Hi. I have a sheet of data listing different clients and charge types,
something like this:

Ref Name Code Amount
101 Jones A1 10.00
101 Jones B1 1.25
103 Smith A1 15.00
103 Smith C1 2.75

And I need to split it, like this:

Ref Name A1 B1 C1
101 Jones 10.00 1.25 -
103 Smith 15.00 - 2.75

I can achieve this by sorting and using lookups, but the data is going to be
refreshed so I am looking for simple way to achieve this. Hope you can help.

Many thanks.

It looks like this is a perfect opportunity to learn about pivottables.

Here are a few links:

Debra Dalgleish's pictures at Jon Peltier's site:
http://peltiertech.com/Excel/Pivots/pivottables.htm
And Debra's own site:
http://www.contextures.com/xlPivot01.html

John Walkenbach also has some at:
http://j-walk.com/ss/excel/files/general.htm
(look for Tony Gwynn's Hit Database)

Chip Pearson keeps Harald Staff's notes at:
http://www.cpearson.com/excel/pivots.htm

MS has some at (xl2000 and xl2002):
http://office.microsoft.com/downloads/2000/XCrtPiv.aspx
http://office.microsoft.com/assistan...lconPT101.aspx

kas wrote:

Hi. I have a sheet of data listing different clients and charge types,
something like this:

Ref Name Code Amount
101 Jones A1 10.00
101 Jones B1 1.25
103 Smith A1 15.00
103 Smith C1 2.75

And I need to split it, like this:

Ref Name A1 B1 C1
101 Jones 10.00 1.25 -
103 Smith 15.00 - 2.75

I can achieve this by sorting and using lookups, but the data is going to be
refreshed so I am looking for simple way to achieve this. Hope you can help.

Many thanks.

--

Dave Peterson

Doh! Never occurred to me - done now. Many thanks for your help.

kas

"Dave Peterson" wrote:

It looks like this is a perfect opportunity to learn about pivottables.

Here are a few links:

Debra Dalgleish's pictures at Jon Peltier's site:
http://peltiertech.com/Excel/Pivots/pivottables.htm
And Debra's own site:
http://www.contextures.com/xlPivot01.html

John Walkenbach also has some at:
http://j-walk.com/ss/excel/files/general.htm
(look for Tony Gwynn's Hit Database)

Chip Pearson keeps Harald Staff's notes at:
http://www.cpearson.com/excel/pivots.htm

MS has some at (xl2000 and xl2002):
http://office.microsoft.com/downloads/2000/XCrtPiv.aspx
http://office.microsoft.com/assistan...lconPT101.aspx

kas wrote:

Hi. I have a sheet of data listing different clients and charge types,
something like this:

Ref Name Code Amount
101 Jones A1 10.00
101 Jones B1 1.25
103 Smith A1 15.00
103 Smith C1 2.75

And I need to split it, like this:

Ref Name A1 B1 C1
101 Jones 10.00 1.25 -
103 Smith 15.00 - 2.75

I can achieve this by sorting and using lookups, but the data is going to be
refreshed so I am looking for simple way to achieve this. Hope you can help.

Many thanks.

--

Dave Peterson