this is the stripped information of what I require, the highlighted "status (next action)" fields is what I want to base the information on. As you can see there is 2 completed and a cr cancelled, these are a drop down selections, I want to filter these ones out, and show only the other statues such as "CR OPEN" and "design stage" for example.

    Is there anything else you would need to look at?

    EXCELFORUM - SAMPLE.xlsx

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    Forum Moderator alansidman's Avatar
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    Re: Pulling data from one spreadsheet to another on a set criteria

    Try this:

    Please Login or Register  to view this content.
    Last edited by alansidman; 10-07-2013 at 09:54 AM.

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    Re: Pulling data from one spreadsheet to another on a set criteria

    Will this read from a closed work up, I must add I am new to all of this so my knowledge is minimal.. so for example if the file path I wanted to read from was:

    Projects>Change Request> Change Register.

    an the file I wanted to read to was

    Documents> Change Request > Active Changes

    THanks

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    Re: Pulling data from one spreadsheet to another on a set criteria

    I am confused by your last posting. You want to open a file that is currently closed and filter the data in that file? I don't understand the part about read from and read to. What does that mean? And are these xls files or xlsm or xlsx? None of this is clear to me.

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    Re: Pulling data from one spreadsheet to another on a set criteria

    Sorry if I am not explaining this clearly enough.

    Basically we have a file change register.xlsx that has a list of change requests by number e.g. (a1) CR0001 and this will have a status (A5) closed.

    This file is updated by one person, and has a lot of information on, I want to create a separate spreadsheet e.g. activechanges.xlsx and only pull through active changes by there status (A5).

    The file is available on the network, however the guy who runs it is overly protective so I would like to run my own copy, as I am new here, I want it to update automatically when ever he makes a change.

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