New Sheets for Each Investor

[seemadrill]

Hi,
My excel sheet "investor listing" has three columns.
1- Investor name
2- Check amount
3- Check date
4- Check #.
I want to create a separate tab for each investor with a list of all there checks received to date. Then I want to email to each investor there own sheet.
My worksheet has headers.

Please advise

 

[FDibbins]

Hi, welcome to the board

Looks like 4 columns, not 3?

The emailing, I cannot help with, but I would suggest that instead of s sheet for each person, you put a small table together that will extract all info for the name that you select. You could create a drop-down that has all the names in your list, then pick the name from that

 

[SpillerBD]

Create a Pivot Table with the Investor Name in the Filter Area.
Use the Show Pivot Table Filter Pages to create a sheet for each.

! Caution.
Do not send these Sheets without first disabling the PivotTable Data Connection or by copy/pasting Values.

Use the Send to Email recipient function and select the Sheet option (Assuming you use Outlook desktop client.)