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Summing in one summary tab data from multiple tabs

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    Summing in one summary tab data from multiple tabs

    Hi,

    I have a summary tab in which I am trying to sum data based on specific variables from 30 other tabs in the worksheet

    - In the summary tab, I have months (one year worth) over the top row and consultant names in the first column
    - Each other tab represents a project
    - I want for consultant 1 in summary tab, to have:
    For january, the sum of dollars spent in january in each project (so across all tabs)
    Same for february to december.

    I have attached an exemple
    Note that the consultant names will always have the same syntax but will not necessarily be in the same cell in each tab.

    Thanks for your help!
    test consultant billing.xlsx

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    Re: Summing in one summary tab data from multiple tabs

    Hi, and welcome to the forum.

    You are making the same mistake that I see time and time again. You are mixing up the two elements of data capture and final reporting. The two require quite different treatments.

    A lot of people start by designing the form that they expect to see as the final report, and then wonder why it's so difficult to subsequently analyse and summarise or extract information from it, Yours exhibits all those features.

    You should always capture data in a simple two dimensional table and worry about reporting information from it afterwards. Without exception doing this you will always be able to easily obtain management information. Rarely is this the case if you start the other way round.
    You will also throw open the whole wonderful world of the powerful Pivot table functionality.

    Ditch the separate consultant tabs and have a single tab in which you have four columns for

    Date
    Project Ref
    Consultant
    Amount

    and record all data in this table as it arises. You can simplify data entry by having drop down validation cells for consultant and project. Apply a dynamic range name to this table so that the name always adjusts as new data is added and use this name as the source of the data for a Pivot table.
    Richard Buttrey

    RIP - d. 06/10/2022

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    Re: Summing in one summary tab data from multiple tabs

    Hi Richard,

    Pivot tables would be perfect, unfortunately the tabs are populated by different project managers that do not see each other's tabs. That is why I have to use multiple tabs. I separate the individual tabs when the PM are working on them then reattach them and use the master summary tab for management reporting. It is a bit arcane but that is all we have to work with....
    That is why I think looking for the data across tabs and summing is the only way to have an overall view of the billing of one consultant across multiple projects.

    Thanks!
    Loulite

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    Re: Summing in one summary tab data from multiple tabs

    Loulite - test consultant billing.xlsx

    Hi Loulite,

    This may not be entirely satisfactory as I have used INDIRECT which requires some editing. Unfortunately, I am in my home office with no A/C, but I've got to get out! It's 110 degrees today!

    You will note that I have added a Lists sheet where you can add new Projects. You will have to adjust the range name as you add new projects. It only works for 3 at the moment.

    Have a play - maybe someone can improve.

    Regards

    David





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    Re: Summing in one summary tab data from multiple tabs

    Quote Originally Posted by loulite View Post
    Hi Richard,

    Pivot tables would be perfect, unfortunately the tabs are populated by different project managers that do not see each other's tabs. That is why I have to use multiple tabs.
    Why?

    If you are having separate workbooks for each consultant and then bringing them all together as many tabs in the master workbook your original post and example should have mentioned that rather important point otherwise many of us waste our time answering something when we don't have all the information.

    Irrespective of that if you don't want consultants to see each others data then just separate the database tab (and presumably the pivot table tab) from the tab which only holds the data input row and make the database tab VeryHidden so that they can't unhide it from within the Excel App. So for the consultants they only ever see the single input sheet.

    Even if you want to maintain separate workbooks for each consultant, don't bring them all together in many tabs in the master workbook, stack them one underneath each other on a single tab then you can use a pivot table.

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    Re: Summing in one summary tab data from multiple tabs

    Thank you all for your replies. Richard apologies for not mentionning all the information. I am a first time poster and still learning what/how much information is enough.
    David, your formula works! Thank you so much...you have no idea how much manual work you are saving me with this!!!

    Bibigi

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