Hello,
New to VBA and sure if this is possible; not even sure what to query for help online.
I have been tasked with automating an invoice tracker that uses characters instead of numbers. It really is more of checklist, where a unique character is entered each month to indicate if a customer was billed or not (eg: X = No Invoice Sent | √ = Invoice Sent | D = Draft prepared | etc.). I would like for rows to automatically hide if a particular character is entered into the "current month" column, so that I can determine what invoices are still outstanding by process of elimination. It is important to preserve the historical data however so I can see if an invoice was sent last month, 2 months ago, etc.
The historical data is what is confusing me, because I am not sure how to write something that only checks the "current month", because there are recurring characters. I have created a list based on the table headings so I can select the current month I am working on....and this is where I am stuck.
I am looking to:
1. match/index the current month selection list to the corresponding table column
2. check the data under the current month column (within the table)
3. hide the entire row of the table if a character has been entered into the current month cell
For example, the current month selection is July 2023. A check mark (√) has been entered in the current month for Row 24, so the entire row should be hidden.
If this is possible, I am assuming I can then create a button to undo the hiding so I can change the "Current Month Selection" and repeat this process each month.
I've uploaded a screenshot of the data set that will hopefully clarify what I mean. Please disregard the formatting, it will be cleaned up once the work is finished.
Thanks in advance
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