+ Reply to Thread
Results 1 to 2 of 2

Automatically Moving to a New Sheet based on Date in Cell

  1. #1
    Registered User
    Join Date
    02-01-2021
    Location
    Chicago, IL USA
    MS-Off Ver
    2013
    Posts
    1

    Question Automatically Moving to a New Sheet based on Date in Cell

    Hi, I am not sure the best way to accomplish what I am looking for. From the research I have done, I believe it is VBA; however, if there is a better way, please let me know. I have never worked with VBA before and this is my first time attempting it for a spreadsheet I am creating for work. This is what I would like this spreadsheet to do:

    1) I would like to move completed entries to a different spreadsheet. Details: I want a row to automatically move from Sheet 1 ("CM Transition Tracking") to Sheet 2 ("Transitioned CMs") when a date is entered into Column M ("Transition Date"). This can be any date and only dates will be entered into this column. If there is no data in a cell (blank), then the row should remain on Sheet 1. Once moved to Sheet 2, I would like it to be removed from Sheet 1.

    2) I would like to create a sheet with a report so that I can pull it once a week and do follow ups. Details: I want a row to automatically be copied from Sheet 2 ("Transitioned CMs") to Sheet 3 ("180 Follow Up Reminders") if the date within Column S ("6 week Reminder"), Column T ("4 week Reminder") or Column U ("Due") are within 7 days of the current date. I do not want this entry to be removed from Sheet 2. And I want the entry on Sheet 3 to disappear if it is not within the 7 day window.

    Any help with this would be greatly appreciated! I am an Intermediate user of Excel and am aiming high with this spreadsheet.

  2. #2
    Forum Moderator 6StringJazzer's Avatar
    Join Date
    01-27-2010
    Location
    Tysons Corner, VA, USA
    MS-Off Ver
    365
    Posts
    18,634

    Re: Automatically Moving to a New Sheet based on Date in Cell

    Welcome to the Forum Shellers78!

    I could probably help you do exactly what you describe but in my opinion it is not a good design. Moving records around to different sheets to indicate their status is not a best practice for Excel. I have seen this done and it is complex and error-prone. The best practice is to keep all your data on a single master sheet and if you need different reports, create them on other sheets using the master data.

    Given the complexity of your description, any solution will require seeing your actual file. See yellow banner at the top of the page.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Moving an entire row based on a cell having a date in it.
    By AustinCummings in forum Excel Programming / VBA / Macros
    Replies: 7
    Last Post: 08-09-2020, 08:22 PM
  2. [SOLVED] Automatically deleting and moving a row to new sheet depending on cell value
    By MissCofnchtr in forum Excel Programming / VBA / Macros
    Replies: 6
    Last Post: 12-11-2017, 01:54 PM
  3. Moving Rows into a different sheet based on a cell value
    By ajvalles1 in forum Excel Programming / VBA / Macros
    Replies: 11
    Last Post: 10-02-2015, 08:10 AM
  4. moving a row to another sheet based on cell status
    By discglide in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 12-13-2014, 11:31 PM
  5. Moving rows of data to a new sheet based on date criteria
    By kaufmann98 in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 06-11-2012, 01:41 PM
  6. Moving formulas in a cell based on date entry ?
    By AnthonyWB in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 05-24-2010, 01:52 PM
  7. Replies: 0
    Last Post: 11-11-2005, 02:35 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1