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Default 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.
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Default 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.

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Default 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.


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Default 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 -


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Default 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   Report Post  
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Posts: 8
Default 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   Report Post  
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Posts: 8,856
Default 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 -


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