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Need help in automating a financial package compiled in Excel.
We have clients that use QuickBooks for their accounting. We then run reports and key the most current data into an Income Statement trend tab. This tab feeds the rest of our package via links. The problem is that we spend way too much time updating links and chart source data. Our package is basically: a tab that compares the most current month with the prior month (side by side columns) a tab that compares the most current month with the same month last year (side by side) a tab that compares this YTD with the same period for last year (side by side) a tab full of approximately 8-10 charts I have learned the Offset function and can make the charts all show the most current 12 months so that as soon as we key the most current month data that they all update. So if we had May06-Apr07 from last month then keyed in May07 data into the trend, the charts would all change to June06-May07. Had to create a named range for each row to be graphed. Not sure if that was the best way but it works. I don't know what the best way to do the other P&L comparison tabs. I thought I could use Offset but someone else showed me the Index/Match function. The problem with using that is that I don't want to have to tell it which columns to grab since they are relatively the same each month (i.e., current month vs prior month). I would think that I could tell it in Column D to always grab the latest month and in column E to take column D less one month. I need this as automated as possible so that when we key the most current month in the trend tab that all the other tabs update accordingly. We have spent the last two years manually updating all of these every month - you will save my life if you can help me. Thanks! -Steve |
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