Nov 01 2017 12:36 PM
I have one Master sheet and 6 bureau sheets. The Master sheet has 21 columns: Last name, first name, case#, SSN, Assigned Bureau, etc. The Assigned Bureau column has 6 different options (C100, E100, F100, N100, V100, JUMA). The Master sheet will have all the customer data for the entire department for this project.
The Bureau sheets have the exact same columns as the Master sheet.
I would like to populate the Bureau sheets based on the Assigned Bureau column from the Master sheet. For example, all the customers belonging to E100 would populate to the E100 sheet, etc.
I *think* this can be done using tables, or maybe a Pivot Table? I am not super familiar with those, so I am really hitting a wall with this one.
Here is an example of the first few columns from the Master sheet. There are 21 columns total
Date Received | Customer Last Name | Customer First Name | Case # | SSN | Phone Number | Assigned Bureau | Assigned VAC | Initial Apointment | Field | |
10/16/2017 | Joe | Johnson | 1B12345 | 123-45-6789 | (916) 555-1234 | C100 | FE71 | BA Economics. Law Degree from India | ||
10/31/2017 | Mimi | Mouse | 1B13546 | 888-55-2222 | F100 | FE71 | Civil engineering from Afghanistan |
Nov 25 2017 12:27 PM
I just provided an approach to someone who has the question like yours. You may visit there to see if it fit to you.
Nov 25 2017 01:38 PM
Hi Courtney,
Yes, that could be done through PivotTables. The only point is to apply correct layout to it. Where to place doesn't matter. Add to PivotTable all fields but Bureau which use as a filter.
Staying on PivotTable in ribbon Analyse->PivotTable Options select
confirm it
and new sheets will be generated for each value of the filter
To update all of them use RefreshAll
Sample file is attached.
Dec 06 2022 06:32 PM
Dec 08 2022 03:29 PM