Tricky budget sheet code

Sedwards84

New Member
Joined
Jun 22, 2020
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Hi,

I have created a custom budget sheet that we will be using in our organisation and have hit a road block with what I would like it to do next, and hope that someone may be able to offer some help. I have scoured the internet and tried to work this out but my knowledge is limited! Thank you in advance if you can help.


I have a table on the left (I will refer to this as 'Item table') where we will input individual items purchased for the current project.

And a table on the right (I will refer to this as 'balance sheet') which will show a running total / balance sheet for each area of cost.

The 'item table' on the left has a drop down filter to select which cost area each item inputted will be assigned to.

Multiple items will be added to the 'item table' for each cost area at different stages of the project.

I would like to know if it is possible, with formulas, to send the cost (column O) from each item, and add to the 'spent' column (U) for each cost area. Each time a new item is added and an area of cost chosen, the new cost will then be added to that cost area on the balance sheet. Giving a running total of what has been spent in that area.


Second to this I would like to have a macro button at the top of the item table titled 'New Item' that automatically creates a new row underneath the last item inputted on the 'item table'. This new row will have that days date pre-inputted in column G (off screen). This isn't strictly necessary, but would be a nice feature.


Thirdly, I would like to have a macro button titled 'Print Balance' at the top of the 'balance sheet' that automatically prints the pre-selected cells of the balance sheet. This will be used to bring to meetings.

cheers, Sam

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1592847055813.png
 

Excel Facts

Does the VLOOKUP table have to be sorted?
No! when you are using an exact match, the VLOOKUP table can be in any order. Best-selling items at the top is actually the best.
Glad to help & thanks for the feedback.
 
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