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FrameofLightDesigner's avatar
FrameofLightDesigner
Copper Contributor
Feb 06, 2021

Move Rows based on Date

I have been trying to figure this out for a few days now and I'm not getting very far. Essentially this is the situation. I'm a huge orchid collector and before my collection get's much bigger, I wanted to start getting organized. So I am trying to get a workbook together. I know what I want it to do, but I can't remember how to do it. I don't know how I graduated school sometimes. lol

 

Anyway, "Complete List" worksheet is where I put in all of my orchids, when I purchased them, when they were shipped, and when they were received. How much I spent, the shipping, the seller, the orchid ID, etc. I have all of my receipts all of the way back to 2018. So I need to have that "Complete List" worksheet automatically filter into separate worksheets, which I'm not finished fully plotting out, but I have the years there. So I want to at least get that started. From there, I may move to filtering them to types of orchids.

 

Anyway, if someone can help me with how to get them to automatically filter to these worksheets within the workbook without the help of a button, that would be great. If a button is absolutely necessary, I am fine with that, but what I absolutely need, is for the formula to not allow for duplicates. 

 

I really appreciate you all on this site. 

 

OH! And right now I'm working on a windows 10 PC, but I originally started the file on my mac mini at work that runs High Sierra. If you need more information than that, just let me know.

7 Replies

  • Riny_van_Eekelen's avatar
    Riny_van_Eekelen
    Platinum Contributor

    FrameofLightDesigner Why go through all the trouble of putting everything into one list and then split it all up by year, basically duplicating the information.

     

    Consider sticking to one list, put filter buttons on the header row. Since the dates in the list are proper dates, you can now click on the "down" arrow and select/deselect the year(s) you want to see. Same thing for all the other columns. You could, for instance, filter all orchids of the same genre, or everything bought from one particular seller. 

     

    In the attached file, I transformed your Complete list to a structured table.  I re-created your list on a Mac and it will work the same on a PC. Want to add a new item? Select L165 and press Tab. A new row is inserted. Formulae for Item number and Total are copied down automatically. Alternatively, select any cell on row 165. Right-click, Insert, Table Row Below.

     

    More about structured tables in the link below.

     

    https://support.microsoft.com/en-us/office/using-structured-references-with-excel-tables-f5ed2452-2337-4f71-bed3-c8ae6d2b276e 

    • FrameofLightDesigner's avatar
      FrameofLightDesigner
      Copper Contributor

      Riny_van_Eekelen Well, this is something I hadn't thought about, mostly because this is also going to include graphs. When I add my graphs, when I do my filters, can I make the graphs change with the filtering?

      • Riny_van_Eekelen's avatar
        Riny_van_Eekelen
        Platinum Contributor

        FrameofLightDesigner I believe you can. What kind of graphs did you have in mind? You can create pivot tables / pivot charts on the basis of the Complete list.

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