Automatically update work sheets based on the Account field

        To automatically update sheets based on the Account field, you can use VBA in Excel. This script will check the Account field in your main sheet and transfer rows to the corresponding sheet for each account. Here's how to set it up:

. Using VBA (Fully Automated Solution)

If you want the data to be copied automatically whenever you enter it in the main sheet, you can use a VBA script.

Steps to Implement VBA:

1. Press Alt + F11 to open the VBA editor.
2. Go to Insert > Module and paste the following code:

VBA Script for Automatic Sheet Updates

Sub UpdateAccountSheets()

    Dim wsMain As Worksheet

    Dim wsAccount As Worksheet

    Dim lastRow As Long, i As Long

    Dim accountName As String

    Dim accountSheet As Worksheet

    Dim accountLastRow As Long

    Dim lastProcessedRow As Long

    

    ' Set the main worksheet

    Set wsMain = ThisWorkbook.Sheets("Main") ' Change "Main" to your main sheet name

    

    ' Get the last processed row from a hidden cell (if not set, start from row 2)

    On Error Resume Next

    lastProcessedRow = wsMain.Range("Z1").Value ' Store the last processed row in cell Z1

    On Error GoTo 0

    If lastProcessedRow = 0 Then lastProcessedRow = 1 ' Default to row 1 if not set

    

    ' Find the last row in the main table

    lastRow = wsMain.Cells(wsMain.Rows.Count, 1).End(xlUp).Row

    

    ' Loop through each new row in the main table

    For i = lastProcessedRow + 1 To lastRow

        accountName = wsMain.Cells(i, 3).Value ' Column 3 contains the Account name

        

        ' Skip if account name is empty

        If accountName <> "" Then

            ' Check if the account sheet exists

            On Error Resume Next

            Set accountSheet = ThisWorkbook.Sheets(accountName)

            On Error GoTo 0

            

            ' If the sheet doesn't exist, create it

            If accountSheet Is Nothing Then

                Set accountSheet = ThisWorkbook.Sheets.Add(After:=ThisWorkbook.Sheets(ThisWorkbook.Sheets.Count))

                accountSheet.Name = accountName

                wsMain.Rows(1).Copy Destination:=accountSheet.Rows(1) ' Copy the headers

            End If

            

            ' Find the next empty row in the account sheet

            Dim nextRow As Long

            nextRow = accountSheet.Cells(accountSheet.Rows.Count, 1).End(xlUp).Row + 1

            

            ' Copy the row data from the main table to the account sheet

            wsMain.Rows(i).Copy Destination:=accountSheet.Rows(nextRow)

        End If

        

        ' Clear the variable for the next iteration

        Set accountSheet = Nothing

    Next i

    

    ' Update the last processed row in cell Z1

    wsMain.Range("Z1").Value = lastRow

    

    MsgBox "Sheets updated successfully with new records only!"

End Sub

Steps to Set Up:

1. Open VBA Editor:

   • Press Alt + F11 in Excel.

2. Insert Script:

   • Go to ThisWorkbook > Worksheet and paste the above VBA script.
   • Replace "MainSheet" with the name of your main sheet.

3. Save Workbook:

   • Save the workbook as a macro-enabled file (.xlsm).

4. Enable Macros:

   • Ensure macros are enabled in your Excel settings.

5. Test the Script:

• Add a row in the main sheet with an account name in Column C.
• A new sheet with that account name will be created (if it doesn't already exist), and the row will be copied to it.

How It Works:

1. Whenever you enter or edit a row in the main sheet, the script looks at the Account column (Column C).
2. It checks if a sheet exists for the account:
   • If the sheet exists, the row is added to it.
   • If the sheet doesn’t exist, it creates the sheet and adds the row.
3. Headers from the main sheet are copied to new account sheets for consistency.

Customizing the Script:

• If your Account column is in a different position, change this line:

  
  accountName = wsMain.Cells(dataRow.Row, 3).Value ' Column C
  

  Replace 3 with the column number for your Account field.

• Adjust the range of the main sheet if needed.