Hi! I am pretty new to this excel programing. I had a high school class once about 10 years ago so please bear with me because i'm in need of help!
Ok, here it goes. I am trying to build a workbook for my job that will track the status of SBA Loans in my departments control. I will attach the skelleton of my spread. So far I have figured out dropdown boxes so that the data must be entered in the way I need it. I have added conditional formating to my date boxes to let me know if they have been in our possesion to long. I have figured out how to make them not highlight when they are complete, so I feel I am doing ok.
ok this is what i want:
When they set the Stage Status (Colum "I") to submitted I need the entire row (Row "5") to copy to the SBA report worksheet. Eventually I would like the same thing to happen for their names. Exe. Worksheet "Jim" would display everything that Jim has in his possesion currently.
Attached is my current workbook.
Thank you so much for your help!
Thanks,
loan process checklist.xlsx
Bookmarks