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Need a macro that cycles through all clients from data validation drop down list

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    Need a macro that cycles through all clients from data validation drop down list

    Hello,

    I have been working on a usage report to be provided to multiple clients for quite some time. This site has been very helpful along the way but I need to add to my current macro.

    Currently I have a button that executes the following macro:
    HTML Code: 
    Currently this macro refreshes a direct data connect from SQL server, does AutoFit/Sorting of columns in in the "Output" tab, and automatically formats the print area of my report to be sent to clients.
    Information to be sent to clients is on the "Template" tab which is a direct pull from the "Output" tab using Index Match formulas.

    However, this is dependent on selecting a client from a data validation drop down list prior to executing the macro. What I'm looking for is the ability to cycle through all of the clients and pull the usage information with just one click of the button.

    The drop down list currently resides in cell C5 from the "Output" tab. In addition, I need just the worksheet "Template" for each client saved in a folder with the name of the client and date in the report name.

    I appreciate any feedback and thank you for your time.

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    Forum Expert dflak's Avatar
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    Re: Need a macro that cycles through all clients from data validation drop down list

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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    Re: Need a macro that cycles through all clients from data validation drop down list

    I have attached an example workbook.

    Thanks for looking into this request
    Attached Files Attached Files

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    Forum Expert dflak's Avatar
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    Re: Need a macro that cycles through all clients from data validation drop down list

    The attachment doesn't tell me much. There is no data, just a Template and an Output sheet with instructions on it.

    So, I'll tell you what you have to do (probably). Make a unique list of clients using a pivot table. Overlay the pivot table with a named dynamic range and use the named range as the source for a list type data validation.

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    Re: Need a macro that cycles through all clients from data validation drop down list

    Thank you for the feedback.

    I'll try it out.
    Last edited by nalanis; 06-01-2018 at 01:39 PM.

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