a common table tab

Question

I have build a budget and actual expense spreadsheet in Excel 2021. All spreadsheets, by month and by major account, use the same table of information to include Payee, Category, and account. The spreadsheets are all identical.

I'd like to have a tab that contains the entire payee listing and use it to automatically fill in the monthly categories and accounts. I just don't know how to write the formula.

The formula I use now is =XLOOKUP(H14,Q:Q,S:S).I am using Q (Payee), R (Category), & S (Account) as that's where they fit on the monthly charts. It could be any column. The separate table tab could be called Table or Ref. It doesn't matter.

Any help would be greatly appreciated. PII removed

Thanks,

PII removed

Answer 1

Hi Steve Backman,

It’s been a few days since your post. Have you managed to find a workaround for your issue? If not, feel free to share a sample sheet along with a brief description of what you're trying to achieve. I’d be happy to take a closer look and help you out.