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Pulling notes by date from another worksheet according to client code...

  1. #1
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    Pulling notes by date from another worksheet according to client code...

    I have racked my brain with this one all weekend and have so far come up with some pretty messy 1/2 solutions... I thought I'd see if anyone here could lead me in a cleaner direction... Here is what I am trying to do:

    I am basically using Excel and Macros to format two different reports into one neat report. I put the two sheets in the workbook (Delinquency & Yardi Notes)

    I need the Delinquency sheet to use tenant code (ie C8, C18) and the amount of time the charge is overdue (either 30 days, 30-60 days, 60-90, and over 90, (COLUMNS J:M)) to pull notes from the Yardi Notes sheet and put them in the Notes column(O) starting with the first line of that tenant (newest note to oldest note) How far back the charges go determines how far back to pull notes (90 days old being the max) The notes also need to be word wrapped so they all show up in the notes section. If only 150 characters of each note were transferred that would be primo.

    I am having a real hard time getting them to match up with the tenant code and its charges.

    I have attached the sheet and anyhelp would be friggin amazing, this project has been a thorn for a while...
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  2. #2
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    Re: Pulling notes by date from another worksheet according to client code...

    Upload the sheet with some sample "answers". Put together some examples of the desired result so it makes it easier for us to see what you're doing.
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  3. #3
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    Re: Pulling notes by date from another worksheet according to client code...

    Sorry I didn't think to do that to begin with... heh heh.

    I have attached an example of the finished result (for the example sheet i provided)

    I also realized I left out part of what I need as well, If I could also have the date of the note put in column Q, that would be perfect.

    THANKS!!!!
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  4. #4
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    Re: Pulling notes by date from another worksheet according to client code...

    Is this something that could be done without using VBA (maybe just with functions and the macro recorder?

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