Hi can anyone suggest the best starting point for what I want to achieve.
I have 3 different raw data tables on separate tabs
1) Client
2) Advisor Employed
3) Advisor Self Employed
For each of these I have 2 different unique lists containing
1) Clients
2) advisors employed/self employed
If user chooses Run Client report and selects month/year, it should look through the unique client list and for each client, filter the raw data table and save it as a new excel workbook, attach it to an email and put their commission plus some verbiage on mail. (Commission amount would be on a seperate sheet)
Want to save to a new shared onedrive folder by Introducer Reports > Client Name, include Month on file. Even better if we just set up one workbook and for each month it get's appended but no issue if separate.
Likewise, if user chooses run 'Advisor Self Employed' it will look to the advisor list + employed + month, year and do the same.
At the moment, I'm thinking easier to create 3 separate vba scripts to keep it simple and for error handling.
Grateful for any vba coding already similar to this approach.
Many thanks
Melissa
I have 3 different raw data tables on separate tabs
1) Client
2) Advisor Employed
3) Advisor Self Employed
For each of these I have 2 different unique lists containing
1) Clients
2) advisors employed/self employed
If user chooses Run Client report and selects month/year, it should look through the unique client list and for each client, filter the raw data table and save it as a new excel workbook, attach it to an email and put their commission plus some verbiage on mail. (Commission amount would be on a seperate sheet)
Want to save to a new shared onedrive folder by Introducer Reports > Client Name, include Month on file. Even better if we just set up one workbook and for each month it get's appended but no issue if separate.
Likewise, if user chooses run 'Advisor Self Employed' it will look to the advisor list + employed + month, year and do the same.
At the moment, I'm thinking easier to create 3 separate vba scripts to keep it simple and for error handling.
Grateful for any vba coding already similar to this approach.
Many thanks
Melissa
