Thread: Data summary
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Robert Robert is offline
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Default Data summary

My first thought is to create three columns: Name, Date, Amount. Enter the
information and then at the end of the month use auto filter. Data - Filter -
Auto filter. Select the name and copy into another spreadsheet to sum or Sort
by Name and then select work sheet and use SubTotal: Data - Subtotals.

Select At a Change in Name, Sum, Amount.

I am not sure if that is what you want to do, but it might work for you.

Robert

"Parish Pete" wrote:

I trying to sort out a small spreadsheet for a charities collections and want
to keep as simple as possible as the users are novices. They are using Excel
2000.

I set up a sheet that worked, but of necessity contained 26 columns ( one
for each collectors takings) spread over 200 rows (Theoretically 366 max).
In practical terms it wasn't user friendly.

In essence it would be better to need only to enter a date, a name and a sum
of money in 3 columns and have totals calculated in secondary sheets.

My guess is that in order to get meaningful monthly totals against each of
the 26 collectors will require some VBA code to pull that data into separate
sheet.

Can anyone guide me on data manipulation. I need to identify all instances
of each of the names and total each name's takings for each calender month.

thanks

Pete