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Adding a Name to a Spreadsheet

  1. #1
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    Adding a Name to a Spreadsheet

    Hello,

    I am splitting the cost of cable and internet with my roomates and I wanted to make an Excel Spreadsheet to keep track of payments. The sheet I made will work fine if only one person is paying, but I have 2 roommates who will be paying me money. Can anyone please help me with the best way of adding another person without just copying the sheet completely for the second person?

    Thanks for all your help!
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    Last edited by nic01scgt; 08-17-2009 at 07:20 PM.

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    Re: Adding a Name to a Spreadsheet

    Insert another column to track the name of the person making the payment.
    I would use a Pivot Table to calculate totals by month and individual.

    BTW, it is generally best to post a sample workbook than an image of the workbook.

    Post back if you more help.

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    Re: Adding a Name to a Spreadsheet

    Quote Originally Posted by Palmetto View Post
    Insert another column to track the name of the person making the payment.
    I would use a Pivot Table to calculate totals by month and individual.

    BTW, it is generally best to post a sample workbook than an image of the workbook.

    Post back if you more help.
    I'm not very experienced with Excel so I'm not quite sure what you mean. I've attached the actual spreadsheet if you would be so kind as to get me started I appreciate all your help.
    Attached Files Attached Files

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    Forum Expert Palmetto's Avatar
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    Re: Adding a Name to a Spreadsheet

    Take a look at the attached and see if this meets your needs. There are notes in the worksheet and some cell comments.

    There may be a few features I've used that you will have to read up on to understand. See this link for good tutorials and downloads. Contextures

    See this link for free basic Excel Training

    Changes made:
    1. Insert column for name of payee and apply Data Validation (List option).

    2. Created Dynamic Named Range for the payment database

    3. Created a Pivot Table to summarize the payments and balance due.

    4. Automated refresh of the Pivot Table using VBA.
    Attached Files Attached Files
    Last edited by Palmetto; 08-19-2009 at 07:20 AM. Reason: add attachment

  5. #5
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    Re: Adding a Name to a Spreadsheet

    Quote Originally Posted by Palmetto View Post
    Take a look at the attached and see if this meets your needs. There are notes in the worksheet and some cell comments.

    There may be a few features I've used that you will have to read up on to understand. See this link for good tutorials and downloads. Contextures

    See this link for free basic Excel Training

    Changes made:
    1. Insert column for name of payee and apply Data Validation (List option).

    2. Created Dynamic Named Range for the payment database

    3. Created a Pivot Table to summarize the payments and balance due.

    4. Automated refresh of the Pivot Table using VBA.
    Please forgive me if I am overlooking it but I do not see an attached file. Would it be attached under your message like mine was above?

  6. #6
    Forum Expert Palmetto's Avatar
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    Re: Adding a Name to a Spreadsheet

    Please forgive me if I am overlooking it but I do not see an attached file. Would it be attached under your message like mine was above?
    Apologies. Attachment added to previous post.

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