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Shruti2929's avatar
Shruti2929
Copper Contributor
Nov 24, 2024

Automating Party Transactions in Excel Using VLOOKUP and VBA Macros or anything

Hi everyone,

I have a main sheet named "DAILY INWARD OUTWARD" that contains transactions for over 50 parties. Each party does multiple transactions, and I need to manage their stocks. Currently, I manually create separate sheets for each party and record their transactions, which is time-consuming.

See this is my master sheet and I make stocks like this

That month Jodhka made 4 transactions, so by searching in master sheet all over made manually my diff party list.

likewise i have to maintain 100+ party details, so anyone can help me reagarding this?
I would like to automate this process using VLOOKUP and VBA macros or anything. Specifically, I need help with:

  1. Using VLOOKUP to fetch transactions from the main sheet to individual party sheets.
  2. Writing a VBA macro to create separate sheets for each party and copy their transactions from the main sheet.

Any guidance or examples on how to achieve this would be greatly appreciated.

Thank you!

 

  • Rodrigo_'s avatar
    Rodrigo_
    Steel Contributor

    Could you upload a sample file without sensitive data.

  • peiyezhu's avatar
    peiyezhu
    Bronze Contributor

    https://filetransfer.io/

    Share your sample file expected result by above cloud drive please.

  • Khashayar's avatar
    Khashayar
    Copper Contributor

    Using VLOOKUP and VBA can work but seems a bit complex for this job. I might be able to help write a vba script that:

    • Loops through each unique party.
    • Creates a separate sheet for each party.
    • Copies relevant transactions to their respective sheets.

    Just let me know if you need that script.

    As an alternative, I am working on a project where we are building AI Agents to automate data processing operations, such as data extraction, only based on user's prompt, and it's compatible with Excel, SQL, CSV, PDF, Word, TXT, Email. If you think that might be useful for you, our waiting list for our Beta release is open: https://www.starnustech.com/

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