Forum Discussion
Integration of worksheets and dashboard in Excel
- Dec 03, 2024
Sorry, I forgot to attach the changes
Thanks for this.
I think there is a behaviour error.
For ships that do not call to PMNZ facilities, we do charge them the appropriate fee for anchoring. See row 8 - CruiseShip1. This should have found that this is a fee of $4200 (column R is calculating this) and added it to column AH. Is this a formula error that is preventing it showing through?
I put the columns M & N in to try and calculate out those ships that do not get charged for berthing as they call to PMNZ facilities compared to those that just anchor and are available to be charged.
Would conditional formatting allow the row for a ship to completely grey out once the ship has departed?
For the invoicing side, the spreadsheet looks good and works.
For the projects, that have p/wk or p/hr, is there a way to be able to add those hours/weeks in and it auto-calculate?
I've added some comments to the sheets to try and explain what I mean.
The anchoring dashboard - Great!!
I've had a play with moving the ships to the various anchorages and for some reason they don't seem to be moving across into the current actual section?
To get the data into the invoice template on the original workbook. Does it need both the shipping board and the invoicing board to send the data to a final "round-up" table before then going on to the template when required?
Regarding Invoice
Yes, it's combining data from the Shipping Board and The Invoice Book.
The blue section of the "Working table" is getting data from the Invoice sheet and the Yellow bits are getting data from the Shipping Board
I did have values for labour, I called it "Staff Costs" but you can change the wording. You could have a formula that concatenates text and values
="Labour: "&X7&" hrs at $"&AA7&"/Hour"
I don't know where to get the p/wk values from?
The invoice lines are built up using a single FILTER formula that looks in the working block and filters to only pull lines where they are marked as "Yes"
=FILTER(N10:Q17, O10:O17="Yes")
The FILTER column is a separate table that checks if the row has data in it, that's because each invoice will have a varying number of lines depending on what was charged.
You can use the SLICER to show only "Select" lines to make the invoice neater
Lastly, please give kudos if you feel this has been helpful.
Cheers
Mark