Help automatically refreshing a year using VBA

Hi all,

I was hoping to get some help with this problem I'm having. I'm creating a training history spreadsheet for employees. I have the current year and the 2 previous years, so 2018, 2019, and 2020. Using VBA code, I'd like to automatically update these 3 years at the end of each year (when the date is 12/31/2020, 12/31/2021, etc. it updates the 3 years) so that its the current year and 2 previous. For example, 2018, 2019, 2020 would become 2019, 2020, 2021 and so on and so forth when the date of the current year is past 12/31/20XY. I'm trying to do this using if statements but am struggling with making it a loop and getting it to run every time the workbook is opened. I'm wondering if I should use while statements instead? Much of my trouble comes from only wanting to display the year for these columns but trying to compare it with a full date (2018 vs. 12/31/2020) and the fact that the starting years are in the past so I'd have to write some additional code to make up for this and get it on the right track starting 2021.

I'm currently practicing different blurbs of code on a random spread sheet right now to see line by line if its working or not and seeing what I need to adjust but I've run into a wall thought wise. I could just be overthinking it though. Anything helps!

I've attached my code below, I've also tried other ways but this is the most recent one I've been working on.

Code:

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Sub test()

' This is an Excel VBA code designed to automatically update the workbook
' and display the most recent year and 2 years prior for trainings

' This code will automatically run upon opening the workbook

' This code will update the years after December 31st 20XX, therefore
' for each new year, information from the 3rd previous year
' should be recorded for future use so as not to lose any
' training histories

'------------------------------------------------------------------------

' Set initial year values for overall spreadsheet in first 3 columns
Dim Y1 As Variant
    Y1 = 2018
    Range("c10").Value = Y1
    Range("d10").Value = Y1 + 1
    Range("e10").Value = Y1 + 2

' Set current date to display in mm/dd/yyyy format

Dim currentdate As Date
    currentdate = Date
    Range("h10").Value = currentdate

' Set initial end of year date to display in mm/dd/yyyy format

Dim endofyear As Date
    endofyear = CDate("12/31/2020")
    Range("i10").Value = endofyear

Dim endofyear2 As Date
    endofyear2 = DateSerial(2020, 12, 31)
    Range("f15").Value = endofyear2

' This portion of the code is an if statement to determine whether or not
' the current date has past the end of year date
' If it has, the initial year values will all update by 1 or 2 year(s), if
' not they will remain the same

    If currentdate < endofyear2 Then
      Range("c10").Value = Range("c10").Value
      Range("d10").Value = Range("c10").Value + 1
      Range("e10").Value = Range("c10").Value + 2
    Else:
      Range("c10").Value = Range("c10").Value + 1
      Range("d10").Value = Range("c10").Value + 1
      Range("e10").Value = Range("c10").Value + 2
    End If

End Sub

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To run a routine when the workbook opens use the Workbook_Open procedure in ThisWorkbook module eg:

Attachment 26331

What are you wanting to copy, from where and to where?

I'm not trying to copy anything really, I'm mainly trying to get it to update the years I'm starting with (2018,2019,2020) each year by comparing it to the end of year date (12/31/20XY) so when its the new year (1/1/20XY) the column years have no increased by 1 (2019,2020,2021) now

This should do it:

Code:

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Sub Wow()
    Dim yr As Long, x As Long
    yr = Year(Now) - 2
    For x = 3 To 5
        Cells(10, x) = yr
        yr = yr + 1
    Next
End Sub

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Quote:

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I'd like to automatically update these 3 years at the end of each year

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Code:

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Private Sub Workbook_Open()
If CDate(CStr(Format(Date, "yyyy"))) = CDate(Range("E10") + 1) Then
    Range("c10") = Range("c10") + 1
    Range("d10") = Range("d10") + 1
    Range("e10") = Range("e10") + 1
End If
End Sub

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Alternate IF ... Then

Code:

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If Date > Range("I10" ) Then

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IF Your code

Code:

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' Set initial year values for overall spreadsheet in first 3 columns
Dim Y1 As Variant
    Y1 = 2018
    Range("c10").Value = Y1
    Range("d10").Value = Y1 + 1
    Range("e10").Value = Y1 + 2

---

was

Code:

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' Set initial year values for overall spreadsheet in first 3 columns
Dim Y1 As Variant
    Y1 = 2018
    Range("c10").Value = Y1
    Range("d10").Formula = "= Range("c10") + 1"
    Range("e10").Formula = "= Range("c10") + 2"

---

Then

Code:

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Private Sub Workbook_Open()
If Date > Range("I10" ) Then Range("c10") = Range("c10") + 1
End Sub

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Note that "+1" will only increase a number like 2020 by one.
To increase a Date year like 2020 by one, use

Code:

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DateAdd(1, "yyyy", Range("E10"))

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Using +1 with a Date like 2020 will result in a Date of 1/1/2020


EndOfYEar of Any date

Code:

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Public Function EOY(AnyDate As Variant) As Date
  EOY = CDate("12/31/" & Year(AnyDate))
End Function

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Sorry I'm getting back to you all so late, I got introduced a completely different project and had to put this one on the back burner. May I ask what the "x" represents in this? and why the "for x = 3 to 5"? I understand this is a for loop and it's meant to add on each additional year but I'm stuck on that part of code. I'm not the best with coding, please forgive me! :(

Step through the code (F8) with the Locals window open to see the variables in real time.

Code:

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Sub Wow()
    'Declare variables: yr represents the year, x is a variable in the For-Next loop
    Dim yr As Long, x As Long
    'yr = the current year minus two (2018 in 2020!)
    yr = Year(Now) - 2
    'The variable x increases by 1 on every loop.  It starts at 3.
    For x = 3 To 5
        '1st time round the loop x=3 so Cells(Row number, Column number) which is range C10 will = 2018
        '2nd time round x=4 so Cells(10, 4) which is range D10 will = 2019 (don't forget we added 1 to the yr)
        '3rd time round x=5 so Cells(10, 5) which is range E10 will = 2020
        Cells(10, x) = yr
        'Add 1 to the year each time round the loop
        yr = yr + 1
    'If x is between 3 and 5 repeat the loop
    Next
    'x = 5 finished
End Sub

'This is the same in long hand

Sub Wowzie()
    Dim yr As Long, x As Long
    yr = Year(Now)
    yr = yr - 2
    x = 3
    Cells(10, x) = yr
    yr = yr + 1
    x = x + 1
    Cells(10, x) = yr
    yr = yr + 1
    x = x + 1
    Cells(10, x) = yr
End Sub

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Thank you so much! It works!!! Is it possible to shift cell values to the left based on a condition?