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how do I compile data entered using a drop down list
I'm trying to set up a worksheet where I can enter transaction data selecting
an individual sales person from a list. I've been able to use the validation tool to create the list, now I need to find a way to compile the data into a single line for each sales person. In other words, salesperson A may have only 5 of the 50 transactions over the week, and I need to find a way to seek only those 5 transactions, total them and post them in a cell. I've already exceeded my meager knowledge of Excel by creating the drop-down menu and have found myself hopelessly outwitted. |
how do I compile data entered using a drop down list
Did you have a look at Data Subtotals? Perhaps that could do it.
-- Wigi http://www.wimgielis.be = Excel/VBA, soccer and music "Jim" wrote: I'm trying to set up a worksheet where I can enter transaction data selecting an individual sales person from a list. I've been able to use the validation tool to create the list, now I need to find a way to compile the data into a single line for each sales person. In other words, salesperson A may have only 5 of the 50 transactions over the week, and I need to find a way to seek only those 5 transactions, total them and post them in a cell. I've already exceeded my meager knowledge of Excel by creating the drop-down menu and have found myself hopelessly outwitted. |
how do I compile data entered using a drop down list
Maybe you should look into the Pivot Table capabilities. There is an on line
tutorial through the help facility for creating and using them. "Jim" wrote: I'm trying to set up a worksheet where I can enter transaction data selecting an individual sales person from a list. I've been able to use the validation tool to create the list, now I need to find a way to compile the data into a single line for each sales person. In other words, salesperson A may have only 5 of the 50 transactions over the week, and I need to find a way to seek only those 5 transactions, total them and post them in a cell. I've already exceeded my meager knowledge of Excel by creating the drop-down menu and have found myself hopelessly outwitted. |
how do I compile data entered using a drop down list
That can certainly give me the information I need, but the format is not one
which is useful to me. I'm also trying to make the sheet automatically updat whenever the data changes. Any other ideas? "Wigi" wrote: Did you have a look at Data Subtotals? Perhaps that could do it. -- Wigi http://www.wimgielis.be = Excel/VBA, soccer and music "Jim" wrote: I'm trying to set up a worksheet where I can enter transaction data selecting an individual sales person from a list. I've been able to use the validation tool to create the list, now I need to find a way to compile the data into a single line for each sales person. In other words, salesperson A may have only 5 of the 50 transactions over the week, and I need to find a way to seek only those 5 transactions, total them and post them in a cell. I've already exceeded my meager knowledge of Excel by creating the drop-down menu and have found myself hopelessly outwitted. |
how do I compile data entered using a drop down list
This may be useful to me, do you know of any templates available that can do
this? "JLGWhiz" wrote: Maybe you should look into the Pivot Table capabilities. There is an on line tutorial through the help facility for creating and using them. "Jim" wrote: I'm trying to set up a worksheet where I can enter transaction data selecting an individual sales person from a list. I've been able to use the validation tool to create the list, now I need to find a way to compile the data into a single line for each sales person. In other words, salesperson A may have only 5 of the 50 transactions over the week, and I need to find a way to seek only those 5 transactions, total them and post them in a cell. I've already exceeded my meager knowledge of Excel by creating the drop-down menu and have found myself hopelessly outwitted. |
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