Forum Discussion
Creating an automatically changing spreadsheet copy
Hey! I tried to find a solution for this problem in the Internet but I couldn't find any or maybe I just can't describe my problem So I am creating a budgeting tool with Excel. I have a sprea...
Well, to me this looks good and quite easy to understand. There's a lot of information which is the reason I need many spreadsheets. Just can't share everything here since it would require too many screenshots and wouldn't actually provide much valuable information here.
I could just make two different but identical spreadsheets but changing both each time would make it a bit annoying. And there would be an increased risk for making a mistake when trying to modify both the exact same way.
I could just make two different but identical spreadsheets but changing both each time would make it a bit annoying. And there would be an increased risk for making a mistake when trying to modify both the exact same way.
I looked at your screenshot, and Mr Van Ekelen is correct, you should maintain only one transaction table, and maybe several dim tables.
then you will create a data model so everything is dynamic (automatic) and easy to maintain.
The tables in the screenshot you provided would represent your future analysis pivot tables, you can create an income pivot table, an expense pivot table, a pivot table for taxes, a pivot table for your actuals budgeting, and a pivot table for your forecast budgeting.. etc.
When you update items or add items in your category dim tables for example, you only have to add, or update in one place and it will propagate in your transaction table as well as all your analysis pivot tables.
cheers