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How to create an ongoing sales spreadsheet that also auto-generates monthly breakdowns?

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    How to create an ongoing sales spreadsheet that also auto-generates monthly breakdowns?

    Hey, I'm not very good with Excel and I have to create an ongoing sales spreadsheet that lists sales by order of when they come in. This part is easy. The harder part is also generating, in additional spreadsheets, the same data but organized by month (ie, January, February, March, April, etc).

    I've been racking my brain trying to figure this out! I would really appreciate it if someone could show me how to do this! I'm attaching a spreadsheet that I've been working on with the formatting. Thanks!!

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    Re: How to create an ongoing sales spreadsheet that also auto-generates monthly breakdowns

    @ConceivablyPerfect

    Check the attached file
    It contains a code and the instructions to do what you asked for
    Attached Files Attached Files
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    Re: How to create an ongoing sales spreadsheet that also auto-generates monthly breakdowns

    Hi ConceivablyPerfect

    Here's another approach whereby you can make the transfer as soon as you complete the line item data.

    Double Click on any Cell in Column H of Sheet Lists.

    Please Login or Register  to view this content.
    John

    If you have issues with Code I've provided, I appreciate your feedback.

    In the event Code provided resolves your issue, please mark your Thread as SOLVED.

    If you're satisfied by any members response to your issue please use the star icon at the lower left of their post.

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    Re: How to create an ongoing sales spreadsheet that also auto-generates monthly breakdowns

    @ vichopalacios Thank you so much this is exactly what I need!! You are great! Just one small favour to ask, do you think you can add two columns to the ones that are already there? Telephone number and venue. Thanks!!!

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    Re: How to create an ongoing sales spreadsheet that also auto-generates monthly breakdowns

    @ vichopalacios Thank you so much this is exactly what I need!! You are great! Just one small favour to ask, do you think you can add two columns to the ones that are already there? Telephone number and venue. Thanks!!!

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    Re: How to create an ongoing sales spreadsheet that also auto-generates monthly breakdowns

    @ConceivablyPerfect

    Nice to hear it helped you.
    You are very welcome

    The code has been added, it's up to you to update the titles in all the rest of sheets.
    Attached Files Attached Files

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    Re: How to create an ongoing sales spreadsheet that also auto-generates monthly breakdowns

    This is great!! Thank you!!!

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    Re: How to create an ongoing sales spreadsheet that also auto-generates monthly breakdowns

    Don't forget to mark the thread as SOLVED
    and, if you fill OK, click on the little star, here, on the left down corner

    good luck

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