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Need Help linking worksheets
I recently took a part-time job as bookkeeper for an organization where I
need to be able to print a report on demand of current finances. I have a workbook with 3 sheets. The first one is the General Ledger Report, 2nd, receipts, and 3rd, lists the disbursements. My general ledger is: Begin. Bal. plus Receipts minus Disburs, plus or minus transfers =ending balance. The Ledger is listed by categories while the other two sheets are entered by the date each action occurs. Although I have used Excel for some time, I have only dealt with the simpler formulas and have never linked sheets together in a workbook. Is it possible to link the receipts and disbursements to the General Ledger so that every time I make an entry, it will reflect in my General Ledger report? Any info will be appreciated. Using Excel 2003 SP1 |
Hi there,
Say for example you wanted to add the contents of cell A1 in each of the 3 worksheets all you do is enter the equal sign = and then click cell A1 in the first sheet, enter the + sign, then click cell A1 in the second sheet, +, cell A1 in the third sheet. Then press enter when you have finshed and it will add the contents of all three cells in each work sheet. To use a cell in a different sheet to the one you are in you just goto that sheet and select it. Hope that helps, Naz, London "Carolly" wrote: I recently took a part-time job as bookkeeper for an organization where I need to be able to print a report on demand of current finances. I have a workbook with 3 sheets. The first one is the General Ledger Report, 2nd, receipts, and 3rd, lists the disbursements. My general ledger is: Begin. Bal. plus Receipts minus Disburs, plus or minus transfers =ending balance. The Ledger is listed by categories while the other two sheets are entered by the date each action occurs. Although I have used Excel for some time, I have only dealt with the simpler formulas and have never linked sheets together in a workbook. Is it possible to link the receipts and disbursements to the General Ledger so that every time I make an entry, it will reflect in my General Ledger report? Any info will be appreciated. Using Excel 2003 SP1 |
Carolly
Another way is to use VBA (automation). I have found that VBA is the most versatile way to do these kinds of things. Post back if this interests you. HTH Otto "Carolly" wrote in message ... I recently took a part-time job as bookkeeper for an organization where I need to be able to print a report on demand of current finances. I have a workbook with 3 sheets. The first one is the General Ledger Report, 2nd, receipts, and 3rd, lists the disbursements. My general ledger is: Begin. Bal. plus Receipts minus Disburs, plus or minus transfers =ending balance. The Ledger is listed by categories while the other two sheets are entered by the date each action occurs. Although I have used Excel for some time, I have only dealt with the simpler formulas and have never linked sheets together in a workbook. Is it possible to link the receipts and disbursements to the General Ledger so that every time I make an entry, it will reflect in my General Ledger report? Any info will be appreciated. Using Excel 2003 SP1 |
Thanks Naz, your answer got me started, however, my formulas are becoming
very long. This is what I am trying to do. My first sheet shows a beginning balance with receipts, and disbursements and ends with a remaining balance . I have several catagories, for instance one being Building Fund. Each catagory has a number code. My next worksheet has my receipts listed by date with the same code for Building fund that I used in my first sheet,and third worksheet has the check amounts written in each catagory with same code used for building fund. What I need is for everytime I enter a check I have written on the Building Fund that it would automatically be added to my disbursements on the first sheet, and the same thing for when I enter a deposit for the B.F. it would add to receipts on the first worksheet. What I am now doing is everytime I make an entry, hitting f2 and +, then going to each worksheet and entering in the cell. As this is a monthly report, I will have to do this 25 or 30 times for each code catagory. I hope I am making sense but wonder if there's an easier way, possibly with a formula using the code? "Naz" wrote: Hi there, Say for example you wanted to add the contents of cell A1 in each of the 3 worksheets all you do is enter the equal sign = and then click cell A1 in the first sheet, enter the + sign, then click cell A1 in the second sheet, +, cell A1 in the third sheet. Then press enter when you have finshed and it will add the contents of all three cells in each work sheet. To use a cell in a different sheet to the one you are in you just goto that sheet and select it. Hope that helps, Naz, London "Carolly" wrote: I recently took a part-time job as bookkeeper for an organization where I need to be able to print a report on demand of current finances. I have a workbook with 3 sheets. The first one is the General Ledger Report, 2nd, receipts, and 3rd, lists the disbursements. My general ledger is: Begin. Bal. plus Receipts minus Disburs, plus or minus transfers =ending balance. The Ledger is listed by categories while the other two sheets are entered by the date each action occurs. Although I have used Excel for some time, I have only dealt with the simpler formulas and have never linked sheets together in a workbook. Is it possible to link the receipts and disbursements to the General Ledger so that every time I make an entry, it will reflect in my General Ledger report? Any info will be appreciated. Using Excel 2003 SP1 |
Thanks Otto but unfortunately I know absolutely nothing aabout VBA.
"Otto Moehrbach" wrote: Carolly Another way is to use VBA (automation). I have found that VBA is the most versatile way to do these kinds of things. Post back if this interests you. HTH Otto "Carolly" wrote in message ... I recently took a part-time job as bookkeeper for an organization where I need to be able to print a report on demand of current finances. I have a workbook with 3 sheets. The first one is the General Ledger Report, 2nd, receipts, and 3rd, lists the disbursements. My general ledger is: Begin. Bal. plus Receipts minus Disburs, plus or minus transfers =ending balance. The Ledger is listed by categories while the other two sheets are entered by the date each action occurs. Although I have used Excel for some time, I have only dealt with the simpler formulas and have never linked sheets together in a workbook. Is it possible to link the receipts and disbursements to the General Ledger so that every time I make an entry, it will reflect in my General Ledger report? Any info will be appreciated. Using Excel 2003 SP1 |
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