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Kevin C. McGregor
 
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Default using DSUM in formulae instead of SUMIF

I have a database that consists entries that are either cash or check. I
want to be able to use the DSUM function to sort by date (the first column
below). I have been able to do a workaround via SUMIF, but I feel that DSUM
ought to work.

=SUMIF(Date,A1,Cash)
where each record has a different value in the CRITERIA field and I am able
to use labels for the RANGE and SUMRANGE arguments supplied to SUMIF.

What I actually need is a way to sort for two columns (Date and Contact),
but for starters sorting by date would be fantastic. Thanks in advance for
your help!


Date Contact Signature Cash Check
10/1/2005 Kevin Gabe Kent 5
10/1/2005 Kevin Vernon Lukehart 10
10/2/2005 Kevin Don Curry 11
10/2/2005 George Wendy Bryant 36
10/3/2005 George Dorothy Miller 20
10/4/2005 Bart Jeanette Fox 5
10/4/2005 Bart Stacy Taiber 10
10/4/2005 Bart Jill Norton 11
10/5/2005 Bart Judith Jessup 36
10/5/2005 Rubben Ron Paine 15
10/5/2005 Rubben Kathy Weinberg 5
10/5/2005 Rubben Amy Lau 10
10/6/2005 Craig Marissa Smith 36
10/6/2005 Craig Marlin Weber 20
10/6/2005 Craig John Smith 15




  #2   Report Post  
Kevin C. McGregor
 
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Default

I reposted the data with commas separating the data below...

Date,Contact,Signature,Cash,Check
10/1/2005,Kevin,Gabe Kent,5,,
10/1/2005,Kevin,Vernon Lukehart,,10
10/2/2005,Kevin,Don Curry,11,,
10/2/2005,George,Wendy Bryant,,36
10/3/2005,George,Dorothy Miller,,20
10/4/2005,Bart,Jeanette Fox,5,,
10/4/2005,Bart,Stacy Taiber,10,,
10/4/2005,Bart,Jill Norton,11,,
10/5/2005,Bart,Judith Jessup,36,,
10/5/2005,Rubben,Ron Paine,,15
10/5/2005,Rubben,Kathy Weinberg,5,,
10/5/2005,Rubben,Amy Lau,10,,
10/6/2005,Craig,Marissa Smith,,36
10/6/2005,Craig,Marlin Weber,,20
10/6/2005,Craig,John Smith,15,,


  #3   Report Post  
Tom Ogilvy
 
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Default

Why not just use a pivot Table?

If you wanted to use DSum, you would need a separate criteria range for each
unique date.

--
Regards,
Tom Ogilvy


"Kevin C. McGregor" wrote in message
...
I reposted the data with commas separating the data below...

Date,Contact,Signature,Cash,Check
10/1/2005,Kevin,Gabe Kent,5,,
10/1/2005,Kevin,Vernon Lukehart,,10
10/2/2005,Kevin,Don Curry,11,,
10/2/2005,George,Wendy Bryant,,36
10/3/2005,George,Dorothy Miller,,20
10/4/2005,Bart,Jeanette Fox,5,,
10/4/2005,Bart,Stacy Taiber,10,,
10/4/2005,Bart,Jill Norton,11,,
10/5/2005,Bart,Judith Jessup,36,,
10/5/2005,Rubben,Ron Paine,,15
10/5/2005,Rubben,Kathy Weinberg,5,,
10/5/2005,Rubben,Amy Lau,10,,
10/6/2005,Craig,Marissa Smith,,36
10/6/2005,Craig,Marlin Weber,,20
10/6/2005,Craig,John Smith,15,,




  #4   Report Post  
Kevin C. McGregor
 
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Default

If I use Pivot Table won't I have to adjust the Pivot for each change? What
I want to be able to do is add to my data range daily and have the
spreadsheet caculate accordingly. Should I assume, then, that the DSUM
function isn't really appropriate for what I'm attempting to do -- i.e.,
take data entered:
date1
date2
date3
date4
and then manipulate it accordingly?

"Tom Ogilvy" wrote in message
...
Why not just use a pivot Table?

If you wanted to use DSum, you would need a separate criteria range for

each
unique date.

--
Regards,
Tom Ogilvy


"Kevin C. McGregor" wrote in message
...
I reposted the data with commas separating the data below...

Date,Contact,Signature,Cash,Check
10/1/2005,Kevin,Gabe Kent,5,,
10/1/2005,Kevin,Vernon Lukehart,,10
10/2/2005,Kevin,Don Curry,11,,
10/2/2005,George,Wendy Bryant,,36
10/3/2005,George,Dorothy Miller,,20
10/4/2005,Bart,Jeanette Fox,5,,
10/4/2005,Bart,Stacy Taiber,10,,
10/4/2005,Bart,Jill Norton,11,,
10/5/2005,Bart,Judith Jessup,36,,
10/5/2005,Rubben,Ron Paine,,15
10/5/2005,Rubben,Kathy Weinberg,5,,
10/5/2005,Rubben,Amy Lau,10,,
10/6/2005,Craig,Marissa Smith,,36
10/6/2005,Craig,Marlin Weber,,20
10/6/2005,Craig,John Smith,15,,






  #5   Report Post  
Debra Dalgleish
 
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Default

If the pivot table source data will change size frequently, you can use
a dynamic range as the pivot table source, and it will automatically
expand as rows or columns are added. There are instructions he

http://www.contextures.com/xlPivot01.html

Kevin C. McGregor wrote:
If I use Pivot Table won't I have to adjust the Pivot for each change? What
I want to be able to do is add to my data range daily and have the
spreadsheet caculate accordingly. Should I assume, then, that the DSUM
function isn't really appropriate for what I'm attempting to do -- i.e.,
take data entered:
date1
date2
date3
date4
and then manipulate it accordingly?

