jgb727
06-17-2016, 07:59 AM
Dear All,
Need some help with this code. Let me paint the picture - I have a database full of client data.
Workbook 1 (Active) (Multiple Sheets for each store)
Column A10:A45,0000 = Unique Client's ID For Each Client
Column B10:B45:000 = Client's Last Name
Column C10:C45,000 = Client's First Name
Column D:E = Client Contact Data for each row based on unique client ID
Workbook 2 (Closed and saved in a shared drive) (master sheet with all transaction history):
Column A10:A45,0000 = Unique Client's ID For Each Client
Column B10:B45:000 = Client's Last Name
Column C10:C45,000 = Client's First Name
Column D:E = Client Transaction History for each row based on unique client ID
I want to create a macro that will allow me to double click on a client's unique ID in Workbook 1 and this will open up Workbook 2 and filter for that client's transactions. EX- In workbook1 - i double click the client ID "XYZ" and then workbook 2's open's and Column A is filtered to only show client ID "XYZ". I also want to error proof it, just in case the client doesn't appear in Workbook 2 for whatever reason.
Finally, I only want to open Workbook 2 if it's closed. If it's open, i just want to switch from workbook 1 to workbook2. With each double click in Workbook 1, the filters in workbook 2 should be reset and then re-filtered for the double click value.
Thanks for all your help and support. I look forward to some responses.
Best,
JB
Need some help with this code. Let me paint the picture - I have a database full of client data.
Workbook 1 (Active) (Multiple Sheets for each store)
Column A10:A45,0000 = Unique Client's ID For Each Client
Column B10:B45:000 = Client's Last Name
Column C10:C45,000 = Client's First Name
Column D:E = Client Contact Data for each row based on unique client ID
Workbook 2 (Closed and saved in a shared drive) (master sheet with all transaction history):
Column A10:A45,0000 = Unique Client's ID For Each Client
Column B10:B45:000 = Client's Last Name
Column C10:C45,000 = Client's First Name
Column D:E = Client Transaction History for each row based on unique client ID
I want to create a macro that will allow me to double click on a client's unique ID in Workbook 1 and this will open up Workbook 2 and filter for that client's transactions. EX- In workbook1 - i double click the client ID "XYZ" and then workbook 2's open's and Column A is filtered to only show client ID "XYZ". I also want to error proof it, just in case the client doesn't appear in Workbook 2 for whatever reason.
Finally, I only want to open Workbook 2 if it's closed. If it's open, i just want to switch from workbook 1 to workbook2. With each double click in Workbook 1, the filters in workbook 2 should be reset and then re-filtered for the double click value.
Thanks for all your help and support. I look forward to some responses.
Best,
JB