R
Robert R.
Hello,
I must say that you guys are FANTASTIC at this board and i have read
many of your posts throughout the years with great results. However, i
am looking for a solution to an idea I have for a finance related
project i am working on.
I have a 4,000 row spread sheet with information that is summarized in
the following fashion:
Division Code, Branch No., Account Number, Account Name, Total Year to
Date Expenses .
Each Division encompasses a region (e.g. North, South, East, West) with
many branches under it with corresponding expenses for each branch
organized by different account numbers. Some branches have more or less
account numbers and i ONLY want to see SPECIFIC account number
information being pulled for each branch.
Now what i am looking to accomplish is to link this 4,000 row sheet to
a combo box that allows me to select a branch by number (or name) and
only shows specific accounts without pulling ALL accounts for that
branch even if data is zero or none into a preset template :
Account 2000 - Car Expense
Account 3000 - Travel Expense
Account 4000 - Salary expense
Account 5000 - Overhead
Account 6000 - Recovery Expense
etc. where there could be many different account numbers for all of
these branches but i only want to pull the above to display which would
be linked to a chart in the same workbook. A filter
does not work since you can only select one account at a time. My
assumption is
filter all data by branch and somehow pull the data into a
pre-formatted
worksheet by category using vlookups for just those account numbers
that the managers
only want to see. I do not want use a pivot table because the boss
wants this in an income statement type of format so he can print this
off by branch. If this were a database the unique key would be the
branch no and account number combined. VBA code or suggestions would
certainly help since we are under a time crunch.
I must say that you guys are FANTASTIC at this board and i have read
many of your posts throughout the years with great results. However, i
am looking for a solution to an idea I have for a finance related
project i am working on.
I have a 4,000 row spread sheet with information that is summarized in
the following fashion:
Division Code, Branch No., Account Number, Account Name, Total Year to
Date Expenses .
Each Division encompasses a region (e.g. North, South, East, West) with
many branches under it with corresponding expenses for each branch
organized by different account numbers. Some branches have more or less
account numbers and i ONLY want to see SPECIFIC account number
information being pulled for each branch.
Now what i am looking to accomplish is to link this 4,000 row sheet to
a combo box that allows me to select a branch by number (or name) and
only shows specific accounts without pulling ALL accounts for that
branch even if data is zero or none into a preset template :
Account 2000 - Car Expense
Account 3000 - Travel Expense
Account 4000 - Salary expense
Account 5000 - Overhead
Account 6000 - Recovery Expense
etc. where there could be many different account numbers for all of
these branches but i only want to pull the above to display which would
be linked to a chart in the same workbook. A filter
does not work since you can only select one account at a time. My
assumption is
filter all data by branch and somehow pull the data into a
pre-formatted
worksheet by category using vlookups for just those account numbers
that the managers
only want to see. I do not want use a pivot table because the boss
wants this in an income statement type of format so he can print this
off by branch. If this were a database the unique key would be the
branch no and account number combined. VBA code or suggestions would
certainly help since we are under a time crunch.