Custom Filter

  • Thread starter Thread starter hoskow.p
  • Start date Start date
H

hoskow.p

I have a master prospect list:

-500 + records -
-20 + colums of information

One column is called "Funding Category" - every record is assigned
funding category = 1-7.

I would like to be able to sort by "Funding Category" and have the
total up. I am farmiliar with the Filter function, however, to th
extent I understand filtering, you can not produce seperate Totals.

Example:

From my master workbook, I would like to create a sheet of all "Fundin
Catagory" 4's and have them totaled. I would also like this info to b
liked to the master, so that when a change is made to the master i
will be applied to the Custom Funding Category 4 sheet.

Can anybody help?

Thanks in advance.
P
 
You could sort your range by that column and do Data|subtotals

or you could use Data|Pivottable to create the summary.

For the second part, I wouldn't separate the data and try to have simultaneous
updates. Too many things can go wrong.

I like to keep the data in one spot. Then create separate (temporary only)
files/worksheets from this.

When the original data changes, I just recreate the temporary files.

If you like this idea, you could steal some sample code from Debra Dalgleish's
site:

There are a couple of files here:

http://www.contextures.com/excelfiles.html

Create New Sheets from Filtered List -- uses an Advanced Filter to create
separate sheet of orders for each sales rep visible in a filtered list; macro
automates the filter. AdvFilterRepFiltered.xls 35 kb

Update Sheets from Master -- uses an Advanced Filter to send data from
Master sheet to individual worksheets -- replaces old data with current.
AdvFilterCity.xls 55 kb


If you're new to macros, you may want to read David McRitchie's intro at:
http://www.mvps.org/dmcritchie/excel/getstarted.htm
 
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