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Lead Organizer

  1. #1
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    Lead Organizer

    I want a main sheet where all of my business leads are...then I want a tab for each account executive. Depending on who's name is in the cell on sheet 1, all the lead info will be transferred to their tab. And I want all the leads sent to Monthly tabs as well...so all the leads with a date in May get sent to the May tab, etc.

    This is what I tried to do...and it kept saying I had a Wrong Name Somewhere...

    1) Select sheet 2010, Insert, Name, Define, Name:DataRng, Refers To: =OFFSET('2010'!$A$3,0,0,COUNTA('2010'!$A:$A)-1,21), Add, Close.

    2) Select sheet Greg Leads.

    3) Made sure that the headings on Greg Leads in Range A3:T3 are EXACTLY the same as the headings on sheet 2010.

    4) Right click on the tab, select view code and enter the code
    Code:
    Private Sub Worksheet_Activate()
    Range("M1").Value = Sheets("2010").Range("A3").Value
    Range("M2").Value = "Greg"

    Sheets("2010").Range("datarng").AdvancedFilter action:=xlFilterCopy, criteriarange:=Range("M1:M2"), copytorange:=Range("A3:T3")

    Range("M1:M2").ClearContents

    End Sub

    BUT THIS DIDN'T WORK...I thought I did that right...maybe I had a typo I can't find??


    And this is what I did to try and move all the info for the houses that were auctioning in May...Code for May Auction tab....

    Code:
    Private Sub Worksheet_Activate()
    Range("M1").Value = Sheets("2010").Range("B3").Value
    Range("N1").Value = Sheets("2010").Range("B3").Value
    Range("M2").Value = ">=5/1/10"
    Range("N2").Value = "<=5/31/10"

    Sheets("2010").Range("datarng").AdvancedFilter action:=xlFilterCopy, criteriarange:=Range("M1:N2"), copytorange:=Range("A3:T3")

    Range("M1:N2").ClearContents

    End Sub


    What am I doing wrong???? I think I am doing the datarng part wrong.
    Attached Files Attached Files

  2. #2
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    Re: Lead Organizer...Need help with this datarng and macro

    You are correct, it has to do with the range. It can not pick that range when you are focused on another tab. I will towards workarounds.

    IE: You select tab 3, it tries to reference the range on tab one, but can not find it since you have tab 3 active.

    Look at this code to confirm -

    Debug.Print Range("datarng").Address

    You will notice there is not sheet name attached, you will manually have to append '2010'! + Range("datarng").address

    Try-

    Range("'2010'!" + Range("datarng").address)

    This should work
    Last edited by DP978; 05-26-2010 at 02:36 PM.

  3. #3
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    Re: Lead Organizer...Need help with this datarng and macro

    This file was just an example...my actual file is too large to attach. The sheet is called 2010 in my file.

  4. #4
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    Re: Lead Organizer...Need help with this datarng and macro

    I have this exact same type worksheet for my other business and it works great, but when i tried to create this file it doesn't work. This is the file I originally created that worked.
    Attached Files Attached Files

  5. #5
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    Re: Lead Organizer...Need help with this datarng and macro

    btw...I should mention - I do not know too much about writing codes....I was an engineer by schooling so I took some C and C+ writing, but not much of it stuck. I had help with the ACS file and I dont fully understand the code, which is why I'm having a hard time converting it to my new file.

  6. #6
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    Re: Lead Organizer...Need help with this datarng and macro

    This is the file that I am trying to make....however, in addition to "Greg Leads" as the first tab; I also need "Luis Leads" and "Aaron Leads"...then depending on whose name is on Sheet 1 "2010 Leads", all of that info will transfer onto the appropriate tab.

    Then of course whatever date the auction date is will transfer the info into the correct monthly tab.

    I am having the hardest time uploading this file...it's only 799kb.

  7. #7
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    Re: Lead Organizer

    Anybody help?????

  8. #8
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    Re: Lead Organizer

    I am working in excel 2007 and it doesnt look familiar at all to me

  9. #9
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    Re: Lead Organizer

    It is only copying the information through the L column...then starting back over copying the information from the A column into the M column and saying there's an error. I am dying over here.

  10. #10
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    Re: Lead Organizer

    Solved it myself!!!

    Thanks though!!!

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