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#1
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looking for tips on how to accomplish the following
I have 10 customers who buy goods from me every month In worksheet A, I input dates and sales value. customer a date sales 01/jan/04 500.00 15/jan/04 200.00 4/feb/04 300.00 28/feb/04 450.00 in worksheet B I want to use functions to query sales from each customer for each month for example; jan feb etc customer a 700 750 I am trying to figure out how to extract the sales from worksheet A and display the total monthly sales in worksheet B. SUMIF(range,criteria,sum_range) How do I set the criteria to months date input is d/m/y can I use 1/1/04 but <31/1/04 followed by 1/2/04 but <29/2/04 |
#2
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Personally, I would use SUMPRODUCT for this as it allows functions to be
performed on the range you are checking. For your setup, I have assumed the following: Customer Numbers in colA Sheet1 Dates in colB on sheet1 Sales in ColC on sheet1 data from row 2 to row 1000 (headers in row 1) In sheet 2, customer number in A2 and "Jan" in B1, "Feb" in C1 etc In B2, enter: =SUMPRODUCT((Sheet1!$A$2:$A$1000=A2)*(MONTH(Sheet1 !$B$2:$B$1000)=B$1)*(Sheet1!$C$2:$C$1000)) and copy across / down HTH Rgds Geoff "D@annyBoy" wrote: looking for tips on how to accomplish the following I have 10 customers who buy goods from me every month In worksheet A, I input dates and sales value. customer a date sales 01/jan/04 500.00 15/jan/04 200.00 4/feb/04 300.00 28/feb/04 450.00 in worksheet B I want to use functions to query sales from each customer for each month for example; jan feb etc customer a 700 750 I am trying to figure out how to extract the sales from worksheet A and display the total monthly sales in worksheet B. SUMIF(range,criteria,sum_range) How do I set the criteria to months date input is d/m/y can I use 1/1/04 but <31/1/04 followed by 1/2/04 but <29/2/04 |
#3
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Hi Geoff - Is it just me or is TT down and out for the count at the moment?
Regards Ken................. "xlbo" wrote: Personally, I would use SUMPRODUCT for this as it allows functions to be performed on the range you are checking. For your setup, I have assumed the following: Customer Numbers in colA Sheet1 Dates in colB on sheet1 Sales in ColC on sheet1 data from row 2 to row 1000 (headers in row 1) In sheet 2, customer number in A2 and "Jan" in B1, "Feb" in C1 etc In B2, enter: =SUMPRODUCT((Sheet1!$A$2:$A$1000=A2)*(MONTH(Sheet1 !$B$2:$B$1000)=B$1)*(Sheet1!$C$2:$C$1000)) and copy across / down HTH Rgds Geoff "D@annyBoy" wrote: looking for tips on how to accomplish the following I have 10 customers who buy goods from me every month In worksheet A, I input dates and sales value. customer a date sales 01/jan/04 500.00 15/jan/04 200.00 4/feb/04 300.00 28/feb/04 450.00 in worksheet B I want to use functions to query sales from each customer for each month for example; jan feb etc customer a 700 750 I am trying to figure out how to extract the sales from worksheet A and display the total monthly sales in worksheet B. SUMIF(range,criteria,sum_range) How do I set the criteria to months date input is d/m/y can I use 1/1/04 but <31/1/04 followed by 1/2/04 but <29/2/04 |
#4
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I am a little confused
in sheet A I have the following DATE Customer Name LC AMOUNT 01-01-04 Mr A USD36,437.20 15-02-04 Mr B USD25,090 in sheet B I have the following CUSTOMER JAN FEB MAR Mr A 36,437.20 Mr B 25,090 this is what I am trying to achieve "xlbo" wrote in message ... Personally, I would use SUMPRODUCT for this as it allows functions to be performed on the range you are checking. For your setup, I have assumed the following: Customer Numbers in colA Sheet1 Dates in colB on sheet1 Sales in ColC on sheet1 data from row 2 to row 1000 (headers in row 1) In sheet 2, customer number in A2 and "Jan" in B1, "Feb" in C1 etc In B2, enter: =SUMPRODUCT((Sheet1!$A$2:$A$1000=A2)*(MONTH(Sheet1 !$B$2:$B$1000)=B$1)*(Sheet1!$C$2:$C$1000)) and copy across / down HTH Rgds Geoff "D@annyBoy" wrote: looking for tips on how to accomplish the following I have 10 customers who buy goods from me every month In worksheet A, I input dates and sales value. customer a date sales 01/jan/04 500.00 15/jan/04 200.00 4/feb/04 300.00 28/feb/04 450.00 in worksheet B I want to use functions to query sales from each customer for each month for example; jan feb etc customer a 700 750 I am trying to figure out how to extract the sales from worksheet A and display the total monthly sales in worksheet B. SUMIF(range,criteria,sum_range) How do I set the criteria to months date input is d/m/y can I use 1/1/04 but <31/1/04 followed by 1/2/04 but <29/2/04 |
#5
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Ken - yes - hence my appearance here - gotta get my fix somewhere !
