Question

In an Excel sheet, I have roughly 30 rows x 100 columns of data. Each row represents a different “client”. For each client, I’ve create a summary sheet that is emailed to them and that also contains all the information from my main sheet

Is there a way for Excel to create a new sheet based on some template sheet when I add a new row to my main sheet and fill it with the appropriate data?

Answer 1

If you need this to happen automatically on the addition of a row then you would need to use the Worksheet_Change event to capture the completion of a new row.

This would then generate a new workbook from the template, copy across the necessary ranges then save the new file somewhere, much as Gnoupi says

All this is relatively trivial with VBA, but unfortunately if you aren’t familiar with VBA then isn’t a simple case of “Do X then do Y in Excel” so I think you may struggle, even with sample code posted here.

Even if I created a dummy model that did what you require, functionally at least, then customising it to your particular needs may difficult if you are not used to working with Excel programmatically.

Edit
I’ve created a very simple demonstration of how this could work: http://drop.io/4clxof3 – note this example doesn’t include the event handling for adding a new row, has almost no validation or error handling and makes sweeping assumptions about almost everything(!)

If you feel comfortable using this a basis for developing your own solution then great. If the whole VBA thing is foreign to you then it may be time to call in reinforcements 🙂