Design Problem

  • Thread starter Thread starter Guest
  • Start date Start date
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Guest

Hi everyone,

I have 6 different managers that have to fill out an extensive budget form made in excel. I have to report on all 6 division seperately and overall. There are frequest changes made and the reporting has to be automatic with updates.

What would be the best way to go about this, send out the form and copy and paste in a master sheet?

Any advice appreciated
 
Kevin M.

You are likely going to get a lot of varied suggestions. So have a careful
read and choose the one that best suits you.

This would be my approach.

I would format the budget sheet that way I like it with all the appropriate
formulas. I would name all my ranges using local names. By local names,
the name is only visible on that sheet alone. There is an excellent range
name utility. See Jan Karel Pieterse
(http://www.bmsltd.co.uk/MVP/MVPPage.asp) or Decision Models
(www.decisionmodels.com).

I would have each manager complete his or her budget.

Then I would collect all the 6 budgets into one workbook and summarize the
data on the Summary Budget Tab. I would use the Data | Consolidate feature
to collect all the data and summarize it on the summary page.

The reason for having all the names localized is that now each sheet uses
the same name. Using the same range names across all sheets is easier for
me. I like symmetry. Plus, if you have write any macros or do any
specialized analytics, you can just change the formula to point to the
appropriate sheet knowing that the range names are correct.

There are probably a 1000+ ways to solve your challenge. Choose the method
you like best.

Regards,
Kevin



Kevin M said:
Hi everyone,

I have 6 different managers that have to fill out an extensive budget form
Click to expand...
made in excel. I have to report on all 6 division seperately and overall.
There are frequest changes made and the reporting has to be automatic with
updates.
 
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