Hey I'm trying to semi automate a recurring process.
There are about 4-6 different cases that can occur in any combination. scenario 1: 5 times case A and one time case B; Scenario 2: 2 times case A and 3 times Case B. You get want I'm saying. For each case (A,B,C,D etc) I have a template that has certain assumption fields that need to be filled in by the user. However given that there are so many different possibilities I would like to have a master workbook where on sheet 1 there are 5 or 6 different buttons. Each designated to insert a different case template from the template folder.
I want to be able to click the button and the sheet gets inserted. Preferably prompting me for a name. (I also wanted to use a UserForm to fill in the case assumptions, but I use Excel on Mac version 2016 - not available... If someone knows a usable workaround - that would be awesome.
Next step: Assuming I have a couple case templates and filled in the assumptions for each template. Now I want to consolidate all of them. 1 sheet that gives me certain data of each case template. E.g. if case A has Awesomeness level of 2 in year 1 and 3 in year 2 and 7 in year 3 then I want the code to copy that specific row and display it as followed:
Case A 2/ 3 / 7
It should also recognize if two case templates are of the same case/ template type and have them right below each other so a sub total of awesomeness can be calculated for those cases.
So far I kinda get that I can use Sheets.Add to add a sheet and that I should be able to define a certain template. Also do the templates need to be macro enabled?
As you can tell I'm new to this and any hint or help would be highly appreciated
There are about 4-6 different cases that can occur in any combination. scenario 1: 5 times case A and one time case B; Scenario 2: 2 times case A and 3 times Case B. You get want I'm saying. For each case (A,B,C,D etc) I have a template that has certain assumption fields that need to be filled in by the user. However given that there are so many different possibilities I would like to have a master workbook where on sheet 1 there are 5 or 6 different buttons. Each designated to insert a different case template from the template folder.
I want to be able to click the button and the sheet gets inserted. Preferably prompting me for a name. (I also wanted to use a UserForm to fill in the case assumptions, but I use Excel on Mac version 2016 - not available... If someone knows a usable workaround - that would be awesome.
Next step: Assuming I have a couple case templates and filled in the assumptions for each template. Now I want to consolidate all of them. 1 sheet that gives me certain data of each case template. E.g. if case A has Awesomeness level of 2 in year 1 and 3 in year 2 and 7 in year 3 then I want the code to copy that specific row and display it as followed:
Case A 2/ 3 / 7
It should also recognize if two case templates are of the same case/ template type and have them right below each other so a sub total of awesomeness can be calculated for those cases.
So far I kinda get that I can use Sheets.Add to add a sheet and that I should be able to define a certain template. Also do the templates need to be macro enabled?
As you can tell I'm new to this and any hint or help would be highly appreciated