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Auto Data Transfer to Different Worksheet

  1. #1
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    Auto Data Transfer to Different Worksheet

    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
    Attached Files Attached Files

  2. #2
    Forum Contributor arlu1201's Avatar
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    Re: Auto Data Transfer to Different Worksheet

    So you want "completed" rows to be copied to the "Submitted to SBA" tab and also to the relevant Officer tab?
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  3. #3
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    Re: Auto Data Transfer to Different Worksheet

    Sorry i should have been more clear orrigionally. My goal is to have everything that has "Submitted" selected to copy the entire row that corrisponds to the row that has Submitted selected. I would like to take that row and copy it to the Submitted to SBA tab. What this will do is create a quick report of everything that is currently submitted to the sba, that will make it easier for me to track the status. Then later in the future if not now i would like the same type of code but i would like when somone puts their name as "received by" it copys the entire row to their corrisponding tab. For clarification i'll give another example. Today i received a file for credit. I would go to the "Recieved by" tab and select Tim as who it was received by. I would also fill in the date i received it, what i'm doing with it, I.E "Credit review" and the progress, "in-progress". I then would like to be able to click the "Tim" tab and see the entire row that corrisponds to my name copied to my tab. This will give me the ability to look at my departments individual names and generate a report of what they have done and what they currently have in their possesion. is that more clear? I hope so! I appriciate any help you can give, this will make things so much easier down the road! Thank you so much for your help!

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