I'm attempting to create a workbook which features an annual financial record as well as a monthly record and a daily record - - i.e., each day someone would record a line by line record of sales and purchases and taxes paid and collected, which would show up in the monthly recap and the annual recap sheets as each and every change is recorded.
To date I've created one workbook that contains the annual recap sheet plus a different sheet for each month and I've created twelve individual workbooks (one for each month of the year), with each workbook containing one sheet for each day of the month).
In order to do what I'd like, I've created a cell for accumulated daily totals. It appears that the next step would be to copy the daily totals onto a recap sheet (within each "Monthly" workbook), with a different line for each day of the month and have their accumulated totals linked in the monthly sheet within the other workbook - - which seems like a lot of work, thus my question:
- - is there an easier method to set this up and achieve the desired results??
ALSO
I've created a "master" of each of these workbooks so that copies can be made for each year (eg: I've named one workbook Master for February Daily Records - and then re-saved it using the name February Daily records 2014 and would like to re-save it again each year as February Daily Records 2015, etc... It appears that all the work I'm putting in to creating the results I'm looking for will need to be repeated each time I change the name of the workbook, thus my second question
- - is there a way to create master workbooks and then rename them without loosing all the formulas, etc., that were set up in the master workbooks??
Any/all suggestions and help will be most appreciated.
I would keep everything (except lookup tables and the like) in the one sheet and for archiving, once a year save the complete file, rename a copy and delete its data (not formulae, not formatting).
Describing in details is way beyond the scope of SO but the image below might give a little indication of what is possible, in all the possibilities are virtually infinite.
Note that for the sake of the image I have put all the PT on the same sheet (each could and perhaps even should be on its own sheet) - but they are all driven by a single pivot cache.
Related
So I am intern and I have been tasked to do up a new inventory system on excel. I am not particularly good at excel so I sourced a inventory template online and just made minor adjustments.
My current issue is that I have 2 sheets. An input sheet that allows new entries whenever a raw material is added to our warehouse or if a raw material is used we can subtract from the total. The second sheet is the inventory sheet that displays the current amount of all the raw materials.
So the process flow is essentially:
Operator uses a raw material and enters the amount used in the input sheet. The formula used for all cells
For inputs (usage is the same, just different cell for BXX and CXX)
=IF(BXX="","",SUMIFS(Inputs!E$8:E$1000,Inputs!D$8:D$1000,CXX))
Inventory sheet automatically tracks the amount used/added and with a sum function.
However, it is planned to do a clean up of the inputs sheet on a yearly basis, so all old inputs that do not require tracking will be deleted. Obviously this would affect the inventory sheet as the quantity will be affected due to the dependency of the formula. Is there any simple way(without vba) to adjust the inventory formula such that if old entries are deleted, the value is not affected.
This is how the inventory sheet looks like with the raw material input formula
This is how the inventory sheet formula for total amount available looks like
Is there a way to edit the inventory sheet formula for total amount available ignore entries that have been deleted to keep the value intact?
I have a task that involves plotting data over time from a set of spreadsheets, where the number of spreadsheets increases by 1 each month. I'm wondering what the easiest, most user friendly way to do this for novice excel users.
Say I have workbooks in a directory:
xjan19.xlsx
xfeb19.xlsx
xmar19.xlsx
xapr19.xlsx
Each of these workbooks thankfully has the same sheet structure. suppose I need to extract up to 20 business days of data in a column from sheet "profit" starting from say cell B10 (the exact number of rows in this cell selection isn't fixed for each month).
I need to pull the the data from each of the above four workbooks into a "master.xlsx" workbook (say sheet "profitovertime") and merge them into a long time series of daily profit numbers, and then perform analysis on them (charts, etc).
I then need to make it easy for the user to insert the data for xmay19.xlsx, etc and so on (from sheet "profit" in xmay19.xlsx, starting in B10).
What is the easiest way to do this? I've just researched creating Excel connections from Data > Connections in "master.xlsx" and passing in tables in "master.xlsx", but this means I have a new sheet in "master.xlsx" for each month and then update the cells manually in the "profitovertime" sheet in "master.xlsx".
