01 - Monthly Savings Tracker
This tracker is similar to work I have done in the past. The key here is that everything is dynamic and automatically adjusts to new data. The input tab should be the only place that non-formatting adjustments will need to be made on a monthly basis. After that, all we need to do is import the new month's data sheet and we can compare in aggregate or in detail to previous months. We can also use this document to track progress on a monthly update and review process. This general approach is how I prefer to problem solve any repeatable process. Array functions, spill ranges, and Macros are our best friend here. As you will see, adding initiatives is as simple as pressing a button. All adjustment to the report flow through automatically. This approach could be added for any dynamic variable (analysts, product lines, etc.). The less manual updates that need to be made across the file minimizes risk of a mistake.
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Note: In order to use the built in macros buttons, you will need to open the web version in the desktop. From there enable the macros and then explore the file.