Reference of company x fee x date

SirKevin30

New Member
Joined
Apr 5, 2023
Messages
6
Office Version
  1. 365
Platform
  1. Windows
Hi, I will try to explain briefly and concisely where I need help for:
I have an overview of companies and fees that are expected to be achieved on a certain date.
I want to transfer this data neatly into a new tab that clearly shows which fee is expected for which month. How can I make the correct reference of amount and date with the respective company.

1680697134815.png

marked them by color to help me explain.
So when I fill in the yellow cel in sheet 1, I want it to appear on sheet 2 in the corresponding month of the final transaction date automatically (sheet 1) So that in the future I dont have to copy/paste everything but it just keeps on going whenever I fill in a new Succesfee x chance% and dates.

Is this even possible? If so, help me you legends :D
 
Well, your second language English is great compared to my second language spanish. So, I appreciate that!

Can you create a unique ID for each transaction you are working on? Maybe a short name of the company and a datestamp?
for instance company Any Buggy Company, Inc. starts a transaction on March 31, 2023. The Unique ID could be
ABC2023090 or something like that.

Data Note: However, this does mean that if you ever have lots of transactions with that company, for matching purposes you need to always and only use ABC as the prefix for that company's transactions.
Shouldn't be a problem, sheet 1 is fully handmade basic excel with only some substracting formulas. So if an unique ID is benefitting for solving my question, it should be possible.
 
Upvote 0

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