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Creating a template

  1. #1
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    Question Creating a template

    I have multiple vendors, payment team maintains payment data, then accounting team maintains their data in accounting software. Now, I want to create a template which includes both these 2 sources i.e. Accounting and payment teams into one single sheet by vendor.

    Here is an example-
    Pyament team data consists - Vendor #, vendor name, date of payment, invoice #, PO# and amount paid. This has all vendors in a single worksheet
    Account team data consists- similar data as well as some additional data such as when the payment was actually due, posted and cleared. This has all vendors in a single worksheet

    Someone may think why I need 2 sources on one single file. It is very hard to track which team is efficiently recording all data, hence we created an individual vendor wise worksheets that should include both the sources so we can compare if one team is missing data or not.

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    Re: Creating a template

    So what are you needing help with specifically?
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    Re: Creating a template

    The idea is - say on the individual vendor worksheet if I input only vendor # it should automatically import all the data (all the lines from each source) from these 2 sources

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    Re: Creating a template

    We probably cant help very much as you haven't provided enough information to really go on.

    From a high level, I would likely have a DATA tab, then a pivot table off of that to do the reporting, but I cant really offer much advice or specific help because your question or requests are much too ambiguous.

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    Re: Creating a template

    Adding a sample workbook, Supplier A worksheet shows how I want my presentation should be
    Attached Files Attached Files

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    Re: Creating a template

    Quote Originally Posted by mikeTRON View Post
    We probably cant help very much as you haven't provided enough information to really go on.

    From a high level, I would likely have a DATA tab, then a pivot table off of that to do the reporting, but I cant really offer much advice or specific help because your question or requests are much too ambiguous.
    I just added sample file

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