Forum Discussion
Count across other files
May I clarify what are you going to show at the beginning of the year (in Jan, Feb, Mar, etc) where you have no 6-months back history?
As a comment, from data modelling point of view it's always better not to split workbook on monthly sheets but keep in one sheet log table for all members and all periods, creating all kind of reports based on it.
Finally, which Excel platform/version do you use?
- Hi Sergei, thanks for the response.
This is all to do with a charity providing food for those in need, not a gym as I put in my first post. As we have received funding from a council they are asking for activity stats and reporting these stats is where the headache is.
We only have 3 months of data so we have to provide that in lieu of 6 months. The people engaged by the charity who deal with the clients may have little or no experience of Excel so I don't want to send them a huge file which they may break!
So I send them a file for each months which provides some monthly stats. I then manually transfer a small table to the new sheets for other cumulative stats.
As I'm writing this in response I've just thought of a way to do what I need to do so I will go away and have a play. If I hit a dead end I may be back for more ideas!
Thanks
ChrisHi Chris,
So, here is half administrative half technical task. From administrative point of view it's desirable what clients provide you information in exactly the same format for all them. As simple as possible taking into account they have no experience in Excel, but have all necessary information. I guess the key point period shall be mentioned.
Technically it's better not to add each such report into separate sheet but keep log in one master sheet appending report one to another. Perhaps some problem will be to add period for each record, but that's solvable. Hope these activities will continue for years and one master log will be more reliable solution.
Having master log you may generate any report for your sponsors or for your own needs. Using formulae or PivotTable.
All above could be done fully automatically or half-automatically, depends on platform you use.
Anyway, it's better to have samples of actual report with sensitive information removed.
