Process improvement - Is there a more efficient way? 3 excel sheets

shakethingsup

Board Regular
Joined
May 21, 2017
Messages
64
Office Version
  1. 365
Platform
  1. Windows
Hi may be confusing:confused:, but I'll try my best. The forum and members have helped me out twice before. I am trying to see if the process I'm following is the most efficient.

I am working with 3 different excel workbooks which can be combined into one.

1. workbook 1 - the template and ultimately the final product. The owner of the company prefers the workbook to look in a certain way - see image. This workbook has all the formatting and is the final product but is one month behind in information so we need to update it using workbook 2 and 3.
  • Every worksheet is a different property
  • Every worksheet looks the same i.e. the information begins on the same row/column
  • Arrears are Net O/S > $500.
  • Non-rental Arrears are Net O/S < $500.

MfA5hvi.png



2. In order to update workbook 1, workbook 2 (only has 1 worksheet) and 3 (only has 1 worksheet) are exported from our accounting software and then the worksheets are moved to workbook 1.

Workbook 2 (shown below) has all information (non-formatted 300-500 rows) in the above table except move in date. Workbook 3 has the move in date. In order to get workbook 2 to a usable state. I perform the following:

  • delete blank rows, delete subtotal rows and delete all rows with net o/s amount < $10 using sort/filter.
  • I create a column called move in date (circled in red), and vlookup between workbook 2 and 3 to get the date
  • I then use a formula to search across all worksheets (shown below) to get comments from our OLD workbook 1 because these are still relevant

=VLOOKUP(A4,INDIRECT("'"&INDEX(SheetList,MATCH(1,--(COUNTIF(INDIRECT("'"&SheetList&"'!$A$1:$c$4"),A4)>0),0))&"'!$A$1:$c$4"),2,FALSE)

DDjnbbn.png


Once this is done, I then copy and paste values back into workbook 1 by each property (worksheet).
 

Excel Facts

Why does 9 mean SUM in SUBTOTAL?
It is because Sum is the 9th alphabetically in Average, Count, CountA, Max, Min, Product, StDev.S, StDev.P, Sum, VAR.S, VAR.P.

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