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I have a table with columns for Expiration Date, Address, , Certificate
Number, and various other data. I wish to create a list on another tab based on criteria. For example, I would like a list of all the Certificates that expire in the next 30 days, 31-60 days, expired, good... I have a column calculation the time to expiration. Can someone please tell me how to proceed from here. Thanks steve Status Exp Date CO Number Expired 3/23/2007 948 Expired 5/28/2007 949 Good 3/27/2108 950 Expired 4/28/2007 951 Expired 7/25/2007 952 Expired 7/27/2007 953 Expired 5/30/2007 954 30 Days 12/30/2008 955 |
#2
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Hi,
Your title says one thing but the body of your post says another. You can apply the AutoFilter or the Advanced Filter to find all the items that expire in any given time period. If you want want the time to expiration a formula like =DateColumn-TODAY() will do it, where DateColumn is the column with the expiration date. You can automate this with VBA. - Record the macro. In 2007 set the criteria and just refresh the filter. You gave us no info on the version of Excel you are using. This can also be done with formulas but they are rather more complicated than AutoFilter, the results of which can be copied to another sheet or range. If this helps, please click the Yes button Cheers, Shane Devenshire "SteveT" wrote: I have a table with columns for Expiration Date, Address, , Certificate Number, and various other data. I wish to create a list on another tab based on criteria. For example, I would like a list of all the Certificates that expire in the next 30 days, 31-60 days, expired, good... I have a column calculation the time to expiration. Can someone please tell me how to proceed from here. Thanks steve Status Exp Date CO Number Expired 3/23/2007 948 Expired 5/28/2007 949 Good 3/27/2108 950 Expired 4/28/2007 951 Expired 7/25/2007 952 Expired 7/27/2007 953 Expired 5/30/2007 954 30 Days 12/30/2008 955 |
#3
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Here's one way to model it up to deliver the desired automated aging-criteria
results into separate sheets, using relatively simple non-array formulas Illustrated in this sample: http://freefilehosting.net/download/42fem Dynamic Aged Lists by Expiry Dates.xls Assume source table in sheet: x, cols A to C, data from row2 down, where the key col = col B (Exp Date) which is presumed to contain real dates Use 4 adjacent cols to the right - cols E to H Put labels into E1:H1: Expired, <=30, 31-<=60, 60 In E2: =IF($B2="","",IF($B2<=TODAY(),ROW(),"")) In F2: =IF($B2="","",IF(AND($B2TODAY(),$B2<=TODAY()+30), ROW(),"")) In G2: =IF($B2="","",IF(AND($B2TODAY()+30,$B2<=TODAY()+6 0),ROW(),"")) In H2: =IF($B2="","",IF($B2TODAY()+60,ROW(),"")) Copy E2:H2 down to cover the max expected extent of data in col B. This sets up the criteria range In a new sheet: Expired, Put in A2: =IF(B2="","",ROWS($1:1)) Put in B2: =IF(ROWS($1:1)COUNT(x!$E:$E),"",INDEX(x!A:A,SMALL (x!$E:$E,ROWS($1:1)))) Copy B2 to D2. Select A2:D2, copy down to cover the same max expected extent of source data. Format col C as date. Cols B to D will return only the "Expired" lines from x, all neatly packed at the top. Col A provides a running serial numbering for the returns Make a copy of the sheet, name it as: <=30 Replace B2 with this: =IF(ROWS($1:1)COUNT(x!$F:$F),"",INDEX(x!A:A,SMALL (x!$F:$F,ROWS($1:1)))) Essentially the same formula, except adjusted to point to col F in x (col F is the criteria col for "<=30" cases). Copy B2 to D2, fill down, to return the "<=30" cases. Repeat likewise to extract the remaining 2 aging categories: 31-<=60 and 60 in 2 other sheets. (Change it to point to cols G and H in x) When completed you'd have it fullly dynamic, with lines in x automatically aged & copied to either one of the 4 aging sheets: Expired, <=30, 31-<=60, 60 -- Max Singapore http://savefile.com/projects/236895 Downloads:20,500 Files:365 Subscribers:65 xdemechanik --- "SteveT" wrote: I have a table with columns for Expiration Date, Address, , Certificate Number, and various other data. I wish to create a list on another tab based on criteria. For example, I would like a list of all the Certificates that expire in the next 30 days, 31-60 days, expired, good... I have a column calculation the time to expiration. Can someone please tell me how to proceed from here. Thanks steve Status Exp Date CO Number Expired 3/23/2007 948 Expired 5/28/2007 949 Good 3/27/2108 950 Expired 4/28/2007 951 Expired 7/25/2007 952 Expired 7/27/2007 953 Expired 5/30/2007 954 30 Days 12/30/2008 955 |
#4
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Take away this sample instead,
some documentation discrepancies corrected: http://freefilehosting.net/download/42fff Dynamic Aged Lists by Expiry Dates.xls -- Max Singapore http://savefile.com/projects/236895 Downloads:20,500 Files:365 Subscribers:65 xdemechanik --- |
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