Generating monthly summary reports from expense report

Hello again Excel world,

I have a basic expense report in Excel with categories along the top row and dollar amounts and totals below. I want to write a macro (or if there's a more intuitive way I'm open to that too) that allows me to generate a monthly summary report showing totals for each category and a couple charts. I can easily make a dashboard that updates the data each month, but I don't want the accountant to have to create it manually every month. Any tips on how to do this? I'd appreciate VBA code or a template or anything.

Thank you!

Alison

can you upload a sample? that would be very helpful in developing the solution.

Absolutely - here it is!

- Alison

I'm looking to take the totals in row 32 and put them in a chart with each category (A-Q), maybe with percentage of total and insert a pie chart or bar graph showing the expenses in the different categories as a percentage of the total. Ideally I'd like to put in a "generate report" button that I can click each month, and have the summary report generated in a new sheet which I'll save for each month.

Hi!

I don't think you need VBA to get that result. I've used a dynamic range to get the data required.

Make your changes and then save the file as Excel Template.

If you need explanation on the dynamic range or anything else just let me know.

Hope it helps