scheduling problem

Attached shows the forward schedule, but requires the additional Record Number field in Col A.

Date span is set by H1, which is set as "today"", but you can change it to whatever you want (dd/mm/yy). The subsequent dates link to it automatically.

Enter in Col F the monthly cycle you want, and the last Visit date in Col G. Formula pastes Client name in the months the frequency determines,

Formula in H2 copied across and down:

=IFERROR(IF(IF(H$1>=$G2,(MOD(DATEDIF($G2,H$1,"m")+$F2,$F2)=0)*$A2,0)=$A2,$B2,""),"")

(If the Date in row 1 is on or after the last Visit date in Col G, enter the Name matching the Record Number in every column matching the Frequency. If there is no Start Date or Frequency, cell is blank)

Change the frequency or the Latest visit date, and the names now appear in the "new" months.

You can then use whatever approach you want to extract or filter the entries listed for each month in Cols H - AE, and copying them to the relevant Month worksheet,

Hope this helps

Ochimus

StJohn,

Glad you found the formula useful. As for the grappling, it only gets worse. I started using Excel back in '93 when they launched V5, and am still amazed at what the real experts on this and similar sites get the program to do!

Have to ask whether you really need a separate worksheet for each month?,

If you do, you will either have to change the tab format to include the year, generating twelve new ones every year, or have your "January" sheet listing visits from Jan 19, Jan 20 and Jan 21.

If you want to keep the separate sheets, the simplest method is to "filter" row 1, and go through each Column in turn omitting Blanks, copy the "visible" rows in the Contact columns, then paste them into the relevant Month worksheet.

You can "automate" the process with a formula, there are several posts on here around the topic "Extract rows that match criteria in one column".

Or you can automate it using a Macro that "cycles" through each column in turn, copying the contact details from each row that has a name in that month's column and pasting it into the relevant worksheet.

If you don't need separate sheets, though, you can have either a User Form or a single worksheet where you select the month from a DropList, and it extracts the contact details from the Database.

Hope that points in right direction.

Ochimus