Filtering and splitting up data report into multiple reports

Hi all,

Happy to have found this forum. By way of background, I'm familiar with excel from financial modeling and forecasting, but never attempted to create macros using VBA.

I'm currently trying to resolve the following problem: On a daily basis, one of our company systems creates a report with information for multiple clients . I manually extract the information for each client into a separate table and create a new excel file for each client, containing only the information pertaining to that client. This is tedious and time consuming, and I'm trying to automate the process using a macro.

A simplified version of our report might look something like this:

Client	Information
A	B
A	C
A	D
B	F
B	G

Current process: I manually ..

1. Identify how many rows exist per client by filtering column A, in this case 3 rows for Client A and 2 rows for Client B
2. Create a new workbook for each client (new file) and copy and paste the rows pertaining to the client into the respective spreadsheet.

The output generated from this process are 2 new excel spreadsheets. One for each of the clients, containing only the respective information. The tables in those spreadsheets look something like this:

Table Client A

Client	Information
A	B
A	C
A	D

Table Client B

Client	Information
B	F
B	G

Proposed process: Build and run a macro that 1) filters Column A for each client and 2) creates a new excel spreadsheet (new file) for each client only including the information pertaining to the respective client.

Questions:

• Is there a way to automate this process using macros?
• If so, what is level of complexity and general structure of such a macro?
• In addition, what functions would I need to look up/research?

Any tips and hints are greatly appreciated.

Thanks,
mrwomply

If you have a list of all clients you could set up an autofilter using cliens name as the filtering criteria, then copy the fitered range and save it as a new workbook wher file name could be clients name + date prerhaps. The repeat this with the next client name in list and so forth.

Alf

Thank you, Alf.

Any other suggestions on how to automate this process?

Jas--awesome, thanks so much for your post! Have access to a windows machine so will be fine in that department.

Will get back to you with questions. Thanks again!