Excel - Formula or code to sort data from master to separate sheets

Question

Hi all, 

Is there a way I can sort out data from a master worksheet into separate worksheets based on data in one column? It would have to be only certain columns from the master sheet though, and also as they are transferred into the separate worksheets, I would like to add blank columns where people using these separate worksheets would be able to input data on their end as well.

The context is having a Master Lead List that is going to be separated into worksheets for each Sales Rep. So it is a live file - leads will be added everyday and would have to be updated to these separate worksheets where Sales reps can then input status of lead every now and then in blank columns. 

Thanks in advance for the help!

Mary

Answer 1

Hi Jamshed, 

It's not quite what I need. The link you sent was more of data entry - the initial stage. I'm looking for something for after the data entry. Specifically, linking the master file and distributing data into different workbooks as I enter data into the master file. 

Thanks!

Mary

Answer 2

please check the following link it will help you

https://www.exceltrainingvideos.com/how-to-tran...

Answer 3

Great!

The master file will be called the Master Lead List.

It would contain different columns for contact info for every lead that comes in (Date, Lead Source, Name, Phone, Email, Product Inquiry, Rep Assigned, Comments, Follow-up Date, Status)

I need it sorted by Rep Assigned name (i.e. - John, Joe, Rob & Ken).

So these reps would have their own workbooks (that is linked to the master lead list) where, as I enter data into the Master Lead List, it would sort into their own worksheet but only the columns containing Date, Lead Source, Name, Phone, Email, Product Inquiry & Rep Assigned.

For example for John's Sales Lead Sheet, it would have these columns but also blank columns with headers - Contacted, Status, Priority and Notes, which John can update on his end as he contacts these leads.

All these files will be saved into a network so everyone can have access.

I will have the Master Lead List open on my computer all day, that's why it has to be in separate workbooks, so they can open their own lead sheets anytime of the day without having to tell me to close the Master Lead List on my end.

Answer 4

Hi,

You can use both Formulas and Code (VBA) for that if you let me more details like sheets names and column name and Condition for data to come I can help you.

Kind Regards,

Engr. Jamshed Muhammad