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#1
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Hi
I hope some one can help me with this I have a spreadsheet with monthly work worksheets named Apr07, May07, June 07 for the months of the year all the way through to Mar 08 with the following columns Date Customer Name Sales Company A 100 Company B 200 Company C 200 Company B 200 Company A 200 Company A 200 What I would like to do is have a running total on the monthly sheet of how much each company has paid us this month Giving this layout Company A Total = 500 Company B Total = 400 Company C Total = 200 Then I wish to create a new worksheet called yearly totals and bring each company monthly total from each company giving me a total that company A, Company B, Company C has paid this year so far. Many thanks for your help John |
#2
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One way to frame it up using sumif & indirect..
Assume source sheets named as: Apr07, May07, etc with CustName/companies in col B, Sales in col C, data from row2 down In the summary sheet, List the monthly sheetnames as text in B1 across, eg: Apr07, May07 (enter an apostrophe before typing in the text: Apr07) List the companies in A2 down, eg: Company A, Company B, ... The table will look like this: CustName Apr07 May07 Company A 500 300 Company B 400 100 Company C 200 0 etc Place in B2: =IF(COUNTA($A2,B$1)<2,"",SUMIF(INDIRECT("'"&B$1&"' !B:B"),$A2,INDIRECT("'"&B$1&"'!C:C"))) Copy B2 across as far as required, fill down to populate the table -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "John Luc" wrote in message ... Hi I hope some one can help me with this I have a spreadsheet with monthly work worksheets named Apr07, May07, June 07 for the months of the year all the way through to Mar 08 with the following columns Date Customer Name Sales Company A 100 Company B 200 Company C 200 Company B 200 Company A 200 Company A 200 What I would like to do is have a running total on the monthly sheet of how much each company has paid us this month Giving this layout Company A Total = 500 Company B Total = 400 Company C Total = 200 Then I wish to create a new worksheet called yearly totals and bring each company monthly total from each company giving me a total that company A, Company B, Company C has paid this year so far. Many thanks for your help John |
#3
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Hi Max
Thanks for the quick response I think I understand what your saying regarding the summary sheet layout. But how do I total the different companies payments on the monthly sheet for instance Apr 07. Or are you saying transfer in company monthly total manually using your formula on the summary sheet. As you have no doubt guessed excel is not a strong point with me. Best Regards John "Max" wrote in message ... One way to frame it up using sumif & indirect.. Assume source sheets named as: Apr07, May07, etc with CustName/companies in col B, Sales in col C, data from row2 down In the summary sheet, List the monthly sheetnames as text in B1 across, eg: Apr07, May07 (enter an apostrophe before typing in the text: Apr07) List the companies in A2 down, eg: Company A, Company B, ... The table will look like this: CustName Apr07 May07 Company A 500 300 Company B 400 100 Company C 200 0 etc Place in B2: =IF(COUNTA($A2,B$1)<2,"",SUMIF(INDIRECT("'"&B$1&"' !B:B"),$A2,INDIRECT("'"&B$1&"'!C:C"))) Copy B2 across as far as required, fill down to populate the table -- Max Singapore http://savefile.com/projects/236895 xdemechanik |
#4
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.. But how do I total the different companies payments on the monthly
sheet for instance Apr 07. The suggested summary sheet set up would actually auto-extract the details under each month's col. Imo, this is better than doing it separately in each month's sheet. Try this quick sample which illustrates the earlier: http://cjoint.com/?mqxEAW5tOP Summarizing from monthly sheets.xls The only key presumption made is that you have a ready list of all your customers (the company list) to easily paste into A2 down -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "John Luc" wrote in message ... Hi Max Thanks for the quick response I think I understand what your saying regarding the summary sheet layout. But how do I total the different companies payments on the monthly sheet for instance Apr 07. Or are you saying transfer in company monthly total manually using your formula on the summary sheet. As you have no doubt guessed excel is not a strong point with me. Best Regards John |
#5
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Hi Max
Thanks a million for this, may I wish a happy xmas and new year as well. Best Regards John "Max" wrote in message ... .. But how do I total the different companies payments on the monthly sheet for instance Apr 07. The suggested summary sheet set up would actually auto-extract the details under each month's col. Imo, this is better than doing it separately in each month's sheet. Try this quick sample which illustrates the earlier: http://cjoint.com/?mqxEAW5tOP Summarizing from monthly sheets.xls The only key presumption made is that you have a ready list of all your customers (the company list) to easily paste into A2 down -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "John Luc" wrote in message ... Hi Max Thanks for the quick response I think I understand what your saying regarding the summary sheet layout. But how do I total the different companies payments on the monthly sheet for instance Apr 07. Or are you saying transfer in company monthly total manually using your formula on the summary sheet. As you have no doubt guessed excel is not a strong point with me. Best Regards John |
#6
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Hi Max
Please can I ask you another favour can you alter formula for me to reflect the following please CustName = Column C Sales = Column D Tried to this myself and failed. Regards John "John Luc" wrote in message ... Hi Max Thanks a million for this, may I wish a happy xmas and new year as well. Best Regards John "Max" wrote in message ... .. But how do I total the different companies payments on the monthly sheet for instance Apr 07. The suggested summary sheet set up would actually auto-extract the details under each month's col. Imo, this is better than doing it separately in each month's sheet. Try this quick sample which illustrates the earlier: http://cjoint.com/?mqxEAW5tOP Summarizing from monthly sheets.xls The only key presumption made is that you have a ready list of all your customers (the company list) to easily paste into A2 down -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "John Luc" wrote in message ... Hi Max Thanks for the quick response I think I understand what your saying regarding the summary sheet layout. But how do I total the different companies payments on the monthly sheet for instance Apr 07. Or are you saying transfer in company monthly total manually using your formula on the summary sheet. As you have no doubt guessed excel is not a strong point with me. Best Regards John |
#7
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If your source monthly sheets are like so:
CustName = Column C Sales = Column D In Summ, just replace the formula in B2 with: =IF(COUNTA($A2,B$1)<2,"",SUMIF(INDIRECT("'"&B$1&"' !C:C"),$A2,INDIRECT("'"&B$1&"'!D:D"))) then copy B2 across/fill down to populate the summary table That should do it for you. -------- This part of the earlier formula which points to the CustName in col B: INDIRECT("'"&B$1&"'!B:B") we change: B:B to C:C (the new col for the CustName) and this part which earlier points to the Sales in col C: INDIRECT("'"&B$1&"'!C:C") we change: C:C to D:D (the new col for the Sales) -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "John Luc" wrote in message ... Hi Max Please can I ask you another favour can you alter formula for me to reflect the following please CustName = Column C Sales = Column D Tried to this myself and failed. Regards John |
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