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Extract Multiple Rows into a Limited Template based on Multiple Criterias

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albertd

New Member
Dear All,

I understand that this might be a long process, So I thought we can take it solve the intentions one by one and I would keep on editing the post :)

I have a data dump that I want to extract into a template and be printed out.

Here are my intentions:

1. From the data dump (sample above), is it possible to automatically extract the appropriate value into the Template with a maximum of 10 rows for each set of Template.
Each template would be either limited daily OR maximum of 10 transactions as long as they are from the same credit source.

2. Values for the templates are:
3. Credit Source = Source + Source Name
4. Total = All values inside the voucher
5. Account = Item Code
6. Detail = Item Name
7. Unit Code = Unit Code
8. Value = Total Debit

9. As the datadump is extensive, is it possible to have ~10 sets of template in 1 Sheet and once they are printed out individually, they are deleted?

10. And Finally, to colour code for those that have been extracted to the template


Since I am new to VBA, I would have no issue with the inputs to their appropriate places and to colour code. But I am still learning about the loop function that I believe would be required for this?

Any help would be much appreciated!
 

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Hi all,

To provide better clarity, I have attached the Before and After that I did manually.
 

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  • After.xlsm
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  • Before.xlsm
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albertd said:
Dear All,

I understand that this might be a long process, So I thought we can take it solve the intentions one by one and I would keep on editing the post :)

I have a data dump that I want to extract into a template and be printed out.

Here are my intentions:

1. From the data dump (sample above), is it possible to automatically extract the appropriate value into the Template with a maximum of 10 rows for each set of Template.
Each template would be either limited daily OR maximum of 10 transactions as long as they are from the same credit source.

2. Values for the templates are:
3. Credit Source = Source + Source Name
4. Total = All values inside the voucher
5. Account = Item Code
6. Detail = Item Name
7. Unit Code = Unit Code
8. Value = Total Debit

9. As the datadump is extensive, is it possible to have ~10 sets of template in 1 Sheet and once they are printed out individually, they are deleted?

10. And Finally, to colour code for those that have been extracted to the template


Since I am new to VBA, I would have no issue with the inputs to their appropriate places and to colour code. But I am still learning about the loop function that I believe would be required for this?

Any help would be much appreciated!
Click to expand...


Purpose Clarification:

I have a data dump that I want to extract into a template and be printed out.

Here are my intentions:

From the data dump (sample above), is it possible to automatically extract the appropriate value into the Template with a maximum of 10 rows for each set of Template. And then colour-code those that have been printed to the Template.
These are the Template (Payment Voucher) limitations:

a. Each template contains the data from only 1 (one) day

If in 1st January 2020 & 2nd January 2020, there are 5 transactions /day, there would have to be 2 Templates (1 for each day).

b. Each Template should only be from 1 Source

So if in 1st January 2020 & 2nd January 2020, there are 5 transactions/day from each Source A & B, there would be 4 Templates (1 for each source/day).

c. Each template could only contain 10 lines.

So if in 1st January 2020 & 2nd January 2020, there are 11 transactions/day from each Source A & B, there would be 8 Templates (2 for each source/day).


2. Values for the templates are:
- Credit Source = Source + Source Name
- Total = All values inside the voucher
- Account = Item Code
- Detail = Item Name
- Unit Code = Unit Code
- Value = Total Debit
 
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albertd
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