Скачать или смотреть How to Use VBA to Auto Filter by Month/Year in Excel and Update Another Column

Learn how to effectively use `VBA` in Excel to filter dates by month/year and automatically populate another column with values based on those filters.
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How to Use VBA to Apply Auto Filter by Month/Year in Excel

When working with large datasets in Excel, organizing and filtering your data efficiently becomes crucial, especially when dates are involved. Many users find themselves needing to filter dates by month and year and subsequently populate another column with useful information based on the filters applied. In this guide, we’ll dive into how to achieve this using Excel's VBA (Visual Basic for Applications) programming language.

The Problem

You have a column in your Excel sheet containing creation dates, and you want to filter these dates by month and year. For example, if a date in column A corresponds to January 2020, you wish to populate a cell in another column (say, Column B) with a formatted value such as 01_2020. This will help you summarize and analyze your data effectively.

To do so, you might wonder whether to use auto filtering or functions like VLOOKUP. Luckily, we can achieve this using VBA, which provides flexibility and automation capabilities.

The Solution

To implement this solution efficiently, follow these steps:

Step 1: Open the VBA Editor

Press ALT + F11 to open the VBA editor in Excel.

Insert a new module by right-clicking on any of the items in the "Project Explorer" pane, then selecting Insert -> Module.

Step 2: Write the VBA Code

You can use the following VBA code to apply the filter and populate the new column:

[[See Video to Reveal this Text or Code Snippet]]

Explained Steps in the Code

Finding the Last Row:

The line of code last_row = Sheet1.Cells(Rows.Count, 1).End(xlUp).Row determines the last row of data in column A to ensure the formula applies only to populated cells.

Applying the Formula:

The With Sheet1.Range("B2:B" & last_row) statement targets the range where the month/year values will be output.

The .Formula = "=TEXT(A2,""m_yyyy"")" line applies the TEXT function to convert dates in column A into the desired format for column B.

Converting Formulas to Values:

The line .Value = .Value converts the formula output in column B to static values, preventing it from recalculating when the worksheet changes.

Important Notes

Handling Quotes: When working with strings in VBA, use double quotes within quotes to denote string values:

For instance, "=TEXT(A2,""m_yyyy"")" creates a formula that correctly calculates the month/year.

Underscore in Formatting: The underscore character _ has special formatting significance in Excel. To display it correctly in your output, ensure that you escape it with a backslash, as in ""m_yyyy"".

Conclusion

Using VBA to filter by month and year in Excel reveals a powerful tool for complex data manipulation. With this simple approach, you can automate formatting tasks, saving you valuable time while ensuring accuracy in your reporting. By following the steps outlined in this guide, you can easily transform your dataset into a more organized and interpretable format.

Feel free to try out this code in your own Excel projects and watch how smoothly it streamlines your workflow. Happy coding!