Create individual worksheet and merge info onto master sheet

[gabe1965]

Hi
I have a master sheet of all the customers that my team need to call. I want each of them (CC Name) to have their own individual worksheet containing their own accounts to chase and update. During the day I want to check their progress, so I require their notes from their individual worksheet to update my master sheet.
Can someone help?
Thanks
Gabe
PS - below is a snapshot of my spreadsheet. Sorry I do not know how to attach the actual spreadsheet as this is my first posting.

Account No.

Customer Name

CC Name

Total

Last Called

Next Call

Amount Forcasted

Amount Promised

Payment Date

Week/Month

Query Date

Query Type

Query Amount

Query Sent To

K006181

Samir

Carrie

930.00

K008981

Artillery Lanet

Robert

1,390.08

K008188

Ash Industrial

John

29,122.96

K008291

AXIS BV

John

3,642.44

K008088

Bargate Homes

Carrie

140.04

K008818

Chelford Properties

Amid

815.28

K008829

NJ Pill

Amid

283.14

T089

Dashwood Group

Carrie

613.14

K008191

Dublin Bay Inns

Mary

1,908.00

K008888

First Vintry Property

Carrie

98.30

K008911

G Park

John

23,291.09

K000098

Gillhams

Carrie

197.38

K008091

GPG

Mary

1,622.40

K002688

GVAS

Amid

5,717.54

K008828

CHIPS

John

43.01

K002828

ING Lionbrook

Mary

3,775.20

IK029

Interserve Project Services

Robert

120.00

K008282

J. Packman

Robert

21.00

K002609

John Lott

Mary

2,693.40

K268

Motor N1

Gary

806.40

PAZX001

Motor Building Maintenance

Gary

1,796.31

K008998

Motor Construction

Gary

2,057.76

K008260

Kent Development Property

Mary

558.00

RR112

Wales Diocesan

Carrie

884.24

K008181

Lothian Pension

Robert

136.80

K008086

LPA River of Shelton St.

Robert

90.00

K008889

LPA River RT Bellows

Mary

1,043.10

K008818

MCD Developments

Robert

864.00

K006218

ABC Group

John

20.00

K008818

ABC Group

John

4,437.60

K008861

ABC Group PLC

John

19,576.45

K008118

ABC - CBC

John

227.18

K008688

Mentor Art

Carrie

948.14

K008891

Metro Trust

Jane

42,598.53

K008206

MITIE Property Services

John

4,954.79

K008088

Morrison Wales

John

7,065.71

K008209

Mr Halliwell

Mary

202.00

K002181

NJ Gill & DH Johnson

Amid

2,201.10

O001

Oxford Village

Jane

21,179.70

K008189

Oxford Village Direct Services

Jane

13,504.77

ST289

POP Management

Robert

114.00

P081

Plus Cane

Jane

26,202.70

K008818

Questway in Town

Amid

631.69

K006162

Remox Investments

John

445.44

K002122

RG Magie

Amid

201.60

K008888

Ross Freese

Mary

900.00

K008068

SA Patient & Son in Liquidation

Carrie

18.00

K001066

South Tyneside Homes

Mary

387.88

K008888

Standard Life Investments Property

John

232.50

K002968

Team Group

Carrie

427.20

K006281

Branch of South Tyne

Carrie

835.20

T188

Touchstone C P S

Carrie

357.22

K008081

Universities Superannuation Scheme

John

915.46

K008188

Vince Construction

Carrie

899.12

K008188

Whatmore

Robert

144.00

K008088

Dixon s

Jane

23,016.64

K008211

Wrexhin Constructions

Robert

136.80

K008808

Yappi Company

Carrie

368.58

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</tbody>

 

[mumps]

Hi Gabe. The current macro will create a new worksheet for each team member each time you click the button so it doesn't matter how many rows of data you have. If you are going to add columns, the macro will have to be modified and the columns that the team needs to update every day will therefore also change. Does this make sense? I'm not sure what you want to do as described in your third paragraph. How is the NEW REPORT created? What is the difference between the NEW REPORT and the existing report? Where are columns S to AF located? This part is very confusing for me.

 

[gabe1965]

Hi mumps
I understand what you are saying about the columns. The new uploaded spreadsheet is the format we are going to use from now on, so is their any chance you can update your macro for me?
I'm sorry if I have confused you about the third paragraph. The new report is created by running a report from my companies system. This is done at least once per week (every Friday) because we need to see how the list has changed - this report is a list of all the customers who me me money. Because I need to create a NEW REPORT each week, I am not sure how to copy over the existing information from the existing report (this is the report we've been using since last Friday) against the accounts that still have not paid as this information needs to be copied over onto the new report. When I tried this before by performing a vlookup it messed up your formulas/spreadsheet.
What I was trying to explain in the third paragraph was an idea I had of how we could automate this process e.g. click on a new worksheet and call this worksheet NEW REPORT. Then write a macro that when you click on the macro button it will copy over onto the new report (this is today's list of accounts that owe me money) the existing data from master sheet i.e. columns S to AF. If this cannot be done, then each week my team will need to copy over their comments manually onto the new report against the customers that still owe us money.
I hope this explains t better?
Thanks
Gabe

 

[mumps]

Hi Gabe. It looks like what you're asking now is totally different from your original request. In order for me to fully understand what you're trying to do, I think that I would need to see your file. Your file should contain the new uploaded spreadsheet and also a sample sheet of what the new report should look like. Please explain in detail what you would like to do, referring to specific cells, ranges and sheets. Perhaps you could upload the file as you did previously and post the link to the file here.