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#1
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Sum customers by date
I'm trying to sum invoice amounts for a specific customer by date. Along with
that I also want to group them by class. I have 3 classes, 1, 2, and 3. Here's a little snap shot of my worksheet Column A Column B Column C Column D (Inv Date) (Customer) (Inv Amt) (Class) 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 2 2/2/2007 MyCompany $100.00 1 2/2/2007 MyCompany $100.00 3 So on my summary worksheet I have the following: 2/1/2007 $200.00 for class 1 2/1/2007 $100.00 for class 2 2/2/2007 $100.00 for class 1 2/2/2007 $100.00 for class 3 I have multiple customers so I only want to single out one company. I'm using "MyCompany" as the example name of the company. Any help would be greatly appreciated. |
#2
Posted to microsoft.public.excel.misc
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Sum customers by date
Put the date in J1, the company in K1, class in L1 and use
=SUMPRODUCT(--(A1:A200=J1),--(B1:B200=K1),--(D1:D200)=L1,C1:C100) for more info see http://www.xldynamic.com/source/xld.SUMPRODUCT.html http://mcgimpsey.com/excel/formulae/doubleneg.html OR make a Pivot Table; see http://www.cpearson.com/excel/pivots.htm http://peltiertech.com/Excel/Pivots/pivotstart.htm http://www.contextures.com/xlPivot02.html http://www.ozgrid.com/Excel/excel-pivot-tables.htm http://www.techonthenet.com/excel/pivottbls/index.htm http://www.dicks-blog.com/archives/2...le-parameters/ best wishes -- Bernard V Liengme www.stfx.ca/people/bliengme remove caps from email "Secret Squirrel" wrote in message ... I'm trying to sum invoice amounts for a specific customer by date. Along with that I also want to group them by class. I have 3 classes, 1, 2, and 3. Here's a little snap shot of my worksheet Column A Column B Column C Column D (Inv Date) (Customer) (Inv Amt) (Class) 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 2 2/2/2007 MyCompany $100.00 1 2/2/2007 MyCompany $100.00 3 So on my summary worksheet I have the following: 2/1/2007 $200.00 for class 1 2/1/2007 $100.00 for class 2 2/2/2007 $100.00 for class 1 2/2/2007 $100.00 for class 3 I have multiple customers so I only want to single out one company. I'm using "MyCompany" as the example name of the company. Any help would be greatly appreciated. |
#3
Posted to microsoft.public.excel.misc
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Sum customers by date
Thanks Bernard!
"Bernard Liengme" wrote: Put the date in J1, the company in K1, class in L1 and use =SUMPRODUCT(--(A1:A200=J1),--(B1:B200=K1),--(D1:D200)=L1,C1:C100) for more info see http://www.xldynamic.com/source/xld.SUMPRODUCT.html http://mcgimpsey.com/excel/formulae/doubleneg.html OR make a Pivot Table; see http://www.cpearson.com/excel/pivots.htm http://peltiertech.com/Excel/Pivots/pivotstart.htm http://www.contextures.com/xlPivot02.html http://www.ozgrid.com/Excel/excel-pivot-tables.htm http://www.techonthenet.com/excel/pivottbls/index.htm http://www.dicks-blog.com/archives/2...le-parameters/ best wishes -- Bernard V Liengme www.stfx.ca/people/bliengme remove caps from email "Secret Squirrel" wrote in message ... I'm trying to sum invoice amounts for a specific customer by date. Along with that I also want to group them by class. I have 3 classes, 1, 2, and 3. Here's a little snap shot of my worksheet Column A Column B Column C Column D (Inv Date) (Customer) (Inv Amt) (Class) 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 2 2/2/2007 MyCompany $100.00 1 2/2/2007 MyCompany $100.00 3 So on my summary worksheet I have the following: 2/1/2007 $200.00 for class 1 2/1/2007 $100.00 for class 2 2/2/2007 $100.00 for class 1 2/2/2007 $100.00 for class 3 I have multiple customers so I only want to single out one company. I'm using "MyCompany" as the example name of the company. Any help would be greatly appreciated. |
#4
Posted to microsoft.public.excel.misc
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Sum customers by date
Hi Secret Squirrel,
for summing and/or with grouping of your invoice records [by dates, by class, by numbers, by whichever] in the spreadsheet, may i suggest that you use excel's pivot table... regards -- ***** birds of the same feather flock together.. "Secret Squirrel" wrote: I'm trying to sum invoice amounts for a specific customer by date. Along with that I also want to group them by class. I have 3 classes, 1, 2, and 3. Here's a little snap shot of my worksheet Column A Column B Column C Column D (Inv Date) (Customer) (Inv Amt) (Class) 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 2 2/2/2007 MyCompany $100.00 1 2/2/2007 MyCompany $100.00 3 So on my summary worksheet I have the following: 2/1/2007 $200.00 for class 1 2/1/2007 $100.00 for class 2 2/2/2007 $100.00 for class 1 2/2/2007 $100.00 for class 3 I have multiple customers so I only want to single out one company. I'm using "MyCompany" as the example name of the company. Any help would be greatly appreciated. |
#5
Posted to microsoft.public.excel.misc
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Sum customers by date
Thanks Bernard!
