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December 29, 2022
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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
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Power BI
January 31, 2022
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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
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December 7, 2016
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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
Active Member
December 29, 2022
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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.
VIP
Trusted Members
December 7, 2016
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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
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