Is there a more seamless way to do this that offers more automation?
I imagine doing something like passing in a string giving the absolute file path of each month in a column of cells in some sheet in "master.xlsx", and then everything automatically updates in the master.xlsx's "profitovertime" sheet after only inputting the path to this new file.
I'm creating a spreadsheet for work that compiles all of our lab schedules for any given job. The spreadsheet consists of a summary sheet that will give the important information from every lab schedule, and a sheet for every single lab schedule. We could get a variable number of these lab schedules in for a given job so we could be working with 2 sheets or 10 sheets (not including the summary sheet), etc. Hopefully that gives you a bit of an insight into what we need it for.
I've been trying to patch together a code to pull the dates from every lab schedule sheet through to the summary sheet. The dates would need to go into a table matching both the column heading (i.e. Due Date, Received Date, etc) and the 'Lab No'(also the name of the tabs i.e. L1234). With regards to the dates, ignore the 'Geo, Chem, Wac' as I've taken the most recent date out of the three and put that below them. I've attached a few images of the workbook so you can see what sort of structure I've got.
Lab Schedule Sheet:
Summary Sheet:
I have two separate workbooks that I am trying to link: Register and Budget.
The Register file is the source of data and contains only 1 table with columns Date, Category, Credit, Debit. The Budget file is the destination file and has 12 sheets named for each month of the year. Each sheet contains multiple tables named for the Categories. Each table contains columns in which I want to automatically populate from Register one at a time.
So basically, as I manually populate the Register workbook with values in Date, Category, Credit, Debit, I want the Budget workbook to automatically update itself based on these values. The main problem I have is how do I get the Date entered as 01/01/2016 in Register to be recognized as the January sheet in Budget workbook? In addition, I want the correct Category to be recognized in Register as each table's name in Budget. I have changed the table names in Budget based on the category. Finally, I would like the amounts Credit or Debit to be copied from Register into columns in each table of Budget after finding the correct sheet and table in Budget.
Register,
Budget
I looked into Vlookup and it works except for the fact I would have to manually change the formula each time the category or date changes. Sum and Count don't work because I don't want to sum columns nor count data. I simply want to copy and paste from columns Credit or Debit in Register into each table's columns in Budget. I have a feeling I'd have to go into VBA coding to achieve this daunting task which I'm not familiar with.
There are many ways of getting information from other workbooks / sheets etc.
It depends on what you want to do with that information and how it's laid out.
Have a look into VLOOKUP / MATCH / SUMIF / SUMIFS / COUNTIF / COUNTIFS
Which you use will depend on how you want it to work.
If you edit your question to include specifics then I / others can advise further.
I have thirteen spreadsheets in my workbook, the first spreadsheet is my master schedule that contains a table with the column headers: "Location", "Equipment", "Make/Model", "Serial #" and "Calibration Due Date". My twelve other spreadsheets have tables with these same column headers, with each one corresponding to the different months.
When I enter data into a row in the master schedule, I want that data to be automatically entered into one of the twelve other spreadsheets based on the "Calibration Due Date". For example, if I enter a row of data in my master schedule that contains a Calibration Due Date of 01/16/15, I want that row of data to ONLY be inserted into the table in the January spreadsheet.
I wrote a formula in each of the monthly spreadsheets that causes the data entered into the master schedule to be automatically entered into that spreadsheet, I then set the filter for the 'Calibration Due Date" column to only January for the January spreadsheet and I did the same for the rest of the months, however, when new data is added to the master schedule, that row of data is entered into every spreadsheet instead of a single spreadsheet corresponding to the date, the filters on the spreadsheets don't work on new data that gets added.
How can a row of data entered into the master schedule be automatically entered into only one other spreadsheet based on the "Calibration Due Date" month?
The approach you seem to be aiming for may require something like VBA, though your question is not tagged that way (and if it were and you don't post code you risk downvotes and close votes). However an alternative would be to create the subsidiary sheets on demand by drilling down from a PivotTable. This though would effectively require that any data added directly into the subsidiary sheets be considered disposable.