duranimal86
New Member
- Joined
- Jul 24, 2019
- Messages
- 18
- Office Version
- 365
- Platform
- Windows
I am trying to determine the best way to setup my workbook and i keep going back and forth between pivot tables, VBA, and Power Query and can't figure out what is right. I have a data file with a large number of transactions and i want to have separate tabs display a subset of those transactions based on values in 1 or 2 of the columns for distribution to different parties. I also would like to be able to easily update the data file/tab with new data and be able to refresh all of the tabs with the latest data.
For example, based on the data below i would have 2 scenarios:
1. I would want to have 3 tabs (100, 200, and 300) that pulled all transactions with that corresponding Cost Center (column 3)
2. I would want a tab for Cost Center 400 and Account 6000 and a separate tab for Cost Center 500 and Account 6000.
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What would be the best way to set this up to automatically pull the data across all tabs and be easiest to refresh with new data?
For example, based on the data below i would have 2 scenarios:
1. I would want to have 3 tabs (100, 200, and 300) that pulled all transactions with that corresponding Cost Center (column 3)
2. I would want a tab for Cost Center 400 and Account 6000 and a separate tab for Cost Center 500 and Account 6000.
| Period | Date | Cost Center | Account | Account Description |
| 01-19 | 1/8/19 | 100 | 2400 | 2400 Account Description |
| 01-19 | 1/8/19 | 200 | 1100 | 1100 Account Description |
| 01-19 | 1/8/19 | 300 | 1100 | 1100 Account Description |
| 01-19 | 1/8/19 | 300 | 5000 | 5000 Account Description |
| 01-19 | 1/8/19 | 100 | 2400 | 2400 Account Description |
| 01-19 | 1/8/19 | 200 | 1100 | 1100 Account Description |
| 01-19 | 1/8/19 | 200 | 1100 | 1100 Account Description |
| 01-19 | 1/8/19 | 400 | 6000 | 6000 Account Description |
| 01-19 | 1/10/19 | 500 | 6000 | 6000 Account Description |
| 01-19 | 1/10/19 | 400 | 6000 | 6000 Account Description |
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What would be the best way to set this up to automatically pull the data across all tabs and be easiest to refresh with new data?
