Hello, I have an accounting record built in GSheets designed to enter transactions and based on a couple of selections properly allocate the transaction to individual accounts or all accounts.
I'd like to make some changes to enable more "automation" instead of hard coding ranges in the following ways. The goal is to make it easier to modify when adding additional individual accounts, groups of users etc. A few specific questions I have are listed in the sheet at the bottom but summarized here.
docs.google.com
Thank you!
I'd like to make some changes to enable more "automation" instead of hard coding ranges in the following ways. The goal is to make it easier to modify when adding additional individual accounts, groups of users etc. A few specific questions I have are listed in the sheet at the bottom but summarized here.
- How can I modify a formula to match a name in a list using only a partial match. Example finding "Jason", when "Jason C" is listed.
- I'm using index match to pull data from a table, I Need to modify the formula to use the index range from the table based on matching the headings between the two tabs.
- How can I modify a formula to apply only in a column where a heading is found in a list that matches a drop down selection.
Copy of Financials
Accounts Applied Date,Year,Month,Applies To,Transac Type Rel to User,Transaction Date,Description,Personal Contribution, Checking Acct (Deposit) ,Checking Acct (Debit),Checking Acct Balance,Hourly Reserves Billed (Hourly MX Costs YTD in RED),Savings Acct (Deposits),Savings Acct (Debits),Savings...
Thank you!
