Effortless Period-End Reporting: Excel Automation Techniques Revealed!

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  • เผยแพร่เมื่อ 5 ต.ค. 2024

ความคิดเห็น • 22

  • @Jojosmith342
    @Jojosmith342 6 หลายเดือนก่อน +3

    all thumbs up for another excellent, valuable tutorial. Thank you so much for sharing your knowledge. Already subscribed from the 1st lesson 👏🙏

    • @Up4Excel
      @Up4Excel  6 หลายเดือนก่อน +1

      Awesome, thank you and pleased you found it useful. I've saved so much time and produced so much better stuff over the years at work with this knowledge, so really happy to share it. Hope you enjoy the next video of on Wednesday 27th March 👍 John

    • @Jojosmith342
      @Jojosmith342 6 หลายเดือนก่อน +1

      absolutely. Can't wait for your next tutorials. thank you for your quick, kind message BEST John@@Up4Excel 🙏

  • @mahrezchabane6895
    @mahrezchabane6895 3 หลายเดือนก่อน +1

    As always perfect

    • @Up4Excel
      @Up4Excel  3 หลายเดือนก่อน

      So glad you think so, I shall try to keep it up 👍 John

  • @trinfar
    @trinfar 6 หลายเดือนก่อน +3

    This was really helpful, just what I was looking for. When does video 3 on the power pivots come out?

    • @Up4Excel
      @Up4Excel  6 หลายเดือนก่อน +1

      Great, glad you liked it. The next video is out on 27th March.... You've got another week to refine your power query skills before the power pivot stuff kicks in 👍 John

  • @regineslutongbahay4528
    @regineslutongbahay4528 6 หลายเดือนก่อน +3

    thanks for sharing

    • @Up4Excel
      @Up4Excel  6 หลายเดือนก่อน

      No worries 👍 John

  • @cooperranu3606
    @cooperranu3606 6 หลายเดือนก่อน +2

    Very good

    • @Up4Excel
      @Up4Excel  6 หลายเดือนก่อน

      Thanks, glad you liked it 👍 John

  • @parvejmahmud1740
    @parvejmahmud1740 4 หลายเดือนก่อน

    well, you can use cell format across selection which will help you to avoid adding extra rows at the top

    • @Up4Excel
      @Up4Excel  4 หลายเดือนก่อน

      You could do that but you wouldn't be able to use the same formula across all columns like I did as the centre across selection value only sits in one cell.

  • @swadhinmaharana
    @swadhinmaharana 2 หลายเดือนก่อน

    How to add Quarterly column. Please guide me.

    • @Up4Excel
      @Up4Excel  2 หลายเดือนก่อน

      Power Query is your tool for that...it's an option on every date field 👍

  • @mercymburu7254
    @mercymburu7254 6 วันที่ผ่านมา

    how can we do this using google sheet

    • @Up4Excel
      @Up4Excel  5 วันที่ผ่านมา

      I don't use Google sheets but maybe someone else can answer?

  • @johnboffin476
    @johnboffin476 6 หลายเดือนก่อน +1

    Hello Sir, I am building a spreadsheet with 7 columns and 1200 rows. Column A is just a reference column, B is dates column which are fine, column C is with Validation drop down codes list, column D is details with drop down, tested and working all down to 1200 rows. Column E is payments F is Income and G is balance (Balance column work as it should) now I need your input in column E and F, If I select from column C for Income code it should only allow me the income column and if selected payment from C it should allow me to enter in payments column. In income column I have 5 source of income and payments I have about 44 or it may grow prior (My code list and details list grows as it should). I need help using validation (Custom) in these two columns E & F, so that the entry don't get switched between two. Thanks a lot if you could help.. (I use Excel 2000)

    • @Up4Excel
      @Up4Excel  6 หลายเดือนก่อน

      Have a look at this video for data validation tips as there are a few unique ideas in here that might help you th-cam.com/video/Lb2_VKl3fW0/w-d-xo.html
      One idea for you is to use the method in the video to create a payments list that is effectively blank when the income is selected and vice versa for income. I think you could use the techniques in the video to do that. Good luck and thanks for watching 👍 John

    • @Adam_K_W
      @Adam_K_W 6 หลายเดือนก่อน +2

      In your spreadsheet, you can also set up conditional formatting that turns the cell in Column E or F black if you select Payment or Income in your data validation cell in column C. It wouldn't lock you out of entering data in either column, but it would deter you or anyone from accidentally entering a value in either column where those cells are blacked out.

    • @johnboffin476
      @johnboffin476 6 หลายเดือนก่อน

      Thanks Sir

    • @Up4Excel
      @Up4Excel  6 หลายเดือนก่อน

      @@Adam_K_W Good tip 👍