Hello all,
I need a little help with a database I'm setting up for work.
First Macro
I have my set 'data' tab, which will pull lines of data each month from our accounting system. I'd like the data to feed through onto my 'summary' tab so that they are totalled and grouped by their relevant 'CAPEX' number. (There will be more fields in future, I have only attached a basic sheet.)
So the macro needs to be able to create a new line in the 'summary' sheet where a new CAPEX number comes up in the data (This is RAS120002 on the attached), and then Vlookup the various data, whilst ignoring any lines which have a date in the 'capitalised?' column, as these are finished projects (see below).
Second macro
Once the data is populated, I will be completing various projects or CAPEXs, and so these lines will need to be 'capitalised' and so moved over to the 'completed summary' sheet. So, when a CAPEX is finished, I'll enter the completion date in 'capitalised?' field in the 'summary' sheet, which I'd like another macro to feed through and populate the 'capitalised?' field for the corresponding data lines in the 'data' tab.
Then I'd like the macro to cut this completed CAPEX from the 'summary', and move over to the 'summary completed' tab.
I know this is possible, but my way of doing it would be long and sloppy and I've hit a wall really. I'm still a novice at this. Any help or advice on the various tasks would be greatly appreciated.
Please bare in mind the attached sheet is just a very small sample.
I need a little help with a database I'm setting up for work.
First Macro
I have my set 'data' tab, which will pull lines of data each month from our accounting system. I'd like the data to feed through onto my 'summary' tab so that they are totalled and grouped by their relevant 'CAPEX' number. (There will be more fields in future, I have only attached a basic sheet.)
So the macro needs to be able to create a new line in the 'summary' sheet where a new CAPEX number comes up in the data (This is RAS120002 on the attached), and then Vlookup the various data, whilst ignoring any lines which have a date in the 'capitalised?' column, as these are finished projects (see below).
Second macro
Once the data is populated, I will be completing various projects or CAPEXs, and so these lines will need to be 'capitalised' and so moved over to the 'completed summary' sheet. So, when a CAPEX is finished, I'll enter the completion date in 'capitalised?' field in the 'summary' sheet, which I'd like another macro to feed through and populate the 'capitalised?' field for the corresponding data lines in the 'data' tab.
Then I'd like the macro to cut this completed CAPEX from the 'summary', and move over to the 'summary completed' tab.
I know this is possible, but my way of doing it would be long and sloppy and I've hit a wall really. I'm still a novice at this. Any help or advice on the various tasks would be greatly appreciated.
Please bare in mind the attached sheet is just a very small sample.