blinden1983
New Member
- Joined
- Jun 21, 2011
- Messages
- 1
i'm trying to create a straightforward invoice and budget tracker in excel. right now i have 3 worksheets in my xls.
the first is the main page. it has 4 columns: project #; planned budget in $s; invoiced amt in $s; remaining $s (=planned minus invoiced). except for the invoiced amt column, all the columns are already populated.
i want my co-workers to be able to be able to input invoices as they come in into another worksheet. that worksheet will have the following columns: project #; invoice amt; vendor name; employee name
i've tried creating a pivot table that will populate with just project # and invoice amount data as it comes in throughout the fiscal quarter/year and is entered in the table described in the paragraph above.
basically i want the "invoiced amt" column on the first main page to continually update with the $ amt info as it is entered. i'm running into difficulty because there are multiple invoices per project #. so i can't simply populate the pivot table with the project #s right off the bat. they have to continually update and coincide as the info is entered.
i hope this makes a little bit of sense. obviously i am not an advanced excel user by any means. any help/guidance would be greatly appreciated.
thanks very much
the first is the main page. it has 4 columns: project #; planned budget in $s; invoiced amt in $s; remaining $s (=planned minus invoiced). except for the invoiced amt column, all the columns are already populated.
i want my co-workers to be able to be able to input invoices as they come in into another worksheet. that worksheet will have the following columns: project #; invoice amt; vendor name; employee name
i've tried creating a pivot table that will populate with just project # and invoice amount data as it comes in throughout the fiscal quarter/year and is entered in the table described in the paragraph above.
basically i want the "invoiced amt" column on the first main page to continually update with the $ amt info as it is entered. i'm running into difficulty because there are multiple invoices per project #. so i can't simply populate the pivot table with the project #s right off the bat. they have to continually update and coincide as the info is entered.
i hope this makes a little bit of sense. obviously i am not an advanced excel user by any means. any help/guidance would be greatly appreciated.
thanks very much
