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Populate table automatically with dates

  1. #1
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    Populate table automatically with dates

    Hello,

    I am working on a calculator to predict what an account balance will look like on a given date. I am also wanting to output that data to a chart. The sheet that I currently have setup has the monthly inputs, date of occurrence, and the amount in A2:C16. I am then manually inputting the information into the table in A19:D69 and generating the chart off of that. This method does work, but there I would like to find a better way to populate the table automatically.

    Thank you
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    Last edited by erice; 12-20-2019 at 03:11 PM.

  2. #2
    Forum Expert dflak's Avatar
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    Re: Populate table automatically with dates

    Here is my shot at it.

    I separated the information into an Accounts Table and a Transaction table.

    There are several “must haves” on this spreadsheet. I changed the two checks to Check 1 and Check 2 because they are less likely to be misspelled. The code depends on the spelling of these two items, so don’t change them. Maintain the rest of the table as you have been maintaining it.

    Cells F3 and F4 contain the “start dates” for the checks. If the dates are valid dates for the checks, leave them be. Once set, you won’t have to change them again.

    Row 4 on the Transaction table MUST be populated. I suggest with the Starting Balance.

    The program works by finding the last date filled in the table and bringing it up to the current date. This information is recorded in the Transaction Table. Since the transaction table is an Excel Table, it does the “heavy lifting” – it remembers the formulas and copies them down – same for formats. Also, since the chart on the page is based on the table, it updates automatically too.

    Just press the Update Button.
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    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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