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Pulling Data from Multiple Tabs onto Summary Tab

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    Pulling Data from Multiple Tabs onto Summary Tab

    Hello –

    I have three reports that generate monthly. First report has the employee’s pay and estimate amount, the second report shows has a list of 42 different access each employee could possibly have indicated by either a Y or N, and the third report is the monthly employee’s census.

    Due to segregation of duties, when an employee is assigned a task, they may need certain access and or payment and estimate authority removed.

    What I want to accomplish essentially is being able to take the three reports each month and paste it into it’s own tab in the workbook. The summary tab is where the data is displayed by pulling the information for the three other tabs, pay and est, access level, and census. The census will have who the employee reports to as well.

    The summary tab should be broken down first by manager. So when you select the manager, it will show their employees. When selecting an employee’s name, their pay and estimate authority and the types of access they currently have will generate. When selecting the task to give the employee, it will trigger if any access and or pay and estimate authority needs to be removed or added. Now that I think about it, there will be a forth tab, Resource tab, that will display what access and or pay and est authority needs to be removed given the selected task.

    I’ve included a sample workbook. I’ve taken out all the data except for the column heading. Anything left on row 2 is pertinent info for the summary tab. Under the reference tab, I’ve made up the task list and the access that has to be removed. I’ve been puzzled with this for about a week and a half now. Any help would be greatly appreciated.

    Sincerely,
    Tho12
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    Re: Pulling Data from Multiple Tabs onto Summary Tab

    A few questions for clarification purposes:

    When you import the monthly reports, do you scrap the previous data and work with the new data only or do the old and new reports have to be compared for changes and some data from the old one kept?

    Where do these new reports sit? Are they all in the same folder on a drive? Can they always be found in that folder? Are the file names static? What kind of files are they, .xlx*, .csv, .txt?

    Could we see a little more sample data? Desensitized of course. Half of one row of data is not a lot to go on!

    BSB

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    Re: Pulling Data from Multiple Tabs onto Summary Tab

    BSB -

    First of all, thank you for your reply!

    To keep things simple, the monthly report will just be copied and pasted into the appropriate tabs, so the information from the previous month will not matter (eventually, I think it would be really neat to use a macro to get the report when they generate and have it automatically update in the workbook).

    When the reports are generated and published, they are put in a drive broken up by monthly folders inside the main folder called 2016 Reports. 2016 REPORTS --> 02 2016 --> Open the report I need and copy data onto the workbook I'm trying to put together. Only two of the reports are housed in the 2016 REPORTS folder, the access report and the pay and est. The census report is housed on a drive broken up by quarters. 2016 --> 2nd Quarter 2016 --> Select Census report.

    The file names of the three reports are not static. Here is what it looks like:
    Jan 16 Pay and Est.xlsx
    Feb 16 Pay and Est.xlsx
    Access as of 01-31-16.xlsx
    Access as of 02-29-16.xlsx
    012016 Census.xlsx
    022016 Census.xlsx

    I do apologize for the poor sample workbook I provided, totally my bad and you are right, that is NOT a lot of data to work with. I've updated the sample workbook.

    On the Access sheet, H1:Q1 and S1:AP1 are the names of the access each employee could potentially have indicated by Y or N and the employee's IDs is on column R. The only thing we need from the PayEst sheet is column J and K which shows the person's pay and est authority and column M which lists the employee's ID. For the Census sheet, only thing we need from there is column R and V which shows us which manager each employee reports to. I've also updated the Reference tab with the actual names of the different types of access that needs to be removed given a certain task.

    Let me know if that helps clarify your questions.

    Sincerely,
    Tho12
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    Last edited by tho12; 03-22-2016 at 03:17 PM.

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