Forum Discussion
Excel and PDF
I have a PDF file that is stored in our SharePoint which has a budget for our office that is broke down by GL Codes and then broke down by subcategories. I need to create an Excel spreadsheet that when inputting monies spent in the different categories will communicate with each other. Example: I enter in the spreadsheet hotel cost, plane ticket, Uber for something that has been budgeted and listed in the PDF that will automatically draw a line through it. I also need Excel to keep track of what is left in the budget and let us know what percentage is used or how much we have to spend. Any ideas or help?
1 Reply
An initial observation: I find it hard to believe that expenses from one trip--for "hotel cost, plane ticket, Uber"-- would totally wipe out budget lines for travel in those categories. It certainly would be the case that the balance would be reduced, and that you'd want to track that but to draw a line through it, not likely.
How extensive (how many rows and columns) does that PDF budget sheet contain? I'm thinking that rather than coming up with a way to have Excel and the PDF interact with one another, it would be far easier--as in FFFFAAAARRRRR easier--to just recreate/copy those budget figures, categories and all into a spreadsheet of their own, and then use another sheet in the same workbook to enter expenses and reduce the remaining budget allocations for that category.
