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Monthly Accounts to Annual Summary|General Excel Questions & Answers|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…Monthly Accounts to Annual Summary
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Monthly Accounts to Annual Summary
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Meyanui
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November 9, 2016
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November 28, 2016 - 7:30 pm
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Hi there, I know I have come again to my most reliable source.

I need formulas that will help such that when I enter a code and the amount it automatically registers the value in its respective cell.

Secondly, I should be able to link all the months such that I can get over all at the ANNUAL SHEET. 

Thank you

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Mynda Treacy
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November 30, 2016 - 8:06 pm
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Hi Meyanui,

I suspect the reason you haven't had an answer to your question yet is because you haven't been clear in your requirements. You say "I need formulas that will help such that when I enter a code and the amount it automatically registers the value in its respective cell." but you haven't said what cell you want to enter a code into, nor given an example of the code, or the amount it would automatically register and where. In the workbook there aren't any examples either.

Please provide a couple of examples in a revised workbook so we know what you expect to see and where.

Secondly, the layout of this workbook is not ideal for summarising. It may be easy to enter data into, but that's at the expense of being able to easily analyse and summarise that data. You should be aiming to capture your data in a tabular format and the create the monthly report sheets and summary from that. More on tabular data and why you should be using that format here: https://www.myonlinetraininghu.....ata-format

Kind regards,

Mynda

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Meyanui
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December 1, 2016 - 8:05 pm
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Thanks for the reply and concern Mynda

As You enter a detail and the code say, code 100 and the amount spent (500), it should automatically appear "I4". Same with other enteries.

After all entries have been made for september, the BALANCE CARRIED should automatically appear as brought forward for the month of OCTOBER.

The "ALL MONTHS" Sheet just shows the total summary spent for each month. The ANNUAL SHEET details the sum total of all the months.

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SunnyKow
Puchong, Malaysia

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December 6, 2016 - 5:24 pm
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Hi Meyanui

Please refer attachment. 

I would recommend you follow Mynda's advice and capture your data in a tabular format. It will be easier to summarise and analyse using PivotTable.

Sunny

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Meyanui
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December 6, 2016 - 7:41 pm
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Thanks Sunny. I very much appreciate the formula for the entries

Kind regards.

Meyanui

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