Forum Discussion
Automatic month and year generator in workbook
Hello, I am very new to excel and I am trying to make monthly spreadsheets to track our new births at our clinics. I have created 12 spreadsheets for each month but would love to be able to aut...
If you ever want to create overviews of your data, now is the time to reconsider your design. It is far easier for Excel if all data is on a single tab, in a table. I propose you create a table with columns like this:
Date, Time, Clinic name, [bunch of columns containing details about the birth such as name, sex, .... Each detail needs to go in its own column]
The table should have one row for these headings, data goes in the subsequent rows.
When a new birth needs to be entered, simply type the details on a new line in the table. Tip: today's date is quickly entered by pressing control+;
As soon as you have one or two lines in that table, click in any cell of the header row and press control+t (t for table). That will tell Excel this is a single table and will ease sorting and filtering. Make sure the "My Table has headers" checkbox is checked.
Next, click on the "Table design" tab on the ribbon and enter a meaningful name for the table in the name box top-right in the ribbon.
For quick and easy filtering, on that same ribbon tab, click the "Insert Slicer" button and select the column(s) you want to easily filter on.
Date, Time, Clinic name, [bunch of columns containing details about the birth such as name, sex, .... Each detail needs to go in its own column]
The table should have one row for these headings, data goes in the subsequent rows.
When a new birth needs to be entered, simply type the details on a new line in the table. Tip: today's date is quickly entered by pressing control+;
As soon as you have one or two lines in that table, click in any cell of the header row and press control+t (t for table). That will tell Excel this is a single table and will ease sorting and filtering. Make sure the "My Table has headers" checkbox is checked.
Next, click on the "Table design" tab on the ribbon and enter a meaningful name for the table in the name box top-right in the ribbon.
For quick and easy filtering, on that same ribbon tab, click the "Insert Slicer" button and select the column(s) you want to easily filter on.