Solved

Update Excel Report with changing data

Posted on 2014-03-11
5
251 Views
Last Modified: 2014-03-26
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.
0
Comment
Question by:axessJosh
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 3
  • 2
5 Comments
 
LVL 33

Expert Comment

by:Rob Henson
ID: 39920860
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
0
 
LVL 2

Author Comment

by:axessJosh
ID: 39920871
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.
0
 
LVL 33

Expert Comment

by:Rob Henson
ID: 39921951
Some sample data would be good.

Thanks
Rob
0
 
LVL 2

Author Comment

by:axessJosh
ID: 39921963
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.
0
 
LVL 33

Accepted Solution

by:
Rob Henson earned 400 total points
ID: 39922006
General direction would be yes you can do what you want with Dynamic Named Ranges but would need more for specific answers as this is not a task that I would expect a novice in Excel to be able to complete.

Thanks
Rob
0

Featured Post

Secure Your Active Directory - April 20, 2017

Active Directory plays a critical role in your company’s IT infrastructure and keeping it secure in today’s hacker-infested world is a must.
Microsoft published 300+ pages of guidance, but who has the time, money, and resources to implement? Register now to find an easier way.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

This tutorial explains how to create a series of drop-down lists that are dependent upon prior selections to guide (“force”) the user to make the correct selection and reduce data errors within Microsoft Excel. Excel 2010 was used for this tutorial;…
Freeze panes is an option within all variants of Excel to enable parts of a sheet to remain stationary when the cursor is in another part of the sheet. This is a very useful feature which is overlooked or under used.
This Micro Tutorial will demonstrate in Google Sheets how to use the HYPERLINK function to create live links inside your spreadsheet.
Many functions in Excel can make decisions. The most simple of these is the IF function: it returns a value depending on whether a condition you describe is true or false. Once you get the hang of using the IF function, you will find it easier to us…

730 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question