+ Reply to Thread
Results 1 to 3 of 3

Lookups for Financial Statement Formatting

  1. #1
    Forum Contributor
    Join Date
    12-12-2012
    Location
    Los Angeles
    MS-Off Ver
    Excel 2010
    Posts
    448

    Lookups for Financial Statement Formatting

    Hello. I have a tab that has rows with line items from a financial report (the items start with unique identifier numbers) and the tab also has historical monthly data for each of these items. I now have a new tab with the same line items but they are now in a different order. Is there a formula that I can use to copy all of the data from the old tab into the corresponding monthly line item in the new tab? Nothing changes except for the order of the rows.

    Also, at the top of the old tab, there are totals that grab from each of the rows below. If I copy these formulas into the new tab, I think that they will referene the incorrect rows (as the order has changed) Is there any way to transfer these formulas and keep the linkage intact? Thanks a lot for any help!!!

  2. #2
    Forum Expert Pepe Le Mokko's Avatar
    Join Date
    05-14-2009
    Location
    Belgium
    MS-Off Ver
    O365 v 2402
    Posts
    13,446

    Re: Lookups for Financial Statement Formatting

    You can use VLOOKUP or an INDEX/MATCH combination to retrieve your data
    As for the sum I can't say, perhaps post a sample sheet

  3. #3
    Forum Contributor
    Join Date
    12-12-2012
    Location
    Los Angeles
    MS-Off Ver
    Excel 2010
    Posts
    448

    Re: Lookups for Financial Statement Formatting

    Thank you

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1