Filter External Data

O

oully

I've developed a spreadsheet that is shared amongst several different reps
and relies on quaterly updates of external data. Column A has the each rep's
unique territory number. I used to filter the import query for each reps
territory, and save it under each reps name and forward it to them with only
their data. However, I recently redesigned the w/s and developed some custom
toolbars. This is where I'm having problems. If I forward the sheet, the
toolbars don't get forwarded. I tried attaching them to the individual
sheets, but they only seem to attach themselves to the last saved sheet,
meaning that I would have to filter, attach, save, email, and repeat for each
rep. So my question is twofold, depending on which is easier: 1) is there
another way of attaching these custom toolbars that would work 2) should I
develop a userform that pops up on entry asking the rep to select their
territory (Ie: a simple way to get them to filter their import query.) which
would result in me having only to send one sheet which would take care of the
toolbar problem. Hopefully this is clear. Any help, tips or ideas would be
appreciated. I'm relatively an amateur at this.
 
J

JP

The toolbars are attached to your instance of Excel. I think an add-in
or a custom single-purpose workbook (aka "add-in" LOL) might be the
best thing, but you would need to write code that creates and destroys
the toolbars on the fly (i.e. when the workbook is opened and closed,
respectively).

If you are querying a MS Access database, you can create custom .dqy
files which prompt the user for their name and draw the data into
Excel on its own.

HTH,
JP
 

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