Copying from one TAB to another based on certain criteria

[Thomas]

Hi all,

I'm curious if it's possible to copy data from one TAB into another based on
certain criteria.

For example: if you have a spreadsheet with customers account numbers,
geographical location and a date to contact them. Would it be possible for a
formula to, based on todays date, go check what dates to contact a customer
is coming up this week, split the result up by geographical location, and
onto different TABs? The result should only include customers who needed to
be contacted within the workweek.

Any ideas or suggestions?

Thanks,
Tom

 

[Paul]

Thomas,

The simple answer is Yes. Are you not doing this manually? Use the
AutoFilter (Data>Autofilter).

Using VBA code would make the process very quick. One way would be to use
the Autofilter, filtering on the Dates-Column with a From-date and a
To-date, plus filtering on the Regions-Column on each region in turn. The
resulting visible rows would then be copied into another (appropriate)
sheet. Prior to copying, the code would have cleared these sheets of any
existing data. As a variant you could generate a new workbook with this
filtered date.

However this does require a bit of knowledge of VBA.

Regards
Paul