+ Reply to Thread
Results 1 to 4 of 4

Any help greatly appreciated! (Drop down lists data entry page -> Formatted results page)

  1. #1
    Registered User
    Join Date
    12-14-2012
    Location
    England
    MS-Off Ver
    2007
    Posts
    35

    Any help greatly appreciated! (Drop down lists data entry page -> Formatted results page)

    Hello! I am trying to automate a few things for the purposes of taxes/ accounting and unfortunately I just can't figure out a way to do the following:

    Sheet 1 "Data Entry"= Drop down lists (Yes/No) and amounts that correspond to questions such as "Are there any disallowable expenses in X".

    Example:
    "Are there any disallowable expenses in management fees? [Drop down - Yes/No] [ Amount]"

    (The first page will consist of 10-15 of such examples with other tax sensitive expenses such as depreciation, amortization and so on. Bank Interest Income is an item that would go into the 'Less' section while management fees would go into the Add section. BONUS POINTS - if you can make the amount box appear of disappear if the drop down=No :D)

    Sheet 2 "Adjusted Profits"= If the answer is Yes to any of the previous page's question's it will either be added to a "Add" or "Less" list like this -

    Profit per the accounts: 16500

    Add:
    "Disallowable Management Fee ....500"

    Less:
    "E.g. Bank Interest Income....200"

    Adjusted Profit: 16...


    As you can see it will need to be able to expand according to the number of possible additions or subtractions to the profits.
    Finally the formatting will require that the "Adjusted Profit" figure be left with a space at the bottom of whichever is last on the list of either the Less or Add depending on whether there are any to put in the first place.

    If anyone could be so kind as to help me with this then I would be very grateful indeed Of course if there is a way that I can repay your skills then please do let me know - I hear there is a Steam sale on!

  2. #2
    Forum Guru Pete_UK's Avatar
    Join Date
    12-31-2011
    Location
    Warrington, England
    MS-Off Ver
    Office 2019 (still learning)
    Posts
    24,732

    Re: Any help greatly appreciated! (Drop down lists data entry page -> Formatted results pa

    You were working late last night/this morning !!

    It would help if you could post an example workbook (the FAQ describes how to), which will show what you have and what you want to achieve.

    Pete

  3. #3
    Forum Moderator - RIP Richard Buttrey's Avatar
    Join Date
    01-14-2008
    Location
    Stockton Heath, Cheshire, UK
    MS-Off Ver
    Office 365, Excel for Windows 2010 & Excel for Mac
    Posts
    29,464

    Re: Any help greatly appreciated! (Drop down lists data entry page -> Formatted results pa

    Quote Originally Posted by Pete_UK View Post
    You were working late last night/this morning !!
    Pete
    Perhaps a consequence of the looming end January date for self assessment tax returns.

    @limebaish. As Pete says, upload your workbook, anonymised as necessary.
    Also in any future posts please pay attention to the forum rules about thread titles. You just about rescued yourself this time by finalising your title with some specifics, but note that words like 'Any help greatly appreciated' are not required.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

  4. #4
    Registered User
    Join Date
    12-14-2012
    Location
    England
    MS-Off Ver
    2007
    Posts
    35

    Re: Any help greatly appreciated! (Drop down lists data entry page -> Formatted results pa

    Hi thank you for your replies!
    My apologies Richard, I will bear that in mind in the future. I have (I think) attached an example workbook with some annotations/ directions.
    I've recreated a simplified example of my problem, if anyone would be so kind as to show me how I could do this then I would be very grateful. In addition, if this problem can be solved then could you please show me how I could continue to add fields in the data entry and likewise the second page so that I can continue to update it, thank you
    Attached Files Attached Files

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1