Splitting dataset in to new sheets by month

Hello.

Forgive me, this is my first post on this forum. I would appreciate any suggestions in terms of posing a query.
Heregoes..
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I have a monster of a project to tackle.
I have to take all of the invoices from a retail business and see if they differ in totals (by month) from the monthly reporting that was done over the last 4 years.

I can receive the raw, chronological (timestamped to the minute) data in any time frame I wish.
My thought was it would be easier to import an entire year in one sheet and split the data by month and create separate sheets or workbooks.

It would save me time in import individual months.

Oh and, I'm running Mac Excel 2008, with no VBA or macro capability.

Welp.
I appreciate any thoughts on the matter.

Thanks!

You can split data from a master sheet into subsidiary sheets using only a few basic formulae (copied down far enough on each sheet to ensure that all the data for that month is covered). It is easier if the layout of the subsidiary sheets is exactly the same as on the master sheet.

Attach a sample Excel file (the FAQ describes how to), so we can see how your data is laid out - ensure that the data is not confidential in nature (i.e. make it up if necessary, but ensure that you have the same columns of data as in your master sheet, even if some of the data is missing in the sample file).

Pete

... and split the data by month and create separate sheets or workbooks.

No, it probably wouldn't. If you have the data in one sheet, use Pivot Tables and Filters to analyse it and view it by whatever timeframe you want. If you split it up, it will only make it more difficult to analyse.

an example of what i'm looking at sans personal info.

sweet, it worked. Thank you Pete-UK

InvisibleMan, I understand the power of the pivot table, however i do not need to analyze the numbers.
I need to compare them to previously submitted (to accountant) monthly reports, going mback to 2011.

Just separating by month is the first challenge.

The denouement of this project is to find discrepancies in sales tax reporting on a monthly basis.

The second challenge and making sure

1. the voided transactions were not included in the original reporting
2. refunded items were not included in the original reporting
3. and most difficult, the partial refunds are reported correctly

So, after I separate my dataset by month, I then need to:
-separate each month by financial status
-total each status
-refigure the amount we actually made for the month and taxes
-and compare with previous reporting


The partial refunds are tricky as I will have to parse out taxes paid based on the amount that was refunded. But luckily they are few and far between.

Back to my original question, would it would be easier if i could do this within a worksheet for one year? and split the data to individual monthly sheets?
And if so how could I do it?

Thanks guys!

A single sheet with Autofilter, or converted to a Structured Table, still allows you to sort and/or filter your data. So you could sort and filter your data by date, by value, by transaction type, whatever, and remove invalid transactions in one go. But your workbook, your data, your choice.