exporting from a template into a monthly excel list database

  • Thread starter Thread starter jake
  • Start date Start date
J

jake

I have made a template, for a retail establishment in
office97SBE. The departments are in rows, and different
registers are in columns, with the department subtotals
being in a third column removed from the the department
labels. The difficulty I'm having is how to make the
figures auto update into a seperate worksheet, with the
same departments, but a weekly, monthly, a year-to-date
and previous year columns. Than seeing that the form
hasn't changed a way to import all the previous worksheets
into the list.

Any help would be appreciated!
 
The difficulty I'm having is how to make the
figures auto update into a seperate worksheet, with the
same departments, but a weekly, monthly, a year-to-date
and previous year columns.
Click to expand...

It sounds like you really want a database program, rather than Excel.
Databases are much better at keeping historical records and choosing a
subset of the records to make a report on.

If you want do it in Excel you will have to mimic the functionality of a
database. You'll have to store your information like this:

Date Department Register Proceeds
2/13/04 Mens 1 $1097.68
2/13/04 Shoes 1 $898.21

etc.

If you want to enter the information on a template, you'll have to run a
macro to copy the information from the template into the table format I
mentioned above.

Then it is easy to use the database functions (Dfunctions) to get the
totals for weekly, monthly, and year-to-date.
 
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