Forum Discussion
Fixing Hyperlinks in a Copied Worksheet (on an Apple Mac)
Depending on what your desired end goal is, those lists of account transactions--I'm assuming that you're looking at some summary or extraction of a defined sub-set of data from the comprehensive database--you might find it more suitable to use a few of the Dynamic Array functions. Let me direct your attention to FILTER, UNIQUE, SORT. Also, this probably could be used to create a "custom" Pivot Table, PIVOTBY. I haven't used this last function yet; I have used the first three extensively, and found it very easy to create custom extractions of data on the spot, with (yes) a lot more flexibility than the Pivot Table tool itself gives you.
Mathetes - great to hear from you! Hope you are well this summer. You may remember me as the guy who tracks all the teas he buys. I wanted a way to use a worksheet name in the title cell of said worksheet.
It's so funny...I knew that if you read my post, you would ask why I do separate worksheets! I even thought about answering it prophylactically in my initial post, but decided to just pose the question.
I will review your response in more detail, but my initial answer is that each monthly worksheet has a section (that I didn't put in my attachment) that is month specific. It contains the paid amount and paid date of each bill that I must pay each month, as well as the savings "virtual" accounts with target amount and transfer date to savings.
But as I say, I will study your idea, as I am sure there is a more efficient way to track my finances. I have been doing it this way for at least 15 years and it has kept me on track, but now that I am retired, I have time to study a new way! You have sent me a few really sophisticated workbooks (Federal_Tax_Calculator and ForecastEOY_Balances for example) so I look forward to BudgetPivot.
NikolinoDE - thank you for including an attachment with the formula in it, as I was having trouble deciphering all the quotes and apostrophes. I will work with your formula later today and let you know how it worked out.
I think a short term fix may be NicokinoDE's formula and the long-term fix may be a redesign.
Thanks to both of you!