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Update details, move some rows, maybe more general advice please

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    Update details, move some rows, maybe more general advice please

    Hi all


    I am looking for some general help and direction.

    I have a master workbook containing a list of employees leaving the business. Sheet 1 contains those names, sheet 2 is the archive list. People are placed on the archive list once their date has past.

    Each month, I get a newly updated list; this list will have the same new names but also many of those who are already on the master list (I currently copy and paste), but maybe more information (cells filled out). It takes 12 months' notice for those leaving, so as each month passes, there could be more information.

    My question is, what would be the best program to use to Update the master list and archive those that pass a certain date? in excel, or would it be better to send the information to a sharepoint list using Power Automate etc

    Any thoughts ?

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    Forum Expert BadlySpelledBuoy's Avatar
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    Re: Update details, move some rows, maybe more general advice please

    If VBA is an option for you, you could use that to move data from one sheet to another under specified circumstances.

    If you could provide some sample files and some guidance on what you need doing we can help with writing VBA for you.

    BSB

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    Re: Update details, move some rows, maybe more general advice please

    I have considered VBA for achieving them. I am just not sure if that would work for transferring across from 1 workbook to another.

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    Re: Update details, move some rows, maybe more general advice please

    Administrative Note:

    Is your forum profile showing the Excel PRODUCT that you need this to work for?

    Members will tailor the solutions they offer to the Office PRODUCT (Excel, NOT Windows) that you have. Please check that your forum profile is up-to-date in this respect. If you aren't sure, in Excel go to File | Account and report what it says below the MS logo at the top of that page. If your product is for Mac, please also state this.

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  5. #5
    Forum Expert BadlySpelledBuoy's Avatar
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    Re: Update details, move some rows, maybe more general advice please

    If you can do it manually in Excel then VBA can do it for you too. Just quicker, easier and with less chance of human error.

    PowerAutomate may also be able to do it, it's just not something I have lot of experience with.

    BSB

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