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#1
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How do I create this type of workbook?
I need to create an excel spreadsheet but not sure how to achieve it. (this
is for commission payout) On sheet 1 starting lefthand side is "name" next column would be "client" next "PB" next "Paid Date" then "Outstanding" The data would never be deleted and entries would just keep going down the page, would be possible when I click on the "name" PD and Outstanding could be linked to sheet2. Any help on this would be great Thanks Tony |
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#2
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How do I create this type of workbook?
Hi Tony
Why carry data to another sheet? You might be able to achieve what you want by filtering the data. If you highlight your header row and choose DataFilterAutofilter you could use the dropdown on Name to select the required person and click the dropdown on Paid Date and select Blank. This would show all transactions which are outstanding. -- Regards Roger Govier "tonyva" wrote in message ... I need to create an excel spreadsheet but not sure how to achieve it. (this is for commission payout) On sheet 1 starting lefthand side is "name" next column would be "client" next "PB" next "Paid Date" then "Outstanding" The data would never be deleted and entries would just keep going down the page, would be possible when I click on the "name" PD and Outstanding could be linked to sheet2. Any help on this would be great Thanks Tony |
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#3
Posted to microsoft.public.excel.newusers
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How do I create this type of workbook?
Thanks for your reply Roger, I have used the Autofilter that you suggested
and that work really well. A question for you, I have a columns of data I enter on a daily basis, the data is all numeric and the totals add at the bottom. The problem is the spreadsheet keeps gettin deeper and deeper, is there a way around this? Thanks Tony "Roger Govier" wrote: Hi Tony Why carry data to another sheet? You might be able to achieve what you want by filtering the data. If you highlight your header row and choose DataFilterAutofilter you could use the dropdown on Name to select the required person and click the dropdown on Paid Date and select Blank. This would show all transactions which are outstanding. -- Regards Roger Govier "tonyva" wrote in message ... I need to create an excel spreadsheet but not sure how to achieve it. (this is for commission payout) On sheet 1 starting lefthand side is "name" next column would be "client" next "PB" next "Paid Date" then "Outstanding" The data would never be deleted and entries would just keep going down the page, would be possible when I click on the "name" PD and Outstanding could be linked to sheet2. Any help on this would be great Thanks Tony |
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#4
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How do I create this type of workbook?
Hi Tony
Insert extra rows at the top of the sheet and put your Totals there. =SUBTOTAL(9,A3:A1000) will add all of the visible cells between A3 and A1000 when a filter is applied. If you place your cursor in cell A3, then WindowsFreeze Panes, rows 1 and 2 will always be visible with row 1 holding your total and row2 your header. Look at help on Subtotals to see what the other parameters other than ,9 can do for you. -- Regards Roger Govier "tonyva" wrote in message ... Thanks for your reply Roger, I have used the Autofilter that you suggested and that work really well. A question for you, I have a columns of data I enter on a daily basis, the data is all numeric and the totals add at the bottom. The problem is the spreadsheet keeps gettin deeper and deeper, is there a way around this? Thanks Tony "Roger Govier" wrote: Hi Tony Why carry data to another sheet? You might be able to achieve what you want by filtering the data. If you highlight your header row and choose DataFilterAutofilter you could use the dropdown on Name to select the required person and click the dropdown on Paid Date and select Blank. This would show all transactions which are outstanding. -- Regards Roger Govier "tonyva" wrote in message ... I need to create an excel spreadsheet but not sure how to achieve it. (this is for commission payout) On sheet 1 starting lefthand side is "name" next column would be "client" next "PB" next "Paid Date" then "Outstanding" The data would never be deleted and entries would just keep going down the page, would be possible when I click on the "name" PD and Outstanding could be linked to sheet2. Any help on this would be great Thanks Tony |
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#5
Posted to microsoft.public.excel.newusers
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How do I create this type of workbook?
Roger, after I add the rows do I leave cursor in A3 and insert
=SUBTOTAL(9,A3:A1000) in "insert function" ? Thanks Tony "Roger Govier" wrote: Hi Tony Insert extra rows at the top of the sheet and put your Totals there. =SUBTOTAL(9,A3:A1000) will add all of the visible cells between A3 and A1000 when a filter is applied. If you place your cursor in cell A3, then WindowsFreeze Panes, rows 1 and 2 will always be visible with row 1 holding your total and row2 your header. Look at help on Subtotals to see what the other parameters other than ,9 can do for you. -- Regards Roger Govier "tonyva" wrote in message ... Thanks for your reply Roger, I have used the Autofilter that you suggested and that work really well. A question for you, I have a columns of data I enter on a daily basis, the data is all numeric and the totals add at the bottom. The problem is the spreadsheet keeps gettin deeper and deeper, is there a way around this? Thanks Tony "Roger Govier" wrote: Hi Tony Why carry data to another sheet? You might be able to achieve what you want by filtering the data. If you highlight your header row and choose DataFilterAutofilter you could use the dropdown on Name to select the required person and click the dropdown on Paid Date and select Blank. This would show all transactions which are outstanding. -- Regards Roger Govier "tonyva" wrote in message ... I need to create an excel spreadsheet but not sure how to achieve it. (this is for commission payout) On sheet 1 starting lefthand side is "name" next column would be "client" next "PB" next "Paid Date" then "Outstanding" The data would never be deleted and entries would just keep going down the page, would be possible when I click on the "name" PD and Outstanding could be linked to sheet2. Any help on this would be great Thanks Tony |
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#6
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How do I create this type of workbook?
Hi Tony
No, the formula needs to be entered in A1 A2 would be your Header, say Amount A3 would be the first amount value - say 100 -- Regards Roger Govier "tonyva" wrote in message ... Roger, after I add the rows do I leave cursor in A3 and insert =SUBTOTAL(9,A3:A1000) in "insert function" ? Thanks Tony "Roger Govier" wrote: Hi Tony Insert extra rows at the top of the sheet and put your Totals there. =SUBTOTAL(9,A3:A1000) will add all of the visible cells between A3 and A1000 when a filter is applied. If you place your cursor in cell A3, then WindowsFreeze Panes, rows 1 and 2 will always be visible with row 1 holding your total and row2 your header. Look at help on Subtotals to see what the other parameters other than ,9 can do for you. -- Regards Roger Govier "tonyva" wrote in message ... Thanks for your reply Roger, I have used the Autofilter that you suggested and that work really well. A question for you, I have a columns of data I enter on a daily basis, the data is all numeric and the totals add at the bottom. The problem is the spreadsheet keeps gettin deeper and deeper, is there a way around this? Thanks Tony "Roger Govier" wrote: Hi Tony Why carry data to another sheet? You might be able to achieve what you want by filtering the data. If you highlight your header row and choose DataFilterAutofilter you could use the dropdown on Name to select the required person and click the dropdown on Paid Date and select Blank. This would show all transactions which are outstanding. -- Regards Roger Govier "tonyva" wrote in message ... I need to create an excel spreadsheet but not sure how to achieve it. (this is for commission payout) On sheet 1 starting lefthand side is "name" next column would be "client" next "PB" next "Paid Date" then "Outstanding" The data would never be deleted and entries would just keep going down the page, would be possible when I click on the "name" PD and Outstanding could be linked to sheet2. Any help on this would be great Thanks Tony |
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