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automatic filter rows and columns

  1. #1
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    automatic filter rows and columns

    Hi, I am doing some trading which allows customers to fix the price at a later time, rather than at the time of fixing a contract.
    so every week I need to send out pricing reminders to every customer.
    in "raw data" sheet, I listed some data that I use, and in "example" sheet, that's the table I'd like to have.
    tried some formulas but didn't work out.
    So I need to filter "Partially fixed" and "Not Fixed" first, filter each customer and ideally add a "Remark" column if possible.
    Then at last if Macro can automatically draft an email saying something like
    "Dear customer

    We would like to send you the weekly unfixed pricing list."
    then followed by the table generated just now by Macro without sending the email.

    I can record the macro to do the first part but i don't know how to make it happen to start the outlook to draft an email.

    Thank you
    Daniel
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  2. #2
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    08-28-2014
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    Re: automatic filter rows and columns

    Perhaps the following will be of some help:
    1. Produce a pivot table with the customer field in the filters area and the Ctr. No. through Fixation Status fields in the Rows area
    2. Filter the Fixation Status field
    3. In the Pivot Table tools tab > Pivot Table analyze sub tab select Options > Show Report Filter Pages to make an individual sheet per customer
    Let us know if you have any questions.
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