Macros to Update Data and Create New Workbook

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Occasional Visitor

I am working on a project with a colleague where we are trying to figure out how to create a macro for the below scenario:

 

Background:

Each month we update a very large file with new rows of data. Once the data is updated, we refresh the pivot table in a separate tab. Once the pivot table is refreshed, we filter the pivot by a specific company's sales data. Then we export that company's sales data from the pivot into a new workbook so that we can send it to them without them seeing the other sales data from the larger pivot.

 

Question:

Is there a way that we can create a macro that allows us to click a "refresh" button after we add the new rows of data to our original raw data file, which then automatically refreshes the pivot table, filters the pivot by the specified company, and creates a new workbook with that data?

 

We use Windows 10 Enterprise, and Microsoft 365 Apps for enterprise.

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