Hi all - I'm hoping this is something that can be fixedin Excel to be achieved in one single sheet.
I'm building a worksheet to hold client account plan summaries with multipleentries of a client, by my involved offices/teams, with text summaries but cruciallyincorporating a list of actions with due dates that can be tracked (usingconditional formatting that I already have tested). A basic example can be seenin Example 1 below.
However, I need to represent multiple actions by office/team per client. Asthese due dates will be tracked with conditional formatting I THINK I need toenter each action in its own row so the date can be tracked, and actions sortedaccordingly. I have shown a new action added in Example 2 below in red. Howeverto achieve this I had to enter a new row, enter the new action and date, andthen merge down the relevant "parent" cell with general text to theleft, whilst keeping the columns distinct. This is very labour intensiveespecially as there may be 200+ clients with 500+ actions to update regularly.
So is there a way to either:
a) automate the insertion of a new row to allow the relevant action to beentered, but then merge all the cells, keeping their sep columns, to the leftof the actions area or
b) include multiple actions with dates in one cell, where the dates can stillbe tracked and conditionally formatted, negating the ned to enter a new roweach time?
I'm thinking it may be a scenario for macros - but I know nothing about them.
If not, I'll need to have a second sheet purely to reflect the relevant actionsper client, with the main sheet being the client account plan text.
Many thanks in advance
R
<colgroup><col style="width: 138pt; mso-width-source: userset; mso-width-alt: 6729;" width="184"> <col style="width: 87pt; mso-width-source: userset; mso-width-alt: 4242;" width="116"> <col style="width: 76pt; mso-width-source: userset; mso-width-alt: 3693;" width="101"> <col style="width: 86pt; mso-width-source: userset; mso-width-alt: 4205;" width="115"> <col style="width: 101pt; mso-width-source: userset; mso-width-alt: 4937;" width="135"> <col style="width: 66pt; mso-width-source: userset; mso-width-alt: 3218;" width="88"> <col style="width: 61pt; mso-width-source: userset; mso-width-alt: 2962;" width="81"> <tbody>
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I'm building a worksheet to hold client account plan summaries with multipleentries of a client, by my involved offices/teams, with text summaries but cruciallyincorporating a list of actions with due dates that can be tracked (usingconditional formatting that I already have tested). A basic example can be seenin Example 1 below.
However, I need to represent multiple actions by office/team per client. Asthese due dates will be tracked with conditional formatting I THINK I need toenter each action in its own row so the date can be tracked, and actions sortedaccordingly. I have shown a new action added in Example 2 below in red. Howeverto achieve this I had to enter a new row, enter the new action and date, andthen merge down the relevant "parent" cell with general text to theleft, whilst keeping the columns distinct. This is very labour intensiveespecially as there may be 200+ clients with 500+ actions to update regularly.
So is there a way to either:
a) automate the insertion of a new row to allow the relevant action to beentered, but then merge all the cells, keeping their sep columns, to the leftof the actions area or
b) include multiple actions with dates in one cell, where the dates can stillbe tracked and conditionally formatted, negating the ned to enter a new roweach time?
I'm thinking it may be a scenario for macros - but I know nothing about them.
If not, I'll need to have a second sheet purely to reflect the relevant actionsper client, with the main sheet being the client account plan text.
Many thanks in advance
R
| Example 1 | ||||||
| Client | Office | Value | Latest Event | Next Action | Who | When |
| Alpha Inc | Austria | £25 | Sold 1000 units | Arrange meet | JP | 25-Aug |
| Alpha Inc | Belgium | £63 | Visit complete | Supply goods | RA | 14-Sep |
| Alpha Inc | Canada | £564 | Visit complete | Supply goods | MS | 14-Sep |
| Alpha Inc | Denmark | £34 | Shut down | Shut down | NK | 12-Dec |
| Alpha Inc | Egypt | £67 | ||||
| Bravo Inc | Austria | £42 | ||||
| Bravo Inc | Belgium | £40 | ||||
| Bravo Inc | Canada | £32 | Lunch | Rugby | FG | 14-Oct |
| Bravo Inc | Denmark | £56 | ||||
| Bravo Inc | Egypt | £40 | ||||
| Example 2 | ||||||
| Client | Office | Value | Latest Event | Next Action | Who | When |
| Alpha Inc | Austria | £25 | Sold 1000 units | Arrange meet | JP | 25-Aug |
| Alpha Inc | Belgium | £63 | Visit complete | Supply goods | RA | 14-Sep |
| Alpha Inc | Canada | £564 | Visit complete | Supply goods | MS | 14-Sep |
| Alpha Inc | Denmark | £34 | Shut down | Shut down | NK | 12-Dec |
| Review | NK | 01-Sep | ||||
| Alpha Inc | Egypt | £67 | ||||
| Bravo Inc | Austria | £42 | ||||
| Bravo Inc | Belgium | £40 | ||||
| Bravo Inc | Canada | £32 | Lunch | Rugby | FG | 14-Oct |
| Bravo Inc | Denmark | £56 | ||||
| Bravo Inc | Egypt | £40 |
<colgroup><col style="width: 138pt; mso-width-source: userset; mso-width-alt: 6729;" width="184"> <col style="width: 87pt; mso-width-source: userset; mso-width-alt: 4242;" width="116"> <col style="width: 76pt; mso-width-source: userset; mso-width-alt: 3693;" width="101"> <col style="width: 86pt; mso-width-source: userset; mso-width-alt: 4205;" width="115"> <col style="width: 101pt; mso-width-source: userset; mso-width-alt: 4937;" width="135"> <col style="width: 66pt; mso-width-source: userset; mso-width-alt: 3218;" width="88"> <col style="width: 61pt; mso-width-source: userset; mso-width-alt: 2962;" width="81"> <tbody>
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