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Excel work calender with automated invoice generator

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(@mnahsan)
Posts: 3
Active Member
Topic starter
 

Hi, 

(screen shots of the doc attached) 

I have designed a work schedule/timetable on 1 sheet and invoice on another. By inputting the data on the calendar, the idea is to generate the info I need from the invoice, by selecting year, month, vender etc. 

(I have managed to extract the info from the 'easy to the eye calendar' and put into a table on a another sheet as columns so then I can use  slicers easily).

(please see doc attached)

- I can obtain the information I need using slicers  BUT

Q. how can I add this to invoice sheet and and have it automated (such as using the slicers)  in a nice format????

 

Goal

- have an easy to view calendar 

- I input data into calendar (what I'm working) 

- from calendar the invoice can be generated by company, month, year etc 

- save, print , process etc these as necessary 

 

issues:

- The struggle is (correct me if I'm wrong) I am unable to use pivot tables as some info in the table is empty (i.e. some days are holidays/free slots etc )? 

(note I don't want to be putting free slots for the gaps as this would be inefficient) 

- I can get the information I need by using the slicers but how do I add this to the invoice without having to copy paste/ delete every time?

 

Any ideas would be greatly appreciated!!!!

Note: I'm new to excel, so still learning 🙂

Thanks in advance.

 

(screen shots of the doc attached) 

 
Posted : 17/02/2022 9:28 pm
Philip Treacy
(@philipt)
Posts: 1629
Member Admin
 

Hi Mohammed,

Please supply your Excel workbook(s) and examples of the layouts/results you want.  

Regards

Phil

 
Posted : 18/02/2022 1:14 am
(@mnahsan)
Posts: 3
Active Member
Topic starter
 

Please see file attached.

(please note the 'easy to view calendar' is not fully complete in linking with the 'list calendar view'

I had to manually link the sheet, i.e. each cell ….not sure if there is a easier/quicker way? if anyone can help with this also that would be great!

 

Thank you 

🙂

 
Posted : 18/02/2022 7:08 am
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