Copy data from a MASTER SHEET to Monthly Sheets

[Terry Echols]

Hello:

I have done this so many time in the past but it's been more than a decade since I've "programmed" Excel so I'm a LOT (lol) rusty.

I have a template setup for creating new customer accounting sheets. I'd like to alter this to use a MASTER sheet (currently called STATEMENT - name is also used in other programming so I don't want to change it) and 12 monthly tabs/sheets for Jan through Dec.

When I enter an item on the master sheet, I'd like it copied to its appropriate month.

Date is A13 to A38 on the STATEMENT/MASTER SHEET. So when I type a date of 2/15/17 it should copy the row data to the Feb sheet. Same for all other months.

Could someone help me with this formula please.

 

[DILIPandey]

So you have a master sheet and then one sheet for each month i.e.. total 13 sheets in your workbook
A13 to A38 are headings which will have data... currently blank.. so if you type 2/15/17 in any cell in range a13 to a38, you want that column to be copied in Feb sheet.. but where in Feb sheet .. or I am missing something.?


Regards,
DILIPandey

 

[SpillerBD]

I wouldn't copy anything.
Master would be your source data. It should be Table.
A column to calculate would be Period (Month Year) as Text

Create a Pivot Table that uses Tabular display and No Subtotals and No Grand totals. Set the Pivot Table to refresh when opening the file.
The Period value would go in the Filter section of the Pivot Table.
Under Pivot Table options, choose "Show Report Filter Pages..."
For convenience, copy the Pivot Table Refresh All command from the ribbon to the QAT.
When you edit the Master, click the refresh Pivot Tables All command to update all the sheets.

If a correction to a pre-existing line needs to be made, its just done once on the master.