In Numbers, how do you (or is it possible to) auto-generate data in one sheet that is manually inputted in another sheet? For example, I want to track client information in sheets 2-10 and I want specific data from those sheets to auto-populate in sheet 1 so I can create an overview of specific data from across my clients. Like a dashboard of sorts.
MacBook Pro (Retina, 13-inch,Early 2015), iOS 9.2.1, Numbers
The devil is in the details here. Can you give more specifics?
In general I would say that it will be much easier to enter your data in a specific place and extract "views" or "reports" from it for each client, than to enter data for each client separately, and then consolidate that.
But both ways are possible.
SG
Hi SG,
Thanks for responding. I should have given a better description of what I am hoping to do. I am setting up the work book to capture information for a small travel business.
So, let's say I have 10 clients and I assign a single sheet in a workbook to each client that captures information about the client and their trips like the locations of trips, hotel, airline, purchase amounts, commission amounts, etc.
On another sheet (Sheet 1), I would like to create a dashboard that captures only specific data across the clients, e.g., their dates of purchase, purchase amounts and commission amounts. I would like to then graph and chart the data from sheet 1.
When I obtain new clients and as my current clients take new trips I will add new sheets and new information to the existing sheets.
As I add new information, I would like Sheet 1 to automatically add the specific three data points inputted in each client sheet.
Example: data for new client is inputted into new sheet 11. Specific data (trip location, total amount, and commission) from new sheet 11 is automatically generated into sheet 1.
Is that type of auto-generation possible?
Thanks in advance to you or anyone that can help.
If I were setting up something like this rather than scattering things over numerous sheets I would think more in terms of data entry tables and report/dashboard tables, something like this:
The idea is that you record client information in a data table for that purpose and "trips" or transactions data in a table for that purpose. Then you can extract the information in numerous ways for your reports and charts.
In this simple example the formula in C2 of the Summary table is =SUMIF(Trips::$A,$A2,Trips::D). This is filled right and down.
Recommend having a look at 'Personal Finance' template (at File > New) to get a better idea of how transactions-report tables and dashboard type charts can work.
SG
HI SG,
This is really helpful. Thanks for replying to my follow-up.
I will give it a try the way you suggested.
Thanks again.
Thanks for the green tick! After you've studied things out and tried the template and the examples, post back with questions if you run into problems.
SG
Numbers: Auto-generate data in one sheet from another sheet.
