Moving information to another sheet with multip-le criteria

Thank you in advance for any assistance you can provide. I am still
trying to learn excel and am struggling.

I have an order form for supplies that is updated monthly for various
facilities. I want to store the information from each order onto
separate sheets, according to facility and month.

The order form is set up like this:
Facilty Name
Date of Order

Product ID Product Name Quanity Wanted Unit Price
Total


I want the Quantity Wanted, Unit Price, and Total transferred to a
worksheet for the corresponding facility.

Each facility sheet has a list of the products. I was planning on
having the months across the top row.

I have spent many hours trying to do this using conditional
information about facility and date and then using lookup tables to
get the information regarding quanity and price. It worked for
January - then as soon as I change the date, the information in
January disappeared.

I hope this makes sense. Any help would be appreciated. I also tried
writing code for it using a command button to update the month. I
didn't have much luck with that.

Thank you in advance for any help.

Carolyn

Why not make a single worksheet as a database of all your orders. Then you
can easily make your individual report using a pivot table under the data
menu.

when you say form, is this a spread sheet where the user enters data in the
cells?

If so, you would probably need a macro to move a copy of the data to your
master database.

Using formulas isn't really practical - as you state, the formulas
recalculate each time the data changes.


--
Regards,
Tom Ogilvy

"Carolyn" wrote in message
m...
Thank you in advance for any assistance you can provide. I am still
trying to learn excel and am struggling.

I have an order form for supplies that is updated monthly for various
facilities. I want to store the information from each order onto
separate sheets, according to facility and month.

The order form is set up like this:
Facilty Name
Date of Order

Product ID Product Name Quanity Wanted Unit Price
Total


I want the Quantity Wanted, Unit Price, and Total transferred to a
worksheet for the corresponding facility.

Each facility sheet has a list of the products. I was planning on
having the months across the top row.

I have spent many hours trying to do this using conditional
information about facility and date and then using lookup tables to
get the information regarding quanity and price. It worked for
January - then as soon as I change the date, the information in
January disappeared.

I hope this makes sense. Any help would be appreciated. I also tried
writing code for it using a command button to update the month. I
didn't have much luck with that.

Thank you in advance for any help.

Carolyn

I would also create database in seperate sheet.

The secret is to use a macro to create a new row in the database that
is below the top "live" row and then copy the linked data (which would
be in the top row of database) to the newly created row using
copy/paste/values. Thus, once the data is copied it is no longer linked
to the form.

In the very basic attachment, once the data has been copied, the form
is cleared, ready for the next entry

I have also added a column in the database that identifies the month of
order. Have also put "autofilter" on the database so you can select any
entry type in any column to show those entries only (click the arrow in
the column title to see entries you can select from). The subtotal
formula in H2 will add only the values displayed. So you can very
easily select a facility and a month and any other criteria and see the
total of orders placed.

Hope it helps

Nick

Attachment filename: form 2 database.xls
Download attachment: http://www.excelforum.com/attachment.php?postid=580301
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By the way - you will have to save attachment first to get macro to
work. OK


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