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Date dependant Macro

  1. #1
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    Excel 2010
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    Date dependant Macro

    Hello,

    This is my first post and please keep in mind, I am a Macro/VBA novice but I do understand simple concepts.

    I am looking to create a spreadsheet of leads that I've called on that will progress them through my 'pipeline.' I've got a sample attached with the simple code to assign each entry to the correct location but I'm having a few problems with a couple of other things I'm trying to do. As you will see in the "Sample" spreadsheet, there is a sheet (Data Input) where I will enter the information for a customer, press the submit button and it will send each lead to the appropriate section on the "Pipeline" sheet. (1) The first problem I'm running into is that I don't want Column L to copy into the "Pipeline" sheet because I've got another macro there to select weather the deal was won or lost.. Please help with any code to omit this column on the transfer. Also, once the button has been pressed, I would like the input section (Row 2) to clear out for new input. (2) The Today() function on "Data Input" sheet in cell A2 transfers over and keeps the formula...Is it possible to copy the cell's data (not the function) and paste that into the "Pipeline" sheet? (3) Last issue on this sheet is that once the date has been copied to the "pipeline" sheet, I would like a macro that would move the data On Opening the file to the appropriate section. For example, if an item in the 31-60 list is projected to be 31 days out on 3/5/12, I would like it to move into the 1-30 day list when the file is opened on 3/6/12. Any help is much appreciated - Thank you very much in advance!

    Nate
    Attached Files Attached Files

  2. #2
    Valued Forum Contributor
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    Excel 2003,excel 2007
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    Re: Date dependant Macro

    you are using an event code in sheet in worksheet change
    that mean when any cell in sheet 1(perhpas only in row 2 ) changes.
    you have to enter data from column B to col L(A1 is havings tsoday()()
    that is 9 entries. at entry of what cell the event code is to be fired. It would be
    little cumbrsome (not that is impossible)

    so correct event when the code is fired is when the
    button in sheet 1 is clicked . It is easier for writring and
    debugging to write a code in a module and run this macro
    whne the button is clicked.

    you see the macro "test" in module
    and also the evemt code (clicking button) if you right clikc of sheest "data input)and
    click view code;.

    I have kept a copy of data input sheet also for retrieval if necessary

    I am sending back the file "Barker sample.....xlsm"
    click the button in the sheet "data input"

    you want to undo sheet 1

    run undo.

    regarding item 3 is not clear. You have to explain little more with examples
    why 90 days goes to less than 30 days or something like that
    Attached Files Attached Files
    I am not an expert. better solutions may be available
    [email protected]

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