Moving data from a generic worksheet to a generic workbook

Blanchetdb

Board Regular
Joined
Jul 31, 2018
Messages
76
Hi

At this time I am seeking info in regards to the possibility of excel being able to do the following...

I presently have clients that utilize a generic worksheet to enter data specific to their staffing process. Once they submit to us, I would like to transfer the information into a template workbook that would house the data from the worksheet received (sheet 1) for data and (sheet 2) would have the pivot table related to the data in sheet 1. Once the transfer of data is made, I would save the workbook with a specific identifier

example:
Bob would complete their Staffing Process named 20-ITH-OE-VAR-456. Bob would send me the workbook where I would transfer the data to Sheet 1 of my template. Sheet 2 would have the pivot tables already in place to manipulate the information. I would save the workbook with a specific identifier.

I would repeat the same process for every form submitted

the template workbook would have every possibility contained in a staffing action but the submission may only contain data for certain aspects as they requirements for each can be very different

can that be done in excel

thank you
Dan
 

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