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.

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.

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.

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.

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.