asked on

Update Excel Report with changing data

I'd like to create a set of reports in Excel that will provide us some charts and trends, etc. from Quickbooks data we import.

QB offers a simple way to export data to Excel, so I'm interested in creating a stock report file that will update the reports from a sheet of data we import.

The only problem that confuses me is how that works when the data changes that is imported. By changes, I mean that new rows may be added.

I'm not sure what to look up to find the answer for this so hopefully I can get some insight in what to look into.

Rob Henson

You can set charts, reports etc to look at Named Ranges and you can make the range for Named Ranges dynamic so that new rows are included when new data is added.

If that sounds like what you need, some more details would be helpful.

Thanks
Rob H

axessJosh

ASKER

essentially, I export a profit and loss into excel. What I am wanting to do is track income changes on a graph and possibly expenses as well. I'd like to keep each consecutive month as a new sheet to update the information.

Rob Henson

Some sample data would be good.

Thanks
Rob

axessJosh

ASKER

let me see what I can do for that... I was really just looking for general direction at this point since I have an idea of what I want to do, but not real familiar with Excel and how to set it up.

ASKER CERTIFIED SOLUTION

Rob Henson

membership

This solution is only available to members.

To access this solution, you must be a member of Experts Exchange.

Start Free Trial