Microsoft Office Forums

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 09-01-2011, 04:10 AM
waqer waqer is offline Linking sheets to fetch transactions from sheets to another Windows 7 32bit Linking sheets to fetch transactions from sheets to another Office 2007
Novice
Linking sheets to fetch transactions from sheets to another
 
Join Date: Mar 2011
Posts: 4
waqer is on a distinguished road
Default Linking sheets to fetch transactions from sheets to another


I have created two sheets. One sheet contain basic data about customers such as account number, loan amount etc and other sheet list transactions of all customers in chronological order. I have created third sheet to allow me see report of each customer in similar fashion like a bank statement. I am able link this sheet to the first sheet to display basic information by using VLOOKUP function. Now I select/type account number of desired customer and corresponding information is displayed.

However, I need guidance regarding linking this sheet to second sheet to fetch transactions of only desired customers. I have tried little bit through VLOOKUP function but it only displays first transaction.

Please me suggest some ways to accomplish desired task.
Reply With Quote
  #2  
Old 09-01-2011, 05:32 AM
OTPM OTPM is offline Linking sheets to fetch transactions from sheets to another Windows 7 32bit Linking sheets to fetch transactions from sheets to another Office 2010 32bit
Expert
 
Join Date: Apr 2011
Location: West Midlands
Posts: 981
OTPM is on a distinguished road
Default

Hi Waqar
If you are able to provide an anonimised version of your spreadsheet then I will take a look at it for you to see how it can be achieved.
Tony(OTPM)
Reply With Quote
  #3  
Old 09-01-2011, 11:12 AM
waqer waqer is offline Linking sheets to fetch transactions from sheets to another Windows 7 32bit Linking sheets to fetch transactions from sheets to another Office 2007
Novice
Linking sheets to fetch transactions from sheets to another
 
Join Date: Mar 2011
Posts: 4
waqer is on a distinguished road
Default

here is sample file.
Attached Files
File Type: xls Ledger.xls (43.0 KB, 6 views)
Reply With Quote
  #4  
Old 09-01-2011, 11:52 AM
OTPM OTPM is offline Linking sheets to fetch transactions from sheets to another Windows 7 32bit Linking sheets to fetch transactions from sheets to another Office 2010 32bit
Expert
 
Join Date: Apr 2011
Location: West Midlands
Posts: 981
OTPM is on a distinguished road
Default

Hi Waqer
I have created a Pivot Table Report using the Scheme Number as the key on a new Sheet called Account Summary. Click on the drop down field in B2 on this sheet to view all transactions for a selected Scheme.
Hope this is what you are looking for.
Good luck.
Tony(OTPM)
Attached Files
File Type: xls Ledger.xls (44.5 KB, 5 views)
Reply With Quote
  #5  
Old 09-01-2011, 12:35 PM
waqer waqer is offline Linking sheets to fetch transactions from sheets to another Windows 7 32bit Linking sheets to fetch transactions from sheets to another Office 2007
Novice
Linking sheets to fetch transactions from sheets to another
 
Join Date: Mar 2011
Posts: 4
waqer is on a distinguished road
Default

This is not what I am looking for. I think I can view transaction by simply applying filter. I want to automatically fetch all transactions of particular scheme with all details such as invoice amount, date, taxes etc in relevant columns upon selecting account #. I must use given format (on ContractLedger sheet) for calculation of remaining balance.
Reply With Quote
Reply

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
merge excel sheets Mahen Excel 2 08-03-2011 12:21 AM
Linking sheets to fetch transactions from sheets to another Repeated Cells in different sheets mhdagtas Excel 2 04-27-2011 12:02 AM
Linking sheets to fetch transactions from sheets to another form a database from multiple sheets udea Excel 1 04-25-2011 02:34 AM
Linking sheets to fetch transactions from sheets to another How to syncronize data in two different sheets diegogeid Excel 2 09-30-2010 12:19 AM
Linking sheets to fetch transactions from sheets to another Forumla between mulitple sheets Phylis Sophical Excel 4 08-09-2010 08:43 PM

Other Forums: Access Forums - Senior Forums

All times are GMT -7. The time now is 05:27 AM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2020, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2020 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft