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How do I copy an entire row to a new worksheet based on a specific cell value

Tal

New Member
Hi all and thanks for the help in advance.
I have created for myself a weekly activity sheet based on clients.
I have created a DATA VALIDATION for the names based on my clients, next to that I have a column of their payment details, a column of how much they have actually paid, a column for what they owe and a column of how they pay and then a column for description.

Here is what I want.
I want to create a worksheet or separate sheets for each client that copies their row from the weekly activity sheet to their sheet based on the name I pick in the weekly activity sheet.
The end result I am looking for is one in which through updating the weekly activity sheet I have a running record for each client individually
 

Attachments

  • Weekly Activity test.xlsx
    11.1 KB · Views: 1
1) Fill Your Sheet1
2) Select 'client Name' from range [J1:J3]
3) Press the [button]
The 1st version... something like that?
 

Attachments

  • Weekly Activity test.xlsm
    28.1 KB · Views: 4
vletm

It looks like what I am looking for, sheet 2 is exactly the format I want.
However, I filled in some of the cells in sheet 1 as you can see from th attached doc, but it didn't pull it to sheet 2.
Have I missed something, and how do I create a sheet 2 for each client?
Thanks
 

Attachments

  • Weekly Activity test.xlsx
    11.1 KB · Views: 3
... and please check ALL Your data validations!
Each client don't need 'own Sheet2', one sheet works for all!
Now, Your client names are J1:J30
Bold names which You want to see, like sample, and
press the button...
ps. Where is Saturday?
 

Attachments

  • Weekly Activity test.xlsm
    30.9 KB · Views: 3
We don't work Saturday.
Sorry for the wrong file, I'll try again. I have checked all validations and extended them.

the format looks good but when I put the data in the daily activities and then push the button, nothing is transferred to sheet 2.

Furthermore, and your opinion is highly appreciated, I am doing all this to keep a running track record of each client based on our daily activity. My thinking was to give each client their own sheet. From what I read, you are suggesting I have all the clients on one sheet. Wouldn't that get overcrowded?

Am I doing something wrong that the rows for each client are not getting transferred to sheet 2?

Thanks
 

Attachments

  • Weekly Activity test 2.xlsm
    24.1 KB · Views: 2
  • Weekly Activity test 3.xlsm
    25.1 KB · Views: 1
I checked Your files. Both files work so far as well as those should to do.
Did You mark 'BOLD' wanted clients names?
... and ...
I could try to make one sample for You later ...
 
One sample for You ...
Please, try to test
 

Attachments

  • Weekly Activity test.xlsm
    72.7 KB · Views: 5
Ok, so firstly let me apologize, it seems I had been checking the excels on office for windows RT, a surface 2 (huge mistake)
I've checked it out now on a normal computer so I see now how it works. So firstly thanks. However, the reports are not exactly what I was looking for.
My goal is to use my weekly activity to keep a running tally for each individual client of what they paid, what they owe and whatever info I place in the row with the clients name.
The report I am looking to create is one where I have a running tally for each client. Not based on a weekly basis but simply based on the client. So if i put in client John whatever info is in that row will automatically get transferred to the client John sheet which will continuously accrue client John's activity.

Thanks
 
Hi
So I apologize for not checking first, but I looked at the weekly activity #3 file we worked on and it seems generally be what I need.
I will go through it in more detail to see how I need to tweak it.

I was wondering what function you used here to get it to pull the info?
is it an =IF function that utilizes the names as the true false if? sorry I'm just getting into all these macros and VBA so my apologies for some of what might be dumb questions ;-)

and thanks again for all your assistance and effort.
 
I took away that weekly option.
Now, it will show all client's information that is in 'table'.
... and, if using 'MOVE' option, it will clear 'old' rows (~reported) to 'saved'.
ps. There aren't dumb questions ... only dumb answers!
 

Attachments

  • Weekly Activity test.xlsm
    73 KB · Views: 7
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