Transferring data (client name & treatment) from bookings worksheet to accounts Workbook

B3nj1

New Member
Joined
Apr 17, 2021
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Good Morning,

I have 2 workbooks, the 1st gathers data from my booking app to transfer online bookings, on to the bookings sheet (sheet 1) . Example below (PSB);
(so when a client books in online, this is what auto populates on the Bookings workbook Sheet 1)

1618824034326.png

These are then arranged in chronological order on sheet 2 of the bookings workbook, PSB
(I have then rearranged the above in to 'day' order, with treatment Bookings workbook Sheet 2)

1618825744486.png


I have an accounts workbook, that has a separate sheet for each week of the year, PSB
(example of 1 sheet within the Accounts Workbook where there is a separate sheet for every week)

1618825938892.png


What I would like, is a way that the Accounts workbook auto populates with the data from the Bookings workbook sheet 2.
Currently the only way I can think to do it is by referring every cell on the accounts workbook, to the cells on the bookings work book. I have a whole year to do so this would be very time consuming.

any help would be greatly appreciated!!
 

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igold

Well-known Member
Joined
Jul 8, 2014
Messages
2,737
Office Version
  1. 365
  2. 2010
Platform
  1. Windows
Hi B3nj1, welcome to the MrExcel forum.

As a quick thought, I would consider changing the way you are arranging your data in your Bookings workbook sheet 2. You may want to use just three headings: Date | Client | Treatment. Every row of data should be unique, either a different Client, different Date or different Treatment.

Once you have your data arranged like that it will be much easier to "Slice & Dice" the data to however you want it to appear on another sheet.

I hope this helps.
 

B3nj1

New Member
Joined
Apr 17, 2021
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Thank you for your reply,

I am more than happy to rearrange the bookings worksheet 2 into the best/ easiest arrangement. Once I have made the edits you suggest, is there an easier way of transferring this data to the accounts workbook/ worksheets?
 
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