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Auto populate calendar from excel data

  1. #1
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    Auto populate calendar from excel data

    Hellow, I have an excel spreadsheet showing the following columns of data:
    Project Number, Project Name, Project Owner, Project Auditor, Trip End Date, Turnover Date, and Project Due Date

    I am trying to figure out how to auto populate an excel calendar (by month) to display the Project Number, Name, Owner, and Auditor by the date fields.
    For example: Project Number: 1234, Project Name: XYZ, Project Owner: Bob, Project Auditor: Tom, Trip End Date: 1/31/14, Turn Over Date: 2/26/14, Project Due Date: 4/16/14

    I would like to see the Project number, name, owner and auditor listed in a January calendar on 1/31/14 showing:
    Trip End Date - BOB, 1234 XYZ - TOM
    I would like to see the Project number, name, owner and auditor listed in a February calendar on 2/26/14 showing:
    Turn Over Date - BOB, 1234 XYZ - TOM
    I would like to see the Project number, name, owner and auditor listed in a April calendar on 4/16/14 showing:
    Due Date - BOB, 1234 XYZ - TOM

    Can this be done?

    Thank you!

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    Re: Auto populate calendar from excel data

    Hi coffeemonkey1349

    Welcome to the forum

    The answer to your question is "Yes".

    How do you see the month being laid out? For example in April you might have some ending, some turnover as well as Project Due. Would you have a column headed "Action" another "Date" or will you have 3 headings "Trip End", "Turn Over" and "Project Due"? Likewise for the date - 1 or 3 colum(s).

    What is the maximum number of projects that could be on the sheet?

    Regards
    Alastair

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    Re: Auto populate calendar from excel data

    Thank you for replying! I have never participated in a forum, so this is new for me!

    I have attached an example of my "vision". Essentially, I plan to update the Data on one tab and then be able to see the data in the calendar. I deal with 50-60 trip or more a year and each trip has 3 seperate deadlines, which is what I am trying to capture visually in the calendar. One day could have multiple projects due for any of the 6 deadline.

    I hope the attachement helps show what I am trying to do.
    Thnkyou!
    Attached Files Attached Files

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    Re: Auto populate calendar from excel data

    Hi coffeemonkey1349

    What a strange calendar you work to - 31 days in February and all months starting on a Wednesday (and I thought that I lived in a simple world!)

    No matter - it shows what I need. I was thinking of a diary laid out as a list, but it will be a good excercise to do it as a weekly layout. I am assuming that for "any of the 6 deadline" I should read "any of the 3 deadlines"

    Regards
    Alastair

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    Re: Auto populate calendar from excel data

    There are 5 lines for each day. Could there ever be more than 2 other entries? For example if there are 3 entries and then I try to put 3 more deadlines then the system would have to add extra rows for that day; or would that mever happen?

    Regards
    Alastair

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    Re: Auto populate calendar from excel data

    oops! Sorry about the calander, I was in a hurry to get a visual out
    I am sure you got the "idea"

    Each line has the three deadline, which are what i need to see visually in the calendar. The Data tab showing the list would be updated as trips are added.

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    Re: Auto populate calendar from excel data

    It would be possible for more than three deadlines on a given day...especially during our busy season. I need the calendar to fit on a standard letter size paper, so what ever the max size for days with the rows will have to work.

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    Re: Auto populate calendar from excel data

    Hi coffeemonkey1349

    I have set up a system that may work - let me know if there are any problems or you want anything explaining.

    At the moment it will not cater for adding an extra line in the data sheet - I can work on this if you like what I have done so far.

    Regards
    Alastair
    Attached Files Attached Files

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    Re: Auto populate calendar from excel data

    Thank you! This is a great start!

    I tried adding additional months per the instructions...June is not coming out correctly, but all the other months look correct.
    My additional concern would be that when I add more trips on the data tab and run the Macro, the calendar is updated with an the new information and the prior information is added to the calendar again as well.

    I have attached the file to show where I have tried to add additional months and update the Data tab with more projects.

    Thank you for all your help!!!
    Attached Files Attached Files

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    Re: Auto populate calendar from excel data

    Hi coffeemonkey1349

    I had noted that adding data would not work - it is now fixed

    The problem with June is that 1 June 14 is a Monday - the system was starting on the first Monday and then trying to find 1 after that cell. This is now fixed.

    Let me know how you get on.

    Regards
    Alastair
    Attached Files Attached Files

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    Re: Auto populate calendar from excel data

    Thank you! This looks good so far! I am going to load a few months data for a test run.

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    Re: Auto populate calendar from excel data

    Hi I have been looking/trying to do something like this also. I work with home health pediatric clients we need to track visit days and cert days. these are calculated fields based on the last certification date. I would like to put the person doing the visit on the calendar also. My columns are clients name, start cert, end cert, 90 day visit (calculated on start date applies only to our 6 month clients), recert date(calculated on 4 weeks before end cert date) total hours authorized, authorization schedule(example 90 days, 6 months) and case manager or assigned to is this something you can help me with.

    Thank you
    Edie
    Last edited by edied; 08-01-2014 at 10:55 AM.

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    Re: Auto populate calendar from excel data

    Hi Edie

    Welcome to the forum.

    The rules of this forum are such that you are not allows to "hijack" a thread.

    You need to start your own and, if you think another thread is close to your requirement, put a cross reference to it.

    I will keep an eye open for your new thread.

    Regards
    Alastair

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    Re: Auto populate calendar from excel data

    Thank you I will

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    Re: Auto populate calendar from excel data

    Hi Aydeegee (Alastair)

    Thanks for putting this together. It is exactly what i was looking for. I'm trying to learn VBA myself, so if you don't mind, I'd like to ask some questions as I work through this.

    With Sub Diary(), the first line (Mydate = ...) is declaring a variable? Is "dim" not required?

    Thanks!
    Chris

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    Re: Auto populate calendar from excel data

    Hello Aydeegee, I have the same need, but my table has different data. Possible to update current file? The table I have has the following columns that should populate the calendar in the same order: Assigned To, Project, Task, Due Date.

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