Jul 06 2022 08:13 AM
Hello,
I'm trying to create a summary page in excel that automatically updates when I create invoices in excel. I want the summary page to pick up the invoice number, date and amount. I don't want to have to keep putting in these details. I have tried linking cells by simply putting = sign but I run into all sorts of problems. What is the best what to go about doing this?
Thanks
Pj
Jul 06 2022 12:33 PM
If invoices are in the same format you may collect all workbooks with invoices in one folder and use Power Query to pickup and summarize required information.
It all depends on which Excel version/platform you are.