Forum Discussion
Is it possible to selectively convert VLOOKUP results to values in a budget.
You've had over 80 views and no responses. I suspect that the lack of responses is due to the confusing nature of what you describe. So let me ask if it's possible for you to post a copy of the spreadsheet(s) involved, to supplement your verbal description. You might be able to attach a file or two in the area below the text box where you create your entries in this forum. If you're using the full text mode, that area looks like this
If that doesn't work, you can post files on OneDrive or GoogleDrive (or equivalent) and paste a link here that grants access.
All of that having been said, it's likely the case that VLOOKUP is not the most effective way to get data into a summary of expenses and the like for a budget analysis. Depending on the nature of the raw data, a Pivot Table can do the full summary of a year's worth of data, taking care of all the sifting and sorting. I'm attaching a simple example of the Pivot Table as the sole tool to summarize transactional data. Bear in mind: this is a simple example. Pivot Tables have lots of flexibility to help summarize a table of raw data.
You also are working with an old version of Excel. If you can do so, I'd recommend bringing your software up-to-date; there are many new functions and abilities.
You'd help us help you, though, by sharing a copy of the data you're working with, as noted above.