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How to create an auto-updating Calendar Sheet in Excel

VLOOKUP IFERROR conditional formatting DATE

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#1 funchfr13s

funchfr13s

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Posted 22 June 2016 - 09:49 PM

First of all I would like to say that your webpage has been invaluable to me. I've never had much use for excel prior to my current job and this site has been nothing short of a blessing. 

 

I work for a mortgage company, and more specifically I work for a VERY productive Loan Officer who simply cannot keep track of the sheer volume of product she is moving. I was asked to build a spreadsheet that could keep track of the loans. The sheet I built for general tracking is just too complicated, and overwhelming for a quick glance on when a loan is closing, and what is the next course of action available. I was asked to keep the sheet away from Outlook's calendar, but as far as I know it should be relatively easy to add a sheet to the workbook with a calendar included in it.

 

However, here is where the problems begin to raise their head. I do not have the time, or patience to update both of these sheets everytime a new borrower is added, or circumstances change with a loan. I'd like to update only the original (and currently extant) spreadsheet with loads of details. Then the updated spreadsheet effects the calendar sheet. 

 

Doe  John 7/23/2016 N/A Joe,  Jane 7/28/2016 To Processing Unknown 7/25/2016 Started

 

Above is the preferred data, simple and clean, it should work well within a calendar. 

 

 

Apologies if this seems difficult to work through, I'm sure it would work but I haven't the faintest idea on how to realize this goal. 

 

Thank you, 

 

Luke



#2 Jonathan

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Posted 23 June 2016 - 01:28 PM

This article has moved

 

We have moved this article to our new site. The answer to this question can now be found here:

 

https://thesmartmeth...sheet-in-excel/


Jonathan is part of the professional team who answer Excel-related questions posted on the ExcelCentral.com forums.
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