I have an excel workbook that has a Year To Date summary in it. People enter new data into the YTD summary (along a row there are 15 columns of data to be entered). One of the criteria for the entries is report date. I would like to have other sheets in this workbook (Each named a month, ie. jan, feb, mar) pull the entire row data to each sheet based on the month it was reported. Ie. if the report date was 01/16/09 I would like it to pull a copy of the information from the YTD sheet and put a copy into another sheet labeled JAN. If the report date was sometime in February, I would like it to pull any report date for February and put a copy of the info into a sheet named FEB. and so on. There could be 1 entry for a month or 100 entries, but I would like to have it all summed on the YTD page but also have the data broken out into each month sheet for ease of looking at. Is there an easy way to do this? I looked at Pivot tables and really didn't see that it applied easily to this situation. Currently, the design is for the people to enter the data into the YTD sheet and then every couple of days copy the data for that particular month to that months sheet. Then there are formulas on another page that pull data from that month spreadsheet and do calculations for a monthly summary. I would like to simplify the process so that the data only has to be entered the one time into the YTD sheet and the rest is automated.
June 11, 2009 5:43 PM
August 19, 2013 7:53 PM