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Pulling Specific data that meet certain criteria from main workbook into new workbook

  1. #1
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    Question Pulling Specific data that meet certain criteria from main workbook into new workbook

    Hi all,

    I've been stuck a few times and the guys here have always been super helpful.

    I'm trying something a little more complicated now, I hope I can make myself clear

    I have a fairly simple spreadsheet, each record relates to an issue we have logged. The spreadsheet current is logging everything since April of this year.

    How can I extract specific data into a new workbook, like so:
    1. Pull all record between (for instance) 1-05 and 31-05 in the date column, and move those records with the data from columns (for eg) a, b, d, e and f into a new workbook

    2. Have the new workbook refresh it's contents from the original workbook, so that when it is updated, the extracted data also updates, (to avoid having to update two spreadsheets instead of one).

    If I've explained this clearly, it should be obvious that what I'm trying to do is create a summary of each month, and save that into a new, (but continuously updated) workbook. If that's not clear, I've made a pigs ear of my explanation.

    I'd be grateful for any advice,

    (or calls of "what are you talking about?" too)

    Thanks

  2. #2
    Forum Expert royUK's Avatar
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    It depends on the data & the data layout, but maybe you could use a PivotTable
    Hope that helps.

    RoyUK
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    A pivot table is type with the drop downs at the top of each column isn't it?

    If it is, I've got this going on my main table, but I need a seperate montly report to send out, and to create graphs from etc. Plus there's loads of data in the main spreadsheet that I use to track all kinds of boring stuff, but is of no interest to other parties... or worse

  4. #4
    Forum Expert royUK's Avatar
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    You need to provide an example workbook to show what data you want. I would suggest that you set up a Custom AutoFilter to show only the required dates then copy that to the report.

  5. #5
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    Okay, I've uploaded an example.

    The date and time format of the resolved column is as my actual spreadsheet.

    As you can see from this sheet, there's a bunch of information that is needless for stats reports. (the actual spreadsheet is waaaay worse).

    What I need is to be able to create a seperate workbook for each month, that will take the data from columns "site" "resolved" "downtime" and "category" assuming that the data in column "resolved" is between (for example) 1st sept and 30th of september, or if it is possible, if the entry in the field is **/09 **:**:** if that's more straightforward?

    I then need the new workbook to change when the contents of the source spreadsheet changes, so I don't have to go back and change every single month (I still have changes going back as far as May so there would be a massive amount of admin without this ability).

    Is it asking too much of excel? should i be looking at access now?
    Attached Files Attached Files

  6. #6
    Forum Expert royUK's Avatar
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    You could look at setting up a Database query using the main sheet as the database source. This would refresh when you open the query workbook.

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