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#1
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dynamic summary report
i have a detail 20 salespersons' total sales volume on 100 products
for Jan to Nov 2008. How do I create a dynamic summary report to sum up the total sales volume per sales person for a particular month? I.e. if i specify January in cell B2, the report will show the sales person in row under first column and their respective January total sales volume in second column of the report.If i change the month in cell B2 to February, the report will show February data and so on. |
#2
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dynamic summary report
Nicole,
We need to know the columns for the salespersons name, the date and the volumes. Mike "Nicole" wrote: i have a detail 20 salespersons' total sales volume on 100 products for Jan to Nov 2008. How do I create a dynamic summary report to sum up the total sales volume per sales person for a particular month? I.e. if i specify January in cell B2, the report will show the sales person in row under first column and their respective January total sales volume in second column of the report.If i change the month in cell B2 to February, the report will show February data and so on. |
#3
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dynamic summary report
Hi Nicole
Dependent upon the exact layout of your data, the easiest way would be to use a Pivot Table. Can you post an example of what your data looks like. Alternatively, if you want to send me direct, a workbook with some sample data, I will set up a PT for you. To mail direct roger at technology4u dot co uk Change the at and dots to make a valid email address. -- Regards Roger Govier "Nicole" wrote in message ... i have a detail 20 salespersons' total sales volume on 100 products for Jan to Nov 2008. How do I create a dynamic summary report to sum up the total sales volume per sales person for a particular month? I.e. if i specify January in cell B2, the report will show the sales person in row under first column and their respective January total sales volume in second column of the report.If i change the month in cell B2 to February, the report will show February data and so on. |
#4
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dynamic summary report
Hi Roger,
I thought of using Pivot table initially but for the reader who doesn't know excel at all, i was thinking of creating a summary report with just one click of a button. I will send a section of the file to yr email and show you what I have done so far but stuck on the flexibility on the month's data show. Nicole On Dec 8, 6:37*pm, "Roger Govier" <roger@technology4unospamdotcodotuk wrote: Hi Nicole Dependent upon the exact layout of your data, the easiest way would be to use a Pivot Table. Can you post an example of what your data looks like. Alternatively, if you want to send me direct, a workbook with some sample data, I will set up a PT for you. To mail direct roger at technology4u dot co uk Change the at and dots to make a valid email address. -- Regards Roger Govier "Nicole" wrote in message ... i have a detail 20 salespersons' total sales volume on 100 products for Jan to Nov 2008. How do I create a dynamic summary report to sum up the total sales volume per sales person for a particular month? I.e. if i specify January in cell B2, the report will show the sales person in row under first column and their respective January total sales volume in second column of the report.If i change the month in cell B2 to February, the report will show February data and so on.- Hide quoted text - - Show quoted text - |
#5
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dynamic summary report
You could do this with a SUMPRODUCT formula, with maybe a drop-down to
select the date, but as Mike said earlier you will need to tell us what columns you are using for what data. Pete On Dec 8, 12:36*pm, Nicole wrote: Hi Roger, I thought of using Pivot table initially but for the reader who doesn't know excel at all, i was thinking of creating a summary report with just one click of a button. I will send a section of the file to yr email and show you what I have done so far but stuck on the flexibility on the month's data show. Nicole On Dec 8, 6:37*pm, "Roger Govier" <roger@technology4unospamdotcodotuk wrote: Hi Nicole Dependent upon the exact layout of your data, the easiest way would be to use a Pivot Table. Can you post an example of what your data looks like. Alternatively, if you want to send me direct, a workbook with some sample data, I will set up a PT for you. To mail direct roger at technology4u dot co uk Change the at and dots to make a valid email address. -- Regards Roger Govier "Nicole" wrote in message ... i have a detail 20 salespersons' total sales volume on 100 products for Jan to Nov 2008. How do I create a dynamic summary report to sum up the total sales volume per sales person for a particular month? I.e. if i specify January in cell B2, the report will show the sales person in row under first column and their respective January total sales volume in second column of the report.If i change the month in cell B2 to February, the report will show February data and so on.- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - |
#6
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dynamic summary report
In the summary report, i have created a drop down combo box for the
