Excel reporting

  oo7juk 11:24 16 Feb 09
Locked

Hi,

At the moment I'm using an Access program that I don't like, more comfortable with excel, but don't no where to start?

Current stage:

1. I receive excel doc containg invoice data.

2. I rename doc and save to a directory.

3. I open Access, enter invoice number and this runs a query.

4. As a result of the above, a report is generated producing figures per department.

5. I use the above to square with original hard copy of invoice.

The above looks at the job number e.g. etd10 assisgns to department - Blue and generates total for that department.

What I would like excel to do:

When I receive excel doc, rename and save to directory.

Create spreadsheet that looksup above workbook and genrates same report.

The access prg has a table with 3 columns 1st - job number, 2nd - description and 3rd - department.

Can I create a workbook that refers to specific workbook and once I enter current invoice number it generates a breakdown of the invoice per department. The original invoice is sorted per job number and each job number(s) are assigned to a particular department.

I was thinking of using a vlookup, but that would only return one result. I'm looking to split a figure e.g. £5,000 into 5 different departments witha total using the job no fromthe original spreadsheet I receive electronically from a third party.

i don't know if this can be done without using VB. I know how to create command buttons, but that is for opening other sheets within a workbook.

e.g. of Access table

Job no Description Department value
et100 paper blue £100
et130 stamps yellow £149
et150 envelopes green £170
et200 imaging blue £200

The report would generate a report detaling the following:

blue £300
yellow £149
green £170

I would have to set up a table that assigns the job no's to department. Various job no's are assigned to the same department.


I'm using excel 2002

Many thanks

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