Hello wonderful people!
I'm trying to help my sister set up an excel spread sheet to help her track her billing. Basically, she has a group of clients (lets say 10) and she needs to track the work that she's done for each on a daily basis. This work can fall into several categories such as phone calls, emails, meetings, documentation etc.
I'm hoping to set up a workbook where the first sheet will be where she enters her data. I've already learned how to set up a drop down menu, and have the first column set to be a drop down of her client names. My goal is then when she enters data on a client (ie did 3 hrs of meetings on June 1) it would that data over to another sheet in the same workbook specific to that client so at the end of the month she has a running tally for that specific person. Overall, the workbook would have the summary page first (where she enters the data) and then a unique page for each client that would auto populate with data each time that client was selected.
Problem is, I'm not really familiar with the advanced functions of excel so I have no idea where to start. I've found out info on macors, if/then, and vlookup, but the main issue is I have no idea how to do this so I don't know what function to research! Ideally it'll be as simple as possible since my sister is a complete excel dummy.
To try and make it a bit clearer, here is what the first sheet would look like:
[TABLE="width: 500"]
<tbody>[TR]
[TD]Client
[/TD]
[TD]Date
[/TD]
[TD]Email
[/TD]
[TD]Call
[/TD]
[TD]Documentation
[/TD]
[TD]Meeting
[/TD]
[/TR]
[TR]
[TD]John Smith
[/TD]
[TD]June 1
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Jane Doe
[/TD]
[TD]June 1
[/TD]
[TD][/TD]
[TD]0.5
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]John Smith
[/TD]
[TD]June 2
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD]2.5
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Jane Doe
[/TD]
[TD]June 2
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]4.5
[/TD]
[/TR]
</tbody>[/TABLE]
I'm hoping then to have a sheet just for "John Smith" where it would recognize that's the client she picked in the drop down menu and auto fill the data across. His sheet would then look like this:
[TABLE="width: 500"]
<tbody>[TR]
[TD]Date
[/TD]
[TD]Email
[/TD]
[TD]Call
[/TD]
[TD]Documentation
[/TD]
[TD]Meeting
[/TD]
[/TR]
[TR]
[TD]June 1
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]June 2
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD]2.5
[/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
There there would be another sheet for Jane Doe's data etc...
Can anyone let me know how I could do this? I don't even know where to start! I have the first page set up, but that's it
Thanks so much!
I'm trying to help my sister set up an excel spread sheet to help her track her billing. Basically, she has a group of clients (lets say 10) and she needs to track the work that she's done for each on a daily basis. This work can fall into several categories such as phone calls, emails, meetings, documentation etc.
I'm hoping to set up a workbook where the first sheet will be where she enters her data. I've already learned how to set up a drop down menu, and have the first column set to be a drop down of her client names. My goal is then when she enters data on a client (ie did 3 hrs of meetings on June 1) it would that data over to another sheet in the same workbook specific to that client so at the end of the month she has a running tally for that specific person. Overall, the workbook would have the summary page first (where she enters the data) and then a unique page for each client that would auto populate with data each time that client was selected.
Problem is, I'm not really familiar with the advanced functions of excel so I have no idea where to start. I've found out info on macors, if/then, and vlookup, but the main issue is I have no idea how to do this so I don't know what function to research! Ideally it'll be as simple as possible since my sister is a complete excel dummy.
To try and make it a bit clearer, here is what the first sheet would look like:
[TABLE="width: 500"]
<tbody>[TR]
[TD]Client
[/TD]
[TD]Date
[/TD]
[TD]Email
[/TD]
[TD]Call
[/TD]
[TD]Documentation
[/TD]
[TD]Meeting
[/TD]
[/TR]
[TR]
[TD]John Smith
[/TD]
[TD]June 1
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Jane Doe
[/TD]
[TD]June 1
[/TD]
[TD][/TD]
[TD]0.5
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]John Smith
[/TD]
[TD]June 2
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD]2.5
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Jane Doe
[/TD]
[TD]June 2
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]4.5
[/TD]
[/TR]
</tbody>[/TABLE]
I'm hoping then to have a sheet just for "John Smith" where it would recognize that's the client she picked in the drop down menu and auto fill the data across. His sheet would then look like this:
[TABLE="width: 500"]
<tbody>[TR]
[TD]Date
[/TD]
[TD]Email
[/TD]
[TD]Call
[/TD]
[TD]Documentation
[/TD]
[TD]Meeting
[/TD]
[/TR]
[TR]
[TD]June 1
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]June 2
[/TD]
[TD]1
[/TD]
[TD][/TD]
[TD]2.5
[/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
There there would be another sheet for Jane Doe's data etc...
Can anyone let me know how I could do this? I don't even know where to start! I have the first page set up, but that's it
Thanks so much!
