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Update Excel Report with changing data

Posted on 2014-03-11
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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.
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Question by:axessJosh
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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
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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.
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Expert Comment

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

Thanks
Rob
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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.
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Accepted Solution

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Rob Henson earned 1600 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
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