Google Sheets Script or Formula needed for plotting data in ascending order

My query here is just too difficult to explain for me without some visual aid (as I'm new to this stuff and don't know the terms.) so I thought I'd just make a video. If anyone actually watches it and
responds even if it's to tell me what I'm asking for is impossible I most welcome it and would be grateful.

Here's the video: (This website won't let me insert links even after I've been here a good while now but as long as you can figure out what to replace "DOT" with in the below link I think you'll be able to figure out how to get there

youtubeDOTcom/watch?v=WXrWmwQwZzk

My ultimate goal is to make this whole thing automated to the point where the date and the amount for the day gets done in one hit from a master data sheet. If I could ever get things working to this point
I would basically not even have a work day and could focus on other things as running my business right now pretty much just involves signing people up and inputting this data on accounts over and over again like
1000 times.

Anyway any input at all would be much much appreciated.

Dan

Thanks so much for your reply Jan! And for taking the time to watch that. I know my system is a bit all over the place for sure lol but for the most part it's too late to go back now so just trying to work within what we have.
I'm still not sure exactly what you're telling me though. Specifically the part about the balance being pulled from "the last row that is not blank."

The way I already have it now is each client has an IMPORTRANGE for the main balance cell back to the master spreadsheet with all clients on it and I put all the figures from all clients in there in like 1 min and that automates to that area fine in all accounts. (And in turn the web portal page) So is what you are proposing is to copy each client's table onto one master sheet and then IMPORTRANGE all relevent cells (date and balance) from there that way I don't have to move the graphs and go into client pages at all and I'm just dealing with filling out data in one place?

That would definitely save a bunch of time if that's what you mean and I would not need to have any scripting. As for the management becoming bloated.. how I've dealt with that so far is at the end of each month I create a new month graph for each user by duplicating their sheets, deleting the copied data and changing the month title text to the next month thus retaining all the IMPORTRANGE cells etc. so everything just carries on to the next month and saves the previous months data for viewing/history purposes. It's not really an elegant solution and requires a bunch of work to come in and do once a month but then it's only once a month and I can get a few people doing it if need be. I haven't been able to think of a way that shortens or avoids that being done but it's not an unmanageable amount of work at least for now.. One hurdle at a time though

Again thank you so much for responding. I definitely know I have a long way to go learning about all this stuff but that said I'm also surprised I've got this all even this far.

No no I was definitely always doing it in the way you describe. (Think I was just explaining it incorrectly) The master sheet indeed sends all balances to the clients pages. Anyway since I can't figure out how to attach a file here and you are right the links still don't work so maybe I can just send you the links the same way I did the video. Just remove the DOTs

TOM TEST CLIENT:
docsDOTgoogleDOTcom/spreadsheets/d/1szFtW8XbmoN8i46qVUpRbOE0cs62gPNXGt-DCgX-UX0/edit?usp=sharing

JAMES TEST CLIENT:
docsDOTgoogleDOTcom/spreadsheets/d/1whDShvtYZBQ3Ofps7qigxCMhalCA4Se2wefSkQZkUV4/edit?usp=sharing

MASTER CLIENT TEST BALANCE SHEET:
docsDOTgoogleDOTcom/spreadsheets/d/1iZEEYicFwUK8S96xv631Xto3OglfLCA0M3FOavi-mqw/edit?usp=sharing


The way I thought you meant isn't such a bad idea the more I think about it because all data would be manipulated in one master balance sheet and another master table sheet and at least then it's being imported from one place to
all client graphs without the need to touch or move graphs or go to each page at all etc.. I feel like there might still be a faster way because all that IMPORTRANGING of cells would take a chunk of time to set up but it's not bad and would pay off in the long run in hours.

here is the structure i have in mind.

the master sheet sends data that is specific to each client, to a "buffer" sheet. and this in turn is then sent to the "access" sheet.

now, you may be wondering why have such a structure.

well, without a buffer sheet, clients can see the structure of the IMPORTRANGE formulas that draw data from the master sheet, and may (for example) be able to change the client ID and therefore obtain data of other clients. So the "buffer sheet" is a little bit like cloaking, and your clients will never know about the master sheet.

Think of it as a poor mans security

drlemur39.png

Im taking a look at your sheets now, so will update again in the morning.

A quick follow up...

Here is an example how I, as viewer only, can access other members data from the master sheet.

Screen Shot 2021-11-19 at 10.00.56 pm.png