G
g20egg
Hello,
I want to impove one of my processes in my job. we recive pdq
reconcilations from 40 different locations each day which are exported
into an excel format. I need to create a summary for each site daily
with the reconciliations so far in the month. so the data table will
be updated daily and i need the summary table to update when the data
is updated,
I initally thought i could do this with a pivot table, which i have
produced , but i need a column on the summary sheet which relates to
each transaction for the site. so as i update the pivot table the
comments move.
Example Data
Site Amount Site Code Narative
Summary Example
Site 1
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
Site 2
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
Site 3
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
I am totally lost on this now, any sudgestions
Regards
Gregg
I want to impove one of my processes in my job. we recive pdq
reconcilations from 40 different locations each day which are exported
into an excel format. I need to create a summary for each site daily
with the reconciliations so far in the month. so the data table will
be updated daily and i need the summary table to update when the data
is updated,
I initally thought i could do this with a pivot table, which i have
produced , but i need a column on the summary sheet which relates to
each transaction for the site. so as i update the pivot table the
comments move.
Example Data
Site Amount Site Code Narative
Summary Example
Site 1
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
Site 2
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
Site 3
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
Site Code Narative Amount /// Coment (Typed on summary)
I am totally lost on this now, any sudgestions
Regards
Gregg