Insert a block of cells based on another cell value

flyingtony

New Member
Joined
May 4, 2022
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Thanks for helping me with this.

I am hoping that I could write some VBA code that would insert a block of cells, based on a cell value listed above.

Let me start with a xl2bb of that the sheet looks like at the start, and then what it should look like after.

A couple of notes:

The yellow are drop down boxes constrained to yes/no.

If there are no other accounts, or co-client accounts, then the sheet doesn't need to add anything.

If there are co-client accounts, I want to have the first co client account to add directly below the first client account. Then have the rest of the client accounts list, then the rest of the co-client accounts.

This is for my own work tracking, and clients won't see this sheet. I don't mind having the sample blocks in a row/column or other sheet away from the main work flow.

Before:

Onboarding worksheet.xlsx
ABC
4Client
5Number of accounts
6Is there a spouseYes
7Co-client
8Number of accounts
9ChildrenYesif yes, this should pop up with: How Many?
10Child name
11Date of birthDay/Month/Year
12RESPYes
13
14
15task 1Radio button/tick box
16task 2Radio button/tick box
17task 3Radio button/tick box
18task 4
19task 5Radio button/tick box
20task 6Radio button/tick box
21conditional task, if B12 = Yes, then insert task7If task 7, include a radio button/tick box
22
23First Client Account submittedaccount typeDate
24Check transfer statustDate above + 2 weeks
25Reconcile assets in accountOnce transfer complete (pre-filled as 2 weeks from first submission, but editable
26FF’s delivered:Radio button/tick box
27Trades to modelTrade sheets
28Trade Notes
29
30task 8Radio button/tick box
31task 9Radio button/tick box
Sheet3
Cells with Data Validation
CellAllowCriteria
B6ListYes, No
B9ListYes, No
B12ListYes, No

After:

Onboarding worksheet.xlsx
ABCDEFG
1Client Onboarding Sheet
2
3Household Name
4Client
5Number of accounts2
6Is there a spouseYes
7Co-client
8Number of accounts2
9Children?YesHow Many1
10Child name<-This box should be copied for the numbe in D9
11Date of birthDay/Month/Year
12RESPYes
13
14
15task 1Radio button/tick box
16task 2Radio button/tick box
17task 3Radio button/tick box
18task 4
19task 5Radio button/tick box
20task 6Radio button/tick box
21conditional task, if B12 = Yes, then insert task7If task 7, include a radio button/tick box
22
23First Client Account submittedaccount typeDate<-This box is the template, and will always be at least one.
24Check transfer statustDate above + 2 weeks
25Reconcile assets in accountOnce transfer complete (pre-filled as 2 weeks from first submission, but editable
26FF’s delivered:Radio button/tick box
27Trades to modelTrade sheets
28Trade Notes
29
30Co Client first account submitted dateaccount typeDate in c23 + 3 business days<-This is box might exist or might not, based on if there is a co-client
31Check transfer statustDate in c30+ 2 weeks
32Reconcile assets in accountOnce transfer complete (pre-filled as 2 weeks, but editable
33FF’s delivered:Radio button/tick box
34Trades to modelTrade sheets
35Trade Notes
36
37subsequent Client Account submittedaccount typeDate<-I want all the client accounts to follow after the first co client account
38Check transfer statustDate in c37 + 2 weeks
39Reconcile assets in accountOnce transfer complete (pre-filled as 2 weeks from first submission, but editable
40FF’s delivered:Radio button/tick box
41Trades to modelTrade sheets
42Trade Notes
43
44Co Client subsequent account submitted dateaccount typeDate above + 3 business days<-I want all the coclient accounts to follow after the last client account
45Check transfer statustDate above + 2 weeks
46Reconcile assets in accountOnce transfer complete (pre-filled as 2 weeks, but editable
47FF’s delivered:Radio button/tick box
48Trades to modelTrade sheets
49Trade Notes
50
51task 8Radio button/tick box
52task 9Radio button/tick box
Sheet2
Cells with Data Validation
CellAllowCriteria
B6ListYes, No
B9ListYes, No
B12ListYes, No

starting with the client, there will always be a first block of text, A23:C28. If the client has multiple accounts, then there would be a copy of that for each account (enumerated in B4) that follow the first. If there is a co-client, (Yes/No drop down in B6) Then I want to have the first co-client account table listed below the first 'client account', then after the first coclient account, list the client accounts, then the co client account.

I tried searching for help on this, but I couldn't come up with the correct term for the chunk of text/block of cells that I am trying to insert.

Thanks
 

Excel Facts

How to change case of text in Excel?
Use =UPPER() for upper case, =LOWER() for lower case, and =PROPER() for proper case. PROPER won't capitalize second c in Mccartney

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