Auto Populate from a Mater List into Sub Sheets

[Banker]

Hi there,
I am developing a Prospect Database for work that many of my co-workers
will be using for sales. I have created a Work Book that have 5 sheets total.
The first sheet is the Master List containing a list of all of the prospects
information on one page.
Column 'A' will be used to assign each prospect a number 1 - 4 which we
will be using to rank them in order of priority. I have already created a
drop down box that will allow my co-workers to select the options 1 - 4.

Each sheet after the Master list will be listed Rank1, Rank2, Rank3, and
Rank4.

So... here is my question...

How can I make it so that once the options 1 - 4 have been selected from the
drop down the data for the prospect will then auto populate into the
corresponding sheet?

FOR EXAM: 4Rx10 SHEET 1(the first set of data feilds)
I have chosen to Rank my first propect with a 2 from the drop down box. Now
the information for my prospect will auto populate in my Sheet 3 titled "Rank
2".

 

[soccerhead]

Hi there,
I am developing a Prospect Database for work that many of my co-workers
will be using for sales. I have created a Work Book that have 5 sheets total.
The first sheet is the Master List containing a list of all of the prospects
information on one page.
Column 'A' will be used to assign each prospect a number 1 - 4 which we
will be using to rank them in order of priority. I have already created a
drop down box that will allow my co-workers to select the options 1 - 4.

Each sheet after the Master list will be listed Rank1, Rank2, Rank3, and
Rank4.

So... here is my question...

How can I make it so that once the options 1 - 4 have been selected from the
drop down the data for the prospect will then auto populate into the
corresponding sheet?

FOR EXAM: 4Rx10 SHEET 1(the first set of data feilds)
I have chosen to Rank my first propect with a 2 from the drop down box. Now
the information for my prospect will auto populate in my Sheet 3 titled "Rank
2".

 

[Banker]

I am sorry I didnt see the response you typed below.

 

[Max]

Here's one formulas play which delivers the automation that you're after ..

Illustrated in this sample:
http://www.freefilehosting.net/download/3a99l
Auto populate from master to child shts.xls

In sheet: WS1 (the "master")
Assume data in cols A to C, data in row2 down,
with the key col = col A (Rank).
Ranks assigned in col A are numbers: 1, 2, 3,etc

List the 4 "Rank" sheetnames in K1 across,
ie: Rank 1, Rank 2, etc (can be in any order)
Ensure these names will match exactly
(except for case) with what's on the sheet tabs

Put in K2: =IF("Rank "&$A2=K$1,ROW(),"")
Copy across as far as required, then fill down to cover the max expected
extent of source data

Click Insert > Name > Define
Put under "Names in workbook:": WSN
Put in the "Refers to:" box:
=MID(CELL("Filename",INDIRECT("A1")),FIND("]",CELL("Filename",INDIRECT("A1")
))+1,32)
Click OK

The above defines WSN as a name we can use to refer to the sheetname in
formulas. It will auto-extract the sheetname implicitly. Technique came from
a post by Harlan.

Now to create the child sheets ..

In a new sheet named: Rank 1
With the same col headers pasted into A1:C1

Put in A2:
=IF(ISERROR(SMALL(OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),ROWS($A$1:A1))),"",INDEX(WS1!A:A,MATCH(SMALL(OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),ROWS($A$1:A1)),OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),0)))

Copy A2 across to C2, fill down to say,C10
(copy down by the smallest possible range sufficient
to cover the max expected extent for any state.
Here, I've assumed that 9 rows (rows 2 to 10) is sufficient)

Cols A to C will return only the lines for "Rank 1" from "WS1",
with all lines neatly bunched at the top

Now, just make a copy of the sheet "Rank 1", rename it as the next rank:
Rank 2, and you'd get the results for "Rank 2". Repeat the copy > rename
sheet process to get the rest of the child sheets (a one-time job). Adapt to
suit ..

 

[Jonathan_Pyron]

WOW I really enjoyed the learning this, if my master sheet color coded
how do I get the color to transfer over to the child sheets? 1/31/2008
14:18 central time zone

Here's one formulas play which delivers the automation that you're after ...

