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Creating Seperate Sheets based on certain Drop-Downs in the Main Sheet using Macro..!

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    Creating Seperate Sheets based on certain Drop-Downs in the Main Sheet using Macro..!

    Creating Seperate Sheets based on certain Drop-Downs in the Main Sheet using Macro..!

    Dear Forum,

    I need to create 4 Seperate Sheets everyday based on the Data, in the same workbook Once I receive the data from the TeleCalling team to send to the Logistics and the Sales Team for further follow-ups.

    The Data is differentiated into 4 Major Categories i.e
    1. Not Interested
    2. Interested
    3. Site-Visit
    4. Presentation.

    I need to create 4 Worksheets for these four Categories such as CC Not Interested, CC Interested, CC Site-Visit and CC Presentation.

    Now this data would be received on a Daily basis from the Call-Center or the Tele-Calling Team and this data will be further Actioned by cascading the information to the appropriate departments.

    Now, the "Not Interested" Data needs to maintained seperately for any new promotional campaigns..

    The "Interested" Data is of the Customers who have shown interest but not actually willing to make a Site-Visit or ask for a Presentation.
    So, this would go to the Sales Team to be Followed-Up..differently.

    The "Site-Visit" Data would go to the Logistics team to arrange a vehicle /transport for the site-visit.

    The "Presentation" Data would go to the Sales Team who would approach the Clients to visit the company premises or go to their office/residence for a presentation.

    So, each data needs to be treated seperately and therefore needs to be actioned differently with different people and teams and sales and customer service strategies involved..

    Now, since this is a mundane activity it will be difficult to actually make Seperate sheets on a daily basis..

    I thik using VBA MAcro it will be easier, so can someone please help me on the same.

    There's more to it each days data needs to be created seperately or better would be to append to the earlier days data from the bottom..

    Example:
    The Call Center would be giving Historic Data which is ideally 1 or more than a day old and therefore this data would keep on increasing in the CC Main Data and I need to create 4 Sheets with the aforesaid categories and then the next time the new data goes in this 4 same Sheets from the bottom.

    Please suggest if there is a better option..

    Warm Regards
    e4excel
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    Last edited by e4excel; 10-25-2011 at 09:44 AM.

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    Forum Expert JBeaucaire's Avatar
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    Re: Creating Seperate Sheets based on certain Drop-Downs in the Main Sheet using Macr

    This is a non-macro method. It splits the data in realtime based on the column F flags, the "key values" created in column H, and the matching sheet names. This would be even simpler if you made the sheetnames actually match the column F values.
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    Re: Creating Seperate Sheets based on certain Drop-Downs in the Main Sheet using Macr

    Thats a very good approach JBeaucaire, very crisp...
    I have a few doubts, this data in the Main Sheet as explained would be sent from the Call Center and which will be sent on a Daily basis and this data after segregation is sent to different teams viz. Logistics - Site Visits to arrange for Transport and the Presentation and the Interested Data to the Sales Team to formulate strategy for the Interested to convert them into either Presentation or Site-Visit..

    Now, how do I save the the trouble of dragging the rows everytime the Data Increases and also there would be further distribution done to handle this Follow-up Data.

    Like for instance the Data which is going to the Sales Team for Presentation and Interested would be distributed amongst the Team Members where I would like to use the same Technique of creating Sheets with the required no of Prospects to be handled by a particular Sales Manager.

    So how do I amke this easier using your Non-VBA Approach to an extent and then to expedite matters again in a MACRO..

    Warm Regards
    e4excel

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    Re: Creating Seperate Sheets based on certain Drop-Downs in the Main Sheet using Macr

    Quote Originally Posted by JBeaucaire View Post
    This would be even simpler if you made the sheetnames actually match the column F values.
    Can you please explain the same what do you mean by Actually Name the Sheet Names in that manner?

    Warm Regards
    e4excel

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