Dear respected Excel specialists,
I am turning to you and politely asking for your help with the final project. I would like to ask you if you could help me obtain, or rather direct me, what would be the best way to carry out the desired "action". I was thinking that just to be safe, I would use VBA code that would run in the background. I am also attaching a draft Excel document, which unfortunately is "generalized" due to data protection, but is in the same format.
My wish is that when a new customer is entered, the program would check columns #1, #2, #3, #4, where the mark is "x" and it would automatically transfer the customer to the appropriate tab. A manual example of "Microsoft" can be checked where "x" is at column #1 and column #2, so it was also added to tab #1 and tab #2 - manually.
After this, I wish that the "x" marks would turn into, let's say green background based on a "Customer Status" in below tabs (#1, #2, #3, #4) - again example for Microsoft. Since both statuses are "Valid Customers", the "x" marks are green and in the "Customers" tab the Customer status will also be "Valid Customer" - since it is active.
In addition to the above, I also wish to add a condition, that the "Customer Status" in "Customers" tab will stay "Valid Customer" as long as one of the columns (#1, #2, #3, #4) has a green x.
Let's say that Microsoft, does not want to continue the partnership in column #2, the customer status in tab #2, would be changed into "Former Customer" and the "x" mark in "Customers" tab, would still be there, but changed into red background instead of green. So at this point we have Microsoft that has a status of a "Valid Customer" in tab #1, status of "Former Customer" in tab #2 so that customer status in "Customers" tab would still be Valid Customer with a green "x" mark on #1 and red "x" mark on #2.
Now let's say that Microsoft decided to cancel every partnership, so now the #1 tab customer status would be again changed from "Valid Customer" to "Former Customer". In "Customers" tab, the customer status will now be changed into "Former Customer" as both areas are no longer active and the x marks should be highlighted with the red background.
I hope I was able to explain my wishes and I do know that this could be a lot of work so any information or assistance is really appreciated. Should anyone require any additional information, please do not hestitate to ask and I will try my best to provide them.
Kind regards,
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