|Acct. No||Product||Date||Manager||Business Unit||Misc.|
|1||A||JULY||SUE||EAST||NEEDS UPDATED CONTACT INFO|
For all of our original clients, we have their info in a system, and the employee that's in charge of a particular client is constantly updating the client file on our system. Likewise, we will need to constantly be updating the new client files (already assigned to a specific current employee) also.
However, there's a few bumps with IT, and we won't be able to get these 7,500 new accounts into our functioning systems until October or November. I've been tasked with finding a usable way for employees to access their new customer data from this Excel sheet and update data.
My boss does not want a shared file. Apparently they have tried that in the past and it messed with the systems and would crash programs. I used a macro from Ron de Bruin (Create a new workbook for all unique values) that created a new workbook for every specific Employee name from the original Excel file when you ran the macro. The only problem was that you needed to be in the master file to run the program.
My boss did not like that idea, he responded with "Is it possible to do excactly that but for the individual to select to pull just their own data and to select a specific month? Almost like you'd click the button and then get prompted to enter (or choose) the employee name and the client month."
My boss currently has the original file of new clients password protected, with only himself and one other employee besides myself have the password to.
So is there a way to create some macro in an Excel file, that can pull data from the Master file (without needing the password), and the employee can choose their name and the month of clients they want, without actually being in the Master file itself? I don't need code or anything, I really would just like to brainstorm and have some expert opinions and ideas.
I've attached a picture of a "mock" spreadsheet. Obviously all of the data is fake, but that's the general set up of how it looks.
Let me know if you need clarification on anything, I appreciate all of the help and responses.