Macro help

Emmily

Well-known Member
Joined
Oct 5, 2008
Messages
676
Hi i have work task which i'm hoping can be automated. The task is to track clients who are on Payment arrangements according to their payment frequency. Every Tuesday I will manually try and work out which clients i need to chase up for payment based on their frequency. I was hoping there is VBA procedure that can be wrtitten so when i run the code it will filter for those specific clients.

Below is sample data

Excel Workbook
ABCDEFGH
1TitleFirst NameLast NameCompany NameTotalInstalmentPayment Start DateFrequency
2MrJamieSmithTest17,846.64100.0029/04/2009Weekly
3MrChristopherBloggsTest25,830.0050.0006/04/2009Weekly
4MrsBrieMastersTest328,633.44500.0008/09/2010Monthly
5MrsBenBuckinghamTest4800.00200.0022/03/2011Monthly
6MrDamienCotTest54,400.00440.0022/03/2011Monthly
7MrPeterPeshTest617,811.00100.0004/03/2011Weekly
8MrNeilSmithTest71,803.00910.0007/07/2011Quarterly
9MrGrantDenyerTest83,960.00330.0008/03/2011Weekly
10MrStevenGerrardTest98,400.00700.0008/03/2011Monthly
11MrGuySebTest104,020.00100.0022/03/2011Fortnightly
Sheet1
 
Oops

=IF(I4<>"", OR(H4="Weekly",I$2 -1 -I4 < 7))

The check formula needs tweaking as well.
 
Upvote 0

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.

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