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Ron Rosenfeld
 
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On Thu, 6 Oct 2005 08:40:09 -0700, RUSH2CROCHET
wrote:

Perhaps, if I redefine, my question might be clearer....
1

SHEET 2 (Otherwise known as "Relocation Master Log"

Col. A B C D E

Date Format Date Model S/N Acct Code
of Column B mm/dd/yy
_________________________________________________ ___
38353 01/01/05 stk123 123456 D1E
38401 02/18/05 stk456 789123 X47
38426 03/15/05 stk123 654321 D1E


The above table shows that "D1E" had 2 transactions-1 each in January &
March, and "X47" had 1 transaction in February.
Following is what I would like SHEET 1 (Otherwise known as "Monthly Totals)
to display:

Col A B C D E F
Customer Code Jan Feb Mar Apr May
_____________________________________________
D1E 1 1
X47 1

Additionally, I would like to continue this tracking log beyond the current
year, so my sum product should look at the year value from Sheet 2-Column A.


Try a Pivot Table.

Put your column labels in the row above your data.

Then select the range that includes the column labels and data in columns B:E

Data/Pivot Table ....

Drag Date to the Column area; Acct Code to the Row area and Acct Code to the
data area.

Right click on the Date label in the pivot table, and select Group and Show
Detail/Group By Months.

Choose or devise an attractive format.
--ron
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RUSH2CROCHET
 
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Ron:

I don't know why a pivot table never even entered my head. One problem
though, I get "Cannot group that selection", when I right click on the date
field? Any ideas....?

Thanks again!
Sandi

"Ron Rosenfeld" wrote:

On Thu, 6 Oct 2005 08:40:09 -0700, RUSH2CROCHET
wrote:

Perhaps, if I redefine, my question might be clearer....
1

SHEET 2 (Otherwise known as "Relocation Master Log"

Col. A B C D E

Date Format Date Model S/N Acct Code
of Column B mm/dd/yy
_________________________________________________ ___
38353 01/01/05 stk123 123456 D1E
38401 02/18/05 stk456 789123 X47
38426 03/15/05 stk123 654321 D1E


The above table shows that "D1E" had 2 transactions-1 each in January &
March, and "X47" had 1 transaction in February.
Following is what I would like SHEET 1 (Otherwise known as "Monthly Totals)
to display:

Col A B C D E F
Customer Code Jan Feb Mar Apr May
_____________________________________________
D1E 1 1
X47 1

Additionally, I would like to continue this tracking log beyond the current
year, so my sum product should look at the year value from Sheet 2-Column A.


Try a Pivot Table.

Put your column labels in the row above your data.

Then select the range that includes the column labels and data in columns B:E

Data/Pivot Table ....

Drag Date to the Column area; Acct Code to the Row area and Acct Code to the
data area.

Right click on the Date label in the pivot table, and select Group and Show
Detail/Group By Months.

Choose or devise an attractive format.
--ron

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Dave Peterson
 
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It usually means that not every cell in that range (column) is a date. Look for
blanks and text.

RUSH2CROCHET wrote:

Ron:

I don't know why a pivot table never even entered my head. One problem
though, I get "Cannot group that selection", when I right click on the date
field? Any ideas....?

Thanks again!
Sandi

"Ron Rosenfeld" wrote:

On Thu, 6 Oct 2005 08:40:09 -0700, RUSH2CROCHET
wrote:

Perhaps, if I redefine, my question might be clearer....
1

SHEET 2 (Otherwise known as "Relocation Master Log"

Col. A B C D E

Date Format Date Model S/N Acct Code
of Column B mm/dd/yy
_________________________________________________ ___
38353 01/01/05 stk123 123456 D1E
38401 02/18/05 stk456 789123 X47
38426 03/15/05 stk123 654321 D1E


The above table shows that "D1E" had 2 transactions-1 each in January &
March, and "X47" had 1 transaction in February.
Following is what I would like SHEET 1 (Otherwise known as "Monthly Totals)
to display:

Col A B C D E F
Customer Code Jan Feb Mar Apr May
_____________________________________________
D1E 1 1
X47 1

Additionally, I would like to continue this tracking log beyond the current
year, so my sum product should look at the year value from Sheet 2-Column A.


Try a Pivot Table.

Put your column labels in the row above your data.

Then select the range that includes the column labels and data in columns B:E

Data/Pivot Table ....

Drag Date to the Column area; Acct Code to the Row area and Acct Code to the
data area.

Right click on the Date label in the pivot table, and select Group and Show
Detail/Group By Months.

Choose or devise an attractive format.
--ron


--

Dave Peterson
  #4   Report Post  
RUSH2CROCHET
 
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Thank you so much! That was exactly what I needed!

"Dave Peterson" wrote:

It usually means that not every cell in that range (column) is a date. Look for
blanks and text.

RUSH2CROCHET wrote:

Ron:

I don't know why a pivot table never even entered my head. One problem
though, I get "Cannot group that selection", when I right click on the date
field? Any ideas....?

Thanks again!
Sandi

"Ron Rosenfeld" wrote:

On Thu, 6 Oct 2005 08:40:09 -0700, RUSH2CROCHET
wrote:

Perhaps, if I redefine, my question might be clearer....
1

SHEET 2 (Otherwise known as "Relocation Master Log"

Col. A B C D E

Date Format Date Model S/N Acct Code
of Column B mm/dd/yy
_________________________________________________ ___
38353 01/01/05 stk123 123456 D1E
38401 02/18/05 stk456 789123 X47
38426 03/15/05 stk123 654321 D1E


The above table shows that "D1E" had 2 transactions-1 each in January &
March, and "X47" had 1 transaction in February.
Following is what I would like SHEET 1 (Otherwise known as "Monthly Totals)
to display:

Col A B C D E F
Customer Code Jan Feb Mar Apr May
_____________________________________________
D1E 1 1
X47 1

Additionally, I would like to continue this tracking log beyond the current
year, so my sum product should look at the year value from Sheet 2-Column A.


Try a Pivot Table.

Put your column labels in the row above your data.

Then select the range that includes the column labels and data in columns B:E

Data/Pivot Table ....

Drag Date to the Column area; Acct Code to the Row area and Acct Code to the
data area.

Right click on the Date label in the pivot table, and select Group and Show
Detail/Group By Months.

Choose or devise an attractive format.
--ron


--

Dave Peterson

  #5   Report Post  
Ron Rosenfeld
 
Posts: n/a
Default

On Thu, 6 Oct 2005 12:13:54 -0700, RUSH2CROCHET
wrote:

Ron:

I don't know why a pivot table never even entered my head. One problem
though, I get "Cannot group that selection", when I right click on the date
field? Any ideas....?

Thanks again!
Sandi


Check that all your entries in that field are Excel dates (not blanks or text)


--ron


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