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.
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