Hi! I am looking for your help to design easiest automated report which includes daily retails and at end of month there is a consolidated report underneath. End of every month i want a report to trigger details by selecting catevory as in the colomn header and month wise also.
please note there are 2 sheets i want help with.. 1. P.T CASH (as in PETTY Cash) 2. bank
added a fair amount of transactional data under the "data" tab (assuming that it is the source of data for filling in those reports you want filled)
disabling (or disconnecting for the time being) any reliance on external data sources...I certainly don't want to have to be directed elsewhere; I can't speak for others here in the techcommunity in that regard, but I suspect I'm not alone.
let us know what version of Excel you're working with. It would be very helpful if you have the most recent, and/or a subscription to Office 365, because it has some functions that could be very useful to you.
So far as your own design process is concerned: my advice would be to concentrate on the functional issues first; get to colors and font formatting later...at this stage, too much energy put into prettification can actually get in the way of functionality.