Use master sheet to distribute info from 1 column to individual sheets

**sonyamartinez1** · 08-08-2011, 05:52 PM

Hello,

I am working on an Excel workbook that will keep track of all of the Sales accounts for our Sales office. There are up to 10 Sales Reps who each have an area of the city depending on zip code. I have attached the blank version of the beginning of this workbook. I need to be able to have the first sheet as the master sheet which would hold a list of all of the customers our company handles. Each customer has a coordinating zip code and sales rep.

I want to enter data into the master sheet, have Excel recognize which Sales Rep the customer belongs to, and then populate that information into the tab for that coordinating Rep (including customer name, zip code and sales rep).

Another question I have in addition to this:
1. Is it necessary to have a Sales Rep column on the sub-sheets if the tab itself is already labeled with the Sales Rep's name?

I am familiar with Excel however have never worked with this type of custom programming before. I would appreciate any help anyone can offer.

Thanks in advance.

Sonya

**tlafferty** · 08-08-2011, 08:59 PM

You don't need a sales rep column, though the code below assumes you will use that field:

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Note that it also assumes you will have an exact match for sales rep name and the name of the corresponding sheet. If not, you will be prompted that such rows for which there is no match will not be pasted.

Let me know if you'd like to add code to deal with this, and if so, how you'd like to handle it. Also, you might consider prompting to clear the data entry area of the master sheet after the code has run.

**sonyamartinez1** · 08-10-2011, 03:52 PM

First, thank you for your help.

I'm following along so far and I've decided to keep the sales rep column on the individual sheets following the master sheet.

I've attached the updated version of this file (the layout and headings will not change again, this is the permanent sheet layout). I added new columns to track if the customer was contacted on any given month.

Can you help me address the newly added columns for months? This part is not relevant in the search; is there a way that the code can be modified to not search through those columns or cells?

Thanks,
Sonya