Build supplementary sheets which reference master sheet data

leebauman

Board Regular
Joined
Jul 1, 2004
Messages
194
Office Version
  1. 365
Platform
  1. Windows
Hello. I have a master file with the following data:
Excel 2016 (Windows) 32 bit
[Table="width:, class:head"]
[tr=bgcolor:rgb(255, 255, 255)][td]
Date
[/td][td]
Customer
[/td][td]
Agent
[/td][td]
Notes
[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/1/2018​
[/td][td]AAA[/td][td]Bob[/td][td]Blah Blah[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/1/2018​
[/td][td]BBB[/td][td]Bob[/td][td]Blee Blee[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/1/2018​
[/td][td]CCC[/td][td]Jan[/td][td]Na Na[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/1/2018​
[/td][td]DDD[/td][td]Kim[/td][td]Okay[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/2/2018​
[/td][td]EEE[/td][td]Bill[/td][td]When?[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/2/2018​
[/td][td]AAA[/td][td]Bob[/td][td]Where?[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/3/2018​
[/td][td]BBB[/td][td]Jan[/td][td]Why?[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/3/2018​
[/td][td]CCC[/td][td]Kim[/td][td]How? [/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/3/2018​
[/td][td]DDD[/td][td]Bob[/td][td]If[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/4/2018​
[/td][td]AAA[/td][td]Kim[/td][td]Then[/td][/tr]
[/table]
[Table="width:, class:grid"][tr][td]Sheet: Sheet1[/td][/tr][/table]

I want to create Agent-specific supplementary sheets (one for each Agent) within the same workbook. I need the Agent sheets to automatically update when the master sheet is updated.

So, in this example, there would be 4 supplementary sheets (Bob, Jan, Kim, Bill). Bob's sheet would look like:
Excel 2016 (Windows) 32 bit
[Table="width:, class:head"]
[tr=bgcolor:rgb(255, 255, 255)][td]
Date
[/td][td]
Customer
[/td][td]
Agent
[/td][td]
Notes
[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/1/2018​
[/td][td]AAA[/td][td]Bob[/td][td]Blah Blah[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/1/2018​
[/td][td]BBB[/td][td]Bob[/td][td]Blee Blee[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/2/2018​
[/td][td]AAA[/td][td]Bob[/td][td]Where?[/td][/tr]

[tr=bgcolor:rgb(255, 255, 255)][td]
1/3/2018​
[/td][td]DDD[/td][td]Bob[/td][td]If[/td][/tr]
[/table]
[Table="width:, class:grid"][tr][td]Sheet: Sheet1[/td][/tr][/table]

I appreciate any help!
 

Excel Facts

Test for Multiple Conditions in IF?
Use AND(test, test, test, test) or OR(test, test, test, ...) as the logical_test argument of IF.
When you say:
Also, I'm hoping there's a fix to an issue I ran into. If one of the previous entries on the Master/Source file is revised, the entry on the Agent tab does not update. So, if there's already an entry and I return to amend that entry, I would want the corresponding entry on the Agent file to update. If I change the name of the Agent, the entry should clear off the original Agent's tab and the new/revised entry should appear on the new Agent's tab. The revised entry appears with the code you provided, but the original entry does not clear off. Is there a fix to this?
In order to do this, you would need a unique identifier for each row in your master sheet data to act as a link between the master and the agent sheets. You could use something like an invoice number or any other identifier that is unique. Is there something that you could add or something that already exists in your master that could be used for this purpose?
 
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