Home |
Search |
Today's Posts |
#1
Posted to microsoft.public.excel.misc
|
|||
|
|||
Analysing data through pivot
Hi,
I am trying to convert the payroll data I receive from my clients into a csv file that I import in to my payroll program. Ideally I would like it to be all automatic (marco). The problem lies in the variable nature of the information I receive. Here is the basic layout: NAME | ID | Basic pay | Commission | Overtime Bob 2 500 300 50 James 3 400 20 Sarah 4 500 And so forth THe layout I am trying to achieve is the following: Bob 2 Basic pay 500 Bob 2 Commission 300 Bob 2 Overtime 50 James 3 Basic pay 400 James 3 Overtime 40 sarah 4 basic pay 500 .... I can transpose the detail & amount easily but how can I get excel to automatically match the name and ID number for each field. As you can see Bob has 3 entries ,James has 2 and sarah only one. The number of employees varies every month and their payroll details also. Any help would be great. Thank You |
#2
Posted to microsoft.public.excel.misc
|
|||
|
|||
Analysing data through pivot
Hi Chris,
It looks as though you're trying to use Excel as a relational database and it's not designed for that. Do you have Access by any chance? That would really be the way to go. -- ERR229 "Chris" wrote: Hi, I am trying to convert the payroll data I receive from my clients into a csv file that I import in to my payroll program. Ideally I would like it to be all automatic (marco). The problem lies in the variable nature of the information I receive. Here is the basic layout: NAME | ID | Basic pay | Commission | Overtime Bob 2 500 300 50 James 3 400 20 Sarah 4 500 And so forth THe layout I am trying to achieve is the following: Bob 2 Basic pay 500 Bob 2 Commission 300 Bob 2 Overtime 50 James 3 Basic pay 400 James 3 Overtime 40 sarah 4 basic pay 500 ... I can transpose the detail & amount easily but how can I get excel to automatically match the name and ID number for each field. As you can see Bob has 3 entries ,James has 2 and sarah only one. The number of employees varies every month and their payroll details also. Any help would be great. Thank You |
#3
Posted to microsoft.public.excel.misc
|
|||
|
|||
Analysing data through pivot
Yes I was afraid of that.
The client doesn't use access so I was trying to keep everything on excel. However, can I set an automated process like a macro to perform this task through access and still end up with a csv file? I use access & excel but always seperatly so I don't know if they can interact with each other in a suitable way for this task. "ERR229" wrote: Hi Chris, It looks as though you're trying to use Excel as a relational database and it's not designed for that. Do you have Access by any chance? That would really be the way to go. -- ERR229 "Chris" wrote: Hi, I am trying to convert the payroll data I receive from my clients into a csv file that I import in to my payroll program. Ideally I would like it to be all automatic (marco). The problem lies in the variable nature of the information I receive. Here is the basic layout: NAME | ID | Basic pay | Commission | Overtime Bob 2 500 300 50 James 3 400 20 Sarah 4 500 And so forth THe layout I am trying to achieve is the following: Bob 2 Basic pay 500 Bob 2 Commission 300 Bob 2 Overtime 50 James 3 Basic pay 400 James 3 Overtime 40 sarah 4 basic pay 500 ... I can transpose the detail & amount easily but how can I get excel to automatically match the name and ID number for each field. As you can see Bob has 3 entries ,James has 2 and sarah only one. The number of employees varies every month and their payroll details also. Any help would be great. Thank You |
#4
Posted to microsoft.public.excel.misc
|
|||
|
|||
Analysing data through pivot
Hi Chris
Mark your data range DataPivot TableMultiple Consolidation rangesNextI will create page FieldsNextRange enter your range of dataNextFinish On the new page created with the Pivot Table, select the bottom right cell Grand Total of Columns and Grand Total of Rows. Double Click A new page will be created with data set out as follows Row Column Value Bob Basic Pay 500 Bob Commission 300 Bob ID 2 Bob Overtime 50 James Basic Pay 400 James Commission James ID 3 James Overtime 20 Sarah Basic Pay 500 Sarah Commission Sarah ID 4 Sarah Overtime Change Heading Row to Name, Column to Type If you do need the ID numbers in a column, next to Name, then insert a new column A and enter the following array formula in A2. To enter an array formula (or modify it) commit with Ctrl+Shift+Enter and Excel will insert the curly braces { } for you. Do not type them yourself. {=INDEX($B$2:$D$13,MATCH(B2&"ID",$B$2:$B$13&$C$2:$ C$13,0),3)} copy down through B3:B13. Copy B2:B13, Paste SpecialValues back over the formulae in B2:B13 If you don't then need the rows containing the ID, then, DataFilterAutofilteruse dropdown on Type to Select ID. Mark the range of visible rows by selecting their row numbersRight clickDelete. Obviously you will have a lot more data, hence your ranges as above will be expanded. -- Regards Roger Govier "Chris" wrote in message ... Hi, I am trying to convert the payroll data I receive from my clients into a csv file that I import in to my payroll program. Ideally I would like it to be all automatic (marco). The problem lies in the variable nature of the information I receive. Here is the basic layout: NAME | ID | Basic pay | Commission | Overtime Bob 2 500 300 50 James 3 400 20 Sarah 4 500 And so forth THe layout I am trying to achieve is the following: Bob 2 Basic pay 500 Bob 2 Commission 300 Bob 2 Overtime 50 James 3 Basic pay 400 James 3 Overtime 40 sarah 4 basic pay 500 ... I can transpose the detail & amount easily but how can I get excel to automatically match the name and ID number for each field. As you can see Bob has 3 entries ,James has 2 and sarah only one. The number of employees varies every month and their payroll details also. Any help would be great. Thank You |
Reply |
Thread Tools | Search this Thread |
Display Modes | |
|
|
Similar Threads | ||||
Thread | Forum | |||
external import of multiple worksheet data & create pivot table | Excel Worksheet Functions | |||
Pivot table format changes if value of source data is null | Excel Discussion (Misc queries) | |||
get pivot data formula - is it the thing to do | Excel Worksheet Functions | |||
Pivot table - printing specific data | Excel Discussion (Misc queries) | |||
Need Formula to display pivot table source data | Excel Worksheet Functions |