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Hi All,
I am a relatively new user to vba but i have been thrust with with the task of a spreadsheet analysing data from a sales team. Anyway, my problem is that I have a worksheet where one column is the date that customer made contact and another where date is entered when sale was completed. I would like to have a msg box display asking sales rep on status of sale if the sale completed date is still blank after a st period of time from the initial contact column date. I am sure this is possible I just don't know how. Any help would be appreciated. Regards, Cameron. --- Message posted from http://www.ExcelForum.com/ |
#2
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Cameron,
Problem here is what will trigger the msgbox, and what happens if many are due? an alternative is to use conditional formatting to highlight all of those overdue. -- HTH Bob Phillips ... looking out across Poole Harbour to the Purbecks (remove nothere from the email address if mailing direct) "****cameron**** " wrote in message ... Hi All, I am a relatively new user to vba but i have been thrust with with the task of a spreadsheet analysing data from a sales team. Anyway, my problem is that I have a worksheet where one column is the date that customer made contact and another where date is entered when sale was completed. I would like to have a msg box display asking sales rep on status of sale if the sale completed date is still blank after a st period of time from the initial contact column date. I am sure this is possible I just don't know how. Any help would be appreciated. Regards, Cameron. --- Message posted from http://www.ExcelForum.com/ |
#3
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Thanks for the reply bob,
I had thought of conditional formatting but there can be upwards of 50-60 entries a day and I feel that the users won't scroll up to look at the entries as the reminders need to set in 3-4 day intervals. I should have clarified better. What I hope to do is something similar to outlooks' reminder function for it's calender where reminder's cascade according to oldest to earliest. Not sure if this can be done though... --- Message posted from http://www.ExcelForum.com/ |
#4
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Cameron,
It can be done, but it needs a trigger event, such as opening the workbook, and rules on how multiples will be handled (one message at a time or a composite, as an example). -- HTH Bob Phillips ... looking out across Poole Harbour to the Purbecks (remove nothere from the email address if mailing direct) "****cameron**** " wrote in message ... Thanks for the reply bob, I had thought of conditional formatting but there can be upwards of 50-60 entries a day and I feel that the users won't scroll up to look at the entries as the reminders need to set in 3-4 day intervals. I should have clarified better. What I hope to do is something similar to outlooks' reminder function for it's calender where reminder's cascade according to oldest to earliest. Not sure if this can be done though... --- Message posted from http://www.ExcelForum.com/ |
#5
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thanks again Bob,
Yeah I want to have them trigger when the workbook opens and have eac case have a reminder open in order of oldest tp latest. I am startin to think these guys aren't paying me enough... -- Message posted from http://www.ExcelForum.com |
#6
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Cameron,
Here's one way to do it #Option Explicit Private Sub Workbook_Open() Const nAgedDays As Long = 30 Dim cLastrow As Long Dim nTopPos As Long Dim iWarnings As Long Dim i As Long Dim PrintDlg As DialogSheet Dim CurrentSheet As Worksheet Dim cb As CheckBox Application.ScreenUpdating = False ' Check for protected workbook If ActiveWorkbook.ProtectStructure Then MsgBox "Workbook is protected.", vbCritical Exit Sub End If ' Add a temporary dialog sheet Set PrintDlg = ActiveWorkbook.DialogSheets.Add With Worksheets("Sheet1") cLastrow = .Cells(.Rows.Count, "A").End(xlUp).Row ' Add the checkboxes nTopPos = 40 For i = 1 To cLastrow If .Cells(i, "A") + nAgedDays < Date And .Cells(i, "B") = "" Then iWarnings = iWarnings + 1 PrintDlg.CheckBoxes.Add 78, nTopPos, 150, 16.5 PrintDlg.CheckBoxes(iWarnings).Text = _ "Row " & i & " - " & Format(.Cells(i, "A").Value, "dd mmm yyyy") nTopPos = nTopPos + 13 End If Next i ' Move the OK and Cancel buttons PrintDlg.Buttons.Left = 240 ' Set dialog height, width, and caption With PrintDlg.DialogFrame .Height = Application.Max _ (68, PrintDlg.DialogFrame.Top + nTopPos - 34) .Width = 230 .Caption = "Select workbooks to process" End With ' Change tab order of OK and Cancel buttons ' so the 1st option button will have the focus PrintDlg.Buttons("Button 2").BringToFront PrintDlg.Buttons("Button 3").BringToFront .Activate ' Display the dialog box Application.ScreenUpdating = True If PrintDlg.Show Then For Each cb In PrintDlg.CheckBoxes If cb.Value = xlOn Then MsgBox Workbooks(cb.Caption).Name & " selected" End If Next cb Else MsgBox "Nothing selected" End If ' Delete temporary dialog sheet (without a warning) Application.DisplayAlerts = False PrintDlg.Delete ' Reactivate original sheet End With End Sub -- HTH Bob Phillips ... looking out across Poole Harbour to the Purbecks (remove nothere from the email address if mailing direct) "****cameron**** " wrote in message ... thanks again Bob, Yeah I want to have them trigger when the workbook opens and have each case have a reminder open in order of oldest tp latest. I am starting to think these guys aren't paying me enough.... --- Message posted from http://www.ExcelForum.com/ |
#7
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thanks alot bob you rock. I will give this a go. I appreciate your
interest in my little quandrey...If you ever want to know amazing cost effective ways to collect social and market research data, look me up. cheers again --- Message posted from http://www.ExcelForum.com/ |
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