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Hi group;
I'm something of a newbie to Excel and have come across a problem that has been causing some headaches for my organization. The problem is this: We have a budget workbook with 2 worksheets-one for input of revenue sources that tracks invoices, and a 2nd sheet that holds the annual projected budget, tracks the monthly totals for each revenue source, and keeps track of the budget amount as it is reduced by revenue in put. The data input which tracks each invoice has 7 columns that represent invoice #, revenue source code #, individual's name that is paying; paying department name, and invoice total. The budget tracker sheet has columns representing the revenue source, the correlating source number, the months of the year, projected revenue, current revenue, and the differential. There are 37 rows holding the individual revenue source names, and each of the correlating numbers in adjacent cells. The problem is this: All entries must be duplicated manually from the input sheet over to the tracker sheet. Very wasteful of time and inaccurate. What I am attempting to do is write a macro, or VBA script that will allow the user to input data on the input sheet, and have it automagicaly update the budget tracking sheet. So far: I have tried recording a macro that directly inputs the info- the problem is the sheets aren't synchronized, nor have I figured out how to tell the macro it must use a specific identifier for each entry and combine the new with the previous. I have been looking through VBA script, and have some ideas-including re-formatting the row/column layout; but so far, the scripts I have looked at and tried don't show a key piece of what needs to happen, which is selecting the corresponding cell in the budget tracker to place the information from the input sheet, and perform the required SUM function. Here is a bit of the design: Input sheet __________________________________________________ ________________________ Invoice # | Project Code # | Month | Descr | Manager | Dept |Invoice Total| __________________________________________________ ________________________ SCC-001 | CC20103 | Jan | txt | Jones | DPR | $30,000. Budget Tracker sheet __________________________________________________ ___________________________ Source Name | Project Code | Estimated Rev. |Jan |~|TotBilled| Var __________________________________________________ ___________________________ DPR | CC20103 | $50,000.00 |$30K|~|$30,000. |($20K) Info is entered into the input sheet as invoices are created. That currency figure is then manually entered into the budget tracker for each month an invoice is created. The problem is that if there are multiple entries for the same project code in a month, the numbers must also be summed manually and then entered. This is where the problems with accuracy and relationship arise. I want to enter the figures into the input sheet only, and have the budget tracker update from that activity automatically. I would prefer to do this with Access or SQL, but we are restricted to Excel for the time being. I'm also condidering a re-write into VB or VB.Net to establish a user form font end, and use Excel as a database backend. Any ideas or input will be most appreciated!! |
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