We have a list of employees who are alloted a certain amount to spend on items in a given year. The list shows every purchase made.
We need to make a summary showing the balance remaining for each employee. I am attaching a screen shot showing the data we have currently and below that the summary report we need.
How do I do this? I need to be able to update this summary report every month to show the new Total Spent and Balance Remaining.
summary report to show account balance
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- 3StarLounger
- Posts: 310
- Joined: 19 Apr 2010, 16:18
- Location: middle of the state of Washington
summary report to show account balance
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- 3StarLounger
- Posts: 392
- Joined: 25 Jan 2010, 12:21
Re: summary report to show account balance
It seems to me based on your diagram, if you fill in the names in B26:B35 in C26 enter the formula:
=VLOOKUP($B26,$B$2:$D$21,COLUMN()-1,0)
Copy C26 and paste into C26:D35.
In E26:
=SUMIF($B$2:$B$21,B26,$N$2:$N$21)
Copy E26 and paste to E27:E35
In F26:
=D26-E26
Copy F26 and paste to F27:F35
I couldn't test it since I did not feel like entering in your values (you should consider attaching an XL file not a screenshot...)
Steve
=VLOOKUP($B26,$B$2:$D$21,COLUMN()-1,0)
Copy C26 and paste into C26:D35.
In E26:
=SUMIF($B$2:$B$21,B26,$N$2:$N$21)
Copy E26 and paste to E27:E35
In F26:
=D26-E26
Copy F26 and paste to F27:F35
I couldn't test it since I did not feel like entering in your values (you should consider attaching an XL file not a screenshot...)
Steve