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PCosta, Sorry to press, once again this is not a huge rush but I wanted to attach my latest version of this report for your review of the above issue I noticed. Thanks again for all the help.

PCosta, I did notice one thing that is not working correctly anymore. The attached file has two examples of data that is incorrectly routing to the No Rider Restrictions tab. These should be routing to the RIC 1.6 (1) and RIM (2) respectively. I've only noticed this on these two policies so far...

thank you. So far this looks good. I will do some more testing tomorrow but again I really appreciate your help.

It appears the it's correctly driving the MAP policies! Although it appears to be now Driving Income Select to "No Rider Restrictions" rather than to the "Income Select" Tab. I wasn't able to test all the other Rider Types but this one was working before.

PCosta, The attached document has only a few examples. Rows 6, 7 & 9 (in Red) appear to be incorrectly being labeled as (No Rider Restrictions) when the effective date should be driving it to the "02 Products or Older" tab. The other rows (in Green) are correctly routing I believe due to the...

No Worries at all. Whenever you get a chance. Thank you

PCosta, It appears that Effective Date issue still exists. See lines 46,47 and 49 on the BoB tab of the attached document. It appears I figured out how to add to the code to in order to drive certain policy schemes over to the "02 Products and Older Tab" You'll notice I just mimicked what you...

PCosta, Sorry for several messages. It appears I figured out how to add to the code to in order to drive certain policy schemes over to the "02 Products and Older Tab" You'll notice I just mimicked what you did for the "Misc" Tab. Here is what I was not able to correctly do I also tried...

I tried to add a step in the code within the "New Steps" Code to use policy scheme in the policy number column to drive info to 02 Products and Older. Not only did it not work but it stated that command would stop the debugger. ub NewSteps() Dim c As Range Dim lrow As Integer With...

I am trying something I'm trying to update the code to mimic what you did with the "Misc" tab and drive all the policy schemes on the "02 Products and Older" using the policy number column.

OK I Updated the code with RIC 1.2 and that seemed to work. Thank you. It appears the Managed Annuity Program and Family Income Protector is still not working and I'm wondering if it has something to do with the different variations of the names. Is the code looking for the exact name or just...

Hello Again PCosta, I noticed one thing that does not appear to be working correctly. On the rows of data being moved over to the RIC 1.2 (1) and RIC 1.2 (2) tabs, the "Investment Method" column is not being moved over as it was before. Can you take a look at this by chance? Also I believe the...

Thank you. I will give it a test here in a few but I'm sure it works. Also thank you for showing me what you did. I would love to learn this myself.

PCosta, Quick easy follow up question; now when I run the Macro it correctly hides the unused tabs but instead of leaving me on the BoB tab it takes me to the last tab that information is being driven to. Any way to hide and leave me on the bob Tab?

PCosta, Thank you. You have been incredible. Is there someway we can send you a gift card?

Would I need to add a column since I currently paste it into one and then it produces the results next to it?

Thank you. This works great! The only thing I failed to follow up on is about the VLOOKUP being added to the "BoB" tab. Currently we paste source data into the "BoB" tab that includes codes in the Rider Type column. We then copy those codes and paste them into column A of the "Rider...

It appears I was incorrect and the first two bullets were combined on your last example. Thank you. If you are just able to complete my third bullet on the attached document that would satisfy most of what I was looking for.

PCosta, Thank you. This all looks great. No worries on the color coding. The rest of the changes are great. Is it possible to combine a few of these? Correction to the Chart correctly driving Managed Annuity Program and Family Income Protector Correction to Investment Method Column on the two...

Thank you. I see where I made the mistake on the reference chart. This is all fantastic.

Perfect This is fixed but the code for this function is not on the last attachment you sent.

When I ran this it appears it was still incorrectly driving Family Income Protector and Managed Annuity Program to the wrong location. I highlighted the examples on the BoB tab. I also updated the reference chart to outline what it was supposed to do. I should have done that ahead of time. Sorry...

Here you go

Darn Unfortunately the order automatically pulls from another internal report and making changes to that can take a while. If you are able to revise the code it would be great but if you can't we can just manually move the data before pasting it in.

This is just fine. Thank you. Most of the time these criteria will be all we need. We can also add info to the columns to the right later so adding these new three will work perfect. Thank you