How to auto-populate an expense form based on a given month

Copper Contributor

Hello,

 

I would like some ideas on how to make excel populate an expense form based on the month I select from my drop down.

 

For my example I selected the month of February. The expense form should read the two dates of expenses 2/17 & 2/24, then that they are both shipping charges, from shippo, and the total cost of each charge was $10. Then I could tie-out that my form is correct to the total charges for the month of February. For that, I put in a formula that will total the charges of that month =SUMIF(Expenses!B7:B222,VLOOKUP(B4,Table7,2,0),Table_4[TOTAL]). 

 

I would like that when I change the date in my drop down that excel can fill out the form itself. Does anyone have ideas on how to do that?

 

 

Reimbursement Form.JPGExpenses Form.JPG

1 Reply

@MKemppai 

 

If you can post the actual spreadsheet, I (or somebody else) could give you some more help. In the absence of that, I would suggest that you research the FILTER function (requires one of the newer versions of Excel). Here are two good places to start:

https://exceljet.net/excel-functions/excel-filter-function

and

https://www.youtube.com/watch?v=9I9DtFOVPIg

 

To post your actual spreadsheet, use either OneDrive or GoogleDrive and post a link here.

Learn everything about our brand-new Dynamic Arrays and how you can use them to build advanced spreadsheets. Arrays (CSE) have long been present in Excel, but were limited to power users. With Dynamic Arrays we have rebuilt the calc engine, effectively turning all formulas into array formulas ...