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#1
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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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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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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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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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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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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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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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