VBA generates word docs, request to amend code to include description of deadlines/tasks due

ttp921

New Member
Joined
Sep 8, 2023
Messages
7
Office Version
  1. 365
Platform
  1. Windows
My VBA macro runs reports from Excel to generate a Word doc with upcoming deadlines/due dates. However, I can't figure out how to get the report to automatically sort the deadlines in chronological order when I run macros. Currently, the report generates deadlines like this:

JONES, LESLIE (CASE DATE 12-8-2021) - SOL EXP. DATE - 12/8/2023 - CLT CONTACT DUE - 11/1/2023 - TASK DUE - 11/21/2023 - TASK DUE DESCRIPTION – COLLECT ADD’L ONBOARDING DOCUMENTS FROM THE CLIENT
DOE, JOHN (CASE DATE) 12-9-2021 - SOL EXP. DATE - 12/9/2023 - CLT CONTACT DUE - 11/21/2023 - TASK DUE - 11/11/2023 - TASK DUE DESCRIPTION – FILL OUT PAPERWORK TO SEND TO THE CLIENT THAT’S DUE IN JANUARY 2024

Here are the columns that I am most concerned about:
COLUMN J = CLT CONTACT DUE
COLUMN M = TASK DUE
COLUMN N = TASK DUE DESCRIPTION

I'd like the report to prioritize sorting COLUMN M (Task Due Date) with COLUMN N (Task Due Description), then sort COLUMN J (CLT CONTACT DUE). Ideally, I would love to keep both of the due dates (task due and clt contact due) and task description together in a single line, like this:

JONES, LESLIE (CASE DATE 12-8-2021) - SOL EXP. DATE - 12/8/2023 – TASK DUE - 11/21/2023 - TASK DUE DESCRIPTION – COLLECT ADD’L ONBOARDNING DOCUMENTS FROM THE CLIENT - CLT CONTACT DUE - 11/1/2023
DOE, JOHN (CASE DATE) 12-9-2021 - SOL EXP. DATE - 12/9/2023 – TASK DUE - 11/11/2023 - TASK DUE DESCRIPTION – FILL OUT PAPERWORK TO SEND TO THE CLIENT THAT’S DUE IN JANUARY 2024 - CLT CONTACT DUE - 11/21/2023

However, if it makes more sense to make separate sections by splitting up Column J from Columns M,N, then that's okay too.

Please help!


CASE DEADLINES EXCEL.xlsm
ABCDEFGHIJKLMN
1MATTER NAMEINCIDENT DATE+/- YRSSOL EXP. DATEDISPOSED DATENEW SOL EXP. DATESUB-STATUSLAST CONTACT DATE+/- DAYSCLT CONTACT DUETASK DATE+/- DAYSTASK DUETASK DUE DESCRIPTION
2JONES, LESLIE (CASE DATE 12-8-2021) 12/8/2021212/8/202310/27/202110/27/2023INTAKE10/2/20233011/1/202310/25/20232711/21/2023COLLECT ADD’L ONBOARDING DOCUMENTS FROM THE CLIENT
3DOE, JOHN (CASE DATE) 12-9-2021 12/9/2021212/9/2023N/AN/AINTAKE10/22/20233011/21/202310/15/20232711/11/2023FILL OUT PAPERWORK TO SEND TO THE CLIENT THAT’S DUE IN JANUARY 2024
4SMITH, CHRIS 05-15-202105/15/202125/15/20233/30/20223/30/2024CLOSE FILE 9/27/20233010/27/20238/24/2023309/23/2023CALL CLIENT TO CLOSE FILE
Sheet 1
Cell Formulas
RangeFormula
F2,F4F2=DATE(YEAR(E2)+C2,MONTH(E2),DAY(E2))
D2:D4D2=DATE(YEAR(B2)+C2,MONTH(B2),DAY(B2))
J2:J4,M2:M4J2=H2+I2
Cells with Conditional Formatting
CellConditionCell FormatStop If True
M:MCell Value<TODAY()textNO
M:MCell Value=TODAY()textNO
M:MCell Valuebetween TODAY() and TODAY()+5textNO
M:MCell Value>TODAY()textNO
D:DCell Value<TODAY()textNO
J:JCell Value<TODAY()textNO
J:JCell Value=TODAY()textNO
D:DCell Value=TODAY()textNO
D:DCell Valuebetween TODAY() and TODAY()+30textNO
J:JCell Valuebetween TODAY() and TODAY()+30textNO
D:DCell Valuebetween TODAY() and TODAY()+90textNO
D:DCell Valuebetween TODAY() and TODAY()+180textNO
D:DCell Value>TODAY()textNO
J:JCell Valuebetween TODAY() and TODAY()+90textNO
J:JCell Valuebetween TODAY() and TODAY()+180textNO
J:JCell Value>=TODAY()+1textNO
 
Last edited by a moderator:

Excel Facts

How to calculate loan payments in Excel?
Use the PMT function: =PMT(5%/12,60,-25000) is for a $25,000 loan, 5% annual interest, 60 month loan.

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