Wednesday, July 6, 2016

[Solved] Automatically update individual worksheets from master?

Automatically update individual worksheets from master?

I currently have a master reconile / commssions sheet I enter into for the year.
I use columns A-Z and can enter data up to 2000 rows.
I also have individual sales peoples spreadhseets (8) I then go in and enter all over again or copy and paste the info
All the worksheets are it possible to set a formula (dont knpow anything about macros except they crashed another computer in the office), to enter data into my master sheet and it will automatically update into the correct salespersons spreadsheets
and continue everytiome its updated?

Anwsers to the Problem Automatically update individual worksheets from master?

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To answer your last question first - yes, it will automatically update as it is formula-driven.
First of all, I would suggest that you insert two blank rows at the top of your master sheet, so that you can put formulae for the totals there (in row 1).
Then your headers will be in row 3, so that your data starts in row 4.
By applying Freeze Panes to
cell A4, you will always see the totals and headers as you scroll down, and you won't need to insert formulae for the totals each time you put new data in.
The individual salespeople's sheets can follow the same format, and in E1 of those sheets you can have
a formula like this:
to ensure that you always cover the data.
This can be copied across to any column where you require totals, and by using SUBTOTAL(9, instead of just SUM(, the totals will react to any filters that you might apply to the data (apply the filters from row 3,
if you use any).
Put this formula in cell AA4 of the master sheet:
and copy this down as far as you think you might need it (eg to AA2500).
Within each of the salespeople's sheets you need to put the name as it appears in column A of the master sheet.
You can do this in A1 (say) so that it only needs to be typed once.
As all the salespeople's sheets will have identical formats, you can group them together, which means that you only need to enter the following formulae once, but you must remember to ungroup the sheets afterwards by clicking on the tab of the master sheet.
Put this formula in AA4:
Then put this formula in B4:
Copy that formula across into C4:Z4, and then apply appropriate formatting to the cells, i.e.
date format for column B, currency for E to Q, percentage for R etc.
Then you can copy all the formulae from B4:AA4 down as far as you need them, eg to row 500.
Then ungroup the sheets.
And there you have it.
You might like to save this file as the master file which you can start with each month, and when you have typed the new data for a month into the master sheet you can save that file with an appropriate name.
Hope this helps.

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