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Dear All,
I would like some help on populating the actual sales to budget. Here is what I do:
1) Sheet " Budget" shows a table for all customers and item sold to them - months are in column ( please note that its actually 500 lines)
2) Sheet " Actual " is downloaded from the system showing all sales transactions for the year ( therefore in order of sales invoice / date)
3) Sheet : " Both " is a copy and paste of Budget and then use sumif / sumproduct formula to insert actual figures>> I am fine with it as per blue shaded are.
The most difficult part is to identify the sales to new customer and or new items ( not Budgeted for ) - I use pivot tables for that and then insert them one by one to the sheet and sort them.
I would like a formula that :
1) compare customer columns Actual v/s Budget and insert the new customers automatically on the " Both " sheet
2) compare customer columns Actual v/s Budget and insert the new items automatically on the " Both " sheet
Alternatively, how can we make the Budget sheet in the same format as the Actual sheet i.e 6 columns instead of the Budget sheet showing 4 columns plus 12 columns for each month. In this way, I can copy and paste Budget underneath Actual and use pivot table one go.
Thank you
Regards
Rama
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