sangeet230
New Member
- Joined
- Aug 2, 2016
- Messages
- 4
- Office Version
- 2016
- Platform
- Windows
Hi there!
Maybe there is an easier solution to this because I am over thinking.
I have a small business and I make all my invoices through excel. I maintain a Customer Master in Table format in one sheet where I enter each new customer and assign a unique code. Next, I enter all the sales data in another sheet. I want to extend the functionality and make a Customer Balance Tracker in the same workbook. What I simply want is to have a sheet where i have all the Customer Codes(unique ones), Total Bill Value, Total receipt and Balance Amount.
I want that as soon as I enter a new customer in the Customer Master Sheet, the new tracker sheet be updated immediately with that new customer code. The Total Bill Value and Receipts can be SUMIFS from other sheets. How do I automatically update the Customer Code column in the Balance Tracker sheet with a new customer inserted in the Customer Master Sheet?
I understand that I can simply create a link. Example- Say suppose I entered 10 new customers in a day and I forgot to extend my other Table in the Balance Tracker sheet. I don't want to miss out a customer from the tracker.
Any help, appreciated! Thanks!
Maybe there is an easier solution to this because I am over thinking.
I have a small business and I make all my invoices through excel. I maintain a Customer Master in Table format in one sheet where I enter each new customer and assign a unique code. Next, I enter all the sales data in another sheet. I want to extend the functionality and make a Customer Balance Tracker in the same workbook. What I simply want is to have a sheet where i have all the Customer Codes(unique ones), Total Bill Value, Total receipt and Balance Amount.
I want that as soon as I enter a new customer in the Customer Master Sheet, the new tracker sheet be updated immediately with that new customer code. The Total Bill Value and Receipts can be SUMIFS from other sheets. How do I automatically update the Customer Code column in the Balance Tracker sheet with a new customer inserted in the Customer Master Sheet?
I understand that I can simply create a link. Example- Say suppose I entered 10 new customers in a day and I forgot to extend my other Table in the Balance Tracker sheet. I don't want to miss out a customer from the tracker.
Any help, appreciated! Thanks!