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Can I dynamically convert reference values to actual values at the end of a quarter?

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    Can I dynamically convert reference values to actual values at the end of a quarter?

    Hi, I am working with a spreadsheet that shows a summary of sales targets and actuals by quarter. There is a "working area" where the sales team is allowed to input their targets each month. The total at the bottom of this working area is referenced by Cell ID in the summary tables.

    At the end of each quarter, I want to be able to "freeze" the value in the summary target cell for that quarter at whatever the actual number value is, then have the target number by cell reference now show up in the next quarter's target cell. Right now this is all done manually - is there a way to do this with a formula? I know how to use IF and AND to figure out which quarter is active and should show the referenced target value, and I even know how to check for the end of the quarter date, but I can't figure out how to dynamically convert that reference to a number value and lock it down so no further changes happen to that cell. Is that even possible?

    All suggestions are appreciated!

    Cindy

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    Re: Can I dynamically convert reference values to actual values at the end of a quarter?

    Formulas cannot do that.

    You would need to use a macro.
    My General Rules if you want my help. Not aimed at any person in particular:

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    If it is not important to you then it definitely is not important to me.

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    Re: Can I dynamically convert reference values to actual values at the end of a quarter?

    Awesome! I've never created any Macros. Can you point me to some useful education or samples?

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    Re: Can I dynamically convert reference values to actual values at the end of a quarter?

    Some thing like:

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    Re: Can I dynamically convert reference values to actual values at the end of a quarter?

    Thanks, these are helpful!

    Question, though.... will any of these options prevent the value of the cell from continuing to change based on the referenced cell value?

    What I need to do is have something like this happen:

    For 1/1/20xx < DATE < 4/1/20xx
    Cell A20 = $A18 (whatever the value is in A18, since that value will be updated during the course of the quarter)

    Then for DATE > 4/1/20xx
    Cell A20 = the value of A18 on 3/31/20xx. It should now be a static number and no longer change when A18 changes.

    Is that even possible?

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    Re: Can I dynamically convert reference values to actual values at the end of a quarter?

    Hi

    I think this is what you need:

    Right Click On Your Sheet Name At the Bottom Of Excel and Select View Code
    Paste this code in the module that opens and close it.

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    This is a sheet specific macro. There are several types of these and they all run automatically if the right conditions are met.

    This particular macro will run whenever the worksheet is activated.

    You could also create a macro that runs when you make a change on the worksheet.

    So what does it do?

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    If the month is April to December

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    And your formula is still in Cell A20


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    Copy the Value from A18 to A20.
    Last edited by mehmetcik; 02-13-2020 at 02:21 PM.

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    Re: Can I dynamically convert reference values to actual values at the end of a quarter?

    Thank you for the explanation in addition to the code snippet, it's very helpful.

    I have lots of questions, but here's the main one. The value in A18 will continue to change (I have 3 other quarters to work on for sales targets), but I want A20 to never change again after it becomes the value of A20 on 3/31/20xx. Will this code do that?

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    Re: Can I dynamically convert reference values to actual values at the end of a quarter?

    Yes.

    I explained above.

    The Macro logic is:=
    If the month is April to December And your formula is still in Cell A20 Copy the Value from A18 to A20.

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    If the month is April to December

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    And your formula is still in Cell A20

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    Copy the Value from A18 to A20.

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    Re: Can I dynamically convert reference values to actual values at the end of a quarter?

    Oh, I see. It's the second half of that "AND" that prevents changes from happening once you've replaced the formula with the value.

    Thank you! I think I can do what I need now!

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