Hi Alex,
I'm interested in getting your feedback about the attached file. Every item is negotiable. I used
your input and built things the way I thought a user would find most efficient. Since I'm a perfectionist,
I think there's a lot more to be done before the file is ready to be seen, but if I don't post it now, nobody but me will ever see the file. I'm about 85% done, but still have about two more weeks of things to fix, before I would be satisfied. The last items usually take the longest amount of time. Since I have plenty to do, there is no need for you to rush your evaluation. You can give me your comments all at once or a little at a time.
The Administrative Menu allows you to Add a sheet, etc.
Sheet Master has several software switches you can try (highlighted in pale green).
Use cell A13 in the Master sheet to switch to the Production mode (hide the Master Sheet and the Item Template Sheet).
Major Changes:
a. I had to add two sheets (described below).
b. I had to add 5 extra data columns to the 'Item Sheet':
(1) MidLifeTimeDate (visible)
(2) Email Sent Date (visible) - If the cell contains "N/A" or any other text an Email will never be sent. This is useful when setting up the data for the first time, and some 'MidLifeTime' dates have already expired.
(3) Start Year (not visible - in normal use)
(4) End Year (not visible - in normal use)
(5) Start Year or End Year(not visible - in normal use)
NOTE: Items (3) thru (5) required for 'AutoFilter'
The attached file has the following major features:
a. Add/Edit/Delete a String No
b. Add an Item Sheet
c. Delete an EMPTY Item Sheet
d. AutoFilter based on one of:
(1) Start year or End Year (e.g. Shape No has start date or has end date in 2013).
(2) Start year
(3) End Year
(4) All years
e. Create Gantt Chart for ONE YEAR based on the 'AutoFilter' criteria.
f. Create a List of Items on the Gantt Chart
g. Send one Email (when the workbook) is opened for each StringNo whose MidLifeTime has expired, and hasn't previously had an Email sent.
I do not have 'Outlook' on my computer, so you will have to test the Email feature for me. This may be a painful process, so please be patient.
Use the Administrative Menu to test the e-mail feature:
a. Test e-mail uses the address on Sheet 'Master', cells C18 and C19.
The Sheet structure is as follows:
a. Inventory Sheet
b. Followed by One of more 'Item' Sheets'
c. Item Sheet Template (hidden in normal use)
d. Master (Control) Sheet (hidden in normal use) that contains:
(1) Master Email text
(2) Cells to permanently store customizable options
(3) Cells to store scratch data
(4) Notes and/or Instructions
The following special features are available:
a. On an 'Item Sheet':
(1) 'Double Click' on cell 'A1' to go to the 'Inventory' Sheet'
(2) 'Double Click' on an cell for a 'Data Item' to Open the UserForm to edit that data line.
b. On the 'Inventory' Sheet:
(1) 'Double Click' on cell 'A1' to go to the 'First' Item Sheet
(2) 'Double Click' on cell at the bottom that contains an 'Item Name' to go to that Item Sheet.
(3) 'Double Click' on cell at the bottom that contains a 'String No' to Open the UserForm to edit that 'String No'.
(4) The colors used will be the colors in cells 'D5 thru D8'. You can make those colors anything you want.
Undesirable Features of NOTE:
a. Temporary - The file is saved each time the Chart is generated (required to enable double click from list when workbook is opened). Fix being worked on.
b. Automatic Chart Update is not yet enabled.
c. Chart PrettyPrint display not complete - Black lines around chart in Column 'AB' and at bottom, and white background.
d. Occassional big red rectangle on chart.
e. Outlook warning message
Lewis
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