Transfer bespoke data to different workbooks

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john1000

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Sep 23, 2017
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Hi there,

I'm trying to transfer data between 2x workbooks. I need to take the highlighted data from the below workbook (currently
split between different 'agent' tabs) and consolidate that data into a second workbook where it is then split down further
depending on what type of policy an agent has sold (ie. in workbook 1 all policies are in 1 column, however in workbook
2 they need to split into different columns depending on whether they start with AB, CD or EF).

539539d1506226553-transfer-bespoke-data-to-different-workbooks-screen-shot-2017-09-24-at-05.07.15.png


In workbook 2 you can see an example of how the new data needs to be presented.

539540d1506226708-transfer-bespoke-data-to-different-workbooks-screen-shot-2017-09-24-at-05.07.24.png


I also need to find out if it's possible to make it so that if an agent updates workbook 1, workbook 2 will automatically update
itself as well without me having to do it manually?

Thanks everyone, I appreciate the help.​
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Excel Facts

What does custom number format of ;;; mean?
Three semi-colons will hide the value in the cell. Although most people use white font instead.
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