I have a multiple spreadsheet workbook that covers a 2 year time span. Spreadsheets include monthly data of Payroll, Quotas, Expenses, and a Summary of year 1 and year 2. I don't need help with it, but interested in what kind of automation others use. I tried to search for general tips, but unless the search was very specific, the results tended to be businesses trying to sell services or simple things like pivot tables.
What I use:
- Dynamic named ranges using the Offset function for dropdown lists of positions, quota types, expense types (eg monthly, annual), and a site list.
- These selections above autopopulate other cells using Index Match for salary, quota, revenue, and expense data.
- I have monthly workdays listed that remove holidays based on a cell with the start date using several functions: Networkdays, Eomonth, Date, Weekday, and Choose. These are used in several calculations and now update from a single cell's date update.
- Year 2 is dependent on year 1 inputs so it should require few adjustments.
- Everything rolls up into the summary worksheet that shouldn't need to be touched.
Now that I've typed it out, it doesn't seem like a lot, but it's made my spreadsheets much less manual. If anyone knows of a place to read more about things like this I'd be interested. What kind of things do you use?
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