"Bernard Liengme" wrote: Put the date in J1, the company in K1, class in L1 and use =SUMPRODUCT(--(A1:A200=J1),--(B1:B200=K1),--(D1:D200)=L1,C1:C100) for more info see http://www.xldynamic.com/source/xld.SUMPRODUCT.html http://mcgimpsey.com/excel/formulae/doubleneg.html OR make a Pivot Table; see http://www.cpearson.com/excel/pivots.htm http://peltiertech.com/Excel/Pivots/pivotstart.htm http://www.contextures.com/xlPivot02.html http://www.ozgrid.com/Excel/excel-pivot-tables.htm http://www.techonthenet.com/excel/pivottbls/index.htm http://www.dicks-blog.com/archives/2...le-parameters/ best wishes -- Bernard V Liengme www.stfx.ca/people/bliengme remove caps from email "Secret Squirrel" wrote in message ... I'm trying to sum invoice amounts for a specific customer by date. Along with that I also want to group them by class. I have 3 classes, 1, 2, and 3. Here's a little snap shot of my worksheet Column A Column B Column C Column D (Inv Date) (Customer) (Inv Amt) (Class) 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 2 2/2/2007 MyCompany $100.00 1 2/2/2007 MyCompany $100.00 3 So on my summary worksheet I have the following: 2/1/2007 $200.00 for class 1 2/1/2007 $100.00 for class 2 2/2/2007 $100.00 for class 1 2/2/2007 $100.00 for class 3 I have multiple customers so I only want to single out one company. I'm using "MyCompany" as the example name of the company. Any help would be greatly appreciated. |
#6
Posted to microsoft.public.excel.misc
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Sum customers by date
Thanks driller I will take that into consideration. It might be a better way
to handle this worksheet since it's getting rather large. Appreciate your input! SS "driller" wrote: Hi Secret Squirrel, for summing and/or with grouping of your invoice records [by dates, by class, by numbers, by whichever] in the spreadsheet, may i suggest that you use excel's pivot table... regards -- ***** birds of the same feather flock together.. "Secret Squirrel" wrote: I'm trying to sum invoice amounts for a specific customer by date. Along with that I also want to group them by class. I have 3 classes, 1, 2, and 3. Here's a little snap shot of my worksheet Column A Column B Column C Column D (Inv Date) (Customer) (Inv Amt) (Class) 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 1 2/1/2007 MyCompany $100.00 2 2/2/2007 MyCompany $100.00 1 2/2/2007 MyCompany $100.00 3 So on my summary worksheet I have the following: 2/1/2007 $200.00 for class 1 2/1/2007 $100.00 for class 2 2/2/2007 $100.00 for class 1 2/2/2007 $100.00 for class 3 I have multiple customers so I only want to single out one company. I'm using "MyCompany" as the example name of the company. Any help would be greatly appreciated. |
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