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How to create summary reports with worksheet linking formulas

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    How to create summary reports with worksheet linking formulas

    I attach a sample payment analysis worksheet which I want to illustrate my question. When you open the workbook ASY you will find the first worksheet JAN13 which is the Master worksheet, now I want a summary report of my payment analysis (heading and totals) presented vertical in worksheet2 by auto reference linking formula. Actually I can do it by referencing cell by cell method which is a waste of time. I need a formula that I enter once and copy down or one that automate the summary. The referencing formula should give results where the raw is constant and only the column changes when copy down. See worksheet2 cell A4, if I have the right formula in cell A3 copy down should return "ENERGY" the data in cell F2 of JAN13 worksheet. Same question apply to worksheet2 cell C4.
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    Last edited by Ziveh; 01-23-2013 at 09:02 PM.

  2. #2
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    Re: How to create summary reports with worksheet linking formulas

    Hi ziveh and welcome to the forum

    It would help us more, if you could add some samples of what your expected outcome should be?

    However, try this. in A3, copied down...
    =IFERROR(INDEX('JAN13'!$D$2:$K$2,1,ROW(A1)+1),"")
    and in C3, copied down...
    =IFERROR(INDEX('JAN13'!$C$2:$K$15,MATCH(C$2&"*",'JAN13'!C2:C15,0),MATCH($A3,'JAN13'!$C$2:$K$2,0)),"")
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    Regards
    Ford

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    Re: How to create summary reports with worksheet linking formulas

    Formula for cell A3 in worksheet2 does work (solved) and thank you very much. But for cell C3 formula, it only return correct information for E13 - PURCHASE and H13 - WAGES, may be I should give exactly what I am expecting. Ok, data in cell C14, C15, D14 and D15 were only for me to check whether the payment analysis worksheet Adds. The only data I need in worksheet JAN13 were totals in cell E13 to cell K13.

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    Re: How to create summary reports with worksheet linking formulas

    Your first formula also solved my problem for cell C3 in worksheet2. Thank you very much for your help.

  5. #5
    Administrator FDibbins's Avatar
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    Re: How to create summary reports with worksheet linking formulas

    Happy to help, and thanks for the rep

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