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How to pull data from main worksheet into other pages in same book

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    How to pull data from main worksheet into other pages in same book

    I knew I'd be back, FDibbins.

    So now I have a "master" spreadsheet listing a whole lot of clients.

    One of the columns contains information about what staff member each client is assigned to.

    I would like to pull data from the master worksheet into separate pages in the same workbook based on the name of the staff member in that column.

    Each month when I add client status in a new column on the master page, I'd like the new information to automatically appear on the staff member pages as well. And I'd like everything to update automatically - that is, when I change a staff member name on the master sheet, I'd like that client's data to appear on the page for the "new" staff member.

    I feel sure this must be possible, but none of the directions I have found online or in Excel Help quite get at what I'm trying to do.

    Advice, please?

  2. #2
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    Re: How to pull data from main worksheet into other pages in same book

    Hi ESUCP,

    It sounds like you will need a vlookup formula or index & match formula to pull through the data per staff member.

    Post a workbook if you need further help.
    Break_Point

  3. #3
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    Re: How to pull data from main worksheet into other pages in same book

    Welcome back ESUCP

    As suggested, upload a sample workbook (no sensitive data), showing what you have, what you want, and how you arrived at that.

    To attach a file to your post,
    click advanced (next to quick post),
    scroll down until you see "manage file",
    click that and select "add files" (top right corner).
    click "select files" find your file, click "open" click "upload" click 'done" bottom right. click "submit reply"

    Once the upload is completed the file name will appear below the input boxes in this window.
    You can then close the window to return to the new post screen.
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    Regards
    Ford

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    Re: How to pull data from main worksheet into other pages in same book

    You lost me at "vlookup". So here's a sample, simplified workbook ...

    Test book.xlsx

    I want to maintain the master list, but also have individual pages for each staff member that stay up to date based on the information I add to or change on the master list.

    If you need more, please let me know. I'm heading home shortly, but I'll be back tomorrow.

  5. #5
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    Re: How to pull data from main worksheet into other pages in same book

    It might help if you provided a few samples of your expected outcome on a few staff sheets?

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    Re: How to pull data from main worksheet into other pages in same book

    Test book 2.xlsx

    Now with the staff member worksheets filled out as well!

  7. #7
    Administrator FDibbins's Avatar
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    Re: How to pull data from main worksheet into other pages in same book

    On sheet1 Q3, copied down, use this...

    =C3&COUNTIF($C$3:C3,C3)

    T%hen on each sheet, use this, copied down and across...
    =IFERROR(INDEX(Master!$A$2:$P$21,MATCH(MID(CELL("filename",A3),FIND("]",CELL("filename",A1))+1,256)&ROW($A1),Master!$Q$2:$Q$21,0),MATCH(A$1,Master!$A$2:$P$2,0)),"")

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