Match the Data and place the amount.

[ArijitRoy]

Hi All,

I have attached an excel sheet. There are data in Sheet1 and Sheet2.

• Every month there will be a new sheet1 with a new month. Currently have June in Sheet1. Next month August will be there.
• Sheet1 have Customers and Amount under the Month column.
• In sheet2 have all the customers and all the months of 2023.
• Columns of sheet2 should be placed as it is after the output.
• Next month when I will have data for August, then the amount should be filled in the sheet2 under August column.
• Match the Parent Name between two sheets and put the amount from Sheet1 to Sheet2 under the specific month.
• Looking for Dynamic resolution.

Kindly help, how to do that?

[ArijitRoy]

Hi @binuacs,

The sheet1 should have May data. I by mistake mentioned June. I am preparing this for previous month. I have updated the formula in the Dynamic Select tool as "DateTimeFormat(DateTimeAdd(DateTimeToday(),-1,"Month"),"%B '%y")" in all.

In the month of July, I will be preparing for June month and I hope tool will pick that. If not then please tell me what should I apply in the Dynamic Select.?