Pivot tables
 

I have a spreadsheet that I use SUMPRODUCT or SUMIFS to summarise data into a
consolidation sheet. The data that I need to summarise has the following
columns (amongst others) that need to be taken into account:
Date (if the date falls into the month of September, then the data is summed
in the September column)
Classification (there are four classification types)
Amount (the amount that is summed)

Everything works brilliantly except my staff cannot use the spreadsheet
because they are too resource heavy.

I heard about Pivot Tables the other day and tried one out. It is
summarising the data how I would like it, but it uses every day as a criteria
and I cant work out how to summarise that data for say September in a
September column instead of summarising it for every day it finds in September

Any ideas?

Pivot tables
 

In your data, create an additional column called "Month". Have it use the
formula:
=DATE(YEAR(A2),MONTH(A2),1)
To group all your dates into similar months. Then have your PivotTable use
this field.
--
Best Regards,

Luke M
*Remember to click "yes" if this post helped you!*


"MurrayBarn" wrote:

I have a spreadsheet that I use SUMPRODUCT or SUMIFS to summarise data into a
consolidation sheet. The data that I need to summarise has the following
columns (amongst others) that need to be taken into account:
Date (if the date falls into the month of September, then the data is summed
in the September column)
Classification (there are four classification types)
Amount (the amount that is summed)

Everything works brilliantly except my staff cannot use the spreadsheet
because they are too resource heavy.

I heard about Pivot Tables the other day and tried one out. It is
summarising the data how I would like it, but it uses every day as a criteria
and I cant work out how to summarise that data for say September in a
September column instead of summarising it for every day it finds in September

Any ideas?

Pivot tables
 

Clever! Thank you!

"Luke M" wrote:

In your data, create an additional column called "Month". Have it use the
formula:
=DATE(YEAR(A2),MONTH(A2),1)
To group all your dates into similar months. Then have your PivotTable use
this field.
--
Best Regards,

Luke M
*Remember to click "yes" if this post helped you!*


"MurrayBarn" wrote:

I have a spreadsheet that I use SUMPRODUCT or SUMIFS to summarise data into a
consolidation sheet. The data that I need to summarise has the following
columns (amongst others) that need to be taken into account:
Date (if the date falls into the month of September, then the data is summed
in the September column)
Classification (there are four classification types)
Amount (the amount that is summed)

Everything works brilliantly except my staff cannot use the spreadsheet
because they are too resource heavy.

I heard about Pivot Tables the other day and tried one out. It is
summarising the data how I would like it, but it uses every day as a criteria
and I cant work out how to summarise that data for say September in a
September column instead of summarising it for every day it finds in September

Any ideas?

Pivot tables
 

On Oct 9, 5:08*pm, MurrayBarn
wrote:
Clever! Thank you!



"Luke M" wrote:
In your data, create an additional column called "Month". Have it use the
formula:
=DATE(YEAR(A2),MONTH(A2),1)
To group all your dates into similar months. Then have your PivotTable use
this field.
--
Best Regards,

Luke M
*Remember to click "yes" if this post helped you!*

"MurrayBarn" wrote:

I have a spreadsheet that I use SUMPRODUCT or SUMIFS to summarise data into a
consolidation sheet. The data that I need to summarise has the following
columns (amongst others) that need to be taken into account:
Date (if the date falls into the month of September, then the data is summed
in the September column)
Classification (there are four classification types)
Amount (the amount that is summed)

Everything works brilliantly except my staff cannot use the spreadsheet
because they are too resource heavy.

I heard about Pivot Tables the other day and tried one out. It is
summarising the data how I would like it, but it uses every day as a criteria
and I cant work out how to summarise that data for say September in a
September column instead of summarising it for every day it finds in September

Any ideas?

Thank you. it worked great for me too.