Excel: 12 months+ 36 pivot = 48 sheets...can I simplify it?
This is the way I organize my bank transactions.
I have a "transactions" tab with the following columns, left to right:
Account name|Year|Month|Date|Description|Category|Dollar amount
I run pivot tables off that (very long) table as needed. Since I have both
the account name and Year & Month columns it is easy enough to isolate one
account's transactions in June of 2006 by using that constraint in a pivot
table.
It's easy to navigate.
The data I download from the banks is the Date, Description, and Dollar
amount. The other data are automatically populated via formulas, i.e.,
=YEAR(D2) returns the year in the date data, etc.
Dave
--
Brevity is the soul of wit.
" wrote:
Hello!
I have one sheet per month collecting data from different bank accounts
and that equals to 12 sheets.
For each month I have 3 pivot collecting and showing data each of them
in a different sheet equal to 36 sheets in total.
The problem is that it is hard to navigate those pages using the tabs
under the sheet.
I tried to simplify it reducing the number of pages: I have put the 3
pivot directly on the month page, just right of the bank account data.
In this case I have a problem because when I select a bank row to copy
it I also select the pivot data and that is not what I want.
So, the question is: how to make it easy? I'd like to reduce the number
of pages having each month data and pivots on the same page or....?
I saw people having a universe in a single page but how to navigate it?
Tks,
Ataru
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