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valentina_c2410's avatar
valentina_c2410
Copper Contributor
Oct 31, 2023

Pull values from monthly tabs based on today's date

Hi everyone, completely new with excel here so excuse the ignorance. I am making a monthly budget spreadsheet, with individual tabs for every month. I want an overview that will change automatically based on current month so that it pulls data from a specific cell in the matching tab. For example, if today's date is 1/11 I want it to pull values from the tab named 'November'. Posting screenshots for reference. I appreciate any help!

 

 

  • Hey, Kindly share the sheet atleast so we can check the formula. As per the screenshot you are getting error and there could be many reasons.

    Kindly share the sheet or link to view the file.
    • valentina_c2410's avatar
      valentina_c2410
      Copper Contributor

      Excelonlineadvisor thank you for your reply. I've attached the file, simplified as the cells with the error are not relevant to what I'm trying to do. Basically I want the cells in rows 6-9 of the 'Monthly Budget Summary' tab to change based on the current month. So if today was November, it should pull the data from rows 7, 15, 24 and 30 from the tab 'November', and do so for every month. I hope I am explaining myself clearly enough 🙂

       

      monthly budget 1.xlsx

      • Excelonlineadvisor's avatar
        Excelonlineadvisor
        Iron Contributor

        This is quite easy.

        Step 1 : Add 1 additional sheet and create a date from MONTHLY Sheet (Pic 1)

        Step 2: Create a date filter and fetch month OR Month filter and use vlookup to fetch data from the new sheet.

        Let me know if in case of any doubt or DM.

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