Hi-
callers by month.xlsx
I have a long list of names in column A, with the date they called us in column B. We run incentive programs for specific months. If they called within that specific time frame they get a gift card. The dates of the incentive change depending on which company I am running the report for.
When i run the report, i run it for the length of the incentive program. ie 1/1/2013- 4/30/2013.. but when i am making the report for april, i would need to make sure the list is filtered down to only include people that have called the for the first time in april. I make these reports monthly, so a person that called once in january and again in april would have gotten credit for the january report but would not be included in the april report.
So I need a macro that will 1- ask me the date range that is acceptable for people to have called (such as 4/1/2013 - 4/30/2013, 2- search through column A and find out if the name has a duplicate outside that date range, 3- delete all rows within the list that included that name if they have called outside the specified range. ... Or some simpler way to go about doing those things so i end up with the same result.
So i should be left with just a list of the names that have called within the month I specified and have not called before then. I tried filtering but with the length of my list it is too time consuming. I can't remove duplicated because i need to know if they have called before and when i remove dups they all look like unique callers.
I'm somewhat new to macros so if you could explain the steps the macro takes that would be helpful for my progress in learning.
Thanks in advance!
In the attached example Nicholas Liberto would not receive credit for my april report, because he called in march. Albert Townsend would get credit since all his calls were in april.
callers by month.xlsx
I have a long list of names in column A, with the date they called us in column B. We run incentive programs for specific months. If they called within that specific time frame they get a gift card. The dates of the incentive change depending on which company I am running the report for.
When i run the report, i run it for the length of the incentive program. ie 1/1/2013- 4/30/2013.. but when i am making the report for april, i would need to make sure the list is filtered down to only include people that have called the for the first time in april. I make these reports monthly, so a person that called once in january and again in april would have gotten credit for the january report but would not be included in the april report.
So I need a macro that will 1- ask me the date range that is acceptable for people to have called (such as 4/1/2013 - 4/30/2013, 2- search through column A and find out if the name has a duplicate outside that date range, 3- delete all rows within the list that included that name if they have called outside the specified range. ... Or some simpler way to go about doing those things so i end up with the same result.
So i should be left with just a list of the names that have called within the month I specified and have not called before then. I tried filtering but with the length of my list it is too time consuming. I can't remove duplicated because i need to know if they have called before and when i remove dups they all look like unique callers.
I'm somewhat new to macros so if you could explain the steps the macro takes that would be helpful for my progress in learning.
Thanks in advance!
In the attached example Nicholas Liberto would not receive credit for my april report, because he called in march. Albert Townsend would get credit since all his calls were in april.