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Excel Formula or access ?
Hi, In the past you all have help me tremendiously.
I'm stuck again. I have a very unuserfriendly report that looks like this State - ype - County/City - Invoice # - Ref # - Amount UT - Tax Billed - Salt Lake - 073714 - 238025 - $10.82 UT - Taxable Sales - Utah - 073714 - 238025 - $983.75 UT - Tax Billed - Slt Lk Cnty 073714 - 238025 - 4.92 UT- taxable Sales Slt Lk Cnty 073714 - 238025 - 983.75 UT - Tax billed - Utah - 073714 - 238025 - 46.73 For sales tax reporting we need to know the state, city, county district amounts. This would be simple if we could just sort by county/city, however we cannot because the state tax piece only only shows the word "UTAH" it does not give a city or county name. So we must sort by invoice #. This would be ok if we only had a few invoices in each city such as Salt Lake but we have have 40 or 50 invoice numbers in salt lake. I need to find a way to keep all of the tax pieces that belong together, and subtotal by city/county. I thought if I had a formula that could change the state name "UTAH" to reflect the city for that invoice. This is the case for all states. Each state is 10,000 or more lines. I need to somehow grouping the information I need. I used the pivot table approach. However, since I must sort by invoice I still have 10,000 lines. I want to sort by invoice to get all the pieces then sort by county city. Any ideas of how I can do this? something in Access perhaps? a formual in excel perhaps? If you could please help with my dilema I would be eternally greatful. |
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