[loucrew8]

I have created a spreadsheet to track monthly financials


My problem is I want a YTD column for revenues and expenses to automatically calculate when I enter the new month totals...I have set up a column (d9) for monthly revenue and a column (e9) for the YTD expense...I know it would be easier to create a column for each month but I already have a report that gives me that detail if I need it...this report is really for each employee to see each month how their budget line items are doing...I was told this is doable but I would need to write a macro and that is where I really need the help...Have no idea where to begin

Thanks,
p

[etaf]

can you load an example with dummy data

not sure where you want the summary YTD in a seperate sheet or on the same sheet - or where each month would be entered

D9 and E9 doesnt help much

whats in A, B, C

where a the 12 months of the year ?

[Pedro15]

following on from above do you want individual totals for each expense/income as well as a grand total for each?

Pedro

[Pedro15]

The attached rough spreadsheet may assist.

Pedro

[nesr]

Originally Posted by Pedro15

The attached rough spreadsheet may assist.

Pedro

Sorry, what did loucrew8 want to do?

he want to make a summary table for each month of the year?

please loucrew8 explain more...
thanks Pedro for the example

[loucrew8]

Here is a copy of a spreadsheet...thanks so much for any help you can give me...
p

[Pedro15]

Where do you get figures from for rows 3 and 4?

And what is position if say Service Sales are $1400 and Retail sales are $800.
Maximum commission base under your structure on this scenario appears to be only $700 is this to be the base or the $800 .

Pedro

[etaf]

I know it would be easier to create a column for each month but I already have a report that gives me that detail if I need it...this report is really for each employee to see each month how their budget line items are doing.

We need to see the " Other Report" in order to work out how to populate the running total
if this sheet is saved - we would need to know the reference (drive ID - Directories and filename ) and we can update from that saved file ...

[loucrew8]

I just developed the spreadsheet (attachment -FinancialReportsJanaury2010.xls) for the employees to track their budget line items...the employees don't need the detail of the other reports...These reports are printed by a separate piece of financial software and are in no way linked to this spreadsheet...Once the reports are printed I manually input the expenses and the revenues...I just want to be able for the YTD columns to automatically calculate the totals for me once I do the manual input...It seems very easy in concept but in maybe its not possible but I'm not sure.

Thanks for any help
p

[etaf]

no attachment
so you should be able to set that up in a pivot table and then refresh each time you update quite easily

Do you use the monthly data at all or just copy and paste into a spreadsheet
if so then a good facilty is to create a list then when you enter data the pivot will automatically refresh with the ! button

do you have an example of the data entry ?

If its simply the addition of columns in a different worksheet

=SUM(sheet2!A2:A500)
if the data for expenses are on sheet 2 and in cells A2 toA500

[loucrew8]

Thanks so much for any help...Its sounds so simple but its causing quite the frustration....I've done a little reading on the tables you suggested but never done one before...I have attached a "dummy" spreadsheet attachment.

Thanks,
P

[etaf]

that dummy is the same as the last one
We need to see the sheet where the actual value entries for expense and revenue are entered - for each month, so they can be added up

all your showing is a summary sheet

we need to put a formula into cell E and G which calculates all the months up - where is this information held ?