I have a series of financial reports in excel that are updated monthly, and I'm sure there must be a macro (or other) option out there that would make this process much easier.
What I'd like to do is assign a column when I hit the macro button which will pull that column into a different spreadsheet. Since this is a rolling report, each month I will need to pull data from a new column...Jan, Feb, Mar, etc.
Any ideas?
Please upload a sample workbook. Also please provide a mock-up of the desired result. This will help to get you more detailed and helpful responses.
Sorry about that, here are two quick samples. The Cash report will pull into the Final report in both the Actuals and the Forecast columns.
Hope that helps make it more clear. Thanks!!
Please see the attached. It uses an Index/Match approach to read from tables. The data is held in two seperate tables, acutal and forecast. You will be entering and editing these tables, rather than the reports themselves.
I added an option at the bottom of your Fin Stmts report to change the actuals end date. Right now it is pre-filled with the current date. I don't imagine you will ever need to change it, but you now have the option to see the state of things as of previous dates.
Also, in your Forecast to Actuals report, I added a "report date" cell. Changing this date will change the date of the report. Again, this allows you to view reports from previous dates.
**Edit**
Oh, and if you want a quick and easy way to enter/edit your data, simply select cell A1 in the table you want then go to "Data" -> "Form".
Last edited by Whizbang; 08-12-2010 at 03:55 PM.
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