Illustrated in this sample:http://www.freefilehosting.net/download/3a99l
Auto populate from master to child shts.xls

In sheet: WS1 (the "master")
Assume data in cols A to C, data in row2 down,
with the key col = col A (Rank).
Ranks assigned in col A are numbers: 1, 2, 3,etc

List the 4 "Rank" sheetnames in K1 across,
ie: Rank 1, Rank 2, etc (can be in any order)
Ensure these names will match exactly
(except for case) with what's on the sheet tabs

Put in K2: =IF("Rank "&$A2=K$1,ROW(),"")
Copy across as far as required, then fill down to cover the max expected
extent of source data

Click Insert > Name > Define
Put under "Names in workbook:":   WSN
Put in the "Refers to:" box:
=MID(CELL("Filename",INDIRECT("A1")),FIND("]",CELL("Filename",INDIRECT("A1"­)
))+1,32)
Click OK

The above defines WSN as a name we can use to refer to the sheetname in
formulas. It will auto-extract the sheetname implicitly. Technique came from
a post by Harlan.

Now to create the child sheets ..

In a new sheet named: Rank 1
With the same col headers pasted into A1:C1

Put in A2:
=IF(ISERROR(SMALL(OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),ROWS($A$1:­A1))),"",INDEX(WS1!A:A,MATCH(SMALL(OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV­$1,0)),ROWS($A$1:A1)),OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),0)))

Copy A2 across to C2, fill down to say,C10
(copy down by the smallest possible range sufficient
to cover the max expected extent for any state.
Here, I've assumed that 9 rows (rows 2 to 10) is sufficient)

Cols A to C will return only the lines for "Rank 1" from "WS1",
with all lines neatly bunched at the top

Now, just make a copy of the sheet "Rank 1", rename it as the next rank:
Rank 2, and you'd get the results for "Rank 2".  Repeat the copy > rename
sheet process to get the rest of the child sheets (a one-time job).  Adapt to
suit ..
--
Max
Singaporehttp://savefile.com/projects/236895
xdemechanik

Hi there,
  I am developing a Prospect Database for work that many of my co-workers
will be using for sales. I have created a Work Book that have 5 sheets total.
The first sheet is the Master List containing a list of all of the prospects
information on one page.
  Column 'A' will be used to assign each prospect a number 1 - 4 whichwe
will be using to rank them in order of priority. I have already created a
drop down box that will allow my co-workers to select the options 1 - 4.

Each sheet after the Master list will be listed Rank1, Rank2, Rank3, and
Rank4.

So... here is my question...

How can I make it so that once the options 1 - 4 have been selected fromthe
drop down the data for the prospect will then auto populate into the
corresponding sheet?

FOR EXAM: 4Rx10 SHEET 1(the first set of data feilds)
I have chosen to Rank my first propect with a 2 from the drop down box. Now
the information for my prospect will auto populate in my Sheet 3 titled "Rank
2".- Hide quoted text -

- Show quoted text -

 

[Max]

WOW I really enjoyed the learning this

Glad that you enjoyed it, too.

if my master sheet color coded, how do I
get the color to transfer over to the child sheets?

If the color coding on the master/parent is via conditional formatting
criteria, you could simply replicate that CF on the child sheets. If it's
not, then it's not possible as formulas do not return formatting. You would
need vba. You could try posting in excel.programming for ideas.

 

[Banker]

MAX MAX MAX,
YOU ARE MY HERO!!
Sorry for the screaming but you have truly helped me out! You have gone
above and beyond! For anyone out there that needs help, Max is your man. He
contacted me on my personal email and fixed my spread sheet and sent it back
to me no questions asked. I dont want to volunteer him for any extra work but
I promise you will not be dissapointed with his advise. He, in a matter of a
day, cracked the function code that I had been working on for 3 weeks!

Hats off to great people; and max you definately fall into that categorie
for me!

The Banker

 

[Max]

welcome, Banker.

 

[mscureman]

Max, I am facing a similar dilemma and have applied your solution to the
best of my abilities so far, but I am having trouble knowing what to replace
"Filename" with when you define the WSN name. Also, my version of Banker's
"rank 1, rank 2, etc." is non-numeric (E, P, M, etc.) and not situated in the
first column, but in column E. Therefor, if Column E contains "P", the
entire row should propogate onto the sheet named "Payroll", if it contains an
"E", it goes to the sheet named "Expenses" and "M" for "Materials". I went
through your formulas on the Rank 1, Rank 2, Rank 3 and Rank 4 worksheets and
am trying to identify the variables that I should change for my sheets, but I
think I'm stuck on the WSN thing first. BTW, this is a modification of the
checkbook register for Excel 97 or later (I'm using 2002) that is found on
the microsoft free templates site. The modification is to allow tagging of
each transaction as a specific type so that it can be extracted to and viewed
on a separate worksheet with other transactions of its type. I've also added
a column with a formula that keeps track of the balance of the rows that have
an "X" in the "cleared" column to make balancing the checkbook automatic.

