Time summary dashboard

Time summary dashboard

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I am not sure if anyone can help, we currently (and have been since year dot) use excel to record a running view of each clients' invoices and relevant time costs.  It shows an entry each time an invoice is raised or time is written off and shows a cumulative balance of under/over recovery.

These are saved into each client record in our paperless system (Cumulus) but I am trying to figure out if I can compile this information into a larger excel sheet or free software which could show me the figures across the clients and could flag up where there are major under recoveries of time.

We use the practice management software from Digita to create our sales invoices and write off the time to but this has only been in use since late 2014 so does not show the bigger picture and is also thrown out by the import of previous WIP/invoice details.

Thanks in advance

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Simon Hurst
By Simon Hurst
26th Jan 2016 20:42

Power Query/Get and Transform

If the information is in separate workbooks then, providing it is entered consistently in all the workbooks, the Excel Add-in (now part of Excel 2016 as Get and Transform) can look through a folder and read in all the filenames, use the filenames to open each file, read in all the sheets from Excel files and then read in all the rows from all the sheets to create one big table. Once you've got everything into a single table then you could create your dashboard using PivotTables and PivotCharts.

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