MONTHLY PLAN - Summarized but editable

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Hi! I have already created a monthly plan using summary report. HOWEVER i need to add fields that are editable.. how can I do it?? this will be the structure

Yearly plan                         january 2017            Feb 2017   etc..
Company A   group 1               1                             1
                        group2                 2                            2
Company B    group 1                                             1
                        group 2               1                             
                        group3                1                             1
____________________________________________________________
Monthly Plan for January
                       January Plan             (in this table will add the editable fields)
company A             2                                 
company B             1      


When the company will be selected: It will show
Company A
Group               January                
Group 1                  1                            
Group 2                  2                            

Group               January               
group 1                                          
group 2               1                             
group3                1                            
______________________________________________________________________                           
Monthly Plan for February                 (in this table will add the editable fields)
Company A            2
Company B             1


When the company will be selected: It will show
Company A
Group                           February
Group 1                             1
Group 2                             2
Company C
Group                             February
group 1                              1                   
group3                               1
__________________________________________________________________________
Hoping for someone  who can help me.

Email: audit@thestrategicplanners.com
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Cathee Dimayuga

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Posted 2 years ago

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Gaurav Sharma

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Hi Catherine,

New post. No problem I am on it. Contact me :)

Thanks,
Gaurav
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Cathee Dimayuga

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Yes Mr. Guarav, Thanks for your response. also at e-mail. can we do communication today?
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Gaurav Sharma

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Yes :)
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Dyn

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Hi Gaurav,

I'm planning to something identical. Could you kindly enlighten me how to do the editable field(s)?

Thank you!

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Gaurav Sharma

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Sure, can you please give some more information about your scenario?

Thanks,
Gaurav
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Dyn

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Hi Gaurav,

Have attached an image of what I'm trying to do.

I can setup a summary report to show the actual figures monthly for the entire year but would like to add in "Monthly Forecast" & Monthly Target" for easy tracking.

Is there a way to add in the editable fields for each month?

Thank you!




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Dyn

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Hi Gaurav,

Hope all's well.

Would really appreciate your guidance regarding the above :)

Thank you!