+ Reply to Thread
Results 1 to 8 of 8

How to auto copy/pull information from a master tab to several work sheets

  1. #1
    Registered User
    Join Date
    12-22-2008
    Location
    Dallas
    Posts
    4

    How to auto copy/pull information from a master tab to several work sheets

    I am creating a spreadsheet that has a master tab of information and will contain information such as name, address, status, paid status, method, etc. then I want to have seperate tabs that have all the people who paid in 2008 another for 2009 one that shows all active members and another that shows alumni. Does anyone know how to do this? Please help. I need very specific step by step (easy - 5th grade language) instructions.



    Example of Master Tab

    Last First Status Address City State Zip Telephone Email 2008 Date Method 2009 Date Method

    Smith Joe Active 4587 McKinney Dallas TX 75219 214-870-9254 [email protected] $ 300.00 1/17/2008 Paypal
    Martin Mike Alumni 1200 Central Dallas TX 75205 214-874-1268 [email protected] $ 150.00 2/7/2008 Check $150.00 12/19/2008 Paypal
    Sanchez Carlos Active 4185 Cooper Highland Park TX 74856 214-875-1146 [email protected] $ 300.00 1/7/2008 Paypal $300.00 12/17/2008 Paypal


    Thanks



    Sara
    Attached Files Attached Files

  2. #2
    Forum Expert JBeaucaire's Avatar
    Join Date
    03-21-2004
    Location
    Bakersfield, CA
    MS-Off Ver
    2010, 2016, Office 365
    Posts
    33,492
    Highlight your entire chart, then select DATA > FILTER, and use the new drop boxes at the top of your chart to Filter the data. Filter the STATUS for ALUMNI, then copy the new shorter list over onto the ALUMNI tab. Then turn off the Status filter and do the same thing filtering for 2008, 2009, etc.

    When you copy/paste a filtered chart, it only copies the visible data.
    _________________
    Microsoft MVP 2010 - Excel
    Visit: Jerry Beaucaire's Excel Files & Macros

    If you've been given good help, use the icon below to give reputation feedback, it is appreciated.
    Always put your code between code tags. [CODE] your code here [/CODE]

    ?None of us is as good as all of us? - Ray Kroc
    ?Actually, I *am* a rocket scientist.? - JB (little ones count!)

  3. #3
    Registered User
    Join Date
    12-22-2008
    Location
    Dallas
    Posts
    4
    Thanks for trying...I don't want to copy and past and filter data every time there is a change. This is a spreadsheet that will change and I want it to auto update and fill in the "child" tabs. There are formulas that you can use that will allow you to have a master tab and then if a certain cell says "a" it will copy it (automatically) to the tab labeled "a" and so on and so fourth.

    Thanks for trying though!

  4. #4
    Forum Expert shg's Avatar
    Join Date
    06-20-2007
    Location
    The Great State of Texas
    MS-Off Ver
    2003, 2010
    Posts
    40,678
    If you rearranged the Master tab in database fashion (make one column each for year, amount, date, and payment method) and duplicate (or update) other data in each row, then filtering would do everything you need ...
    Entia non sunt multiplicanda sine necessitate

  5. #5
    Registered User
    Join Date
    12-22-2008
    Location
    Dallas
    Posts
    4
    But, shouldn't there be an easier way. I found a post where there was formulas that would allow you to create a master tab. And, once that was done you entered in a formula. ex. if there was information in the 2009 column it would automatically copy and paste that to the tab that was labeled 2009.

  6. #6
    Registered User
    Join Date
    12-22-2008
    Location
    Dallas
    Posts
    4
    I am looking for formulas to automatically do this. like if I have a certain value in a cell it picks up on that and puts it where it needs to be.

  7. #7
    Forum Expert shg's Avatar
    Join Date
    06-20-2007
    Location
    The Great State of Texas
    MS-Off Ver
    2003, 2010
    Posts
    40,678
    lpr, it could be done with formulas; it would just be messy. When you don't get much response to a relatively simple question, it's usually because people think you're soliciting a needlessly complex alternative to something that Excel already does in native fashion.

  8. #8
    Forum Expert JBeaucaire's Avatar
    Join Date
    03-21-2004
    Location
    Bakersfield, CA
    MS-Off Ver
    2010, 2016, Office 365
    Posts
    33,492
    Quote Originally Posted by lpr_lpr View Post
    But, shouldn't there be an easier way.

    I am looking for formulas to automatically do this. like if I have a certain value in a cell it picks up on that and puts it where it needs to be.
    We have different definitions of "easier". The AutoFilter thing does what you want in one click, which to me is unbelievably easy. Doing the copy and paste thing too much work? So record a macro of you activating the filter, copying the data over to the new sheet and turning the filter back off. Now you can run your macro anytime you want to compile your sheet.

    This seems easy.
    Last edited by JBeaucaire; 12-22-2008 at 04:16 PM.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1