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Source Report - What formula would link data into another Report Automatically

S

smc001

Member
Generated daily in excel format...

Source Report: Column B1-B3 (* general office supplies or * apparel or * training)

Source Report: Column C1-C3 (provides the dollar amount spent)


The Main report is in excel format...


Main Report: Column A1-A3 = Defined Name (general office supplies or apparel expenses or training expenses)

Main Report: Column B1-B3 = Dollar amount needs to populate into this cell.


So when I click update/edit links it should pull the data from where ever source the links are connected...


I need to know what formula I should place in the Main Report Column B1-B3 that would automatically search the source report and pull over the dollar amount.


The source and main report are in two different workbooks... Any ideas are greatly appreciated....
 
As well I was just looking at the Source data for the column (C1-C3) dollar amount and it is listed as custom for the text type. instead of numbers.. does this need to be converted to numerical first? can this be worked into the formula?
 
Good Day... Does anyone have any suggestions on how to accomplish this in a simplistic way? I am tring to reduce the steps to take to generate a daily report...Thank You in advance for any guidance!
 
Unless it's a single number you're wanting to pull from the outside report, you'll probably need to setup an XL query to look at a "table" in another workbook and then return sum values based on parameters (A1:A3).
 
Could I use a filter macro on my data... I found this example but, I dont' know what I should change to make it work for my data pull... I need it to search the data report and capture Column B1-B3...etc... (* general office supplies or * apparel or * training)

and then provide Column C dollar amounts. These dollar amounts are linked to the main report so the amounts automatically update each time the filter is ran on new data report that generated daily... Example:


Sub AutoFilter_Begins_With()

'Put the * mark after the word in which you would like to filter for this macro


Range("A1").AutoFilter Field:=1, Criteria1:="Enter Criteria Here*"


End Sub


Questions:


Under range ("A1") Would I put ("B1:B3")


As well would I put *general office supplies in the "enter criteria here"?


How many different macros based upon different criteria can be ran in the same workbook. (I have 15 different criteria I am search and each criteria will yield a dollar value, which needs to populate in the main report under Actuals for that specific criteria).. I have hard time doing simple charts, let all of this unusual language/codes/etc.


Would this work example work? Or I'm not understanding the proper use and just going in circles, which I appear to be doing most often these days. Thank You for any ideas
 
Oh, sorry thank you for your idea but, I don't even understand "you'll probably need to setup an XL query to look at a "table" in another workbook and then return sum values based on parameters (A1:A3). You could be speaking Ubbi Dubbi's from Zoom back in the day...See the challenges I face...LOL
 
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