If Function - Date Problem
 

I have a list of sales information and I just want to extract a
particular customer's sales but as individual lines, not a total.
Currently got an If function running per line that returns either the
info required or a 0, so I have to filter that sheet to hide the 0
lines.

Ultimately I need to extract this info monthly to perform some
calculations on. Having real trouble with the IF function to limit the
results to particular months. Oh, and I'm still filtering at this point
too!!

Is there an easier way of doing this, perhaps in one function from the
original sales sheet. Just to extract this customer's sales info per
sale line into monthly tables?

The info source is actually two sheets as well, just to make this
worse.

I've looked at pivot tables but they just seem to provide totals.
Perhaps I could create a table that takes one month's worth of data
from both sheets into a monthly total, completing all calculations at
once?

Any thoughts before I provide specifics of the functions I have
running? I'm sure I'm just being a numpty! :rolleyes:


--
JEM
------------------------------------------------------------------------
JEM's Profile: http://www.excelforum.com/member.php...o&userid=35124
View this thread: http://www.excelforum.com/showthread...hreadid=548814

If Function - Date Problem
 

If your sheets are set up like databases - a single row of column headers in
row 1 and data commencing in row 2, then you should explore the DataImport
External DataNew Database Query menu options. You can create a query or
queries against your Excel sheets to pull specific rows of data into a new
sheet or a 'master' calc sheet. Changing the query parameters to pull in the
next set of data is relatively easy, too.

"JEM" wrote:


I have a list of sales information and I just want to extract a
particular customer's sales but as individual lines, not a total.
Currently got an If function running per line that returns either the
info required or a 0, so I have to filter that sheet to hide the 0
lines.

Ultimately I need to extract this info monthly to perform some
calculations on. Having real trouble with the IF function to limit the
results to particular months. Oh, and I'm still filtering at this point
too!!

Is there an easier way of doing this, perhaps in one function from the
original sales sheet. Just to extract this customer's sales info per
sale line into monthly tables?

The info source is actually two sheets as well, just to make this
worse.

I've looked at pivot tables but they just seem to provide totals.
Perhaps I could create a table that takes one month's worth of data
from both sheets into a monthly total, completing all calculations at
once?

Any thoughts before I provide specifics of the functions I have
running? I'm sure I'm just being a numpty! :rolleyes:


--
JEM
------------------------------------------------------------------------
JEM's Profile: http://www.excelforum.com/member.php...o&userid=35124
View this thread: http://www.excelforum.com/showthread...hreadid=548814

If Function - Date Problem
 

'The info source is actually two sheets as well, just to make this
worse'.
<<< a link in this page tells how to use a union statement to create a
view that contains the data from both sheets.
http://www.contextures.com/xlPivot08.html

'I've looked at pivot tables but they just seem to provide totals.
Perhaps I could create a table that takes one month's worth of data
from both sheets into a monthly total, completing all calculations at
once?'
<<<< if you double-click on any pivot-table value, a new worksheet will
be created that displays all records in that total. Would that provide
a solution?


--
steven1001
------------------------------------------------------------------------
steven1001's Profile: http://www.excelforum.com/member.php...o&userid=30757
View this thread: http://www.excelforum.com/showthread...hreadid=548814