Hello members,
I am creating an excel tracker for my projects because I want to be able to track everything in a single spreadsheet.
One of the sheets is for finance. For my projects, I put an example below for my Projects Budget sheet and Projects Payments sheet. In the budget, I have all the details from the project agreement. In the payment sheet, I included some information from the budget, as project, project agreement version, services, service team, service type and description, and added the columns Invoice date, Invoice #, #unit and $ paid.
I wanted to create another sheet combining both budget and payments to track for each budgeted task the amount budgeted, total units budgeted and how many was billed for, the amount paid, and the remaining of units and amount.
What would be the easiest way to do it? Any thoughts?
Kind Regards,
Fernanda
Hi Fernanda,
You could use Power Query to create a new table that merges these tables together with the final set of columns that you want in your report. You will need to select multiple columns from each table to perform the match because the project and project agreements items are not unique per row.
See lesson 3.04 of the Power Query course for more on merging tables.
Hope that points you in the right direction.
Mynda
