separate master worksheet into many worksheets by clients

[rjmdc]

hi
i have a master worksheet 2000+ entries made up of checks sent to many clients
i need to divide this sheet into 200+ workbooks each with the name of the individual client
can somebody help me?

 

[Logit]

Please post your workbook to a CLOUD site for download. Post the URL to download the workbook.

 

[rjmdc]

its HIPAA protected, what should i do?

 

[Norie]

Create a sample workbook which has dummy data laid out in the same way as the real one and upload that.

 

[Logit]

Agreed ... remove the Patient Data (Names, addresses, phone number, email, etc.)

 

[rjmdc]

how do i upload a file please?

 

[Logit]

This Forum does not provide a means to upload a file. You will need to upload your workbook to a Cloud website (DropBox.com or similar) then provide the download
link here.

 

[rjmdc]

payments sample.xlsx

drive.google.com

hi i hope this works
i need a macro that will work with a button
1- i need to divide this master payments sheet by participant name and save in a general folder with workbooks per participant that will keep updating as i run this macro, overwrite whats there and replace with new info (column B)
all payments made for that participant on sheet 1 called "All Payments"
2- then create for each participant in this workbook a separate tab for each month of service (column E), each tab labeled month/year

once i have that i will then file each workbook in each participants file

can anyone help me?

 

[rjmdc]

hi
is there anyone that can help me. i have spent so many wasted hours and am no closer to a solution.

 

[rjmdc]

what am i doing wrong. it completes 1 file and then stops and says debug

Sub FilterCopy()
   Dim cl As Range
   Dim Ws As Worksheet
  
   Set Ws = Sheets("All Payments")
   If Ws.FilterMode Then Ws.ShowAllData
   With CreateObject("scripting.dictionary")
      For Each cl In Ws.Range("B2", Ws.Range("B" & Rows.Count).End(xlUp))
         If Not .Exists(cl.Value) Then
            .Add cl.Value, Nothing
            Ws.Copy
            Range("A1").AutoFilter 2, "<>" & cl.Value
            Range("B2:B5000").SpecialCells(xlVisible).EntireRow.Delete
            ActiveSheet.ShowAllData
            ActiveWorkbook.SaveAs "M:\all\FI Payments\Single Participant Payment Worksheets\Split Files" & cl.Value & ".xlsx", 51
            ActiveWorkbook.Close False
         End If
      Next cl
   End With
End Sub