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How to get Data from multiple worksheets & put them on one worksheet

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    Question How to get Data from multiple worksheets & put them on one worksheet

    This is my first post so please bare with me.
    I've attached a copy of my workbook so you can what I am trying to do.

    I have seperate "Expenses" & "Income" sheets for each month and I want to pick out just the Cheques from the expenses sheets,
    together with the Date, Descripton, Cheque (amount) and Cheque # (number) and display them on a seperat worksheet.
    This would make it easy for me to see at a glance what cheques have been written.
    I've used "IF" statment but as you can see, it displays 0's and an odd date in the blank cells

    Any help would be appreciated.
    Attached Files Attached Files

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    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: How to get Data from multiple worksheets & put them on one worksheet

    Hi and welcome to the forum,

    You are making the same mistake that I see time and time again. You are mixing up the two elements of data capture and final reporting. The two require quite different treatments.

    A lot of people start by designing the form that they expect to see as the final report, and then wonder why it's so difficult to subsequently analyse and summarise or extract information from it, Yours exhibits all those features.

    You should always capture data in a simple two dimensional table and worry about reporting information from it afterwards. Without exception doing this you will always be able to easily obtain management information. Rarely is this the case if you start the other way round.
    You will also throw open the whole wonderful world of the powerful Pivot table functionality.

    The first thing you need to do is create a single data sheet with the 8 columns you currently show for your Income records plus an extra column which will contain either "Expense" or "Income"

    Once you have this all your reporting an analysis is simplified immeasurably. Bite the bullet now before you start recording stuff on separate tabs.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: How to get Data from multiple worksheets & put them on one worksheet

    Thanks Richard,
    I will try and do it now while I have only a few figures to put in.

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    Re: How to get Data from multiple worksheets & put them on one worksheet

    Let me know how you get on. And if you want further input as to how you can obtain the analyses you require when you've done it then please post back.

    Always happy to help a fellow tyke despite being in exile at the moment

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    Re: How to get Data from multiple worksheets & put them on one worksheet

    I agree with Richard here - you need a single flat file to capture everything. Don't have income and expenses on different sheets - have them on one "AllData" sheet, with an extra column with either "Income" or "Expense" as the value.
    Also, don't separate your data into monthly blocks (like you have on your Jan, Feb etc sheets) - this goes in the "AllData" sheet, with a date column.
    I would imagine that pivot tables would be great for sorting your data out, so you CAN add calculated columns to your data sheet (especially useful if you are using Excel 2010 or above, with data tables).
    Using this approach also makes data entry much, much easier.

    Regards,

    OM1950

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    Smile Re: How to get Data from multiple worksheets & put them on one worksheet

    Oh - and my OCD kicked in reading your sheet - you have a lot of spelling errors (January and Jauary for instance). This can end up making data entry and formulas difficult to write.

    OM1950

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    Re: How to get Data from multiple worksheets & put them on one worksheet

    Thanks OM1950, I'm redoing the workbook and will take onboard all you guys have said... and thanks for pointing out my spelling errors, I did not pick up on them

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    Re: How to get Data from multiple worksheets & put them on one worksheet

    Hi. I've made a test workbook and put in everything I think we will need but can't seem to get the pivot table to display correctly.
    It shows the Date,Amount,Cheque Number and the Description, which is what I wanted but not on the same row.
    I've played about with the Design Tabe and this is the closest I've got
    Attached Files Attached Files

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    Re: How to get Data from multiple worksheets & put them on one worksheet

    Hi,

    See attached,

    I've slightly changed your data layout so that you may make use of a pivot table. Remember a PT is infinitely variable. If you want to see another view of your data just drag the field column header to a different position in the Pivot Table List window.

    Or you can of course just filter your data and see the totals.

    It's a .xlsm file since it contains a small macro which will automatically refresh the PT when new data is added to the Data sheet.
    Attached Files Attached Files

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    Re: How to get Data from multiple worksheets & put them on one worksheet

    Thanks again Richard. I think I'm getting my head round things now

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