I'm surprised how often I get asked for help with building or manipulating pivot tables. Pivot tables are amazing tools to help summarize large amounts of information quickly and easily. It's often useful to just start throwing different fields into your pivots to see what makes sense and get a general feel for your data. Rather than going into a lengthy post, I figured a quick video overview would be a better choice. Enjoy.
This file goes hand-in-hand with some of the other functionality discussed. If we're using our encryption / decryption logic, we need a simple way to distribute the unique PINs to the various users. That's where this file comes it. You only need to populate 2 columns, and the email generated is very generic - but it does the trick.
What makes this file unable to work cohesively with the Breakout Data file is the fact that I do now know what naming convention you've chosen for your Breakout files. We can update the code to auto-attach your file, but that require some additional work. Rather than having your populate hundreds or thousands of columns manually in this file, it's far simpler to simply coordinate with us on the front-end. We can capture the file names used in the Breakout Data file, and populate the specific attachment names in this file for a more seamless process. It's also completely possible to customize the email and make it more specific to your individual process.
Please reach out for any additional functionality. In the meanwhile, I hope you find this file serves its purpose and saves you some time.
The idea for this one came about after spending an afternoon breaking our master table down into dozens of smaller files for distribution, and then having to redo the whole project after being told to include additional columns.
This tool is pretty straight forward. To use it, simply paste your data into the Data tab and click a button. The file will read your headers and you'll be prompted to select which header you wish to breakout the data using. Enter the corresponding column and click OK.
Let's assume you're breaking out an employee population by manager, so you'd enter the column which contains the manager ID. You then go grab some coffee. The file will generate a file for each manager ID and save each file onto your Desktop - they may also be saved to your Documents folder or your most recent working folder - for whatever reason, it doesn't always put the files where it's told.
The only real headache with this tool is that you still have to distribute all of the files to the appropriate manager, and this file doesn't support a unique password for each file. This can certainly be done. Feel free to reach out if you need additional functionality to support your needs.