Update Monthly Reports

Aug 25, 2007

My workbook contains 12 monthly spreadsheets (one for each month of the year). It will also contain an additional spreadsheet, I’ll call “Update”.

At the beginning of each month I will copy and paste new account information into the monthly spreadsheet (for whatever particular month we are currently in). The columns (J-N) will be blank. I will then copy and paste account information into my “Update” spreadsheet (this is done twice a week per month, from 8 to 10 times per month). This spreadsheet will contain data that needs to update my monthly spreadsheet (for whatever particular month we are currently in). The “Update” spreadsheet column B needs to populate columns J-N on my monthly spreadsheet and this will depend on column C of the “Update” spreadsheet.

Sorry to be confusing . . . .
Update Spreadsheet
Column B – Payment Amount (dollar amount)
Column C – Commission Type (Low, Medium, High, Super, Duper)

Monthly Spreadsheet
these columns need to be populated with the dollar amount
Column J – Low
Column K – Medium
Column L – High
Column M – Super
Column N – Duper

I forgot to mention that all data is compared via the account number!

However, to make it even more confusing if I am updating my monthly spreadsheet and during the 8 to 10 times I update it during the month I find that I already have a dollar amount posted for a particular account for a particular commission type (Low, Medium, High, etc.) I do not want it to keep adding up the dollar amounts. So, if I have an account that has $25 for “Low” and then next time I update my monthly spreadsheet I have an additional $75 for “Low”, for the same account, I do not want it to calculate it to $100. I need it to either color code that entry on the “Update” spreadsheet or toss it onto another spreadsheet . . . just so it stands out and I know that I have to handle it differently.

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I am currently trying to manipulate date ranges for monthly and quarterly reports, and am having trouble doing this. I have attached a file with an example of what I would essentially need.

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If a project falls in two months, such as "18.12.2008 to 15.01.2009", this would be treated as 1 project for December and 1 project for January. Also, I would need only "NETWORKDAYS" included in the solution, so 11 days in this example.

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Files :- [url]

i have upload 2 worksheets (in a zip file)

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