how to best organize Daily. Monthly, and yearly data???

[JonTaylor]

Hi all!
I have a newbie question for all of you, and I thank you in advance for all of your help...

I'm somewhere between "OK" and "Decent" with excel, but in no way advanced.

What I am working on is a workbook that contains worksheets for: Daily tacking, Month to date (MTD), Year to date (YTD) data. My first question is, how do I take my Daily sheet and have it create a new sheet if I fill the first up (I need to keep all of my "totals" rows at the bottom updated for each day).
Second question. Should I just save the worksheet every day with a certain savename, or is there a way to better organize the data? I need my MTD sheet to pull certain data from all of the daily sheets from that month, but I have NO idea how to do that.
The same goes from my MTD to my YTD, I will end up with 12 MTD's (somehow, I'm guessing I can glean that trick from your advice about my Daily sheets).

My biggest concern is organization. For now I will be the only one modifying these docs, but that could change and I don't want anyone losing all my data because they're lost in the confusion...

I will have MANY more questions, but I needed to start somewhere...

Thank you all again!
Jon

[ELeGault]

Can you post a sample file with your summary sheets so I can get an idea of how you are attempting to lay this out. Your structure will help with offering up solutions.

Go Advanced (ALT+X) and click on the Paper with a paperclip and upload a sample file... does not need to be the actual book if there is sensitive information, just the headers from your data source(s) on the sheets as they are named currently as well as the layout of your MTD, YTD...etc tabs

Cheers

[Pepe Le Mokko]

Do you have that much data that your daily sheet wille be filled? There are more than 1 Mio lines on a sheet...
Best is to keep everything on one sheet and extract data from there.
For very large databases PowerPivot is an excellent tool provided by MS ( probably not free for 2013, thogh)

[JonTaylor]

nothing secret in my files (yet, hahaha). The company (auto dealership) I work for is trying to bring traffic from outside sources, and I'm the only one here with computer knowledge, so I got the promotion (sort of). But I'm only "ok" in excel, so I'm a little out of my relm.

Thanks!

[ELeGault]

Craigslist Logs add row PV.xlsm

I would recommend using a Pivot table in this case especially if you have a lot of non tech people that will want to touch it!

Look at the attached - something basic like that... I would also change that log for Feb to a log for ...forever and make it a table like I did, only adding a row as you go (Just by entering the next ID number it will continue...

The great thing about Pivots is that you can double click on a value to find out what makes that value up...

Check it out - probably the fastest, easiest method for what you want...

[ELeGault]

Did that work for you Jon? Please mark your thread as solved if there is no further help needed.
Thanks

Pepe - Power Pivot is an add on and is still as free as it was for 2010 - This is a much smaller project and I dont think it is necessary to tackle that side of a pivot table.
I would recommend Power pivots for those out there with multiple sources and no data base to relate the data for them...

Cheers