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Automatically Moving to a New Sheet based on Date in Cell

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    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.

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    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.

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