Data Entry Forms //// Profit and Loss account - V. Confusing

[troubled]

Can anyone give me any advice on creating a data entry form in Excel?

Its going to be a profit and loss account btw

Also,

In the profit/loss part of the account i would like to have it split into months. The data entry will be filled at the end of the week and will automatically go into the month part. I dont know how to make it so the data from the data entry form goes into the correct month. I think its something to do with validation or macros

Can anyone help me? - If u need more info on my question just post again
Keep in mind im an Excel rookie

 

[Smitty]

Re: Data Entry Forms //// Profit and Loss account - V. Confu

Welcome to the Board!

Probably the simplest way is to set your form headers in a new sheet, then select Data-->Form. It's Excel's packaged data form. It's not the prettiest in the world, but it's functional.

From there you can use VLOOKUP or SUMIF depending on how your P&L summary is set-up.

Try posting a bit of what you've got so far, using Colo's HTML Maker. You'll find the link at the bottom of the page.

Hope that helps,

Smitty

 

[troubled]

Re: Data Entry Forms //// Profit and Loss account - V. Confu

It kinda wasnt what i was looking for - I want to actually do the data entry form in excel cells and use formulas and macros to update the profit and loss account.

Does anyone know how to validate a cell in this circumstance?
I want it too only accept data on 4 saturdays a month - This will obviously mean using the date/today function
Because i want excel to update the profit and loss account when i type it in every saturday. This will happen 4 times every month but i dont really understand the date codes etc.

Anyone help?

 

[Smitty]

Re: Data Entry Forms //// Profit and Loss account - V. Confu

See Chip Pearson's site for working with Dates in Excel: http://www.cpearson.com/excel/datetime.htm

Hope that helps,

Smitty

 

[NateO]

Re: Data Entry Forms //// Profit and Loss account - V. Confu

I might have what you want backwards:

Book5
	A	B	C	D	E	F	G	H	I	J
2	Month	January
3					Jan	Feb	Mar	Apr	May	Jun
4	Rev	88		Rev	88	102	96	119	84	84
5	Exp	69		Exp	69	79	68	88	72	71
6	NI	19		NI	19	23	28	31	12	13
Sheet3

Book5
	A	B	C	D	E	F	G	H	I	J
2	Month	Feb
3					Jan	Feb	Mar	Apr	May	Jun
4	Rev	102		Rev	88	102	96	119	84	84
5	Exp	79		Exp	69	79	68	88	72	71
6	NI	23		NI	19	23	28	31	12	13
Sheet3

Book5
	A	B	C	D	E	F	G	H	I	J
2	Month	April
3					Jan	Feb	Mar	Apr	May	Jun
4	Rev	119		Rev	88	102	96	119	84	84
5	Exp	88		Exp	69	79	68	88	72	71
6	NI	31		NI	19	23	28	31	12	13
Sheet3