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To get Updated Totals in Workbook FROM Filtered Data in Separate Workbook

  1. #1
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    Question To get Updated Totals in Workbook FROM Filtered Data in Separate Workbook

    Hello

    Sorry if this has been discussed earlier.

    I want to know the method(s) where automatically sum of "Total Amounts" for each Party [stored in "Excel1" workbook] is updated (every time "Excel1" opens up) with "Cell" linked to each Party's "Amounts" received on various dates [stored in "Excel2" workbook]

    "Excel1" workbook details:

    It contains 3 columns titled "No.", "Party" and "Total Amounts" and 15 rows listing Name of the Party (say, John, Alex, Sam, etc...to total of 15 party's)
    This workbook reflects "Total Amounts received from the Party's at various dates whose record is maintained in "Excel2" workbook

    "Excel2" workbook details:

    It contains 3 columns titled "date", "Party" and "Amounts" and various rows listing each amount for each party at specific date.
    This workbook reflects "Amounts" actually received on a particular date for individual Party in no particular order EXCEPT the columns are filtered to get a summary of all receipts for the Party selected.

    The Problem

    I want to apply a method in "Excel1" workbook where each Party's Amounts are totalled automatically when their reference is linked to the "Excel2" workbook.

    The problem is the "Filter" where I don't understand how to create a link for summation so that "Excel1" Party automatically picks respective Party Amounts received at various dates from the filter itself recorded in "Excel2" and gives me updated figures everytime I open "Excel1"??

    Thanks for taking the time and appreciate your help in this regarding!

    PLEASE NOTE: Due to confidentiality reasons I have created a dummy of both workbooks and attached them here.
    Attached Files Attached Files

  2. #2
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    Re: To get Updated Totals in Workbook FROM Filtered Data in Separate Workbook

    *bump*

    If there is confusion pls lemme know.

    I just want to get total amount for A Party (say John) by linking/refer John's "Total Amount" Cell to another workbook where all receipts from john on different dates are recorded as amounts.

    So, Excel1 Tracks John Receipts and gives me a Total (say 1000) automatically each time Excel1 opened. In Excel2 all receipts are recorded date-wise corresponding to John, selected in Filtered Data of all Party's.

  3. #3
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    Re: To get Updated Totals in Workbook FROM Filtered Data in Separate Workbook

    *bump*

    Is this Forum willing to help

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