Forum Discussion
building a Budget spread sheet
I have a spread sheet that I use for budgeting it is one budget with 4 categories (facilities,) 1 AC, 2 J, 3 PARK, 4 B. each category has 8 subcategories, (1 L supplies, 2 B, 3 A, 4 CL2, 5 M service, 6 M, 7 S P & 8 PPE.) I monitor these facilities individually.
What I would like to do is use one form that I would fill out, that would send the right data to the right facility and category. I have all my facility work sheets working the way I want, I just am trying to get the data from the input form to them.
The input form I have setup I would list all products we have purchased, when, from, for what and how much.
I have attached what I have.
5 Replies
teb372020 I'd recommend you to use a Pivot Table on you your transaction listing (Tab: INPUTE FORM). Added some data to your example (Facility J) to demonstrate the principle.
First, I created an Excel Table of the list. Then, I made some Pivot Tables (Tab: PT) from it. One that lets you select the facility. The other has all facilities in one table. Choose whichever works best for you. It took no more than 30 seconds to create. Double-click on a number and a new sheet is created, showing the underlying transactions. When you are done you can delete it, as it can be recreated anytime.
From here, you can easily match the actual spending to your budget.
Thank you I have not use a pivot table before I will look at it Riny_van_Eekelen
I was thinking I should be using the if, or match something like that I will play with it!
teb372020 Good! Pivot tables are great for what you want to do. The help screens can guide you further. If you have anymore questions, come back here.
teb372020 , you missed the attachment, please add it
Sorry it is added Thanks! SergeiBaklan
