Conditional Formatting Based on Multiple Columns in other Tabs

covareo

New Member
Joined
Apr 28, 2006
Messages
18
Office Version
  1. 365
Platform
  1. MacOS
I have a spreadsheet that I'd like to have conditionally formatted and data consolidated across multiple tabs. I am using Excel for Mac v16.56 on MacOS Monterey.

The first tab is a list of customer visits. the next 5 tabs are lists of customers each tab being a different billing period. The 6 tabs in the spreadsheet are:
  • Visits Report
  • First of Month
  • 3rd of Month
  • 5th of Month
  • 15th of Month
  • End of Month
I'd like to have a macro that I can run each month to do the following formatting operations for each row on the Visits Report tab:
  1. Take each name from the Visits Report and search for that name across the other 5 tabs, conditionally formatting the row depending on the tab where it was found (or not found). If the name is found under the following groups, format the row as specified below:
    1. First of Month: Classic Green Fill with Dark Green Text
    2. 3rd of Month: Classic Yellow Fill with Dark Yellow Text
    3. 5th of Month: Classic Light Red Fill with Dark Red Text
    4. 15th of Month: Classic Custom - Pink equivalent Light Pink Fill with Dark Pink Text
    5. End of Month: Classic Custom - Blue equivalent Light Blue Fill with Dark Blue Text
    6. Not Found on any tab: Classic Custom - Gray equivalent Light Gray Fill with Dark Gray Text
  2. If that name has payment terms of EFT in column D set the text for that row to Bold and Italic on the visits report tab
  3. If there are notes for that name copy them to Visits Report Column D for that name
Here is an example of the raw Visits Report Tab:
Monthly Report - post.xlsx
ABC
1DateClient nameAddress
212/06/2021Adele Adamsaddress here
312/13/2021Adele Adamsaddress here
412/27/2021Adele Adamsaddress here
512/02/2021Adison Watsonaddress here
612/09/2021Adison Watsonaddress here
712/16/2021Adison Watsonaddress here
812/23/2021Adison Watsonaddress here
912/30/2021Adison Watsonaddress here
1012/03/2021Alan Grantaddress here
1112/07/2021Alan Grantaddress here
1212/14/2021Alan Grantaddress here
1312/21/2021Alan Grantaddress here
1412/28/2021Alan Grantaddress here
1512/03/2021Alexander Bakeraddress here
1612/10/2021Alexander Bakeraddress here
1712/17/2021Alexander Bakeraddress here
1812/24/2021Alexander Bakeraddress here
1912/31/2021Alexander Bakeraddress here
2012/02/2021Emily Barrettaddress here
2112/07/2021Emily Barrettaddress here
2212/14/2021Emily Barrettaddress here
2312/21/2021Emily Barrettaddress here
2412/28/2021Emily Barrettaddress here
2512/07/2021Justin Crawfordaddress here
2612/14/2021Justin Crawfordaddress here
2712/21/2021Justin Crawfordaddress here
2812/28/2021Justin Crawfordaddress here
2912/01/2021Michael Watsonaddress here
3012/08/2021Michael Watsonaddress here
3112/15/2021Michael Watsonaddress here
3212/22/2021Michael Watsonaddress here
3312/29/2021Michael Watsonaddress here
3412/01/2021Nicole Martinaddress here
3512/08/2021Nicole Martinaddress here
3612/15/2021Nicole Martinaddress here
3712/22/2021Nicole Martinaddress here
3812/29/2021Nicole Martinaddress here
3912/01/2021Stella Davisaddress here
4012/08/2021Stella Davisaddress here
4112/15/2021Stella Davisaddress here
4212/22/2021Stella Davisaddress here
4312/29/2021Stella Davisaddress here
4412/03/2021Steven Adamsaddress here
4512/07/2021Steven Adamsaddress here
4612/10/2021Steven Adamsaddress here
4712/14/2021Steven Adamsaddress here
4812/17/2021Steven Adamsaddress here
4912/21/2021Steven Adamsaddress here
5012/24/2021Steven Adamsaddress here
5112/28/2021Steven Adamsaddress here
5212/31/2021Steven Adamsaddress here
5312/03/2021Stuart Andrewsaddress here
5412/10/2021Stuart Andrewsaddress here
5512/17/2021Stuart Andrewsaddress here
5612/23/2021Stuart Andrewsaddress here
5712/31/2021Stuart Andrewsaddress here
Visits Report


Here is the associated First of Month tab:
Monthly Report - post.xlsx
ABCDE
1CustomerFirst NameLast NamePaymentNotes
2Barrett, EmilyEmilyBarrettCCDeclined Last Month
3Martin, NicoleNicoleMartinEFTE-MAIL AFTER PAYMENT
First of Month


3rd of Month tab:
Monthly Report - post.xlsx
ABCDE
1CustomerFirst NameLast NamePaymentNotes
2Andrews, StuartStuartAndrewsCC
3Grant, AlanAlanGrantEFTNotes From Visit
3rd of Month


