How to Create Multiple Reports from One Sheet

newbie18

New Member
Joined
Jul 30, 2018
Messages
16


I have a large sales data report containing several groups of customers. I would like to automatically generate individual usagereports (separate files so not by tab) for each group every month and save themon a shared drive. I would like to alsohave each report automatically be customized with different headers (based oncustomers’ request); however, I could evade this if it is not possible.



Here is an example of my sales data. The group name column is what I would like touse to generate the reports. Is there amacro or method to do this? I know that Ican achieve this process by creating a pivot table, and then splitting out thedata by group into different tabs, but I would like to customize each report (ifpossible) and produce individual reports to save it in different folders.



[TABLE="width: 817"]
<colgroup><col width="86" style="width: 65pt; mso-width-source: userset; mso-width-alt: 3072;"> <col width="70" style="width: 53pt; mso-width-source: userset; mso-width-alt: 2503;"> <col width="114" style="width: 85pt; mso-width-source: userset; mso-width-alt: 4039;"> <col width="135" style="width: 101pt; mso-width-source: userset; mso-width-alt: 4807;"> <col width="128" style="width: 96pt; mso-width-source: userset; mso-width-alt: 4551;"> <col width="99" style="width: 74pt; mso-width-source: userset; mso-width-alt: 3527;"> <col width="56" style="width: 42pt; mso-width-source: userset; mso-width-alt: 1991;"> <col width="118" style="width: 89pt; mso-width-source: userset; mso-width-alt: 4209;"> <col width="92" style="width: 69pt; mso-width-source: userset; mso-width-alt: 3271;"> <col width="191" style="width: 143pt; mso-width-source: userset; mso-width-alt: 6798;"> <tbody>[TR]
[TD="width: 86, bgcolor: silver"]Customer ID[/TD]
[TD="width: 70, bgcolor: silver"]Item ID[/TD]
[TD="width: 114, bgcolor: silver"]Document Date ID
[/TD]
[TD="width: 135, bgcolor: silver"]Accounting Year DESC[/TD]
[TD="width: 128, bgcolor: silver"]Calendar Month DESC[/TD]
[TD="width: 99, bgcolor: silver"]Calendar Year ID[/TD]
[TD="width: 56, bgcolor: silver"]Qty Sold[/TD]
[TD="width: 118, bgcolor: silver"]Price Paid Each[/TD]
[TD="width: 92, bgcolor: silver"]Sales[/TD]
[TD="width: 191, bgcolor: silver"]Group Name[/TD]
[/TR]
[TR]
[TD="width: 86, bgcolor: white"]209103997[/TD]
[TD="width: 70, bgcolor: white"]075704259[/TD]
[TD="width: 114, bgcolor: white"]8/12/2019[/TD]
[TD="width: 135, bgcolor: white"]Fiscal 2020[/TD]
[TD="width: 128, bgcolor: white"]August 2019[/TD]
[TD="width: 99, bgcolor: white"]2019[/TD]
[TD="width: 56, bgcolor: white"]1[/TD]
[TD="width: 118, bgcolor: white"]$ 36.00[/TD]
[TD="width: 92, bgcolor: white"]$ 36.00[/TD]
[TD="bgcolor: transparent"]ABC[/TD]
[/TR]
[TR]
[TD="width: 86, bgcolor: white"]209103998[/TD]
[TD="width: 70, bgcolor: white"]UN5758511[/TD]
[TD="width: 114, bgcolor: white"]8/12/2019[/TD]
[TD="width: 135, bgcolor: white"]Fiscal 2020[/TD]
[TD="width: 128, bgcolor: white"]August 2019[/TD]
[TD="width: 99, bgcolor: white"]2019[/TD]
[TD="width: 56, bgcolor: white"]0[/TD]
[TD="width: 118, bgcolor: white"]$ 1.52[/TD]
[TD="width: 92, bgcolor: white"]$ 1.52[/TD]
[TD="bgcolor: transparent"]DEF
[/TD]
[/TR]
[TR]
[TD="width: 86, bgcolor: white"]209103999[/TD]
[TD="width: 70, bgcolor: white"]UN5758529[/TD]
[TD="width: 114, bgcolor: white"]8/12/2019[/TD]
[TD="width: 135, bgcolor: white"]Fiscal 2020[/TD]
[TD="width: 128, bgcolor: white"]August 2019[/TD]
[TD="width: 99, bgcolor: white"]2019[/TD]
[TD="width: 56, bgcolor: white"]0[/TD]
[TD="width: 118, bgcolor: white"]$ 1.76[/TD]
[TD="width: 92, bgcolor: white"]$ 1.76[/TD]
[TD="bgcolor: transparent"]GHI[/TD]
[/TR]
[TR]
[TD="width: 86, bgcolor: white"]209104289[/TD]
[TD="width: 70, bgcolor: white"]075704259[/TD]
[TD="width: 114, bgcolor: white"]8/12/2019[/TD]
[TD="width: 135, bgcolor: white"]Fiscal 2020[/TD]
[TD="width: 128, bgcolor: white"]August 2019[/TD]
[TD="width: 99, bgcolor: white"]2019[/TD]
[TD="width: 56, bgcolor: white"]1[/TD]
[TD="width: 118, bgcolor: white"]$ 36.00[/TD]
[TD="width: 92, bgcolor: white"]$ 36.00[/TD]
[TD="bgcolor: transparent"]JKL[/TD]
[/TR]
</tbody>[/TABLE]
 

Excel Facts

Which Excel functions can ignore hidden rows?
The SUBTOTAL and AGGREGATE functions ignore hidden rows. AGGREGATE can also exclude error cells and more.
.
Yes, this is doable.

First you'll want a macro that searches Column J (Group Name) and copies all rows with the term ABC. Repeat the process for each of the other unique names.

Those copied rows will be pasted into a separate sheet set aside for each unique name.

Then you'll need another macro that saves each sheet as a separate workbook in the location you desire.

Plenty of example macros on this forum and the 'net.
 
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