Hello,
I want to create a Sheet that automatically links the data from another sheet. I am able to do this after the figures are inputted, however, I want them to go directly to the Bankroll Inputs automatically - as soon as I have entered them - based on a date in a cell.
The data from Trades sheet (Row 58) should go into the Bankroll Inputs sheet, based on the Date of the Trade (Trades - Row 2). Once the date is determined, it would take the amount from row 58 and push it to bankroll sheet column I, to the corresponding month.
Example:
$950 (row 58 column B) would go into cell I8 on Bankroll sheet on January 5th,
$475 (row 58 column C) would go into cell I8 on Bankroll sheet on January 11th, and
$475 (row 58 column D) would go into cell I8 on Bankroll sheet on January 24th.
$950 (row 58 column E) would go into cell I9 on Bankroll sheet, on February 1st,
$950 (row 58 column F) would go into cell I9 on Bankroll sheet on February 5th, and
$925 (row 58 column G) would go into cell I9 on Bankroll sheet On February 11th,
Hope this makes sense to you.
Thank you,
Nancy
Hi Nancy,
It would be helpful if you could upload a file (remove any confidential information but leave the structure as is) to help us get to grips with the examples you described.
Riny
Hello,
You should be able to get what you want with the SUMIF function. What you need to work with is how to check what month the transaction dates has, and I assume also for the corresponding year. How to solve that depends if your dates and months are text values or as dates, i.e. numbers.
Another solution is to use a pivot table, but that requires that your data is in a tabular format.
If you can provide a sample file it will be easier to give you a working solution.
Br,
Anders
Thank you for your comments so far, Riny & Anders.
My apologies, as when I posted the question, I had attached a file and while I awaited approval from the admin, it showed the attachement.
I am uploading it again here.
Thank you, much appreciated.
Hello,
See attached file for one way to solve this.
As your dates are numbers it makes it easier to sum the values per month. In short I am using the SUMIFS and EOMONTH functions to sum the values per month, when the transaction dates equals or passes the current date.
I hope this is to your help.
Br,
Anders