D@annyBoy - what are you confused about ?? I have given you the formula that will do as you require. The only change seems to be that you have customer in colB and Date in ColA rather than the other way round. Just realised however that I cannot use "Month" so slight amendment needed: Hence, the formula would be: =SUMPRODUCT((Sheet1!$B$2:$B$1000=A2)*(TEXT(Sheet1! $A$2:$A$1000),"mmm")=B$1)*(Sheet1!$C$2:$C$1000)) This will sum all the values in Sheet1, columnC where the customer number in the range B2:B1000 is equal to the customer entered in cell A2 AND where the MONTH of the date in the range A2:A1000 is equal to the 3 letter abbreviated month in your header row.... Just sub the sheet name in and chenge the 1000 to be correct for your setup Alternatively, you can just use a pivot table and GROUP the dates as months... HTH Rgds Geoff "D@annyBoy" wrote: I am a little confused in sheet A I have the following DATE Customer Name LC AMOUNT 01-01-04 Mr A USD36,437.20 15-02-04 Mr B USD25,090 in sheet B I have the following CUSTOMER JAN FEB MAR Mr A 36,437.20 Mr B 25,090 this is what I am trying to achieve "xlbo" wrote in message ... Personally, I would use SUMPRODUCT for this as it allows functions to be performed on the range you are checking. For your setup, I have assumed the following: Customer Numbers in colA Sheet1 Dates in colB on sheet1 Sales in ColC on sheet1 data from row 2 to row 1000 (headers in row 1) In sheet 2, customer number in A2 and "Jan" in B1, "Feb" in C1 etc In B2, enter: =SUMPRODUCT((Sheet1!$A$2:$A$1000=A2)*(MONTH(Sheet1 !$B$2:$B$1000)=B$1)*(Sheet1!$C$2:$C$1000)) and copy across / down HTH Rgds Geoff "D@annyBoy" wrote: looking for tips on how to accomplish the following I have 10 customers who buy goods from me every month In worksheet A, I input dates and sales value. customer a date sales 01/jan/04 500.00 15/jan/04 200.00 4/feb/04 300.00 28/feb/04 450.00 in worksheet B I want to use functions to query sales from each customer for each month for example; jan feb etc customer a 700 750 I am trying to figure out how to extract the sales from worksheet A and display the total monthly sales in worksheet B. SUMIF(range,criteria,sum_range) How do I set the criteria to months date input is d/m/y can I use 1/1/04 but <31/1/04 followed by 1/2/04 but <29/2/04 |
#6
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managed to solve the problem via trial and error :-)
"xlbo" wrote in message ... Ken - yes - hence my appearance here - gotta get my fix somewhere ! D@annyBoy - what are you confused about ?? I have given you the formula that will do as you require. The only change seems to be that you have customer in colB and Date in ColA rather than the other way round. Just realised however that I cannot use "Month" so slight amendment needed: Hence, the formula would be: =SUMPRODUCT((Sheet1!$B$2:$B$1000=A2)*(TEXT(Sheet1! $A$2:$A$1000),"mmm")=B$1)*(Sheet1!$C$2:$C$1000)) This will sum all the values in Sheet1, columnC where the customer number in the range B2:B1000 is equal to the customer entered in cell A2 AND where the MONTH of the date in the range A2:A1000 is equal to the 3 letter abbreviated month in your header row.... Just sub the sheet name in and chenge the 1000 to be correct for your setup Alternatively, you can just use a pivot table and GROUP the dates as months... HTH Rgds Geoff "D@annyBoy" wrote: I am a little confused in sheet A I have the following DATE Customer Name LC AMOUNT 01-01-04 Mr A USD36,437.20 15-02-04 Mr B USD25,090 in sheet B I have the following CUSTOMER JAN FEB MAR Mr A 36,437.20 Mr B 25,090 this is what I am trying to achieve "xlbo" wrote in message ... Personally, I would use SUMPRODUCT for this as it allows functions to be performed on the range you are checking. For your setup, I have assumed the following: Customer Numbers in colA Sheet1 Dates in colB on sheet1 Sales in ColC on sheet1 data from row 2 to row 1000 (headers in row 1) In sheet 2, customer number in A2 and "Jan" in B1, "Feb" in C1 etc In B2, enter: =SUMPRODUCT((Sheet1!$A$2:$A$1000=A2)*(MONTH(Sheet1 !$B$2:$B$1000)=B$1)*(Sheet1!$C$2:$C$1000)) and copy across / down HTH Rgds Geoff "D@annyBoy" wrote: looking for tips on how to accomplish the following I have 10 customers who buy goods from me every month In worksheet A, I input dates and sales value. customer a date sales 01/jan/04 500.00 15/jan/04 200.00 4/feb/04 300.00 28/feb/04 450.00 in worksheet B I want to use functions to query sales from each customer for each month for example; jan feb etc customer a 700 750 I am trying to figure out how to extract the sales from worksheet A and display the total monthly sales in worksheet B. SUMIF(range,criteria,sum_range) How do I set the criteria to months date input is d/m/y can I use 1/1/04 but <31/1/04 followed by 1/2/04 but <29/2/04 |
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