Transfer Data from one Worksheet to another

There is sample data in the worksheet. But you can change the data in column B (11 down) to feed data to the other sheet. If you change the number in column B it should chage the "conditional Formating in the adjacent columns.

Feel free to work up what you can.

If you can figure this out I will "Kight" you as GURU!

Attached is a mock up with sample data for desired results

Sheet one is labeled “Decision Tree”. Data in Column B, Row (11, 15, 19, 23, 27) is feed there based on the above referenced cell (B5) which is a dropdown. That changes the individuals name in cell (A4) (the name ref will not work in this sheet because it is fed from another sheet. But, if you selected in the dropdown (3) the data below will change based on the agents name. The agent number and name both reference each other.



You will notice they are color coded (Conditionally Formatted), if you change the numbers it will change the data across in cell (E) which will then change the data in cell (G).



Here is what I need – the data in column (B) I need it to be fed to the next sheet (Scoring for Training feed) per the agent number reference (“Decision Tree”) and name (Scoring for Training feed).



The trick is to make it feed the columns allocated on (Scoring for Training feed) tab – on (3) three separate days and save each one so it will total in the (4th) column “Training Status”).



What I want to accomplish is to have the supervisors score their agents on three separate days (randomly) – which will be color coded similarly to the data on the (Decision Tree) tab, and come up with a total to determine what the progress has been over those three periods and whether to send them to training as a result.



So for an example if the agent is red, yellow, red on those three scoring periods they will need to go to training for that skill. If they are green, green, green, they may not need training.





Now - Those totals will then feed each agents name on the next tab (Data2). The button at the top of that page will then create a report (click the button for an example) (Hopefully there will not be that many agents needing to go to training.





Getting the data to copy and paste it to the next sheet is very tricky for me. This is where I need your expertise.

Just noticed something.


If you scroll over to column (Y) on the Decision Tree tab under REBUTTALS and CLOSING, you will notice duplicate naming for training modules. You will also notice on the other tabs the same duplicates. I noticed that when the MACRO is run it does not paste data in those available cells.

There should be (5) scores for the five Skills on the Decision Tree tab the scores 1, 2, 3, 4 or 5 should then be pasted on the next tab by the score indicated.

Maybe because the data is duplicated or the links are still tied to the data.

If the skil training information is changed, will the MACRO know to paste it in the proper place?


Take a look and let me know what you think.

Actually, the data off to the side is just reference data. Ultimaetly it will feed into Column (B). So it really does not matter where it comes from. The results are still the same, whatever is in column (B) Row 11 down should populate over to the next page.

You have done a great job in capturing the data it's just all of it is not filing all the way down.

So for an example on the Scoring For Training Feed Sheet:

The number (2) from the "Decision Tree (Davis) 1" tab is correct, becasue the (2) matches Row (3) on the Scoring For Training Feed Sheet.

The (3) on the "Decision Tree (Davis) 1" tab is correct, becasue the (3) matches Row (9) on the Scoring For Training Feed Sheet.

However, the (2) on row (8) on the Scoring For Training Feed Sheet should not be there. Not sure where that is being copied from.

As for the other two scores:

The number (2) from the "Decision Tree (Davis) 1" on Row (23) should match the (2) on Row (18) on the Scoring For Training Feed Sheet.

And, The number (3) from the "Decision Tree (Davis) 1" on Row (27) should match the (3) on Row (24) on the Scoring For Training Feed Sheet.

Please disregard the data off to the side. Again it is only reference data.

Hope thtis helps, sorry for the alarm and confusion.

Let me know.

See the attachment.



What needs to happen is: the scores (from the Decision Tree) need to match the line reference on the (Scoring for Training feed) sheet.



Per the attached I have attached a worksheet for the logic and the results.



So far example – if you changed the scores in Column B (match what I have in this sheet) and then hit the recording button (each time) it will look something like the attached.


The trick also is to make sure the data is placed in the correct (3) three columns per the agent name.



Let me know if this helps.

Thanks

Yes sir,

You are correct, the data in column (B) on the worksheet I sent are dates. The workbook is an explanation to show the logic to et the results I am looking for.

The first worbook I posted is the format. The Decision Tree has trigger data which feeds the Scores tab to get the results. The logic workbook should give a better idea of which data columns feed the columns on the Scores tab.