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Transfering data from one main sheet to multiple worksheets via date and status

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    Transfering data from one main sheet to multiple worksheets via date and status

    Hello, very new to all this so might be getting a little too creative but I have a worksheet which has a summary for sales and then I have created other worksheets via month which automatically update the summary. What I would like to do is add another sheet as a Sales list where you can see every sale and what status it is on. We would like to use the sales sheet as the main data entry which will complete the monthly worksheets as well using the filter of date and status if possible. I know you may say to just have the one list but then it still won't update the summary as we require unless anyone has an idea to possibly make that work.

    Any help will be greatly appreciated as I cannot seem to find what I am looking for, or as I said I might be getting too creative and just need to come back to reality.

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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Welcome to the forum SBlack6

    I am most certain that we can assist, however, please upload a sample with a before /after result if possible so that we can write code for your specific need.
    Originally Posted by Pete_UK
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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Hello

    Thank you for responding to me, I'm only able to save as a PDF but the first page is the Sales List and then the summary on page 2. The other pages are done by month i.e. Jun 17, Jul 17, Aug 17 etc.
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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    This is an excel forum and I really would not like to recreate all your information in excel...Please upload a excel file that we can work with...

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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    So sorry as attached
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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Thank you for the upload...Not quite there yet.
    Now we need to understand exactly what you are trying to achieve.... The upload has no information in that shows us where or what you are trying to achieve....Fill in the information and make a mock up of how you want the sales list to look after the code has extracted whatever information.
    Transfering data from one main sheet to multiple worksheets via date and status
    Such as....
    What data must be copied from what sheet to which sheet based on what Status Criteria...
    Must it happen automatically or must it happen when you press a button....
    Last edited by sintek; 07-13-2017 at 01:06 PM.

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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Hiya

    So basically what I would like to do is have the Sales List as the main page for entering new information. This will then be linked by the month and status filled in columns A and M. So if I enter new information for June within Sales List, this will then upload in the correct tab name Jun 17 and go into Won, In progress or Lost when the user selects the status in column M
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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Thanks for more info....
    i notice that you have only made provision for 11 entries into each section on The date Sheets....will this always be the case.

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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Yea I have kept it small as we don't have a lot going through each month, but it may increase at some point in the future

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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Last question....I am assuming that once you have selected Won or Lost or Progress that row which gets copied t relevant date sheet then gets deleted from Sales List.... or else it will be iterated each time.

    EDITED:
    try this...
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    Last edited by sintek; 07-17-2017 at 07:33 AM.

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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    That's lovely thank you, If we select In progress though it goes to Lost and Lost items go to In Progress.

    The data can stay on the Sales list as its just an overall worksheet but if we changed a status on the sales list it will go to the relevant status is there any way of deleting it from where it was originally. For example if I have a status as in progress and we win it when I change it on the sales list it goes to won and deletes from in progress if possible.

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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Quote Originally Posted by SBlack6 View Post
    Yea I have kept it small as we don't have a lot going through each month, but it may increase at some point in the future
    This should adjust if the row exceeds 11.
    The code will run each time you deselect "Sales List" sheet, or you could run "test" from the macro list Alt + F8.
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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Jay...Yippee........jindon to the rescue....
    Given up asking you to assist with explanations of your code....So won't again as always try here...seems you are not prepared to Teach but to Prove...Well with me anyway...Have no idea what i did wrong...even after all my positive feedback to your posts...Anyway, thankfully there are others who are prepared to shared their expertise and lessons...
    Last edited by sintek; 07-17-2017 at 11:59 AM.

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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Thank you jindon that works perfectly exactly what I envisioned

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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    Thank you sintek for all of your help. You really did get where I was going with it. Sorry to be a pain, but you did do very well and were so quick to respond to me and patient.

    Thank you again

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    Re: Transfering data from one main sheet to multiple worksheets via date and status

    That's lovely thank you, If we select In progress though it goes to Lost and Lost items go to In Progress.
    My bad got the criteria mixed up....
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    Should be...
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    Thank you for your rep +...Much appreciated...

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