"Tom Ogilvy" wrote in message
...

Why not just use a pivot Table?

If you wanted to use DSum, you would need a separate criteria range for


each

unique date.

--
Regards,
Tom Ogilvy


"Kevin C. McGregor" wrote in message
...

I reposted the data with commas separating the data below...

Date,Contact,Signature,Cash,Check
10/1/2005,Kevin,Gabe Kent,5,,
10/1/2005,Kevin,Vernon Lukehart,,10
10/2/2005,Kevin,Don Curry,11,,
10/2/2005,George,Wendy Bryant,,36
10/3/2005,George,Dorothy Miller,,20
10/4/2005,Bart,Jeanette Fox,5,,
10/4/2005,Bart,Stacy Taiber,10,,
10/4/2005,Bart,Jill Norton,11,,
10/5/2005,Bart,Judith Jessup,36,,
10/5/2005,Rubben,Ron Paine,,15
10/5/2005,Rubben,Kathy Weinberg,5,,
10/5/2005,Rubben,Amy Lau,10,,
10/6/2005,Craig,Marissa Smith,,36
10/6/2005,Craig,Marlin Weber,,20
10/6/2005,Craig,John Smith,15,,








--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html



  #6   Report Post  
Kevin
 
Posts: n/a
Default

Here is the scenario I am dealing with:
I have a group of salespeople whose daily numbers need to be managed.
I have a spreadsheet that I enter the pertinent customer contact data into
date,rep,customer,amt,address,city,state,zip (actually about twenty fields)
if I use the following formula:

=SUMIF(DATE,A1,AMT) I am able to sort total daily numbers, but not numbers
at the REP level.

Is it possible to somehow sort as the above example illustrates, but only
pulliing records for specific reps? I am very new at Excel programming, so
I don't feel comfortable trying to design a form via VBA or otherwise using
macro functionality. I want to be able to use the functions that are built
into the spreadsheet, i.e., SUMIF, IF, DSUM, those sorts of tools, if
possible.

I have tried to use the following:

=IF(AND(REP=A2,DATE=A1),SUMIF(DATE,A1,AMT,))

but that doesn't work logically, because it simply does the same thing as
the first example above -- is there a logical way to attack this problem? I
mean it isn't LOGICAL to want a flat datafile to behave like a relational
datafile, but I feel like I should be able to trick EXCEL into doing
something like this. Will the SUMIF function accept IF types of arguments
as criteria?

For instance, shouldn't I be able to use some sort of formula in the
criteria of the SUMIF function, the help file says that this is possible, so
my assumption is that I am simply not looking at this the right way.

Lastly, what if I were able to use some sort of FOR LOOP

FOR EACH REP
DO
....

Thanks for any help beforehand.
"Debra Dalgleish" wrote in message
...
If the pivot table source data will change size frequently, you can use
a dynamic range as the pivot table source, and it will automatically
expand as rows or columns are added. There are instructions he

http://www.contextures.com/xlPivot01.html

Kevin C. McGregor wrote:
If I use Pivot Table won't I have to adjust the Pivot for each change?

What
I want to be able to do is add to my data range daily and have the
spreadsheet caculate accordingly. Should I assume, then, that the DSUM
function isn't really appropriate for what I'm attempting to do -- i.e.,
take data entered:
date1
date2
date3
date4
and then manipulate it accordingly?

"Tom Ogilvy" wrote in message
...

Why not just use a pivot Table?

If you wanted to use DSum, you would need a separate criteria range for


each

unique date.

--
Regards,
Tom Ogilvy


"Kevin C. McGregor" wrote in message
...

I reposted the data with commas separating the data below...

Date,Contact,Signature,Cash,Check
10/1/2005,Kevin,Gabe Kent,5,,
10/1/2005,Kevin,Vernon Lukehart,,10
10/2/2005,Kevin,Don Curry,11,,
10/2/2005,George,Wendy Bryant,,36
10/3/2005,George,Dorothy Miller,,20
10/4/2005,Bart,Jeanette Fox,5,,
10/4/2005,Bart,Stacy Taiber,10,,
10/4/2005,Bart,Jill Norton,11,,
10/5/2005,Bart,Judith Jessup,36,,
10/5/2005,Rubben,Ron Paine,,15
10/5/2005,Rubben,Kathy Weinberg,5,,
10/5/2005,Rubben,Amy Lau,10,,
10/6/2005,Craig,Marissa Smith,,36
10/6/2005,Craig,Marlin Weber,,20
10/6/2005,Craig,John Smith,15,,








--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html



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