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Copying "issues" data to a new tab, based on whether its open, deferred or resolved

  1. #1
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    Copying "issues" data to a new tab, based on whether its open, deferred or resolved

    Hi everyone,

    I'm sure this problem has been addressed before, but I haven't found a likely match yet ( I haven't made it through all 6000 pages, but it feels like it). If someone could help me, or even refer me where to look, I would greatly appreciate it.
    I'm trying to design a monthly report for a small non-profit group that I work with. The basic design is a 2007 Excel workbook with a tab for each month plus a summary tab. One of the items we want to capture are issues affecting the organization. Cells B19-B23 of each tab are set up for text to enter the issue description into. Cells C19-C23 have a drop down list containing "Open", "Deferred", or "Resolved". I would like Excel to look at my report, and if the issue is "Open" or "Deferred" to copy it (the contents of B19-B23) into the next month's report. Bonus points if we could also copy it to a section of the Summary tab. If it is marked as "Resolved" I would like it to not appear on the next month's report or the summary tab.
    I'm okay with Excel, but know next to nothing about Macros, which I believe this entails. I'm trying to read up on VB, but I won't be ready by the time I promised I would have this report ready for. Any help would be greatly appreciated.

    Thanks,

    M

  2. #2
    Forum Contributor arlu1201's Avatar
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    Re: Copying "issues" data to a new tab, based on whether its open, deferred or resolved

    Do you have a sample file that you can upload?

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  3. #3
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    Re: Copying "issues" data to a new tab, based on whether its open, deferred or resolved

    Hi Arlu,

    Thanks for the quick reply. I've attached my preliminary effort. I haven't gotten much more than a rough format, but you'll see that there are "issues" sections for each location, and for the staff section. The financial data is easy; that's just formulas. I'd love to have the issue, if open or deferred, appear on the next mnth's tab, as well as the summary section (the summary wouldn't have a drop down box, just the description of open or deferred). If the issue is tagged as resolved, I'd love for it to not appear on the next tab, and to either disappear from the summary or show up as resolved. Any advice, help or suggestions are greatly appreciated.

    M
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