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taxmom
 
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Default Excel Formula or access ?

Because the list is so long I think this is what I might need. How would I
set up the lookup table?

I know the Vlookup has to have the lookup data on the first column and in
order.

or Could I use the lookup to lookup the city/county first and get them
sorted together and then back and do a lookup to lookup on the invoice
numbers that match the city and counties I'm looking for?

How would I have to sort the data to use the lookup?

Next month the invoices numbers will be different so I'm looking for a
formula I can make small modified changes to. The cities and counties will
always be typed the same because it s system generated.


Thanks so much for your help. I feel I'm getting so close to resolving this
mess. thank you, thank you.


"Kevin Vaughn" wrote:

It was hard for me to follow this and I wasn't sure if Barb had answered your
question, so I'll throw this out there. I don't know how difficult it would
be, but if you could set up a lookup table with Invoice numbers and their
corresponding city/county, then you could use another column with a formula
to look up the city/county and then sort on that column.
--
Kevin Vaughn


"taxmom" wrote:

Hi, In the past you all have help me tremendiously.

I'm stuck again. I have a very unuserfriendly report that looks like this

State - ype - County/City - Invoice # - Ref # - Amount
UT - Tax Billed - Salt Lake - 073714 - 238025 - $10.82
UT - Taxable Sales - Utah - 073714 - 238025 - $983.75
UT - Tax Billed - Slt Lk Cnty 073714 - 238025 - 4.92
UT- taxable Sales Slt Lk Cnty 073714 - 238025 - 983.75
UT - Tax billed - Utah - 073714 - 238025 - 46.73

For sales tax reporting we need to know the state, city, county district
amounts. This would be simple if we could just sort by county/city, however
we cannot because the state tax piece only only shows the word "UTAH" it does
not give a city or county name. So we must sort by invoice #. This would be
ok if we only had a few invoices in each city such as Salt Lake but we have
have 40 or 50 invoice numbers in salt lake.

I need to find a way to keep all of the tax pieces that belong together, and
subtotal by city/county. I thought if I had a formula that could change the
state name "UTAH" to reflect the city for that invoice. This is the case for
all states. Each state is 10,000 or more lines. I need to somehow grouping
the information I need. I used the pivot table approach. However, since I
must sort by invoice I still have 10,000 lines. I want to sort by invoice to
get all the pieces then sort by county city. Any ideas of how I can do this?
something in Access perhaps? a formual in excel perhaps?

If you could please help with my dilema I would be eternally greatful.