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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
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Linking sheets to fetch transactions from sheets to another
 
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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.
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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
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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)
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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
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Linking sheets to fetch transactions from sheets to another
 
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here is sample file.
Attached Files
File Type: xls Ledger.xls (43.0 KB, 12 views)
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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
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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, 11 views)
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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
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Linking sheets to fetch transactions from sheets to another
 
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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.
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