rollforward

  1. B

    VBA to change date to next quarter end

    I'm a VBA novice. I'm writing a macro to roll data forward from one quarter to the next. I'm looking for VBA code to change the date value in a cell from one quarter-end to the next, Ex. 9-30-2017 to 12-31-2017. I understand the EOMONTH() formula, but I want to change the date using the macro...
  2. B

    VBA to automate monthly file roll forward

    Hello everyone. I'm interested in trying to automate two process that we run each month: 1) rolling forward reconciliations (tabs) and 2) rolling forward schedules (workbooks). And I wanted to see if anyone has created VBA to accomplish these tasks. 1) Rolling forward reconciliations. Each...
    • bbalch
    • Thread
    • roll spreadsheet rollforward vba & excel vba - help
    • Replies: 0
    • Forum: Excel Questions
  3. A

    Need Suggestions on How to Create a Customer Rollforward

    I have a customer database with the following: tblCustomers that includes the following fields: pkAccount_Num, Customer_Name, Service_Market, Acquisition_Date (required), Cancel_Date (null if customer has not cancelled). I have been able to summarize the data using 2 separate crosstab queries...
    • azbasketcat
    • Thread
    • customer analysis ending balances microsoft access rollforward running sum
    • Replies: 2
    • Forum: Microsoft Access

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