I need to create a report based on multiple date colunns in Excel. I want
the report to return the data based on the Month. For example: Customer
Column "A" has policy type in Column "B" expiring in Column "C" but also has
policy type in Column "D" expiring in Column "E". I want a report to tell me
all expirations for each month i.e. January. So it would need to look across
each of the multiple columns and list the customer under the month each
policy expires. Sorry if this is confusing...I have researched every way I
know how to figure this out!

Thanks in advance.
Cyndi
Excel 2003

Hi,

It is not clear if you just want to see all the rows that have expirations
in either column or you want to count or sum them or whatever. If you just
want to see the rows with expirations you can use the Data, Advanced Filter
command to either filter in place or to copy the results to a different
location. The key will be the criteria area, you will need an OR criteria
which might look like this

ExpColC ExpColE
Expiried
Expired

Where ExpColC is the column title in column C.

--
If this helps, please click the Yes button.

Cheers,
Shane Devenshire


"Mschviuz2" wrote:

I need to create a report based on multiple date colunns in Excel. I want
the report to return the data based on the Month. For example: Customer
Column "A" has policy type in Column "B" expiring in Column "C" but also has
policy type in Column "D" expiring in Column "E". I want a report to tell me
all expirations for each month i.e. January. So it would need to look across
each of the multiple columns and list the customer under the month each
policy expires. Sorry if this is confusing...I have researched every way I
know how to figure this out!

Thanks in advance.
Cyndi
Excel 2003

If desired, send your file to my address below along with this msg and
a clear explanation of what you want and before/after examples.


--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Mschviuz2" wrote in message
...
I need to create a report based on multiple date colunns in Excel. I want
the report to return the data based on the Month. For example: Customer
Column "A" has policy type in Column "B" expiring in Column "C" but also
has
policy type in Column "D" expiring in Column "E". I want a report to tell
me
all expirations for each month i.e. January. So it would need to look
across
each of the multiple columns and list the customer under the month each
policy expires. Sorry if this is confusing...I have researched every way
I
know how to figure this out!

Thanks in advance.
Cyndi
Excel 2003

Sorry, I wasnt clear. I want to turn it into a report that will list all
customers that have the policies expiring in january or february, etc based
on all date columns for the customer. THe best way would be the PivotTable
for single columns (I would think), I can drag one of the date columns
(column"b") to the "Row Field" I can choose to group on the month option then
I could count the "customers" column and "show detail" under the month. This
would give me a report of all customers with policies expiring in each month
for Column "b". The problem comes up when I add another date column "c" to
the Pivot Table. I cant get it to group on column "c" month and included the
customers list with the results from column "b".


"Shane Devenshire" wrote:

Hi,

It is not clear if you just want to see all the rows that have expirations
in either column or you want to count or sum them or whatever. If you just
want to see the rows with expirations you can use the Data, Advanced Filter
command to either filter in place or to copy the results to a different
location. The key will be the criteria area, you will need an OR criteria
which might look like this

ExpColC ExpColE
Expiried
Expired

Where ExpColC is the column title in column C.

--
If this helps, please click the Yes button.

Cheers,
Shane Devenshire


"Mschviuz2" wrote:

I need to create a report based on multiple date colunns in Excel. I want
the report to return the data based on the Month. For example: Customer
Column "A" has policy type in Column "B" expiring in Column "C" but also has
policy type in Column "D" expiring in Column "E". I want a report to tell me
all expirations for each month i.e. January. So it would need to look across
each of the multiple columns and list the customer under the month each
policy expires. Sorry if this is confusing...I have researched every way I
know how to figure this out!

Thanks in advance.
Cyndi
Excel 2003