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automatically copy part of a record to another sheet in excel?


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#1 kmeechan

kmeechan

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Posted 27 May 2014 - 02:24 AM

I am working on a sales commission spreadsheet and am looking for a way to enter a record of a customer/sale on a line on 1 sheet (ex: May sales) and upon a trigger (entering a value in a cell when the job is closed) have the customer record (or better yet selected cells or fields from the record) copied to a line on a second sheet (ex: May closed jobs) where commissions would be calculated based in part on the date the job was closed. There are incremental commissions paid depending on the cumulative sales closed in the month so the copied records would need to populate the second sheet in chronological order upon being "triggered". Hope this makes sense, any ideas? Of course i could manually copy them at the correct time but would like something where the closed date is entered ahead of time with the original record on sheet 1 and upon entering a trigger (confirming the job is in fact closed) it auto populates sheet 2.



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#2 kmeechan

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Posted 27 May 2014 - 02:29 AM

forgot to include I am using Excel 2010 and Windows 8






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