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Copy rows from master sheet to other sheets based on criteria

  1. #1
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    Copy rows from master sheet to other sheets based on criteria

    Hi,

    It's been many years since I did any significant work using Excel and I seem to have forgotten everything despite at one point being able to create quite detailed macros. Now I'm struggling even with formulas!

    I have set up a workbook with a master sheet called Transactions. This is effectively a continuous bank statement so a transaction is entered with date, description etc. and a value is placed in either the income or expenditure column. What I would like to be able to do is that every time I enter a transaction a copy of that transaction row is either put on an Income sheet or Expenditure sheet depending which it is rather than having to enter it manually twice.

    I'm sure this is possible but I can't quite work out how so I was wondering if anybody here would be able to give me some assistance please?

    I'm using Excel 2011 for Mac.

    Many thanks.
    Last edited by spikeysas; 10-07-2011 at 04:31 AM.

  2. #2
    Forum Expert JBeaucaire's Avatar
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    Re: Copy rows from master sheet to other sheets based on criteria

    There are many reasons NOT to do this, and many ways to do it that are potentially fraught with duplication and nonsensical results.

    My first suggestion is to NOT do it. Instead, turn on the DATA > FILTER > AUTOFILTER for this data set you're creating and set use the drop downs in the Income and Expenditures columns to filter when you want to view just these items. A filter on NON-BLANKS in the INCOME column would leave showing those items, just as perfectly as if you had a separate sheet, which you don't.

    In this filtered form, you can print, copy, whatever, right there in place with the original data, then turn off the filter when you're done, or set that column back to ALL and filter a different column a different way.

    You can use this tool to create so pretty powerful filters... how about all the INCOME items from Sept 2011 only?

    No VBA, no extra sheets, and all the added functionality.
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  3. #3
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    Re: Copy rows from master sheet to other sheets based on criteria

    Many thanks for the response.

    I guess I didn't even think of the easiest option! That would then answer my next question which is I need to create a separate sheet using rows based on matching criteria from two columns.

    Your help has been much appreciated.

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