Credit Card Charges in Excel sheet. Need to distribute to employees via email. There must be a better way!

[adele216]

Our bank will only allow me to download credit card expenses by each employee to excel. I have to send each employee a list of their charges and have copied and pasted into a new individual page and emailed to each employee. This process is time consuming and cumbersome and I would like to find a way to manage this process any way but how I am doing it now. I've started watching video's and researching different ways to get this information to the employees. My work load gets in the way and I just continue on just to get the charges sent out.

Basically the spreadsheet starts out with employee names, date of charges and amounts along with descriptions of the charges. Right now I sort and subtotal then copy and paste.

If anyone has any suggestions about this, they would be very much appreciated.

Thank you.

 

[mole999]

as you can't share that info with every other employee, you are better just sending the employee their own excel sheet, at a push you could automate the loading and then pdf the sheets, how to distribute and be sure it goes to the right location is undoubtably harder

 

[My Aswer Is This]

So would it work if we made a new sheet for each employee and copied all his/her charges to his/her sheet?
I would need to know exactly which column the employees name is in.
The part about E-mailing the sheet is beyond me knowledge base.

 

[Kyle123]

Assuming the data is in a grid format, pivot the lot, put the username/email/name in the page filter > pivot table options > filter groups > options > show report filter pages.

That will give you one sheet for each user named by the field you select with all their transactions in. If you get stuck, have a look here Expanding PivotTable Rows to Sheets (Microsoft Excel)

 

[adele216]

Thank you all for your suggestions - much appreciated.

 

[Macropod]

You could probably use Word's mailmerge tools for this, with a DATABASE field in the mailmerge main document being used to aggregate each employee's data.