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Automatic snapshot of data in excel triggers on a date

Posted on 2016-11-16
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Last Modified: 2016-11-17
I need to capture the overall Dept percentages of Current, Expiring Soon, Expired, and Not Req'd training on a Monthly Basis in order to track whether we are improving on a month-to-month basis. Because November isn't finished yet, all percentages are considered applicable to October until month end.

These may change all month long whenever I update the spreadsheet until the month changes, then they need to become a snapshot as at the last day of the month. So column H 11-15 needs to be copied to Monthly Department Percentages at each month end.
Can this be done automatically?
Excel-Sheet-Query.xlsx
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Question by:esbyrt
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Roy_Cox earned 500 total points
ID: 41890926
The easiest way would be to simply have a button to run a month end copying procedure to the summary. This would paste values only, see the example.

It might be possible to have Excel run it when the month changes, but this code would run regardless of whether the updates have been made, I think pressing the button is safest.
Excel-Sheet-Query.xlsm
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Author Closing Comment

by:esbyrt
ID: 41892323
Thanks, I think you are right. There are some occasions where all the data hasn't been entered before month end so an automated total might not be accurate. Thanks so much!
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by:Roy_Cox
ID: 41892507
Pleased to help
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