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Macros for data transfer - one sheet to another

  1. #1
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    Macros for data transfer - one sheet to another

    Hello All,

    I hope everyone is having a good day, mine has been just dreadful because I have this Excel sheet I just can't figure out and my boss is giving me a hard time. If you could help me, I'd appreciate it a lot.


    I've attached the excel sheet that is giving me such grief!

    Right now I have one Master sheet called, 'Potentials'. I need this data to transfer into either the 'Engagement' or 'Out' sheet depending on what I write in the 'Response' column in the master sheet.

    If I write, 'Out' in the 'Response' column of the master sheet, I want all the information in that row to be cut from the master sheet and transfered into the 'Out' Sheet.

    If I write 'NDA' in the Response column of the master sheet, I want all the information in that row to be transfered to the 'Engagement' sheet and cut from the master sheet. However, this is the tricky part, once it is transfered to the 'Engagement' sheet, I need it to be cut and transfered to the 'Out' sheet if I write 'Out' in the Response column.

    And I have one last request!!! On all the sheets there is a column entitled, 'Last Date of Contact', I need all the sheets to always be sorted by date, the oldest date should always be on the top. (For example, 02/15/2011 should be above 03/20/2011 )


    I truly will be grateful to anyone who can offer me assistance. I just hope this can be resolved before I'm fired because my grandchild's birthday is coming up!
    Attached Files Attached Files

  2. #2
    Forum Expert jaslake's Avatar
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    Re: Macros for data transfer - one sheet to another

    Hi floridavera
    Can't guarantee we won't get you fired...hopefully we can stave it off until after your grandchild's birthday.

    Couple of questions/suggestions...
    • What are the options for what you'd enter in "Response" column...only two or three...or are there a multitude (I'm thinking of Data Validation on that column).
    • Dates can sometimes be a problem in sorting...I'd suggest perhaps a "Date Picker" on the "Last Date Of Contact" column so the date is always entered in the proper format (don't know if I can make this work but...)
    • At what time should the sheets be sorted by date...any time a change is made to each sheet?
    Regarding this
    this is the tricky part, once it is transfered to the 'Engagement' sheet, I need it to be cut and transfered to the 'Out' sheet if I write 'Out' in the Response column
    I assume you are saying that if you enter "Out" in the Response column of Engagement sheet...is this true?
    John

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  3. #3
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    Re: Macros for data transfer - one sheet to another

    Thank you for your response!

    His birthday is next Wednesday, so as long as I get it sorted by then

    In response to your questions:

    Couple of questions/suggestions...

    What are the options for what you'd enter in "Response" column...only two or three...or are there a multitude (I'm thinking of Data Validation on that column).

    NDA and Out are the only two responses!



    Dates can sometimes be a problem in sorting...I'd suggest perhaps a "Date Picker" on the "Last Date Of Contact" column so the date is always entered in the proper format (don't know if I can make this work but...)

    I will try the Date Picker

    At what time should the sheets be sorted by date...any time a change is made to each sheet?

    The sheets should be sorted by date whenever a change is made


    I assume you are saying that if you enter "Out" in the Response column of Engagement sheet...is this true?

    Yes, that is what I mean. If I enter "Out" on the engagement sheet, I need the whole row to move to the 'Out' sheet!


    I really appreciate any help you can give, every excel formula I try ends with error. Computers are so hard for me! I am so thankful for these forums and people like you!

  4. #4
    Forum Expert jaslake's Avatar
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    Re: Macros for data transfer - one sheet to another

    Hi floridavera

    Try the attached to see it does as you require. Let me know of issues.

    By the way...you're original file was .xlsx. The attached file is .xlsm. Both are Excel 2007 or above files. You're profile shows Excel 2003. Please update if appropriate...it truly does help us.
    Attached Files Attached Files
    Last edited by jaslake; 05-20-2011 at 08:56 PM.

  5. #5
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    Re: Macros for data transfer - one sheet to another

    Thank you, thank you! I will look over everything and change the excel listed in my profile!

    You really saved my life, I don't know how I can repay you!

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