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testing scheduling sheet to show only what is due this month

  1. #1
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    testing scheduling sheet to show only what is due this month

    I have a workbook for tracking testing schedules.
    It has 1 tab that I edit when I do a test, and another that populates when the next on will be due.
    What I would like is to then have a third tab that only shows what will be due in the current month.


    What would be really great would be to be able to export to a calendar, but not holding my breath on that just yet
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    Last edited by maugris; 12-27-2019 at 04:43 PM. Reason: updated spreadsheet

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    Re: testing scheduling sheet to show only what is due this month

    The key to this is to go to the Data tab and make both of your input sheets into tables connection only. Then using the data queries & connections option you can now edit those tables. Unpivot the columns on each of the tables from the transform tab when you edit the tables. Then merge the tables together and sort them to get your table. Example attached.
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    Re: testing scheduling sheet to show only what is due this month

    Perfect! Thank you so much.

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    Re: testing scheduling sheet to show only what is due this month

    I have upgraded this sheet with a calendar. Thanks to another tread and work done by Pete_UK.

    I was wondering if there was a way to automate the refresh on the List tab?
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    Last edited by maugris; 12-29-2019 at 06:17 PM.

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    Re: testing scheduling sheet to show only what is due this month

    I just have a couple more questions. They all pertain to a calendar made by Pete_UK

    On months that don't use all the weekdays, how do I make it complete borders?

    I was able to make paydays show as a task in the calendar, but I would like to have the date change to green background if that's possible.
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    Last edited by maugris; 12-31-2019 at 02:49 PM.

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    Re: testing scheduling sheet to show only what is due this month

    I would like to have the date change to green background if that's possible
    Try the following formula as a conditional formatting rule applied to B4:M40 =AND(ISNUMBER(B4),B6="Payday")
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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