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#1
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Subtotal vs Pivot table - or best way
Below is sample data. What I am trying to do is that I have the Headings on
1 row and different columns. Second row has the detailed data in the rows and columns below, (as normal). I have the spread sheet sorted bye Customer ID and Item Description. The third row is the subtotal row. I only need the data on the Subtotal Row. However, I need on that same Line the second line data for the headings. When I use the subtotal command - it only shows on the subtotal line the total for the Quantity and Item description. Because I told it to subtotal those fields when the Item description changes. I am getting the correct total, but dont need the details. But don't want to have to retype the customer ID Sales and other headings on the subtotal line. If this is not to confusing. I was looking at Pivot table and kind of understood but little confuse on the process. Of course whatever way is better. CustomerID Quantity ItemDescription Sales Customer_Bill_Name ACADEMY 1 Buck Snort Assortment C 65.52 Academy - Houston 1 Buck Snort Assortment C Total 65.52 |
#2
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I think that if you spend a little more time with pivottables, you'll be happier
with a pivottable. (Give it an hour and you'll be an expert!) If you want to read more about the pivottable stuff, you may want to look at some 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 klafert wrote: Below is sample data. What I am trying to do is that I have the Headings on 1 row and different columns. Second row has the detailed data in the rows and columns below, (as normal). I have the spread sheet sorted bye Customer ID and Item Description. The third row is the subtotal row. I only need the data on the Subtotal Row. However, I need on that same Line the second line data for the headings. When I use the subtotal command - it only shows on the subtotal line the total for the Quantity and Item description. Because I told it to subtotal those fields when the Item description changes. I am getting the correct total, but dont need the details. But don't want to have to retype the customer ID Sales and other headings on the subtotal line. If this is not to confusing. I was looking at Pivot table and kind of understood but little confuse on the process. Of course whatever way is better. CustomerID Quantity ItemDescription Sales Customer_Bill_Name ACADEMY 1 Buck Snort Assortment C 65.52 Academy - Houston 1 Buck Snort Assortment C Total 65.52 -- Dave Peterson |
#3
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Thanks so much, love the site you refer me to. Also, I was worried about the
data for when I save it in .csv format, because I have to import this data. But I did a test save in that format and think it will be fine. "Dave Peterson" wrote: I think that if you spend a little more time with pivottables, you'll be happier with a pivottable. (Give it an hour and you'll be an expert!) If you want to read more about the pivottable stuff, you may want to look at some 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 klafert wrote: Below is sample data. What I am trying to do is that I have the Headings on 1 row and different columns. Second row has the detailed data in the rows and columns below, (as normal). I have the spread sheet sorted bye Customer ID and Item Description. The third row is the subtotal row. I only need the data on the Subtotal Row. However, I need on that same Line the second line data for the headings. When I use the subtotal command - it only shows on the subtotal line the total for the Quantity and Item description. Because I told it to subtotal those fields when the Item description changes. I am getting the correct total, but donĂ¢‚¬„¢t need the details. But don't want to have to retype the customer ID Sales and other headings on the subtotal line. If this is not to confusing. I was looking at Pivot table and kind of understood but little confuse on the process. Of course whatever way is better. CustomerID Quantity ItemDescription Sales Customer_Bill_Name ACADEMY 1 Buck Snort Assortment C 65.52 Academy - Houston 1 Buck Snort Assortment C Total 65.52 -- Dave Peterson |
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