Copying Rows and Separating Tables

Hi,

I have an excel sheet that I'm trying to format. Basically, the excel book contains sheets (with the months), and each sheet contains a list of clients, their package, their status, date assigned, and date updated.

I've made another sheet (Sheet2) that fetches everything and consolidating it to one sheet. Sheet 2 also cleans up the data to display only the items that are 'completed'.

The issue I'm having now is in splitting the list (assuming it has been cleaned up to show only the 'completed' items. I would need to split the list first by the date they were updated, and then if they were assigned the same date or not. In short:
--Get all items with date updated = Month1
----If date assigned = Month 1: List items under table 1
----If date assigned < Month 1: List items under table 2

I've used macro on the excel (and I'm not sure it's efficient enough. I'm not proficient with VB, so...). I'm not sure if it will work on Mac.

Any help would be appreciated. Thanks!

Thanks for the help! Yes, actually the excel file would be larger (would contain more sheets, corresponding to months for the year)

What I was planning to do with sheet 3 was to display a split list of everything from sheet 2. Since sheet 2 contains the refined data from all the other sheets, sheet 3 would be the final product... so everything would be pasted in sheet 3.

I was thinking of having it this way, if possible:
(Sheet3):
(Cell A1): January
(Cell B1): Same Month
(Row 3): <the headers>
(succeeding rows): all items closed in january and assigned in january
(1 blank row after the list)
(Column 1, 1 row after the above): Previous Month
(succeeding rows): all items closed in january and assigned before january
(2 blank rows after the list)
(Column 1, 1 row after the above): February
(1 row below the previous): Same Month
(1 row below the previous): <the headers>
(succeeding rows): all items closed in february and assigned in february
(1 blank row after the list)
...
until December.

So everything would be consolidated to Sheet 3...

Also, one question... Is it possible to put in the buttons on sheet 3, but would still retain the same functionality (still process everything on sheet 2), and will they still operate even if I set sheet 2 as hidden?

I initially used sheet 2 for checking if I got every step correct... so if we could have it in one go, then that's better. :-)

Hi natefarm,

Is it possible to include comments on the macro you've made? I'm having a hard time deciphering it. :-)

This is where I'm lost now. I'm trying to make changes on the macro so that the one that is sorted is the "Date Updated" instead of the "Date Assigned"... I'm not sure where on the macro it is T___T

Yes, this works perfectly! Thank you so much for your help. :-)

Hi, quick question. Would it be possible to append this if for example, each sheet contains two tables (somewhat like an expansion of the first file, but instead of 1 table under each sheet, each sheet would contain 2 tables separated by 1 column. Each table has the same headers, but different contents. Records for "branch #1" and "branch #2")?

Thanks! I was thinking if it was possible to process them separately? I mean, as an alternate example? Since the sheets would mostly contain only a max of 2 tables per sheet, Is it possible to process table 1 from each sheet, then table 2 from each sheet?

Sorry, I meant another version of that sample.xlm. Another version, where the processing of the tables are separated (table 1 first, then table 2).

On a side note, I tried the code on a new sheet, which all contained data from January 2014 and previous months. It seems to recognize the items completed and assigned in january as 'previous months' instead of 'same month'.

Sorry for the late reply... been busy lately hehehe.
I tried the function without the J column again, and it seems that it still mixes the previous and the same month... I've attached a screenshot (blurred data sections for confidentiality hehehe)
sample.jpg

Ah, I just removed column J entirely.