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Excel 2007 : Sorting my Estimate Log for follow-up

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    Sorting my Estimate Log for follow-up

    The attached estimate log contains bid projects which need to be sorted to customer pages for follow-up. If column M contains a customers name, I want the entire line to be transfered to that customers worksheet. Note multiple customer names may be seperated by a comma or slash.
    Thanks a bunch!
    Attached Files Attached Files

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    Forum Guru MarvinP's Avatar
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    Re: Sorting my Estimate Log for follow-up

    Hi ttjacwr and welcome to the forum,

    Instead of moving your data to separate worksheets based on customer name, you should look at AutoFilters.

    http://office.microsoft.com/en-us/ex...001145981.aspx
    http://www.timeatlas.com/5_Minute_Ti...ts_More_Useful
    http://www.wikihow.com/Use-AutoFilter-in-MS-Excel
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

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    Re: Sorting my Estimate Log for follow-up

    Thank you for the help. I haven't researched the AutoFilter yet, but my issue is this. The sample Estimate log I posted only had a few entries and a handful of customers. The real deal has several hundred projects with 30 to 40 new ones added each week and more than 40 customers. What i need to be able to do is hit "print workbook" and get a brand new sheet for each customer with all projects that customer has recieved quotes for, including the most current projects added to it. Will the AutoFilter allow me to do that without reworking the data each time?

  4. #4
    Forum Guru MarvinP's Avatar
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    Re: Sorting my Estimate Log for follow-up

    A single table using AutoFilters is much, MUCH easier than trying to deal with multiple worksheets or workbooks.

  5. #5
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    Re: Sorting my Estimate Log for follow-up

    Thanks Marvin, I will give the tutorials a try and see if I can figure out AutoFilters.

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