Forum Discussion
help with connecting 2 worksheets with dates and amonuts
I strongly suspect, from reading your description, that I will be inclined to suggest you maintain a single database (i.e., don't separate transactions by year; just have them dated)
Excel can handle single databases very well, doing its own separation based on date fields in each row. We get in the way when we create separate sheets by year or month--those might make sense when you're keeping paper ledger sheets, but separating like that interferes with Excel's abilities.
But let's take a look at what you've done.
And also - I have sample workbook for you to see, but how do I attach it??
You'll need to place it in OneDrive or GoogleDrive and share the link. Make sure you do it in a way that it's not "Read Only" -- so use a copy, so that those of us offering advice can also test what we're suggesting.
- Ana_M1212May 19, 2022Copper Contributor
Hello, thank you so much.
Here's the link: https://docs.google.com/spreadsheets/d/1oTKLa-zww2dSkj1POaU7QNiL-Uk0BtnJ/edit?usp=sharing&ouid=114934743106846975786&rtpof=true&sd=true
I think I understand what are you trying to say, but still can't visualize how to do it.
- mathetesMay 19, 2022Gold Contributor
Well, after looking at your file at Google, I'm going to turn your last sentence--"I think I understand what are you trying to say, but still can't visualize how to do it."--and turn it around: "I can visualize what you ARE doing, but I still can't understand what you're trying to accomplish."
Also, it's a "View Only" file, so I and others here can not do anything with it other than view it.
Please put in a bit more information (or add some description here in a post) on what each column represents (doing it in English, if you don't mind). What is the relationship between the Master sheet and the yearly ones, as you have it set now?
In general a much more complete description of the business purpose and the various process steps by which data gets collected and entered would be helpful.
- Ana_M1212May 19, 2022Copper ContributorHere it is: https://docs.google.com/spreadsheets/d/1oTKLa-zww2dSkj1POaU7QNiL-Uk0BtnJ/edit?usp=sharing&ouid=114934743106846975786&rtpof=true&sd=true
Found it - it's on editor now.