Mark

 

[Max]

Here's a link to a sample customised to suit your specs with key col = col E:
http://www.freefilehosting.net/download/3bi99
Auto_populate_from_master_to_child_shts_key col E.xls

You don't need to touch this part:

 

[mscureman]

Wow! That sure was fast! Thanks! Well, I think I'm closer now, but I'm
still not getting the data to transfer from the main register (sheet named
"Check Register") even when I changed the sheet name to WS1 to match your
formula. For further clarification, my rows to be transferred begin on Row 6
and go through 92 or so (but this will grow as the year goes by). Also, I
have a blank column K and my row formula begins in L (L6). Each of the
sheets looks exactly the same as the main sheet, so that data will begin to
poplulate at B6. I adjusted the J in your offset parameter to K, but I must
be missing something else.

 

[Max]

Post a link to your sample, use:
http://www.freefilehosting.net/

 

[mscureman]

Here it is:

http://www.freefilehosting.net/download/3bj13

 

[Max]

Here you go, all ready and functioning:
http://www.freefilehosting.net/download/3bj2c
Checkbook_register2a.xls

In Payroll,
In B6, copied across/filled down:
=IF(ISERROR(SMALL(OFFSET('Check Register'!$K:$K,,MATCH(WSN,'Check
Register'!$L$4:$IV$4,0)),ROWS($1:1))),"",
INDEX('Check Register'!B:B,MATCH(SMALL(OFFSET('Check
Register'!$K:$K,,MATCH(WSN,'Check Register'!$L$4:$IV$4,0)),ROWS($1:1)),
OFFSET('Check Register'!$K:$K,,MATCH(WSN,'Check Register'!$L$4:$IV$4,0)),0)))

The sheet: Payroll is copied & renamed as: Expenses, Materials
to easily get the lines for the other 2 sheets.

 

[mscureman]

It works perfectly, of course. Thank you so much, Max. How close was I?
Did you have to change much of what I had in place? Was I going in the right
direction, at least?

 

[Max]

Welcome. Yes, you were in the right direction. Just a couple of little
tweaks, and you're home.

 

[denni taylor]

Hi Max
Can you please help me with a problem, I need to enter data in one cell '2' and then have it look at an amount in one column, do a multiplication in two columns and then in the next row use the data from the row above.
800 x 8% = 64 (val x 8 = growth)
64 xx 80% = 51 (growth x unlock)
and put the 864 on the next line and go again.
Is there anyway of doing this Max?
Would greatly appreciate any help
Regards Denni
'2'
Value Growth Unlock
Start $800 $64 $51
Y1 $864 $69 $55
Y2

 

[Max]

Start value assumed in B2: 800

In C2: =B2*8%
In D2: =C2*80%
Copy C22 down

In B3: =SUM(B2:C2)
Copy down
--
Max
Singapore
http://savefile.com/projects/236895
Downloads:17,400 Files:358 Subscribers:55
xdemechanik

 

[kola gola]

Hi Banker,

Could you please provide another link, this one does not work.

Thanks,

Kola

Hi there,
I am developing a Prospect Database for work that many of my co-workers
will be using for sales. I have created a Work Book that have 5 sheets total.
The first sheet is the Master List containing a list of all of the prospects
information on one page.
Column 'A' will be used to assign each prospect a number 1 - 4 which we
will be using to rank them in order of priority. I have already created a
drop down box that will allow my co-workers to select the options 1 - 4.

Each sheet after the Master list will be listed Rank1, Rank2, Rank3, and
Rank4.

So... here is my question...

How can I make it so that once the options 1 - 4 have been selected from the
drop down the data for the prospect will then auto populate into the
corresponding sheet?

FOR EXAM: 4Rx10 SHEET 1(the first set of data feilds)
I have chosen to Rank my first propect with a 2 from the drop down box. Now
the information for my prospect will auto populate in my Sheet 3 titled "Rank
2".

On Friday, January 11, 2008 11:07 PM demechani wrote:
Here's one formulas play which delivers the automation that you're after ..

Illustrated in this sample:
http://www.freefilehosting.net/download/3a99l
Auto populate from master to child shts.xls

In sheet: WS1 (the "master")
Assume data in cols A to C, data in row2 down,
with the key col = col A (Rank).
Ranks assigned in col A are numbers: 1, 2, 3,etc

List the 4 "Rank" sheetnames in K1 across,
ie: Rank 1, Rank 2, etc (can be in any order)
Ensure these names will match exactly
(except for case) with what's on the sheet tabs

Put in K2: =IF("Rank "&$A2=K$1,ROW(),"")
Copy across as far as required, then fill down to cover the max expected
extent of source data

Click Insert > Name > Define
Put under "Names in workbook:": WSN
Put in the "Refers to:" box:
=MID(CELL("Filename",INDIRECT("A1")),FIND("]",CELL("Filename",INDIRECT("A1")
))+1,32)
Click OK

The above defines WSN as a name we can use to refer to the sheetname in
formulas. It will auto-extract the sheetname implicitly. Technique came from
a post by Harlan.

