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Pull value at top of a table and insert into another sheet

Posted on 2011-02-18
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Last Modified: 2012-06-27
I am building a spreadsheet for client tracking purposes. I have setup one Tab the "Hist. MKT Value and Levies" tab to collectect historical information using the table function in excel.   There is a column "Taxable Value" that I would like to link the most recent value to the projections tab to be inserted at the top in cell B8 under Taxable assessed value.   Essentially on the projections tab the user will insert the year they want to start with in cell A9, let's say 2010 and then go to the Hist. MKT Value and Levies tab in get that value to insert in B8.  Now I know I can use a look up function but what I am not sure of is how to make that formula dynamic so that when new rows are added to the "Hist. MKT Value and Levies" tab for each new historical year that it will recognize that and be able to pull that value from the table.

For example the historical table currently only goes to 2010.  If i created a lookup formula in the projections sheet but later updated the table with 2011 values the user would need to be able to insert 2011 on cell A9 of the projections sheet and recognize the new inputed value in the historical sheet.   I hope this makes since.  I have attached the worksheet that I am working with so that you can see what I am talking about.  

Thanks for any help you can provide.
Client-Profile.xlsm
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Question by:Apex623
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Ingeborg Hawighorst (Microsoft MVP / EE MVE) earned 500 total points
ID: 34930905
Hello,

since your data resides in a Table, you can use a simple Vlookup formula

=VLOOKUP(A8,'Hist. MKT Value and Levies'!$A$6:$D$24,4,FALSE)

Start the lookup range in the row where the table labels are and include all rows of the current table. Then, when you add a new row to the table, the formula will update automatically to

=VLOOKUP(A8,'Hist. MKT Value and Levies'!$A$6:$D$25,4,FALSE)

You can turn on "Use Table Names in Formulas" in the Excel Options under Formulas, then enter the formula and select the table columns with the mouse. Excel will then show the formula like this:

=VLOOKUP(A8,Table5[[#All],[Sep Value Year]:[Taxable Value]],4,FALSE)

The Table Name notation does take a while to get used to, but it is now clear that all rows of the table columns are referenced in the Vlookup.

cheers, teylyn
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by:Apex623
ID: 34946041
Thanks.  I will give this a try today and let you know how it works out.  
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