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Compiling Revenue Reports
I have been assigned the task of creating a daily revenue report that
automatically creates/updates a weekly, monthly, and annual report. The plan is to have Monday-Sunday and the weekly in 1 workbook and then January-December and the annual in another workbook. The user will enter data on the daily reports, which will then automatically update the weekly, monthly, and annual. Is there any way to reference each daily to create a day by day monthly, which will then create the annual by month? This will need to be done every year and starting next year it will need to show daily variances to the previous year. What would be the quickest and best way to link the worksheets/workbooks, to compile this data correctly? |
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Compiling Revenue Reports
You want a pivot table. It will do everything you want.
Debra Dalgliesh has great information on them, starting he http://www.contextures.com/tiptech.html Regards, Fred "allstarbowl" wrote in message ... I have been assigned the task of creating a daily revenue report that automatically creates/updates a weekly, monthly, and annual report. The plan is to have Monday-Sunday and the weekly in 1 workbook and then January-December and the annual in another workbook. The user will enter data on the daily reports, which will then automatically update the weekly, monthly, and annual. Is there any way to reference each daily to create a day by day monthly, which will then create the annual by month? This will need to be done every year and starting next year it will need to show daily variances to the previous year. What would be the quickest and best way to link the worksheets/workbooks, to compile this data correctly? |
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