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Can this be done?
Trying to create an excel chart to create totals based upon different keys. I
need to be able to calculate how many customers there are by Manager and then By Rep. Then to figure out how many were New, Current, Total # of RSVP and attended for that Rep. Below is how I have started but I am having some problems getting certain parts. I know when I get one the rest will fall into place. I can calculate how many total customers by manager and by rep just by doing a Countif command but how do I determine the # of New, Current etc. Is there a If Than command? Managers Totals are simply his reps totals. Suggestions? Example.. A B C D E F G 1 Manager Rep Customer New Biz Current # RSVP # Actual Attend Need totals to look something like this.... A B C D E F G 1 # of Cust # New # Current #RSVP # Actual Attend 2 Manager 3 Rep 1 4 Rep 2 |
Can this be done?
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Can this be done?
Unless I'm misunderstanding what you're trying to do, this sounds like
something that a pivot table would take care of. "Jim W" wrote: Trying to create an excel chart to create totals based upon different keys. I need to be able to calculate how many customers there are by Manager and then By Rep. Then to figure out how many were New, Current, Total # of RSVP and attended for that Rep. Below is how I have started but I am having some problems getting certain parts. I know when I get one the rest will fall into place. I can calculate how many total customers by manager and by rep just by doing a Countif command but how do I determine the # of New, Current etc. Is there a If Than command? Managers Totals are simply his reps totals. Suggestions? Example.. A B C D E F G 1 Manager Rep Customer New Biz Current # RSVP # Actual Attend Need totals to look something like this.... A B C D E F G 1 # of Cust # New # Current #RSVP # Actual Attend 2 Manager 3 Rep 1 4 Rep 2 |
Can this be done?
Never created a pivot table. Suggestions on where to start?
"Dave F" wrote: Unless I'm misunderstanding what you're trying to do, this sounds like something that a pivot table would take care of. "Jim W" wrote: Trying to create an excel chart to create totals based upon different keys. I need to be able to calculate how many customers there are by Manager and then By Rep. Then to figure out how many were New, Current, Total # of RSVP and attended for that Rep. Below is how I have started but I am having some problems getting certain parts. I know when I get one the rest will fall into place. I can calculate how many total customers by manager and by rep just by doing a Countif command but how do I determine the # of New, Current etc. Is there a If Than command? Managers Totals are simply his reps totals. Suggestions? Example.. A B C D E F G 1 Manager Rep Customer New Biz Current # RSVP # Actual Attend Need totals to look something like this.... A B C D E F G 1 # of Cust # New # Current #RSVP # Actual Attend 2 Manager 3 Rep 1 4 Rep 2 |
Can this be done?
If you want to read more about pivottables...
Here are a few links: Debra Dalgleish's pictures at Jon Peltier's site: http://peltiertech.com/Excel/Pivots/pivottables.htm And Debra's own site: http://www.contextures.com/xlPivot01.html John Walkenbach also has some at: http://j-walk.com/ss/excel/files/general.htm (look for Tony Gwynn's Hit Database) Chip Pearson keeps Harald Staff's notes at: http://www.cpearson.com/excel/pivots.htm MS has some at (xl2000 and xl2002): http://office.microsoft.com/downloads/2000/XCrtPiv.aspx http://office.microsoft.com/assistan...lconPT101.aspx Jim W wrote: Never created a pivot table. Suggestions on where to start? "Dave F" wrote: Unless I'm misunderstanding what you're trying to do, this sounds like something that a pivot table would take care of. "Jim W" wrote: Trying to create an excel chart to create totals based upon different keys. I need to be able to calculate how many customers there are by Manager and then By Rep. Then to figure out how many were New, Current, Total # of RSVP and attended for that Rep. Below is how I have started but I am having some problems getting certain parts. I know when I get one the rest will fall into place. I can calculate how many total customers by manager and by rep just by doing a Countif command but how do I determine the # of New, Current etc. Is there a If Than command? Managers Totals are simply his reps totals. Suggestions? Example.. A B C D E F G 1 Manager Rep Customer New Biz Current # RSVP # Actual Attend Need totals to look something like this.... A B C D E F G 1 # of Cust # New # Current #RSVP # Actual Attend 2 Manager 3 Rep 1 4 Rep 2 -- Dave Peterson |
Can this be done?
just run the pivot table wizard. its in the drop down menu under data.
"Jim W" wrote in message ... Never created a pivot table. Suggestions on where to start? "Dave F" wrote: Unless I'm misunderstanding what you're trying to do, this sounds like something that a pivot table would take care of. "Jim W" wrote: Trying to create an excel chart to create totals based upon different keys. I need to be able to calculate how many customers there are by Manager and then By Rep. Then to figure out how many were New, Current, Total # of RSVP and attended for that Rep. Below is how I have started but I am having some problems getting certain parts. I know when I get one the rest will fall into place. I can calculate how many total customers by manager and by rep just by doing a Countif command but how do I determine the # of New, Current etc. Is there a If Than command? Managers Totals are simply his reps totals. Suggestions? Example.. A B C D E F G 1 Manager Rep Customer New Biz Current # RSVP # Actual Attend Need totals to look something like this.... A B C D E F G 1 # of Cust # New # Current #RSVP # Actual Attend 2 Manager 3 Rep 1 4 Rep 2 |
Can this be done?
I found the Pivot Table info. Thank you all for the links etc. But Can this
be done with a formula? I have to keep it simple. Haveing them change the fields might not work to well with my boss. I will keep playing with the Pivot Table to see if I can just print the results into the cell I want. Thanks "jiwolf" wrote: just run the pivot table wizard. its in the drop down menu under data. "Jim W" wrote in message ... Never created a pivot table. Suggestions on where to start? "Dave F" wrote: Unless I'm misunderstanding what you're trying to do, this sounds like something that a pivot table would take care of. "Jim W" wrote: Trying to create an excel chart to create totals based upon different keys. I need to be able to calculate how many customers there are by Manager and then By Rep. Then to figure out how many were New, Current, Total # of RSVP and attended for that Rep. Below is how I have started but I am having some problems getting certain parts. I know when I get one the rest will fall into place. I can calculate how many total customers by manager and by rep just by doing a Countif command but how do I determine the # of New, Current etc. Is there a If Than command? Managers Totals are simply his reps totals. Suggestions? Example.. A B C D E F G 1 Manager Rep Customer New Biz Current # RSVP # Actual Attend Need totals to look something like this.... A B C D E F G 1 # of Cust # New # Current #RSVP # Actual Attend 2 Manager 3 Rep 1 4 Rep 2 |
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