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How to populate three different tables based on data entered in a different table

  1. #1
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    How to populate three different tables based on data entered in a different table

    I have a file that consists of a number of tabs: "Data Entry" "Chequing" "Savings" and "Credit Card"
    The first tab is a data entry worksheet. All the data entered in it is entered by hand on this sheet.
    The data in the Data Entry Worksheet consists of a date column, vendor column, description column, chequing account column, savings account column, and credit card account column.
    Each row in that table corresponds to a single transaction that impacts one or more of those accounts (i.e. an "expense" amount would appear in one of those columns; a transfer between accounts would have amounts in two of those columns).
    I then want to take that data that has been entered by hand, and automatically transfer it to corresponding Chequing, Savings, and Credit Card registers in different tabs. I don't want to re-enter all that data by hand in the specific account register; i want it to populate automatically in those other registers.
    How do i do that?
    I know it involves VLookup, but I can't figure out how to do it without resulting in blank rows in the account registers corresponding to transactions that did not have an amount in that specific account's column in the data entry worksheet.

    I have attached a sample worksheet with sample data so that you can see what I mean.

    Thank-you
    Attached Files Attached Files

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    Administrator FDibbins's Avatar
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    Re: How to populate three different tables based on data entered in a different table

    1st, you need to make sure that ALL headings are the same, either that, or add an "Amount" column to Entry.

    then use this ARRAY formula...
    B7=IFERROR(INDEX('Data Entry'!$B:$G,SMALL(IF('Data Entry'!$D$6:$D$13="Paycheque",ROW(Chequing!$B$6:$B$12)),ROWS($A$1:A1)),MATCH(B$5,'Data Entry'!$B$5:$G$5,0)),"")
    ...confirmed by pressing CTRL+SHIFT+ENTER to activate the array, not just ENTER. You will know the array is active when you see curly braces { } appear around your formula. If you do not CTRL+SHIFT+ENTER you will get an error or a clearly incorrect answer.
    Copy across as needed, then copy down as needed

    Obviously, change the BOLDED part ad needed
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    Regards
    Ford

  3. #3
    Forum Moderator alansidman's Avatar
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    Re: How to populate three different tables based on data entered in a different table

    I would suggest that you normalize your data entry table to look like this

    v B C D E F
    2 Data Entry Ledger
    3
    4 Current Balance 4400.00 1500.00
    5 Date Vendor Description Amount Account
    6 1-Jan-18 Employer Paycheque 3000 Cheque
    7 1-Jan-18 Safeway Groceries -100 Cheque
    8 15-Jan-18 Landlord Rent -1500 Cheque
    9 31-Jan-18 Employer Paycheque 3000 Cheque
    10 31-Jan-18 Savings Transfer -300 Savings
    11 31-Jan-18 Savings Transfer 300 Cheque
    12 2-Feb-18 Travel Agency Vacation 1500 Cheque
    13 10-Feb-18 Mechanic Car Repair 600 Cheque
    14 15-Feb-18 Credit Card Payment -2100 Cheque
    15 15-Feb-18 Credit Card Payment -2100 Credit Card

    then use this vba code inserted into the worksheet change event
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    Re: How to populate three different tables based on data entered in a different table

    Thank-you very much. I'll give this a try. That's just what I was needing.

  5. #5
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    Re: How to populate three different tables based on data entered in a different table

    Thank-you very much. I'll give this a try. This should be just what I was needing.

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