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Entering data in one month, but creating YTD table

  1. #1
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    Entering data in one month, but creating YTD table

    Hope I can explain this correctly. I enter data into various spreadsheets on a monthly basis. I want to take this monthly data and put it into a table that summarizes the year. For example, I enter net income for June ($100). I want a table to show

    Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
    Net income 50 125 175 150 40 100

    Then next month, when I enter data for July, I want to have the same table show up, but now including Jul

    I'm stuck how to do this?

    thanks

  2. #2
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    Re: Entering data in one month, but creating YTD table

    you have not give complete information.

    let me rephrase
    you have 12 sheets with jan, feb, mar, apr etc upto dec
    you have another sheet "master"
    In this master sheet row 1 has headings
    jan, feb, mar etc from a1 to the right (the spellings of the sheet names and the entries in this sheet in row 1 should be exact

    suppose you enter the data in A1 in each sheet.

    suppose you go to sheet "apr" and enter 200 in A1
    due to the event code given below automatically in "master" sheet 200 will be entered one cell down the entry "apr"

    you can modify the event code to suit you.

    HOW TO ENTER EVENT CODE

    open vb editor(alt+F11)
    hit control+R
    a "project" window will open on the left showing all the opened files
    go to this file and right click "this workbook" and click "view code"
    in that resulting window copy this event code

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  3. #3
    Forum Expert royUK's Avatar
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    Re: Entering data in one month, but creating YTD table

    See the summary sheet example here

    http://excel-it.com/workbook_downloads.htm
    Hope that helps.

    RoyUK
    --------
    For Excel Tips & Solutions, free examples and tutorials why not check out my web site

    Free DataBaseForm example

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    Re: Entering data in one month, but creating YTD table

    Sorry if I didn't make myself clear. I have one spreadsheet that I use for data entry. I enter the month "January" into a cell and enter various financial info for the month. The next month I use the same spreadsheet, clear the data and now enter "February" and the corresponding data. I continue using the same spreadsheet for the entire year. (Actually, have about 20 worksheets in the workbook that I enter data).

    I want to have one summary worksheet for the entire year for selected data, itemized by month, so that all data for January is one column, all data for Feb is one column and so forth.

  5. #5
    Forum Expert royUK's Avatar
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    Re: Entering data in one month, but creating YTD table

    If you clear the data how do you summarise it?

  6. #6
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    Re: Entering data in one month, but creating YTD table

    That's what I want Excel to remember, based on the date. If it's January, copy this info to this spot. If its Feb, same thing. The way I've been working it was using this formula. =If(A1="January",B1,C1), where B1 is the data I want to copy, and C1 is the cell where the data is copied to. This makes a circular reference, and as long as I have my Iterations box tagged, it works . . . . sort of.

    Provided your summary sheet is clear before you begin, this works up the progression. However, if you find out you made a mistake in January and its already February, you can't go back and reenter January data and have this info copy to the summary sheet.

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