I agree with bopsgtir. To do this requires macros. The code is not complicated, although you have to reserve someplace to record when you did the reset so you do exactly one reset each month. Here is what I would suggest. Note that I have no access to a Mac and am assuming that macros work the same way as they do in Office for Windows.
Create a new worksheet, name it "Last Reset", and then hide it. The user never has to see it.
The following code goes into the module called ThisWorkbook*. You haven't given any details about your data layout or what you want to reset so I can't give you a specific answer:
Private Sub Workbook_Open()
With Worksheets("Last Reset")
' Test to see if the last refresh date has not been set, or it is prior to
' the current month
If .Range("A1") = "" Or .Range("A1") < DateSerial(Year(Date), Month(Date), 1) Then
.Range("A1") = Date
' put code here to do whatever "reset" you want to do
End If
End With
End Sub
*To install this code, open your Excel file then press ALT-F11. This will open the VBA development window. On the left, you will see a tree of open Excel files, and under each one a list of worksheets. Find your file, and then underneath find ThisWorkbook. Double click on it. On the right side you will see the window for the code for ThisWorbook. Copy and paste this code. I do not know if Mac 2011 uses the XML format. If it does, Excel files are normally named .xlsx. You must save this file as a macro-enabled file, with an extension of .xlsm.
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