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Summarize Sheets onto one Sheet / Create New Sheet from Template with Button

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    Summarize Sheets onto one Sheet / Create New Sheet from Template with Button

    TIMESHEET 2013sample.xlsx
    Hello - i think i have simplified my question (from a few days ago) to be better understood:
    I need just a few major things that i'm not sure if it can be done and how - the rest i'm OK with.

    1. I have an employee info form (sheet) with cells (merged and regular) for Name, Address, SSN, hourly rate, bank account info, etc. I need to figure a way to require all the "required" cells, before entering the employee name and hourly rate/salary on another sheet where my clients would enter the payroll hours - that way i am not trying to use my crystal ball to figure out how much to pay these guys!

    2. Then, i need a way to (probably a button type operation) that will create a blank employee info form (sheet) to then be filled in with a second employee's info, so they can put the hours in for them as well, and so on, with the name being at least some part of the employees name.

    3. With that said, i'd also like to be able to take the sheet with a certain pay periods hours on it, and create a blank sheet for the next pay period.

    4. Lastly, if there's a way to summarize, on another separate sheet in the same file, the employee's names, addresses into columns. Example: EmployeeInfo1 cell A1 to SummarySheet A1. EmployeeInfo2 cell A1 to SummarySheetA2. And have them in alphabetical order. I have a basic idea.. with still a few major tweaks on my end, but basically this is a tiny insight into my screwed up brain and how I got it to do a few things i wanted. There is definitely a better and easier and more efficient way to do what i've done so far. If you want to share any other routes, feel more than welcome.

    Thanks in adavnce, i'm attaching a sensitive data omitted sample of what i'm talking about. Don't laugh. OK.. you can laugh.

  2. #2
    Forum Contributor arlu1201's Avatar
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    Re: Summarize Sheets onto one Sheet / Create New Sheet from Template with Button

    You will need to specify what you need to be done on each sheet. Like for Sheet (name here), you need these tasks to be automated, etc.
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    Re: Summarize Sheets onto one Sheet / Create New Sheet from Template with Button

    OK - sorry so long to respond - swamped as it's starting tax season.

    Anyway, I would like the following to be the process if possible:
    1. Client clicks a button that creates a new sheet with the name being the Employee Name from that sheet (Last, First)
    2. Sheet name automatically changes to employee name (Last, First)
    3. After all required info is entered (First Name, Middle, Last, Street Address, City, State, Zip, SSN, Single/Married/Married at single rate, # of allowances) OR the client selects the "override" checkbox (with Last and First name still required, the client can then select that employee's name from a dropdown list on sheet "Hour Sheet"
    4. The client then clicks button to "send to accountant" which saves a copy to their desktop for them to attach (or print and fax "Hour Sheet") to an email to me. Button would also create the next pay periods Hour Sheet (or clear the entered data and copy it to another summary sheet - whichever is easier - this would be hidden from client to not confuse them) or any other way this could be done.
    5. The "Employee Summary" sheet would be a summary of each "Employee Info" sheet (in this example Sheet "1"). I have a pretty simply overly complicated idea on here, but definitely don't need it. I just need the columns to be the individual fields that are entered on Info sheet, and rows being the different employees.
    ** Note ** I have named some fields "LastName1" thinking it would change to a different number on a new sheet, but didn't. I am not glued to the idea of having the fields named based on what they are.

    6. If you have suggestions as to set up of the forms, design, etc - feel free to suggest a better or more efficient way. Even if it looks cooler, I just want to also learn more about Excel and what a better opportunity right??

    Any help is greatly appreciated.

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    Re: Summarize Sheets onto one Sheet / Create New Sheet from Template with Button

    Bump - no response...

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