How to turn data from an Excel Spreadsheet into a report by dept.
 

I have expenses listed in a spreadsheet and I want to separate the data into
departments in order to give a monthly expense status report to each
department head?

How to turn data from an Excel Spreadsheet into a report by dept.
 

"SarahT413" wrote in message
...
I have expenses listed in a spreadsheet and I want to separate the data
into
departments in order to give a monthly expense status report to each
department head?

Another job for Pivot Table!! Have a look at <Data<Pivot Table and Pivot
Chart Report.

Bill Ridgeway
Computer Solutions

How to turn data from an Excel Spreadsheet into a report by de
 

Thanks, Bill,

But, I've already tried Pivot Tables and Pivot Chart Reports, and it tells
me that the Pivot Table Field Name is not valid and that I need to use data
that is organized as a list with labeled columns (it is). I have tried to
trouble-shoot Pivot Tables to no avail.

"Bill Ridgeway" wrote:

"SarahT413" wrote in message
...
I have expenses listed in a spreadsheet and I want to separate the data
into
departments in order to give a monthly expense status report to each
department head?

Another job for Pivot Table!! Have a look at <Data<Pivot Table and Pivot
Chart Report.

Bill Ridgeway
Computer Solutions

How to turn data from an Excel Spreadsheet into a report by de
 

Why not use SUMIF?

SUMIF(A:A,"Sales",B:B)

If departments are in col A and costs in col B

"SarahT413" wrote:


Thanks, Bill,

But, I've already tried Pivot Tables and Pivot Chart Reports, and it tells
me that the Pivot Table Field Name is not valid and that I need to use data
that is organized as a list with labeled columns (it is). I have tried to
trouble-shoot Pivot Tables to no avail.

"Bill Ridgeway" wrote:

"SarahT413" wrote in message
...
I have expenses listed in a spreadsheet and I want to separate the data
into
departments in order to give a monthly expense status report to each
department head?

Another job for Pivot Table!! Have a look at <Data<Pivot Table and Pivot
Chart Report.

Bill Ridgeway
Computer Solutions

How to turn data from an Excel Spreadsheet into a report by de
 

So, I just fooled around with your "SUMIF" code, and realized what it does,
it adds Amounts from only a certain department, but I'm still clueless as to
how to incorporate this into a formatted report by department?



"DannyS" wrote:

Why not use SUMIF?

SUMIF(A:A,"Sales",B:B)

If departments are in col A and costs in col B

"SarahT413" wrote:


Thanks, Bill,

But, I've already tried Pivot Tables and Pivot Chart Reports, and it tells
me that the Pivot Table Field Name is not valid and that I need to use data
that is organized as a list with labeled columns (it is). I have tried to
trouble-shoot Pivot Tables to no avail.

"Bill Ridgeway" wrote:

"SarahT413" wrote in message
...
I have expenses listed in a spreadsheet and I want to separate the data
into
departments in order to give a monthly expense status report to each
department head?

Another job for Pivot Table!! Have a look at <Data<Pivot Table and Pivot
Chart Report.

Bill Ridgeway
Computer Solutions

How to turn data from an Excel Spreadsheet into a report by dept.
 

Have you tried DataFilterAutofilter to isolate by dept.?

You can copy the visible cells to another sheet or create a Custom View of the
the results of your filter.

Also have a look at the SUBTOTAL function for summing expenses for each dept.
filtered.


Gord Dibben MS Excel MVP


On Thu, 31 Jan 2008 07:13:03 -0800, SarahT413
wrote:

I have expenses listed in a spreadsheet and I want to separate the data into
departments in order to give a monthly expense status report to each
department head?

How to turn data from an Excel Spreadsheet into a report by de
 

Did you select a cell inside the data source before trying to create
the PT?


HTH,
JP

On Jan 31, 10:35*am, SarahT413
wrote:
Thanks, Bill,

But, I've already tried Pivot Tables and Pivot Chart Reports, and it tells
me that the Pivot Table Field Name is not valid and that I need to use data
that is organized as a list with labeled columns (it is). I have tried to
trouble-shoot Pivot Tables to no avail.



"Bill Ridgeway" wrote:
"SarahT413" wrote in message
...
I have expenses listed in a spreadsheet and I want to separate the data
into
departments in order to give a monthly expense status report to each
department head?

Another job for Pivot Table!! *Have a look at <Data<Pivot Table and Pivot
Chart Report.

Bill Ridgeway
Computer Solutions- Hide quoted text -

- Show quoted text -