Creating a Excel workbook templat help needed

[mattman1149]

Hello,

I need help here as well. I will assume what you all have discussed in these commits will satisfy what I need.

I am in need of a template which I can create that will consist of multiply tabs.
(Each of the tabs will be for an individual client)

If what I am trying to understand in the comments above, I should be able to create with the Macros above?


I will have one master list which list all of my clients and I would like to be able to click on a client on this master list and it take me directly to this page in the Excel work book. The number of clients will be over 100 which is why I am asking if I can make the excel work book easy access to an individual page.

I am reading that I will need to go to my XL start up. However, I am having trouble location this as well.


Please if anyone can help provide more assistance it will be greatly appreciated.

Thank you all in advance for your help

 

[mattman1149]

Please forgive my verbiage with my question. I had just copied my post from another site which I had asked last week and yet to have any response

 

[ask2tsp]

For another user with a similar question I prepared this example workbook
https://drive.google.com/file/d/0B1i...ew?usp=sharing

This can easily be adopted to 100 clients.

Tell me if this can work for you and we're happy to adapt it to your situation.

 

[mattman1149]

I do like the layout, however I am looking to make this for my own needs. I am not sure if you are offering your services. Please forgive me if I am incorrect.

 

[ask2tsp]

My 'services' are forum like assistance. I do this for two reasons.It helps others and it challenges me so I learn a few things doing this.
To apply the proposed concept to your situation, I need to know a few things (to begin with):

• The layout of (part of) your master sheet. Please read http://www.mrexcel.com/forum/excel-questions/628649-recommended-add-ins-links.html to see how you can post copyable parts of a sheet.
• How sheets are organized.Probably label is client.
• How client sheets are filled.

 

[mattman1149]

https://docs.google.com/spreadsheets/d/1En7cR7xAfldnpI8NRlfxXRlRqA_uSfmxtwMYUt0rhLg/edit?usp=sharing

I hope that this lync will work and this would be a rough draft of what I am looking to do.

I do appreciate your help and please excuse my previous comment as I was unsure how this all works

 

[ask2tsp]

When I click the link it shows 120 rows 1:empty, 2:header, 3+4:data, 5...120:alternate lightblue/blue but empty.
When I download the file and open it in excel it says the file is corrupt.
So maybe try again.

When I look at all the columns in the master sheet, I have no idea where to find all those values. You tell me.

 

[mattman1149]

I am sorry about that. I will get the document posted later this evening

 

[mattman1149]

https://docs.google.com/spreadsheets/d/147_oFFmdHGMIeIUwLDSNFvPfLvPCH_McOs0uztGUrdc/edit?usp=sharing

 

[mattman1149]

https://docs.google.com/spreadsheets/d/147_oFFmdHGMIeIUwLDSNFvPfLvPCH_McOs0uztGUrdc/edit?usp=sharing


Please let me know if this link works. I really do appreciate your help with this my knowledge of excel is very basic, however, I am starting to get very intrigued with exploring all of the things one can do with excel.

Would it be a easy as creating column a into a pivot table and then making each name on the master list a hyperlink? I say easy lol but I am not sure I could even do this my self.


Side note the first sheet for some reason did not list the names in the top row one which these were headers might be that the list was inserted into table. I did copy the page and added it to Sheet 2 so you can see.