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Macro to format and track dates

  1. #1
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    Post Macro to format and track dates

    Hello Excel Forum,

    One of my many duties is tracking mail and due dates for all our departments clients. The client will send us mail and 1 month later we send them reports based on the items received. I have been working to create a Work Book that all of my department can enter in the dates they sent reports. I will still be checking in all mail however I want the Due Date I populate to show on a persons individual sheet. Each person has their list of individual clients that they are responsible for. Also we have another department called Response Team that also has access to all clients because they send reports to any client at any time. We have two different reports possible to send, Log reports and DQ reports. Log reports are dynamic and will change due dates from month to month. DQ reports are always due within the month no mater if the client mailed us something or not. DQ normally will be sent along with the Log Reports. Are you confused yet?

    My main goal in all of this is to have all the personal sheets point to the main "Mail Check-In Due Dates" sheet and the "Response Team" sheet. I attempted to do this all with formulas and found myself buried in more work when I has to add or subtract clients. I am attaching a very close to real example with all the formatting and look I want. I could also not find a formula to add a client to personal lists based on the Rep name in column b and c on the main sheet. Also when its added it needs to be in alphabetic order with all the formatting included.

    -To the Point-
    1. Point each months Due Dates from "Mail Check-In Due Dates" to the assigned reps personal sheet and the "Response Team".
    2. When anyone fills in a Date Sent column for the month point that info back to "Mail Check-In Dates" this also includes when "Response Team" fills in anything.
    3. When a new client is added or subtracted it will fill in the assigned DQ and HOS rep's personal sheet and the "Response Team" in alphabetic order with all the formatting.
    4. Billing sent will not be date but will be a "Y" for yes.

    Once you look at the example you will get a feel for the formatting and hopefully understand what I am trying to explain above. If you need further information I will be glad to inform to the best of my knowledge.
    Also I am working to get the company to move everyone to Office 2007 so this project once completed will allow more of a push into the 2007 world.
    Thanks for your help and I will appreciate any help on this project of mine.
    Attached Files Attached Files
    Last edited by Mordred; 08-25-2011 at 01:53 PM.

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    Re: Macro to format and track dates

    Hello Again, -Bump-

    If anyone could advise me on anything to help it would be most appreciated.

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    Re: Macro to format and track dates

    Have a great weekend Mates!

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    Re: Macro to format and track dates

    Bump. Any advise on this?

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    Re: Macro to format and track dates

    -Bump-
    No response yet.

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    Re: Macro to format and track dates

    ---Bump---

    I have receive a personal message response with this however I am unsure where it might end up. Anyone willing to help me with the code end of this please advise.

    Thanks!

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    Re: Macro to format and track dates

    Bump,
    Nothing yet.

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    Re: Macro to format and track dates

    I am working on the formulas but I would still like help with a Macro that will add the client to the assigned rep's sheets when a new one is added. I will work to complete all the formulas and provide an example of the new Workbook.

  9. #9
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    Re: Macro to format and track dates

    HI,

    I modified this so that you can select the Rep and Then Add the Client for the Rep.
    Check the message in the Employee sheet.
    Attached Files Attached Files
    Charles

    There are other ways to do this, this is but 1 !
    Be Sure you thank those who helped.
    IF YOU'RE SATISFIED BY ANY MEMBERS RESPONSE TO YOUR ISSUE PLEASE USE THE STAR ICON AT THE BOTTOM LEFT OF THE POST UNDER THEIR NAME.

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    Re: Macro to format and track dates

    Both Command buttons are giving an Error.

    AddRep:

    Run-time Error '-2147352565
    Can't move focus to the control because it is invisible, not enabled, or of a type that does not accept the focus.

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    Re: Macro to format and track dates

    Also thank you Charles I appreciate the work you have done.

  12. #12
    Valued Forum Contributor Charles's Avatar
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    Re: Macro to format and track dates

    Hi,

    If you go to worksheet1 code module you can remove

    Please Login or Register  to view this content.
    It err'd because I remove the the sheet for the "HOSREP".
    Also when you click on the debug it will take you to the line of code that erred.

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    Re: Macro to format and track dates

    I did click Debug and it just moved me to the title name for some reason. However after reading this I have removed the error code and now it works.

    Thanks again.

    I will continue to weigh this against the what I have begun on my own. Your work is appreciated I must just look at what the other employees here are going to be more comfortable with.

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