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Extract data from list for Summary worksheet.
I am looking for advice to streamline creating a capital budget summary and
not sure of the best method. Current format: Each business unit (BU) in the division has a separate worksheet in the workbook. Each worksheet is designed for BU to list their capital equipment requests for the coming year. The worksheets are not identical; at least in regards to number of rows. Column labels are identical: fleet code, equipment item, acquisition cost, annual depreciation or lease cost. The worksheet has been designed to list equipment needs by month. Example: Row 3 = January. Beginning with row 4, BU lists equipment items to be acquired in January. Each piece of equipment is listed in a separate row. After the January equipment needs are listed, next row will be titled February (A?); however other cells in same row will sum acquisition cost, depreciation and least costs for January in respective columns. Next row lists equipment needs to be acquired in February and the process continues for each month of the year. I have thought about redesigning in a list format. Columns to capture BU, fleet code, equipment item, acquisition cost, month of acquisition, etc. BU, Fleet Code, and equipment item columns would have data validation to insure consistent data entry. The summary worksheet will not have to show BU name, but will need to count all like equipment (fleet code), and sum acquisition cost, depreciation or lease cost. Is it possible in Excel to extract from the list and place on a separate worksheet, the count of like equipment (fleet code) with equipment item, and sum acquisition, annual depreciation or least costs? In other words, if there are 6 rows for air compressors with an acquisition (acq) cost of $1000 and an annual depreciation of $48 each, the extract would show 1 row with Fleet code, equipment item and the sum of acq ($6000) and sum of annual depreciation of $288. Would this be possible with and Advance Filter? Any advice would be greatly appreciated. TIA Jan |
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