Move qualified data from one worksheet to another
 

How can I analyze data from one worksheet and if it qualifies based on a
formula, move the customer name and other information to the next worksheet
to further analyze.

Example: Customer Qualification Process

Worksheet 1 asks for volume, sales and to rate certain criteria. If the
score meets a certain criteria, move that customer onto Worksheet 2 list as a
prospect. Then as a prospect further data is asked for, tallied and if the
score meets a set number, they become a target customer.

Any help would be appreciated...

Move qualified data from one worksheet to another
 

Hi Bstrech,

Consider using the built in Advanced Filter feature, selecting the 'Copy to
another location option. If the other location is to be another worksheet,
the filter should be invoked from the target sheet.

If you wish to automate this, turn on the macro recorder while you perform
the required operations manually. This will provide you with base code which
can be edited to provide general application.

Should you encounter problems in editing such code, post back with details.


---
Regards,
Norman


"bstretch" wrote in message
...
How can I analyze data from one worksheet and if it qualifies based on a
formula, move the customer name and other information to the next
worksheet
to further analyze.

Example: Customer Qualification Process

Worksheet 1 asks for volume, sales and to rate certain criteria. If the
score meets a certain criteria, move that customer onto Worksheet 2 list
as a
prospect. Then as a prospect further data is asked for, tallied and if
the
score meets a set number, they become a target customer.

Any help would be appreciated...

Move qualified data from one worksheet to another
 

Look at Data=Filter then either autofilter or advanced filter. Advanced
filter can copy to another location as part of the filtering action, but
requires a separate criteria range. Advanced filter (probably using the
custom filter for each dropdown in your subject columns) will filter in
place. You can then select the data and copy to another location. Only the
visible rows will be pasted.

You can turn on the macro recorder and get the basic code for these it you
perform then manually (with the recorder turned on).

--
Regards,
Tom Ogilvy

"bstretch" wrote in message
...
How can I analyze data from one worksheet and if it qualifies based on a
formula, move the customer name and other information to the next
worksheet
to further analyze.

Example: Customer Qualification Process

Worksheet 1 asks for volume, sales and to rate certain criteria. If the
score meets a certain criteria, move that customer onto Worksheet 2 list
as a
prospect. Then as a prospect further data is asked for, tallied and if
the
score meets a set number, they become a target customer.

Any help would be appreciated...