create follow up dates within spreadsheet

[maygenharborsquare]

Hi there,

I have an excel spreadsheet going that has our new members entered each day. The date the member is entered is the first column. I would like excel to use the date the member is entered and move or copy all the information in that row to another sheet for a follow up. each follow up date would be 7 days, 21 days and 90 days after the member was entered. Can I do this somehow and have it continue as new members are added each day?

Thank you for any help!

 

[My Aswer Is This]

Yes this can be done. But you said:

"in that row to ​

another sheet​

for a follow up"

I need to know the name of this other sheet.
And why do I need to know this:

"

each follow up date would be 7 days, 21 days and 90 days after the member was entered​

"

You did not say why I need to know this.

​

 

[maygenharborsquare]

Yes this can be done. But you said:

"in that row to ​

another sheet​

for a follow up"

I need to know the name of this other sheet.
And why do I need to know this:

"

each follow up date would be 7 days, 21 days and 90 days after the member was entered​

"

You did not say why I need to know this.

​

the name of the sheet that has the information is called January 2018, the name of the sheet I would like to populate with the follow ups is January 2018 follow ups

 

[My Aswer Is This]

Ok.
This is best way to do this:
Enter all the data you want on your new row.
Then when your ready to have this row of data copied to sheet named:
"January 2018 follow ups"

Double click on the data in column "A" of that row.
This row of data will now be copied to sheet named: "January 2018 follow ups"

If this does not do what you want please explain more.

This is an auto sheet event script
Your Workbook must be Macro enabled
To install this code:
Right-click on the sheet tab
Select View Code from the pop-up context menu
Paste the code in the VBA edit window.

Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Range, Cancel As Boolean)
Cancel = True
Application.ScreenUpdating = False
Dim Lastrow As Long
Lastrow = Sheets("January 2018 follow ups").Cells(Rows.Count, "A").End(xlUp).Row + 1
If Target.Column = 1 And Target.Value <> "" Then Rows(Target.Row).Copy Sheets("January 2018 follow ups").Rows(Lastrow)
Application.ScreenUpdating = True
End Sub

 

[maygenharborsquare]

Ok.
This is best way to do this:
Enter all the data you want on your new row.
Then when your ready to have this row of data copied to sheet named:
"January 2018 follow ups"

Double click on the data in column "A" of that row.
This row of data will now be copied to sheet named: "January 2018 follow ups"

If this does not do what you want please explain more.

This is an auto sheet event script
Your Workbook must be Macro enabled
To install this code:
Right-click on the sheet tab
Select View Code from the pop-up context menu
Paste the code in the VBA edit window.

Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Range, Cancel As Boolean)
Cancel = True
Application.ScreenUpdating = False
Dim Lastrow As Long
Lastrow = Sheets("January 2018 follow ups").Cells(Rows.Count, "A").End(xlUp).Row + 1
If Target.Column = 1 And Target.Value <> "" Then Rows(Target.Row).Copy Sheets("January 2018 follow ups").Rows(Lastrow)
Application.ScreenUpdating = True
End Sub

Thank you for this response. I would like the workbook to somehow do this automatically as there will be follow ups each day. For example, today is the 10 day follow up for entries added on 1-17-18 and the 21 day follow up for entries added on 1-6-2018. I would like the sheet to automatically pull the entries from 90, 21 and 7 days prior on a daily basis. Does that make sense?

 

[My Aswer Is This]

If the date in column A on the master sheet always stays the same.
I'm not sure how we would do what you want.

Because first the script would be looking for date 7 days after date in column A
Next time script would have to look for date 21 days after date in column "A" then next time look for date 90 days after date in column "A"

And then you said sheet name to copy to would be named January 2018 followups

What happens when follow up date is in "Feb" or "March"

And would we need to clear the update sheet each day or keep adding to it?

And also needing Excel to do this automatically is difficult. Something always has to happen to get a script to run. I would think daily you could click a button to update the follow up sheet.

So these are some of the difficulties I see in this. But there may be others here on Mr. Excel who may have a answer.

Or ??