Auto Populate from a Mater List into Sub Sheets

[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

 

[Cimjet]

If you don't get a reply from Max, try posting on this forum
http://answers.microsoft.com/en-us/office/forum/excel?tab=all
I see him there but not regularly, is last post was Feb.14 I think.
If you don't get a reply from Max, I may have something for you.
Do you know VBA ?
It's a userform that I made and could be modified for your use.
It populates a master sheet and also the sheet you call Rank.
I will keep an eye on this post.
Cimjet

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 5:34 PM Banke wrote:
I am sorry I didnt see the response you typed below.

"soccerhead" wrote:

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

On Thursday, January 31, 2008 6:00 PM Max wrote:

Glad that you enjoyed it, too.


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.

On Friday, February 01, 2008 10:56 AM Banke wrote:
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" wrote:

On Friday, February 01, 2008 1:02 PM Max wrote:
welcome, Banker.

On Wednesday, February 06, 2008 6:44 PM mscurema wrote:
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

On Wednesday, February 06, 2008 9:04 PM Jonathan_Pyro wrote:
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



.
A1"=AD)
om
$1:=ADA1))),"",INDEX(WS1!A:A,MATCH(SMALL(OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$=
1:$IV=AD$1,0)),ROWS($A$1:A1)),OFFSET(WS1!$J:$J,,MATCH(WSN,WS1!$K$1:$IV$1,0))=
,0)))
e
pt to
ers
otal.
ects
we
a


the
Now
"Rank

On Thursday, February 07, 2008 6:25 AM demechani wrote:
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:
--
Max
Singapore
http://savefile.com/projects/236895
xdemechanik

On Thursday, February 07, 2008 8:25 AM mscurema wrote:
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" wrote:

http://www.freefilehosting.net/

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

"Max" wrote:

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.

On Friday, February 08, 2008 8:08 AM mscurema wrote:
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" wrote:

On Friday, February 08, 2008 8:39 AM Max wrote:
Welcome. Yes, you were in the right direction. Just a couple
of little
tweaks, and you are home.

On Wednesday, August 20, 2008 7:27 AM denni taylor wrote:
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

On Wednesday, July 14, 2010 8:08 AM arshi khan wrote:
Friend,

I have problem. I would be thankful for any help you can
offer. I have to enter data in master sheet and based on
data entered in third column (Received By) and forth column
(Status), the data should be saved in specific sheets
concerning them.

Third column will have different names and the name which
will be entered will have his own sheet exactly as master
sheet.

Fourth column will have 3 type of status (for example
finalized, finished or pending). Depending upon the type of
status, we have three separate sheet and the data will also
go in these sheets.



Enquiry No. Customer Name Received By Status



I would be thankful for your guidance.



Regards,

Arshi

Hi Guys



I have a sheet of teams and the member names. I have a
sheet with names and data. I need the data sheet to find
it's equivalent on the teams sheet and return the data to a
seperate sheet for that team.





Any ideas?

On Sunday, November 14, 2010 12:06 PM kola gola wrote:
Hi Banker,



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



Thanks,



Kola

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

 

[Max]

Ahh, managed to suss out a copy ... here it is:
http://cjoint.com/?BBCpyDymvBm
Auto populate from master to child shts.xls

Link above is good for 2 weeks, I believe

 

[Max]

Thanks again for the prompt. I've replied to the OP with a d/l link.

As there's always room for alternative approaches, vba or otherwise,
why not share your option with us? I'd be as keen as OP
Just one request though, that the sample file (if any) be saved as XL
2003 (.xls), cheers

 

[Cimjet]

Hi Max
Here is the link.
http://cjoint.com/?BBCpUAfMerX
This form would probably need some modification but without any info, here it
is.
Cheers
Cimjet
Thanks again for the prompt. I've replied to the OP with a d/l link.

As there's always room for alternative approaches, vba or otherwise,
why not share your option with us? I'd be as keen as OP
Just one request though, that the sample file (if any) be saved as XL
2003 (.xls), cheers

 

[Max]

Thanks for sharing, Cimjet

Hi Max
Here is the link.
http://cjoint.com/?BBCpUAfMerX
This form would probably need some modification but without any info, here it
is.
Cheers
Cimjet
Thanks again for the prompt. I've replied to the OP with a d/l link.

As there's always room for alternative approaches, vba or otherwise,
why not share your option with us? I'd be as keen as OP
Just one request though, that the sample file (if any) be saved as XL
2003 (.xls), cheers

 

[Cimjet]

You're welcome Max, anytime
John

Thanks for sharing, Cimjet