I have a company that generates automatic funds in and out statements for each ATM in our system in an Excel sheet format. Sadly, it does not break down by machines, but rather day by day. My goal for this is to: create an automatic statement that groups the data of funds in and out from each machine, which all have unique ID names. The website i get the data from lets me select the date ranges, but breaks down by each day with each machine funds in and out below it.
I am wanting to create a system where I can do the following:
1. Import the premade Excel sheet into some location, maybe OneDrive.
2. When this file is uploaded, I want another Excel document to generate a automatic statement that:
a. Creates a sum of each machine from each date range, for the columns "Funds In, Funds Out, Net Funds"
3. I also need Excel to calculate tax and such from this data into columns next to it but I can do this myself.
If anyone has any suggestions or knows who I can contact that would be great. I don't really know who to consult in making such a detailed Excel sheet system.