Forum Discussion
Excel: autofill data from one column into another
Here is a link to a very small portion of the spreadsheet:
Ideally, I'd like to link the text in column B (membership, concession, etc.) and it's corresponding amount that is in column D to then pull into the appropriate column (F-R):
https://docs.google.com/spreadsheets/d/1-Xhbz7BL_dDsWJRADzZJlQpVEbLNkR_ROt_V46taC-0/edit#gid=1510105844
Here's an example of what can be done. The basic idea would be using the IF function to populate those other columns (F through P) based on what has been entered. I've added a data validation tool to the "Payee" column, based on a table on the second sheet. That ensures consistency in the spelling of the entries--and also enables people just to select from a DropDown menu.
You say this is a "very small portion" of the full spreadsheet, so I've stopped with this.....My sense is that you might need some more solid design thinking, but without knowing the big picture that's about all I can say.
I'm attaching, in addition to a slightly revised version of what you posted, a sample of a budget spreadsheet that uses a different method to differentiate income from expense. You might want to consider that; when that's done, the Pivot Table works well to summarize data.
- Sarah_LeathermanJul 27, 2023Copper ContributorThis is so helpful! Thank you! It's exactly what I'm wanting to do. It's a little beyond my capabilities. 🙂
When I type the same formula you have into my spreadsheet (I used the membership formula in column F), it says my formula is invalid. Is there something I'm missing?
Sarah- peiyezhuJul 27, 2023Bronze Contributorhttps://techcommunity.microsoft.com/t5/excel/automate-with-excel-and-a-database/m-p/3857029
like this?