[Solved] Improve year&month summary method

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Cobbles_Classics
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[Solved] Improve year&month summary method

Post by Cobbles_Classics »

Hello all.
I am using calc for my accounts in conjunction with a MTD (Making TaxDigital) program.
The program, requires the use of XLS format so I have to work with that.

I have a complex spreadsheet for my monthly accounts.
Rather, than one sheet for sales and another for purchases, I have shown an example of one method that i use (top section A1-S7

I would like to simplify this, and use a drop down menu (see below example) i A10 - M14 with B11-B14 being the key.
Ideally, I would be able to use the drop down to determine whether it is a sale, or a purchase, and it would then calculate the total, for that particular month and year.
You can see how I use it currently in the top example, but I feel, it's something I could improve, if I knew the method or direction, I should be looking within, to solve.

Any polite advice, would be welcome,
Thank you.

 Edit: Changed subject, was Trying to find a more effective method 
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Works in the European Bicycle Industry..

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MrProgrammer
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Re: Trying to find a more effective method ?

Post by MrProgrammer »

Cobbles_Classics wrote: Sat Jun 29, 2024 9:14 pm Ideally, I would be able to use the drop down to determine whether it is a sale, or a purchase, and it would then calculate the total, for that particular month and year.
Calc Guide Chapter 8 - Using a Pivot Table   (formerly called Data Pilot)

If this solved your problem please go to your first post use the Edit button and add [Solved] to the start of the Subject field. Select the green checkmark icon at the same time.
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Cobbles_Classics
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Re: Trying to find a more effective method ?

Post by Cobbles_Classics »

Thank you Mr Programmer - I will have a read.
Works in the European Bicycle Industry..

Relatively new to the Linux world.
Linux Mint 20.2 Xfce 64-bit
LibreOffice 7.6.2.1 (X86_64)
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Cobbles_Classics
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Re: Trying to find a more effective method ?

Post by Cobbles_Classics »

Any other suggestions, or thoughts, that may overcome the inability for a auto updating spreadsheet, linking to MTD software, using pivot table?

The example i added, shows how it used currently, and I felt that a more simple solution, would be possible?
Works in the European Bicycle Industry..

Relatively new to the Linux world.
Linux Mint 20.2 Xfce 64-bit
LibreOffice 7.6.2.1 (X86_64)
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Cobbles_Classics
Posts: 26
Joined: Tue Jun 07, 2022 5:59 pm

Re: Trying to find a more effective method ?

Post by Cobbles_Classics »

Hello again.
I discovered an easier way, without using a pivot table - thank you to Mr Programmer for pointing me in the right direction.
Works in the European Bicycle Industry..

Relatively new to the Linux world.
Linux Mint 20.2 Xfce 64-bit
LibreOffice 7.6.2.1 (X86_64)
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