Effortless Period-End Reporting: Excel Automation Techniques Revealed!

Поділитися
Вставка
  • Опубліковано 31 січ 2025

КОМЕНТАРІ • 26

  • @mahrezchabane6895
    @mahrezchabane6895 7 місяців тому +1

    As always perfect

    • @Up4Excel
      @Up4Excel  7 місяців тому

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

  • @Jojosmith342
    @Jojosmith342 10 місяців тому +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  10 місяців тому +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 10 місяців тому +1

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

  • @trinfar
    @trinfar 10 місяців тому +3

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

    • @Up4Excel
      @Up4Excel  10 місяців тому +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 10 місяців тому +3

    thanks for sharing

    • @Up4Excel
      @Up4Excel  10 місяців тому

      No worries 👍 John

  • @parvejmahmud1740
    @parvejmahmud1740 8 місяців тому

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

    • @Up4Excel
      @Up4Excel  8 місяців тому

      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.

  • @cooperranu3606
    @cooperranu3606 10 місяців тому +2

    Very good

    • @Up4Excel
      @Up4Excel  10 місяців тому

      Thanks, glad you liked it 👍 John

  • @swadhinmaharana
    @swadhinmaharana 6 місяців тому

    How to add Quarterly column. Please guide me.

    • @Up4Excel
      @Up4Excel  6 місяців тому

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

  • @mercymburu7254
    @mercymburu7254 4 місяці тому

    how can we do this using google sheet

    • @Up4Excel
      @Up4Excel  4 місяці тому

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

  • @johnboffin476
    @johnboffin476 10 місяців тому +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  10 місяців тому

      Have a look at this video for data validation tips as there are a few unique ideas in here that might help you ua-cam.com/video/Lb2_VKl3fW0/v-deo.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 10 місяців тому +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 10 місяців тому

      Thanks Sir

    • @Up4Excel
      @Up4Excel  10 місяців тому

      @@Adam_K_W Good tip 👍

  • @brandonmartinez8558
    @brandonmartinez8558 3 місяці тому

    "How do I practice, but I need the data, and the rest should not be complete when downloading the report; it's already done."

    • @Up4Excel
      @Up4Excel  3 місяці тому

      Perhaps copy the data to a blank workbook and start from there to practice. If that sounds difficult then maybe start with some simpler Excel tasks and come back to this more advanced stuff.
      I provide the finished file, completely free of charge without requesting any details from you, so you can see what your final result should look like. Knowing what you're aiming for and watching a video on how to get there is a good way to learn, but maybe only if it is the right level next step for you. Good luck 👍 John

    • @brandonmartinez8558
      @brandonmartinez8558 3 місяці тому

      Yes, I thank you for sharing so much knowledge, the truth is, I just asked for something like that because I feel a little lost.

    • @Up4Excel
      @Up4Excel  Місяць тому

      @@brandonmartinez8558 Sounds like you might want to start with something less advanced. You could try the previous video in the series here ua-cam.com/video/cBJIwbyvQRE/v-deo.html