reader to choose which month he wants to read and the cell link of this drop down box is cell C4. cell B7to B13 is the list of Salesperson's name and cell C7 to C13 is their respective total sales volume for the month selected in the drop down box. For cell C7 to C13, I have use =SUMIF(Data!$B$4:$B$18,$B7,Data!$C$4:$C $18) where Data!$B$4:$B$18 is the list of Salesperson's name in the source data, $B7 is a particular salesperson name, and Data!$C$4:$C$18 is the January data to retrieve the data from "Data" sheet. This is where I got stuck as not sure how to include the month selected information in the formula to make it into a dynamic function. Nicole On Dec 8, 8:43*pm, Pete_UK wrote: You could do this with a SUMPRODUCT formula, with maybe a drop-down to select the date, but as Mike said earlier you will need to tell us what columns you are using for what data. Pete On Dec 8, 12:36*pm, Nicole wrote: Hi Roger, I thought of using Pivot table initially but for the reader who doesn't know excel at all, i was thinking of creating a summary report with just one click of a button. I will send a section of the file to yr email and show you what I have done so far but stuck on the flexibility on the month's data show. Nicole On Dec 8, 6:37*pm, "Roger Govier" <roger@technology4unospamdotcodotuk wrote: Hi Nicole Dependent upon the exact layout of your data, the easiest way would be to use a Pivot Table. Can you post an example of what your data looks like. Alternatively, if you want to send me direct, a workbook with some sample data, I will set up a PT for you. To mail direct roger at technology4u dot co uk Change the at and dots to make a valid email address. -- Regards Roger Govier "Nicole" wrote in message .... i have a detail 20 salespersons' total sales volume on 100 products for Jan to Nov 2008. How do I create a dynamic summary report to sum up the total sales volume per sales person for a particular month? I.e. if i specify January in cell B2, the report will show the sales person in row under first column and their respective January total sales volume in second column of the report.If i change the month in cell B2 to February, the report will show February data and so on.- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - |
#7
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dynamic summary report
Hi Nicole,
Could you describe the layout of data in your Data sheet? Do you have Jan data in column C, Feb data in column D etc? Does your drop-down give choices like Jan, Feb, Mar, or month numbers 1, 2, 3 etc? Pete On Dec 8, 1:05*pm, Nicole wrote: In the summary report, i have created a drop down combo box for the reader to choose which month he wants to read and the cell link of this drop down box is cell C4. cell B7to B13 is the list of Salesperson's name and cell C7 to C13 is their respective total sales volume for the month selected in the drop down box. For cell C7 to C13, I have use =SUMIF(Data!$B$4:$B$18,$B7,Data!$C$4:$C $18) where Data!$B$4:$B$18 is the list of Salesperson's name in the source data, $B7 is a particular salesperson name, and Data!$C$4:$C$18 is the January data to retrieve the data from "Data" sheet. This is where I got stuck as not sure how to include the month selected information in the formula to make it into a dynamic function. Nicole On Dec 8, 8:43*pm, Pete_UK wrote: You could do this with a SUMPRODUCT formula, with maybe a drop-down to select the date, but as Mike said earlier you will need to tell us what columns you are using for what data. Pete On Dec 8, 12:36*pm, Nicole wrote: Hi Roger, I thought of using Pivot table initially but for the reader who doesn't know excel at all, i was thinking of creating a summary report with just one click of a button. I will send a section of the file to yr email and show you what I have done so far but stuck on the flexibility on the month's data show. Nicole On Dec 8, 6:37*pm, "Roger Govier" <roger@technology4unospamdotcodotuk wrote: Hi Nicole Dependent upon the exact layout of your data, the easiest way would be to use a Pivot Table. Can you post an example of what your data looks like. Alternatively, if you want to send me direct, a workbook with some sample data, I will set up a PT for you. To mail direct roger at technology4u dot co uk Change the at and dots to make a valid email address. -- Regards Roger Govier "Nicole" wrote in message ... i have a detail 20 salespersons' total sales volume on 100 products for Jan to Nov 2008. How do I create a dynamic summary report to sum up the total sales volume per sales person for a particular month? I.e. if i specify January in cell B2, the report will show the sales person in row under first column and their respective January total sales volume in second column of the report.If i change the month in cell B2 to February, the report will show February data and so on..- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - |
#8
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dynamic summary report
Hi
For the benefit of other respondents and the archives :- I received a Workbook form Nicole with a subset of her data on a Sheet called Data. Nicole has a sheet called Summary Report, with a Combobox dropdown on cell B4 liked to cell C4 In cells B7:B13 there were names of Salespersons. The Data sheet contained Product in column A, Salesperson in B and Months Jan through Nov in C:M These are the notes I sent back to Nicole with the workbook to explain the formula I created in cell C8 of her Summary Report =SUMIF(Salesperson,$B7,Usedata) I moved your Months lists to a sheet called Setup, as normally your data will be extending down the sheet called Data. I also got rid of row 1 (month numbers not necessary) and row 3 (blank row). I set up some named ranges lrow = COUNTA(Data!$B$B) as this gives us a count of how many rows of data we have including the header). data = Data!$C$2:INDEX(Data!$C:$C,lrow) This gives the data for the first Month. It is a Dynamic formula, so the range will grow as more lines are added, and lrow gets increased. offset = 'Summary Report'!