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Default Auto-populate spreadsheet based on database info?

Hi,

I have populated a database(Expense) with 4 columns(Date, Description, Amount, Type) listed by date over several months. I have another tab(Expense A) where I would like this information to be displayed in matrix form by month. The matrix is based on the different Types, 7 in total. So the matrix has 10 columns(Date, Description, 7 Types, Subtotal) and would be listed by Date as well. My goal is to easily show the amount spent among the 7 Types on a month to month basis using the matrix and an chart.

My question is how can I use the info from the database to automatically populate the entries into the matrix. For example, if the database shows a Marketing entry in the Type column I would like that Marketing info(Date, Description, Amount) to populate in the matrix. I would like the amount from the database to populate in the appropriate column in Expense A based on the Type from the database. The Types from the dropdown in the database are matched to the 7 Types from Expense A in the Income A tab.

I understand this represents a redundancy of info but if anyone has ideas to accomplish this it would be greatly appreciated! I have attached the file for reference...
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File Type: zip Accounting.zip (68.6 KB, 84 views)
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Default Auto-populate spreadsheet based on database info?

On Monday, July 30, 2012 8:31:02 PM UTC-5, starnz wrote:
Hi,



I have populated a database(Expense) with 4 columns(Date, Description,

Amount, Type) listed by date over several months. I have another

tab(Expense A) where I would like this information to be displayed in

matrix form by month. The matrix is based on the different Types, 7 in

total. So the matrix has 10 columns(Date, Description, 7 Types,

Subtotal) and would be listed by Date as well. My goal is to easily show

the amount spent among the 7 Types on a month to month basis using the

matrix and an chart.



My question is how can I use the info from the database to automatically

populate the entries into the matrix. For example, if the database shows

a Marketing entry in the Type column I would like that Marketing

info(Date, Description, Amount) to populate in the matrix. I would like

the amount from the database to populate in the appropriate column in

Expense A based on the Type from the database. The Types from the

dropdown in the database are matched to the 7 Types from Expense A in

the Income A tab.



I understand this represents a redundancy of info but if anyone has

ideas to accomplish this it would be greatly appreciated! I have

attached the file for reference...





+-------------------------------------------------------------------+

|Filename: Accounting.zip |

|Download: http://www.excelbanter.com/attachment.php?attachmentid=515|

+-------------------------------------------------------------------+







--

starnz

I think you need to provide more detail about the logic of your project and before/after examples. send file with complete explanation to dguillett1 @gmail.com
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