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Automatic Update of Detail Tabs Created from Summary Tab

  1. #1
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    Automatic Update of Detail Tabs Created from Summary Tab

    Hello,

    I am new to VBA and am trying to set up a workbook that logs expenses and that does that following: a.) automatically copies data from the Summary Tab to the appropriate Details Tab based on data in one column and b.) on each Details Tab, automatically calculate the sum of data in one column as new entries are added from the Summary Tab.

    End users want to enter data on the Summary Tab only so that they can view all of the entries at once, and sort or filter as needed. As a new row of data is added to the Summary Tab, I would like Excel to copy the row, based on the Account number, to the appropriate Account Tab. In addition, I would like to automatically calculate the total sum on each Account and have it update automatically as new data is entered onto the Summary Tab.
    I’ve attached a sample data set and how I would like the final outcome to look on each tab.

    Any advice is greatly appreciated and please let me know if additional info is needed to clarify my request. Or if a more efficient solution is more appropriate, please advise also.
    Attached Files Attached Files

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    Re: Automatic Update of Detail Tabs Created from Summary Tab


    Hi !

    Easier with an attachment with before and after workbooks …

  3. #3
    Forum Expert sintek's Avatar
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    Re: Automatic Update of Detail Tabs Created from Summary Tab

    Give this a go...

    you will need an opening budget figure for each account tab though...Not sure where that figures comes from.

    has to be run with a command button...
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    If you want the macro to run automatically after entering new info then put this in the Sheets("Summary") module

    Once you capture the comments in col G and press enter, it will call the macro

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    Last edited by sintek; 06-01-2018 at 05:43 AM.
    Good Luck
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    Re: Automatic Update of Detail Tabs Created from Summary Tab

    DTMAVEN,

    This will automatically run each time you leave from SUMMARY sheet.
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    Forum Expert sintek's Avatar
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    Re: Automatic Update of Detail Tabs Created from Summary Tab

    Nice one jindon...I most certainly will make use of that...

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    Re: Automatic Update of Detail Tabs Created from Summary Tab

    Thank you for the help. I am still too new to VBA and will try again in the formulas forum.

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    Forum Moderator AliGW's Avatar
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    Re: Automatic Update of Detail Tabs Created from Summary Tab

    The OP now requires a formula solution. New thread here: https://www.excelforum.com/excel-for...ther-cell.html

    This thread is now closed.
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