$C$4 just a name for the linked cell to your dropdown, which gives us the Month number that has been selected. usedata = OFFSET(data,,offset-1) this will offset the column of data selected by data, by the number of columns as per the offset value minus 1, as when the Month is January (1) we don't want an offset, so it must always be 1 less. (Alternatively, you could make Offset = $C$4-1) salesperson = Data!$B$2:INDEX(Data!$B$B,lrow) this gives just the list of Salesperson names for use in the Sumif formula. months = Setup!$B$1:$B$12 just a list of the full month names. I added the year on the end, so you don't get varying spaces between the length of the month name and your 2008 which was in a separate cell. Choosing the long month name is now easy. We know the Index number from C4 so INDEX(Months,C4) gives us the value for the heading. -- Regards Roger Govier "Pete_UK" wrote in message ... Hi Nicole, Could you describe the layout of data in your Data sheet? Do you have Jan data in column C, Feb data in column D etc? Does your drop-down give choices like Jan, Feb, Mar, or month numbers 1, 2, 3 etc? Pete On Dec 8, 1:05 pm, Nicole wrote: In the summary report, i have created a drop down combo box for the reader to choose which month he wants to read and the cell link of this drop down box is cell C4. cell B7to B13 is the list of Salesperson's name and cell C7 to C13 is their respective total sales volume for the month selected in the drop down box. For cell C7 to C13, I have use =SUMIF(Data!$B$4:$B$18,$B7,Data!$C$4:$C $18) where Data!$B$4:$B$18 is the list of Salesperson's name in the source data, $B7 is a particular salesperson name, and Data!$C$4:$C$18 is the January data to retrieve the data from "Data" sheet. This is where I got stuck as not sure how to include the month selected information in the formula to make it into a dynamic function. Nicole On Dec 8, 8:43 pm, Pete_UK wrote: You could do this with a SUMPRODUCT formula, with maybe a drop-down to select the date, but as Mike said earlier you will need to tell us what columns you are using for what data. Pete On Dec 8, 12:36 pm, Nicole wrote: Hi Roger, I thought of using Pivot table initially but for the reader who doesn't know excel at all, i was thinking of creating a summary report with just one click of a button. I will send a section of the file to yr email and show you what I have done so far but stuck on the flexibility on the month's data show. Nicole On Dec 8, 6:37 pm, "Roger Govier" <roger@technology4unospamdotcodotuk wrote: Hi Nicole Dependent upon the exact layout of your data, the easiest way would be to use a Pivot Table. Can you post an example of what your data looks like. Alternatively, if you want to send me direct, a workbook with some sample data, I will set up a PT for you. To mail direct roger at technology4u dot co uk Change the at and dots to make a valid email address. -- Regards Roger Govier "Nicole" wrote in message ... i have a detail 20 salespersons' total sales volume on 100 products for Jan to Nov 2008. How do I create a dynamic summary report to sum up the total sales volume per sales person for a particular month? I.e. if i specify January in cell B2, the report will show the sales person in row under first column and their respective January total sales volume in second column of the report.If i change the month in cell B2 to February, the report will show February data and so on.- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - |
#9
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dynamic summary report
Thanks for feeding back, Roger.
Pete On Dec 8, 4:47*pm, "Roger Govier" <roger@technology4unospamdotcodotuk wrote: Hi For the benefit of other respondents and the archives :- |
#10
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dynamic summary report
Hi Pete
Looking forward to meeting up with you at the Excel User Conference in London next April. I see you have signed up for both days. http://excelusergroup.org/blogs/nick...onference.aspx -- Regards Roger Govier "Pete_UK" wrote in message ... Thanks for feeding back, Roger. Pete On Dec 8, 4:47 pm, "Roger Govier" <roger@technology4unospamdotcodotuk wrote: Hi For the benefit of other respondents and the archives :- |
#11
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dynamic summary report
On Dec 10, 5:35*am, "Roger Govier"
<roger@technology4unospamdotcodotuk wrote: Hi Pete Looking forward to meeting up with you at the Excel User Conference in London next April. I see you have signed up for both days. http://excelusergroup.org/blogs/nick...12/05/uk-excel... -- Regards Roger Govier "Pete_UK" wrote in message ... Thanks for feeding back, Roger. Pete On Dec 8, 4:47 pm, "Roger Govier" <roger@technology4unospamdotcodotuk wrote: Hi For the benefit of other respondents and the archives :-- Hide quoted text - - Show quoted text - My problem is now solved, many thanks to Roger, really appreciate it. |
#12
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dynamic summary report
Hi Roger,
likewise from me - I'll be wearing the pink carnation !! <bg Pete On Dec 9, 9:35*pm, "Roger Govier" <roger@technology4unospamdotcodotuk wrote: Hi Pete Looking forward to meeting up with you at the Excel User Conference in London next April. I see you have signed up for both days. http://excelusergroup.org/blogs/nick...12/05/uk-excel... -- Regards Roger Govier "Pete_UK" wrote in message ... Thanks for feeding back, Roger. Pete On Dec 8, 4:47 pm, "Roger Govier" <roger@technology4unospamdotcodotuk wrote: Hi For the benefit of other respondents and the archives :-- Hide quoted text - - Show quoted text - |
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