Hi - I've not used pivot tables before, but I have been doing a bit of
reading and they might be what I need, might not so your advice would be
useful before I get bogged down learning thanks.
In workbook A I have a spreadsheet that records every purchase and payment,
however made. I want to break the sheet down into individual supplier
records in another workbook (I could stick to the same workbook if i had to,
but it is getting big).
So far, using simple functions like IF and VLOOKUP, I have created 2 sheets,
1 to record all the credit account suppliers and the other to record all the
cash purchases. I had it in mind to use 1 sheet per credit supplier and
simply show again the rows from Workbook A if the supplier name matched the
sheet name. Obviously this would create a large number of sheets but the
records would be just like having a card index and flicking to the supplier
required.
I tried to make a basic pivot table with the data and it failed because it
references another workbook (I think) and so i question if that is the best
way to go?
TIA
Chris