How to Create Multiple Reports from One Sheet

newbie18

New Member
Joined
Jul 30, 2018
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16


I have a large sales data report containing several groups of customers. I would like to automatically generate individual usagereports (separate files so not by tab) for each group every month and save themon a shared drive. I would like to alsohave each report automatically be customized with different headers (based oncustomers’ request); however, I could evade this if it is not possible.



Here is an example of my sales data. The group name column is what I would like touse to generate the reports. Is there amacro or method to do this? I know that Ican achieve this process by creating a pivot table, and then splitting out thedata by group into different tabs, but I would like to customize each report (ifpossible) and produce individual reports to save it in different folders.



Customer IDItem IDDocument Date ID
Accounting Year DESCCalendar Month DESCCalendar Year IDQty SoldPrice Paid EachSalesGroup Name
2091039970757042598/12/2019Fiscal 2020August 201920191$ 36.00$ 36.00ABC
209103998UN57585118/12/2019Fiscal 2020August 201920190$ 1.52$ 1.52DEF
209103999UN57585298/12/2019Fiscal 2020August 201920190$ 1.76$ 1.76GHI
2091042890757042598/12/2019Fiscal 2020August 201920191$ 36.00$ 36.00JKL
<colgroup><col width="86" style="width: 65pt; mso-width-source: userset; mso-width-alt: 3072;"> <col width="70" style="width: 53pt; mso-width-source: userset; mso-width-alt: 2503;"> <col width="114" style="width: 85pt; mso-width-source: userset; mso-width-alt: 4039;"> <col width="135" style="width: 101pt; mso-width-source: userset; mso-width-alt: 4807;"> <col width="128" style="width: 96pt; mso-width-source: userset; mso-width-alt: 4551;"> <col width="99" style="width: 74pt; mso-width-source: userset; mso-width-alt: 3527;"> <col width="56" style="width: 42pt; mso-width-source: userset; mso-width-alt: 1991;"> <col width="118" style="width: 89pt; mso-width-source: userset; mso-width-alt: 4209;"> <col width="92" style="width: 69pt; mso-width-source: userset; mso-width-alt: 3271;"> <col width="191" style="width: 143pt; mso-width-source: userset; mso-width-alt: 6798;"> <tbody> </tbody>
 

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.
Yes, this is doable.

First you'll want a macro that searches Column J (Group Name) and copies all rows with the term ABC. Repeat the process for each of the other unique names.

Those copied rows will be pasted into a separate sheet set aside for each unique name.

Then you'll need another macro that saves each sheet as a separate workbook in the location you desire.

Plenty of example macros on this forum and the 'net.
 
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