Help with Queries or VBA code, trying to separate a customer list into separate files

Copper Contributor

Hello,

 

I have a list of about 5000 customers (name, address and price estimate) from which I need to extract all three parameters from the list and create a new sheet (or workbook) for each customer BUT the  data needs to be written to the new sheet/workbook in a specific template; specific to my invoice template (which I have made in excel). I have been doing this one by one, (please see file attached  with a sample set of customer list data and my invoice/price template), by copying the data, creating a new excel sheet and pasting. How do automate this process so that I can write each customer with respective data to their own invoice?

 

 

The font color for the desired data I am trying to pull is in red in the SAMPLE file attached. Can someone please point me in the right direction or help me figure out an automated way to do this? 

1 Reply

So I have made some progress... I found this video that helps me write a VBA code to extract data from an Invoice and into another sheet. But I think I want to do precisely the opposite. Link below to help illustrate:

 

https://www.youtube.com/watch?v=r4hYRIn-0nA

 

Code below that has been written to do the opposite of what I need it to do... I need this code to generate new files that are basically the same template as this invoice template.... so I assume I need to switch some code around but not sure exactly what to do. But, becasue I need to run through a list, I would guess that I need to add a loop somewhere in here.... Does anyone have any recommendations ?

 

 

Sub InvoiceReport()
Dim myFile As String, lastRow As Integer
myFile = "C:\INVOICES\" & Sheets("Sheet1").Ranges("B5") & "_" & Sheets("Sheet1").Ranges("F1") & "_" & Format(Now(), "yyyy-mm-dd") & ".pdf"
lastRow = Sheets("Sheet2").UsedRange.SpecialCells(xlCellTypeLastCell).Row + 1
'Transfer data to Sheet2
Sheets("Sheet2").Cells(lastRow, 1) = Sheets("Sheet1").Range("B5")
Sheets("Sheet2").Cells(lastRow, 2) = Sheets("Sheet1").Range("F1")
Sheets("Sheet2").Cells(lastRow, 3) = Sheets("Sheet1").Range("B5")
Sheets("Sheet2").Cells(lastRow, 4) = Now
Sheets("Sheet2").Hyperlinks.Add Ancher:=Sheets("Sheet2").Cells(lastRow, 5), Address:=myFile, TextToDisplay:=myFile
'Create invoice in PDF format
Sheets("Sheet1").ExportAsFixedFormat Type:=xlTypePDF, Filename:=myFile
Application.DisplayAlerts = False
'Create invoice in XLSX format
ActiveWorkbook.SaveAs "C\INVOICES\" & Sheets("Sheet1").Range("B5") & "_" & Sheets("Sheet1").Range("F1") & "_" & Format(Now(), "yyyy-mm-dd") & ".xlsx", FileFormat:=51

'Reset specific invoice values
'Sheets("Sheet1").Range("B5").ClearContents
'Sheets("Sheet1").Range("F1").ClearContents
'Sheets("Sheet1").Range("I36").ClearContents
Application.DisplayAlerts = True

End Sub