flyingtony
New Member
- Joined
- May 4, 2022
- Messages
- 2
- Office Version
- 365
- Platform
- Windows
Thanks for helping me with this.
I am hoping that I could write some VBA code that would insert a block of cells, based on a cell value listed above.
Let me start with a xl2bb of that the sheet looks like at the start, and then what it should look like after.
A couple of notes:
The yellow are drop down boxes constrained to yes/no.
If there are no other accounts, or co-client accounts, then the sheet doesn't need to add anything.
If there are co-client accounts, I want to have the first co client account to add directly below the first client account. Then have the rest of the client accounts list, then the rest of the co-client accounts.
This is for my own work tracking, and clients won't see this sheet. I don't mind having the sample blocks in a row/column or other sheet away from the main work flow.
Before:
After:
starting with the client, there will always be a first block of text, A23:C28. If the client has multiple accounts, then there would be a copy of that for each account (enumerated in B4) that follow the first. If there is a co-client, (Yes/No drop down in B6) Then I want to have the first co-client account table listed below the first 'client account', then after the first coclient account, list the client accounts, then the co client account.
I tried searching for help on this, but I couldn't come up with the correct term for the chunk of text/block of cells that I am trying to insert.
Thanks
I am hoping that I could write some VBA code that would insert a block of cells, based on a cell value listed above.
Let me start with a xl2bb of that the sheet looks like at the start, and then what it should look like after.
A couple of notes:
The yellow are drop down boxes constrained to yes/no.
If there are no other accounts, or co-client accounts, then the sheet doesn't need to add anything.
If there are co-client accounts, I want to have the first co client account to add directly below the first client account. Then have the rest of the client accounts list, then the rest of the co-client accounts.
This is for my own work tracking, and clients won't see this sheet. I don't mind having the sample blocks in a row/column or other sheet away from the main work flow.
Before:
Onboarding worksheet.xlsx | |||||
---|---|---|---|---|---|
A | B | C | |||
4 | Client | ||||
5 | Number of accounts | ||||
6 | Is there a spouse | Yes | |||
7 | Co-client | ||||
8 | Number of accounts | ||||
9 | Children | Yes | if yes, this should pop up with: How Many? | ||
10 | Child name | ||||
11 | Date of birth | Day/Month/Year | |||
12 | RESP | Yes | |||
13 | |||||
14 | |||||
15 | task 1 | Radio button/tick box | |||
16 | task 2 | Radio button/tick box | |||
17 | task 3 | Radio button/tick box | |||
18 | task 4 | ||||
19 | task 5 | Radio button/tick box | |||
20 | task 6 | Radio button/tick box | |||
21 | conditional task, if B12 = Yes, then insert task7 | If task 7, include a radio button/tick box | |||
22 | |||||
23 | First Client Account submitted | account type | Date | ||
24 | Check transfer statust | Date above + 2 weeks | |||
25 | Reconcile assets in account | Once transfer complete (pre-filled as 2 weeks from first submission, but editable | |||
26 | FF’s delivered: | Radio button/tick box | |||
27 | Trades to model | Trade sheets | |||
28 | Trade Notes | ||||
29 | |||||
30 | task 8 | Radio button/tick box | |||
31 | task 9 | Radio button/tick box | |||
Sheet3 |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
B6 | List | Yes, No |
B9 | List | Yes, No |
B12 | List | Yes, No |
After:
Onboarding worksheet.xlsx | |||||||||
---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | |||
1 | Client Onboarding Sheet | ||||||||
2 | |||||||||
3 | Household Name | ||||||||
4 | Client | ||||||||
5 | Number of accounts | 2 | |||||||
6 | Is there a spouse | Yes | |||||||
7 | Co-client | ||||||||
8 | Number of accounts | 2 | |||||||
9 | Children? | Yes | How Many | 1 | |||||
10 | Child name | <- | This box should be copied for the numbe in D9 | ||||||
11 | Date of birth | Day/Month/Year | |||||||
12 | RESP | Yes | |||||||
13 | |||||||||
14 | |||||||||
15 | task 1 | Radio button/tick box | |||||||
16 | task 2 | Radio button/tick box | |||||||
17 | task 3 | Radio button/tick box | |||||||
18 | task 4 | ||||||||
19 | task 5 | Radio button/tick box | |||||||
20 | task 6 | Radio button/tick box | |||||||
21 | conditional task, if B12 = Yes, then insert task7 | If task 7, include a radio button/tick box | |||||||
22 | |||||||||
23 | First Client Account submitted | account type | Date | <- | This box is the template, and will always be at least one. | ||||
24 | Check transfer statust | Date above + 2 weeks | |||||||
25 | Reconcile assets in account | Once transfer complete (pre-filled as 2 weeks from first submission, but editable | |||||||
26 | FF’s delivered: | Radio button/tick box | |||||||
27 | Trades to model | Trade sheets | |||||||
28 | Trade Notes | ||||||||
29 | |||||||||
30 | Co Client first account submitted date | account type | Date in c23 + 3 business days | <- | This is box might exist or might not, based on if there is a co-client | ||||
31 | Check transfer statust | Date in c30+ 2 weeks | |||||||
32 | Reconcile assets in account | Once transfer complete (pre-filled as 2 weeks, but editable | |||||||
33 | FF’s delivered: | Radio button/tick box | |||||||
34 | Trades to model | Trade sheets | |||||||
35 | Trade Notes | ||||||||
36 | |||||||||
37 | subsequent Client Account submitted | account type | Date | <- | I want all the client accounts to follow after the first co client account | ||||
38 | Check transfer statust | Date in c37 + 2 weeks | |||||||
39 | Reconcile assets in account | Once transfer complete (pre-filled as 2 weeks from first submission, but editable | |||||||
40 | FF’s delivered: | Radio button/tick box | |||||||
41 | Trades to model | Trade sheets | |||||||
42 | Trade Notes | ||||||||
43 | |||||||||
44 | Co Client subsequent account submitted date | account type | Date above + 3 business days | <- | I want all the coclient accounts to follow after the last client account | ||||
45 | Check transfer statust | Date above + 2 weeks | |||||||
46 | Reconcile assets in account | Once transfer complete (pre-filled as 2 weeks, but editable | |||||||
47 | FF’s delivered: | Radio button/tick box | |||||||
48 | Trades to model | Trade sheets | |||||||
49 | Trade Notes | ||||||||
50 | |||||||||
51 | task 8 | Radio button/tick box | |||||||
52 | task 9 | Radio button/tick box | |||||||
Sheet2 |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
B6 | List | Yes, No |
B9 | List | Yes, No |
B12 | List | Yes, No |
starting with the client, there will always be a first block of text, A23:C28. If the client has multiple accounts, then there would be a copy of that for each account (enumerated in B4) that follow the first. If there is a co-client, (Yes/No drop down in B6) Then I want to have the first co-client account table listed below the first 'client account', then after the first coclient account, list the client accounts, then the co client account.
I tried searching for help on this, but I couldn't come up with the correct term for the chunk of text/block of cells that I am trying to insert.
Thanks