5th of Month tab:
Monthly Report - post.xlsx
ABCDE
1CustomerFirst NameLast NamePaymentNotes
2Adams, AdeleAdeleAdamsEFT
3Crawford, JustinJustinCrawfordCCno serivce last month
5th of Month


15th of Month tab:
Monthly Report - post.xlsx
ABCDE
1CustomerFirst NameLast NamePaymentNotes
2Adams, StevenStevenAdamsCC
3Baker, AlexanderAlexanderBakerEFT
15th of Month


End of Month tab:
Monthly Report - post.xlsx
ABCDE
1CustomerFirst NameLast NamePaymentNotes
2Watson, AdisonAdisonWatsonCCEmail copy of invoice after payment
3Davis, StellaStellaDavisEFTPAUSED SERVICE 5/31/22
End of Month


So after all formatting is complete and notes copied to column D the Visits Report would look like this:
Monthly Report - post - formatted.xlsx
ABCD
1DateClient nameAddress
212/06/2021Adele Adamsaddress here
312/13/2021Adele Adamsaddress here
412/27/2021Adele Adamsaddress here
512/02/2021Adison Watsonaddress hereEmail copy of invoice after payment
612/09/2021Adison Watsonaddress hereEmail copy of invoice after payment
712/16/2021Adison Watsonaddress hereEmail copy of invoice after payment
812/23/2021Adison Watsonaddress hereEmail copy of invoice after payment
912/30/2021Adison Watsonaddress hereEmail copy of invoice after payment
1012/03/2021Alan Grantaddress hereNotes From Visit
1112/07/2021Alan Grantaddress hereNotes From Visit
1212/14/2021Alan Grantaddress hereNotes From Visit
1312/21/2021Alan Grantaddress hereNotes From Visit
1412/28/2021Alan Grantaddress hereNotes From Visit
1512/03/2021Alexander Bakeraddress here
1612/10/2021Alexander Bakeraddress here
1712/17/2021Alexander Bakeraddress here
1812/24/2021Alexander Bakeraddress here
1912/31/2021Alexander Bakeraddress here
2012/02/2021Emily Barrettaddress hereDeclined Last Month
2112/07/2021Emily Barrettaddress hereDeclined Last Month
2212/14/2021Emily Barrettaddress hereDeclined Last Month
2312/21/2021Emily Barrettaddress hereDeclined Last Month
2412/28/2021Emily Barrettaddress hereDeclined Last Month
2512/07/2021Justin Crawfordaddress hereno serivce last month
2612/14/2021Justin Crawfordaddress hereno serivce last month
2712/21/2021Justin Crawfordaddress hereno serivce last month
2812/28/2021Justin Crawfordaddress hereno serivce last month
2912/01/2021Michael Watsonaddress here
3012/08/2021Michael Watsonaddress here
3112/15/2021Michael Watsonaddress here
3212/22/2021Michael Watsonaddress here
3312/29/2021Michael Watsonaddress here
3412/01/2021Nicole Martinaddress hereE-MAIL AFTER PAYMENT
3512/08/2021Nicole Martinaddress hereE-MAIL AFTER PAYMENT
3612/15/2021Nicole Martinaddress hereE-MAIL AFTER PAYMENT
3712/22/2021Nicole Martinaddress hereE-MAIL AFTER PAYMENT
3812/29/2021Nicole Martinaddress hereE-MAIL AFTER PAYMENT
3912/01/2021Stella Davisaddress herePAUSED SERVICE 5/31/22
4012/08/2021Stella Davisaddress herePAUSED SERVICE 5/31/23
4112/15/2021Stella Davisaddress herePAUSED SERVICE 5/31/24
4212/22/2021Stella Davisaddress herePAUSED SERVICE 5/31/25
4312/29/2021Stella Davisaddress herePAUSED SERVICE 5/31/26
4412/03/2021Steven Adamsaddress here
4512/07/2021Steven Adamsaddress here
4612/10/2021Steven Adamsaddress here
4712/14/2021Steven Adamsaddress here
4812/17/2021Steven Adamsaddress here
4912/21/2021Steven Adamsaddress here
5012/24/2021Steven Adamsaddress here
5112/28/2021Steven Adamsaddress here
5212/31/2021Steven Adamsaddress here
5312/03/2021Stuart Andrewsaddress here
5412/10/2021Stuart Andrewsaddress here
5512/17/2021Stuart Andrewsaddress here
5612/23/2021Stuart Andrewsaddress here
5712/31/2021Stuart Andrewsaddress here
Visits Report


Each month I currently physically highlight a printed Visits Report of several thousand rows so this macro would save me so much paper and time! I have figured out how to use conditional formatting rules to change background colors, but not how to combine that with ETF bold/italic AND add notes per row. It seems like a Macro is the right way to go for this but I am open to suggestions as I am WAY out of my depth here! Is this even possible?
 

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covareo

New Member
Joined
Apr 28, 2006
Messages
18
Office Version
  1. 365
Platform
  1. MacOS
I do have access to a PC if needed for VBA support
 
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