Billing Statement Help
 

Hi, I am hoping that someone with a little more excel experience can help me.
I compile a dispersable billing statement for our company execs for our
corporate card use.

I am able to download the report in excel format. I am losing a lot of time
filtering card users, running a sum for transactions, & copying & pasting to
a new sheet.

For example:
CARDHOLDER DEPARTMENT AMOUNT
Joe Brown Logistics $999.99
Joe Brown Logistics $698.23
Joe Brown Logistics ($33.21)
Joe Bruce Marketing $581.98
Joe Bruce Marketing $11.74

This excel spreadsheet contains approx. 300 separate cardholders and approx.
3500 separate transactions. I want to reduce it down to 1 instance of
cardholder's name, department, & transaction total. Any help?

Billing Statement Help
 

use autofiter from the data menu.

select the columns
click data/filter/autofilter
select a name from the cardholder dropdown

--


Gary

"jeb" wrote in message
...
Hi, I am hoping that someone with a little more excel experience can help me.
I compile a dispersable billing statement for our company execs for our
corporate card use.

I am able to download the report in excel format. I am losing a lot of time
filtering card users, running a sum for transactions, & copying & pasting to
a new sheet.

For example:
CARDHOLDER DEPARTMENT AMOUNT
Joe Brown Logistics $999.99
Joe Brown Logistics $698.23
Joe Brown Logistics ($33.21)
Joe Bruce Marketing $581.98
Joe Bruce Marketing $11.74

This excel spreadsheet contains approx. 300 separate cardholders and approx.
3500 separate transactions. I want to reduce it down to 1 instance of
cardholder's name, department, & transaction total. Any help?

Billing Statement Help
 

Again, do NOT multipost
--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"jeb" wrote in message
...
Hi, I am hoping that someone with a little more excel experience can help
me.
I compile a dispersable billing statement for our company execs for our
corporate card use.

I am able to download the report in excel format. I am losing a lot of
time
filtering card users, running a sum for transactions, & copying & pasting
to
a new sheet.

For example:
CARDHOLDER DEPARTMENT AMOUNT
Joe Brown Logistics $999.99
Joe Brown Logistics $698.23
Joe Brown Logistics ($33.21)
Joe Bruce Marketing $581.98
Joe Bruce Marketing $11.74

This excel spreadsheet contains approx. 300 separate cardholders and
approx.
3500 separate transactions. I want to reduce it down to 1 instance of
cardholder's name, department, & transaction total. Any help?

Billing Statement Help
 

jeb-
I recommend putting this information into a pivot table. By doing so,
the table will automatically create totals and/or subtotals at various
levels. Therefore, it will calculate totals at cardholder,
department, and still show the individual transactions.

Also, if you place the cardholder's name in the Page field area, you
can use the Show Pages option. When selected, Excel will
automatically create a new workbook tab for every unique value in the
cardholder name field. It will name the tabs with the name of the
cardholder and then all you have to do is print these tabs to get
cardholder-specific reports.

Best of luck.

Excel.Instructor - Advanced Excel (Ed2go.com)