Forum Discussion
reporting specific data to a separate tab
Kodipady Attached! I've deleted a lot of the info and had to remove names etc.
So (for example) on the "school purchases" tab I want a list of all the school purchases - the amount would be in the far right column of data (although in this case because I've deleted data there are no school purchases, but any column will do), and then the description needed would come from the "comment" column. Does that make sense?
moohead , thanks for the sample sheet. It helps!!
Your requirement to update School Purchase tab is feasible, but i am afraid it will be complex and difficult to maintain.
As an alternative option, do you have flexibility of changing the structure of Cash Book tab ? if yes, I recommend a simpler structure with following columns
- Ref
- Date
- Description
- Transaction type (income/expense)
- Heading ( this might have event name etc)
- Category ( all of the categories you have in columns )
- Income Amount
- Expense Amount
- comments
Once you have this, you can create summaries using Pivot tables. this is very flexible reporting tool and easy to use.