Forum Discussion
jarmms
Jul 10, 2020Copper Contributor
How to repeat fixed values every n months?
Hi everyone. Total novice here. I'm trying to schedule touchpoints with my clients by month. For example, I want to speak with John quarterly, and I last spoke with him in March. I have 150 clients t...
mtarler
Jul 10, 2020Silver Contributor
jarmms Do you need it to be on 2 sheets? I imagine after you couple of "info" columns (start and freq) you can just start the "month" columns and in the corresponding months you can have a formula fill in "f/u" or their full name. The advantage of using just "f/u" is the columns can be smaller and you can easily see more or the whole sheet. As for the formula it could be something like:
=IF(AND(COLUMN()-2>$B2,MOD((COLUMN()-3-$B2),$C2)=0),"F/U","")
attached is an example and included both "F/U" and the name option.