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Hi - I am in need of help. I am trying to create a workbook that will allow me to report the hours, cost, and revenue for a budget that I manage. Instead of manually typing this information in for 100 + employees each month, I would like to have a formula that will allow me to download the current month data right into excel and then have the formula populate all the data for me.
I have attached the workbook that I am trying to create and posted some information below on what is specific to my needs. Can someone please help me in creating a VLOOK and/or an Index formula that will allow this file to work? I am looking for the easiest way possible to do this, so if there is another way to create this formula, I am open to that as well.
- I will have multiple budgets that I need to manage, they will be separated by the Job No that is on each row of the Hours, Cost, and Revenue tables within the Table tab
- Within the Job No there will be multiple employees that I need to pull in information from the Data tab. I am only using one for now to make this formula as simple as possible.
- Each employees unique characteristic is their employee ID No. I would like to have the formula written with that being the main lookup.
- When I update the actuals each month, it is very common for the employee to have multiple rows of data for the current month. I need the formula to be able to look up all of the rows of data within that current month and update the actuals based on the total for that month.
-I will have three different sets of data that I need to pull for each employee, they are Hours, Cost, & Revenue
-I can not manipulate the Data tab in anyway. The way that the numbers are showing currently in the workbook are how they will appear in the download from the database.
If anyone can please help me get this started, I would be very appreciative!!
Excel Forum Sample 1.xlsx
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Originally Posted by Fotis1991
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