Now to create the child sheets ..

In a new sheet named: Rank 1
With the same col headers pasted into A1:C1

Put in A2:
=IF(ISERROR(SMALL(OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),ROWS($A$1:A1))),"",INDEX(WS1!A:A,MATCH(SMALL(OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),ROWS($A$1:A1)),OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),0)))

Copy A2 across to C2, fill down to say,C10
(copy down by the smallest possible range sufficient
to cover the max expected extent for any state.
Here, I've assumed that 9 rows (rows 2 to 10) is sufficient)

Cols A to C will return only the lines for "Rank 1" from "WS1",
with all lines neatly bunched at the top

Now, just make a copy of the sheet "Rank 1", rename it as the next rank:
Rank 2, and you'd get the results for "Rank 2". Repeat the copy > rename
sheet process to get the rest of the child sheets (a one-time job). Adapt to
suit ..
--
Max
Singapore
http://savefile.com/projects/236895
xdemechanik

 

[Matt Simmons]

Max are you still there?! I know this is an old post but I love this elegant solution, for the life of me I cannot get to work based on instructions, any chance you could re-post one of the original files either:

Auto populate from master to child shts.xls

Auto_populate_from_master_to_child_shts_key col E.xls

They are gone from freefilehosting.
Thanks,
-Matt

Hi there,
I am developing a Prospect Database for work that many of my co-workers
will be using for sales. I have created a Work Book that have 5 sheets total.
The first sheet is the Master List containing a list of all of the prospects
information on one page.
Column 'A' will be used to assign each prospect a number 1 - 4 which we
will be using to rank them in order of priority. I have already created a
drop down box that will allow my co-workers to select the options 1 - 4.

Each sheet after the Master list will be listed Rank1, Rank2, Rank3, and
Rank4.

So... here is my question...

How can I make it so that once the options 1 - 4 have been selected from the
drop down the data for the prospect will then auto populate into the
corresponding sheet?

FOR EXAM: 4Rx10 SHEET 1(the first set of data feilds)
I have chosen to Rank my first propect with a 2 from the drop down box. Now
the information for my prospect will auto populate in my Sheet 3 titled "Rank
2".

On Friday, January 11, 2008 11:07 PM demechani wrote:
Here's one formulas play which delivers the automation that you're after ..

Illustrated in this sample:
http://www.freefilehosting.net/download/3a99l
Auto populate from master to child shts.xls

In sheet: WS1 (the "master")
Assume data in cols A to C, data in row2 down,
with the key col = col A (Rank).
Ranks assigned in col A are numbers: 1, 2, 3,etc

List the 4 "Rank" sheetnames in K1 across,
ie: Rank 1, Rank 2, etc (can be in any order)
Ensure these names will match exactly
(except for case) with what's on the sheet tabs

Put in K2: =IF("Rank "&$A2=K$1,ROW(),"")
Copy across as far as required, then fill down to cover the max expected
extent of source data

Click Insert > Name > Define
Put under "Names in workbook:": WSN
Put in the "Refers to:" box:
=MID(CELL("Filename",INDIRECT("A1")),FIND("]",CELL("Filename",INDIRECT("A1")
))+1,32)
Click OK

The above defines WSN as a name we can use to refer to the sheetname in
formulas. It will auto-extract the sheetname implicitly. Technique came from
a post by Harlan.

Now to create the child sheets ..

In a new sheet named: Rank 1
With the same col headers pasted into A1:C1

Put in A2:
=IF(ISERROR(SMALL(OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),ROWS($A$1:A1))),"",INDEX(WS1!A:A,MATCH(SMALL(OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),ROWS($A$1:A1)),OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0)),0)))

Copy A2 across to C2, fill down to say,C10
(copy down by the smallest possible range sufficient
to cover the max expected extent for any state.
Here, I've assumed that 9 rows (rows 2 to 10) is sufficient)

Cols A to C will return only the lines for "Rank 1" from "WS1",
with all lines neatly bunched at the top

Now, just make a copy of the sheet "Rank 1", rename it as the next rank:
Rank 2, and you'd get the results for "Rank 2". Repeat the copy > rename
sheet process to get the rest of the child sheets (a one-time job). Adapt to
suit ..
--
Max
Singapore
http://savefile.com/projects/236895
xdemechanik