Group clients based on quaterly dates Help.

[Guest]

Hi

I have very limited skills with programming so this may seem an impossible
task to help with........I am up for the challenge though. If you have a
solution to this problem, could you please give as much info as you can.

I have a database of clients which have an incorporation date as one of the
fields. We intend to export this list of clients into a dbf file and then
import it into Excel.

What I would then like to be able to do is to group the list of clients into
4 areas. Group one would have been incorporated between 01-Jan-???? and
31-Mar-????, group 2 would be 01-Apr-???? through 30-Jun-???? etc. The year
is not a concern.

Ideally, the macro/program should take all clients from group one and sort
them in one worksheet, group 2 in another worksheet, group 3 in another sheet
and the same for group 4.

So, a quick recap, From a worksheet of all clients regardless of
incorporation date, I would like to work out how to run a program that will
take the clients from differnt quesrters in the year and automatically create
a worksheet for each group.

I know this is probably a mamoth task but any help would be appreciated.

Thanks in advance

Malcolm Davidson

 

[Frank Kabel]

Hi
try the following:
1. Insert a helper column which shows the quarter. e.g. enter the
formula (if your date is in column A):
="Quarter: " & INT((MONTH(A1)-1)/3)+1
and copy this down for all rows.

The use The code on the following site to create separate sheets:
http://www.rondebruin.nl/copy5.htm#all

 

[Tom Ogilvy]

Create a pivot table and group on month.

use the dropdown to limit the table to the appropriate months.

Copy the sheet 3 times and modify which months are shown on each.