Hi All, is there anyway to rollover monthly financial data with most efficient way?
I need to prepare the financial data on monthly basis and there is about 50 worksheets in the excel with different format/set of data/nature of income/expenses.
In my financial data, i have the column of “monthly”, “quarter” and “Year-Date”. Every month i need to add on preceding month data into quarter and year to date column manually. After that, i need to clear data in monthly column for me to input current month data.
Is there any better way to do that? Possible to use Power Query on it? Thanks.
I need to prepare the financial data on monthly basis and there is about 50 worksheets in the excel with different format/set of data/nature of income/expenses.
In my financial data, i have the column of “monthly”, “quarter” and “Year-Date”. Every month i need to add on preceding month data into quarter and year to date column manually. After that, i need to clear data in monthly column for me to input current month data.
Is there any better way to do that? Possible to use Power Query on it? Thanks.