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Generating report based on and consisting of rows in worksheets

  1. #1
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    Generating report based on and consisting of rows in worksheets

    Hi all! Been having some trouble manipulating the following into a usable program, and am hoping someone might be able to give me a bit more insight!

    I basically have a 'master list' of organization members with pertinent information (name, address, membership level, status, etc.) organized in rows.

    Firstly, I would like to know how to sort this information based on membership level (YOUTH, CORP, COR EN, HON, LIFE, MED or AUX, and FULL), exporting complete rows of information to a separate worksheet named for each level (7 in total). I intend to use these separate worksheets as 'reports' on the number and information of each level of member.

    Secondly, I would like to be able to sort the complete rows of member information in each separate worksheet based on when their membership expires/comes due (in relation to today's date.) I intend to use this feature to tell me which memberships are coming due soon.

    If it would help to see the information, I attached the master database, where the only information I am interested in seeing on the reports are in columns A through I. Column G provides the membership level (CATEG), which I would like to use to filter the information on the Master List sheet to the appropriately named other sheets. Column F provides the membership expiry date (INVDUE).

    Any idea on how to progress? I'd be grateful for any advice at all
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  2. #2
    Forum Moderator Leith Ross's Avatar
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    Hello esthero101,

    Welcome to the Forum!

    It looks as though your attached file is empty. Please reattach it so we can help you with project.

    Sincerely,
    Leith Ross

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    Apparently I need help with more than just Excel, lol. I've re-attached the file, thanks Leith.
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  4. #4
    Forum Moderator Leith Ross's Avatar
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    Hello esthero101,

    I am working on your workbook. The sample below is a list of mebershps in the CATE column, column "G". When creating a database is it important to standardize your labels.
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    This is quite different from your list of worksheet names you give...
    Firstly, I would like to know how to sort this information based on membership level (YOUTH, CORP, COR EN, HON, LIFE, MED or AUX, and FULL), exporting complete rows of information to a separate worksheet named for each level (7 in total). I intend to use these separate worksheets as 'reports' on the number and information of each level of member.
    Here is list of the worksheets' names as they appear in the workbook...
    YOUTH Members
    FULL Members
    HON Members
    STUD Members
    LIFE Members
    MED or AUX Members
    CORP Members
    What would you like to use?

    Sincerely,
    Leith Ross

  5. #5
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    Hi Leith- thanks for pointing out the inconsistencies... the data has been input over several months by several different people using different standards, apparently. I've standardized the labels in Column G and would like to use the latter worksheet titles (the second option).

    Sorry for the trouble and thank you for helping me out!
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  6. #6
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    Hi Leith and all;

    Does anyone have any advice for me based on this worksheet problem?

    I'd really appreciate any tips and tricks.

    Thanks,
    Nikki

  7. #7
    Forum Moderator Leith Ross's Avatar
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    Hello Nikki,

    Sorry this took so long. It was a bit of learning experience for me using AutoFilter in VBA code. But it is done and it works. Below is the macro to take the information from the Master List and copy the data by membership to the correct report sheet and then sort it by date from oldest to newest. This macro is already installed in the attached workbook.
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    To Run the Macro...
    To run the macro from Excel, open the workbook, and press ALT+F8 to display the Run Macro Dialog. Double Click the macro's name to Run it.

    Sincerely,
    Leith Ross
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