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Roll up and consolidated reports in excel

wnorrick

Member
I have several budgets (76) in excel and need to produce a roll up report showing each entity and totals for each budget category, i.e. Repairs & Maintenance, Administrative, Marketing, etc. I already have a copy of each line item budget in a workbook and was wondering if there is a way to get them into the roll up without copy and paste. i also then have to do a consolidated report and was wondering if there is a way to automate that too. Thank you for any help and suggestions.
 
Without sample sheet with your data source and how you want the output to look like. It's difficult to help you. Can you upload a sample workbook?
 
Chihiro, Thank you for your reply. i have uploaded a brief sample of what i need to do. The report is not formatted yet but i think you will see what i need to do. i also need to do a consolidated report that looks just like the property 1 and 2 reports but just adds the data together. it will have a lot more properties in it.
hopefully my sample helps. Thank you for any suggestions.
 

Attachments

  • Sample Roll Up Report.xlsx
    254.9 KB · Views: 4
Ok, so it looks like Header from B2:H2 doesn't exactly match Column A in each sheet.

In this case, best bet is to use INDIRECT to dynamically reference sheet name.

For B3: =INDIRECT("'"&$A3&"'!"&"V24")

You have to set up for first row by changing "V24" portion manually, but then you can drag and drop for rest of rows.
 

Attachments

  • Sample Roll Up Report_Indirect.xlsx
    257.8 KB · Views: 6
Ok, so it looks like Header from B2:H2 doesn't exactly match Column A in each sheet.

In this case, best bet is to use INDIRECT to dynamically reference sheet name.

For B3: =INDIRECT("'"&$A3&"'!"&"V24")

You have to set up for first row by changing "V24" portion manually, but then you can drag and drop for rest of rows.
Thank
 
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