Excel 2007 :: Summing Column On Data Sheet Based On Multiple Criteria
Feb 23, 2012
Excel 2007. I have an Excel file that contains a data dump from an external database file with numerous analytical sheets that perform calculations. Some of these calculations utilize the SUMIFs function that was introduced in Excel 2007. This function does an outstanding job of summing a column on the data sheet based on multiple criteria.
However, someone high up in management in my organization would like to "drill down" into the data behind the
SUMIFs formulas to get a quick snapshot of the lines in the database that roll into the
SUMIFs formula. =SUMIFS(DataBase!E:E,Data!A:A,C7,DataBase!B:B,D7,DataBase!C:C,E7,DataBase!D:D,F7)
If I double click on a cell with the formula above, Excel takes me to the Database tab and selects Column E which is close, but not exactly what I need. What I really need is for Excel to only show the rows on the database sheet that make up the total in the SUMIFs formula and not the entire data dump from the database.
At present, we have to manually apply the autofilter on multiple columns to show the rows in column E that make up the total in the SUMIFs formula which is a tedious and time consuming task. Is there a way to force Excel to do this? Suggested custom database application or pivot tables, but we do not want to reinvent the wheel.
I track distribution using 1 workbook for each sales rep. Each workbook has a separate worksheet (scorecard) for each of their locations showing which of our products are used in that location, for various functions. Each of the locations has a segment (bar, nightclub, casual dining, etc.), and a class (AA, A, B, etc.). All of the scorecards are identical, and are in the same file folder on our shared drive.
Sample:
Location A Class:AA Segment: Sports Bar Rep: John Smith
Product: Product X Product Y Product Z Well: 1 0 0 Back Bar: 0 1 0 Cocktail Menu: 0 1 1
I was unable to find an HTML maker so this is not an actual sample but what I'm looking at. The above data indicates that for location A (Sports Bar, Class AA), Product X is used as the well, Product Y is on their back bar and their cocktail menu, and Product Z is not used at this location at all.
I need to set up an analytic workbook where I can sum data based on multiple and grouped criteria, and for multiple reps ie- display a scorecard that shows totals for nightclubs and sports bars, class AA, A, and B, for a particular rep; OR display a scorecard that shows totals for nightclubs, class A for a group of reps. Ideally I would like to do this using drop down menus that allow the user to select multiple criteria in each of the drop downs, having the data auto-populate based on those selections.
I have been trying multiple SUMIFS and SUMPRODUCT formulas to try and revamp my budget spreadsheet. My first criteria is the month being a certain number (contained in a column), if that condition is met it needs to look for the account number I am budgeting for (row heading) and if it matches both criteria I need it to sum the Column that has the row heading of the account number. I have succeeded in doing a SUMIFS and manually finding the column that has the heading of the account number I am looking for, but I would like this to be an automated process so I can copy the formula. Below is the data I'm using (a very, very small portion of it), and the results are how my budget sheet is going to look. These will be on separate tabs in the workbook.
EX: For July electric revenue (44211) I need my formula to: (if the Month column=7 & if the Account Code row heading=44211, sum the column that has the heading of 44211). So far I cannot get this to work.
I have a workbook that has a sheet called CustInvData, this sheet contains 4,421 rows of invoice transaction data for 178 customers starting on row 2 (headers on row 1). I need to split the transaction data for each customer out into a workbook template based on the customer name in column A. I need each workbook named by the customer name along with a month and year (example: Bellsouth-0911.xls), this should create 178 unique workbooks. And since we sometimes have to go back and rerun invoices for previous months, I'll need to control the month and year manually in the code.
The parsed data needs to be copied to a pre-formatted invoice template. This template has 2 sheets, Sheet1 is called 'Product Summary', this is a table that uses VLOOKUP functions to read the data in Sheet2 called 'Product Details', this is the sheet the parsed data needs to be copied to for each customer invoice. The 'Product Details' sheet has formatted rows 1 thru 11, row 11 being the header row for the data from CustInvData to be copied. So the parsed data needs to start at row 12.
Last, once the data has been copied into the 'Product Details' sheet, I need the data to be SubTotaled at each change in column J (Product) and use the 'Sum' function to add a Subtotal in column L (Retail Price) for each unique product category.
Example data below, I've simplified it (the actual data array spans from columns A to Y)
Most details are shown in the spreadsheet below. I would like it to be dynamic because the quarterly and annual data dumps I'm working with are are hundreds to thousands of lines.
Have the list be sorted, which is a part of the first attempt, would be nice but is not necessary. At this point, just being able to generate the dynamic list would be fantastic.
Excel 2007ABCDE1product lines:consist of these product subtypes2Widget series:Widget.type1Widget.type23Fidget series:Fidget.type4Gidget series:Gidget.type1Gidget.type2Gidget.type356data dump of parts sold or used in repairs7product subtype repairedpart number
I'm trying to populate a table based on two different criteria in a another table. On is based on a date and the other the number of a unit. I'm trying to get the data in sheets Week 1 and Week 2 into the format in sheet Example. Is there a way to create a series of functions, filters, etc that I could use to create a macro to do multiple sheets or at least a whole sheet at once? I've been trying to think through it with my limited knowledge of filters and functions
Here is the file with an example and I'm using Excel 2007: Example.xls
What I am looking to do is this... (using Excel 2007)
I need to have more dependent lists based on the selection in Column A. (My column B is already set up and works perfectly using INDIRECT)
For example: Column F would be a dependent list of colors based on the sales rep chosen in Column A Column I would be a dependent list of managers based on the sales rep chosen in Column A Column M would be a dependent list of part numbers based on the rep chosen in column A
without using VBA? (If I HAD to - okay, the other person maintaining the sheet would be lost....) I haven't been able to find anything close to what I want to do online - maybe I am just not using the correct terms.
Imagine column A sorted by invoice numbers. Column B has payments applied but due to movement between unapplied cash, some numbers appear as negatives and positives for the same invoice number.
I want to have a formula which says that for each invoice number, look in column b and eliminate opposite numbers and post only unique values. Keep in mind that there may be multiple lines with the same invoice number.
For example, starting with line 5, for invoice 123, payments 400 and -400 in line 5 and 17 and payments 315 and -315 in lines 7 and 9 will zero out but any other unique payment will be picked up and displayed in column C. Lines 5 and/or 17 will be blank in column C.
I've seen some examples here and I think I understand the consolidation function. However, my query has the added level of needing to consolidate each member:
I have a table of data that looks like this:
SURNAME NINO CODE NO OF UNITS
Smith AB123456C 8AIA 1986.4805
[Code] .........
There are a number of clients that have multiple investments that are shown by an alpha numeric code. I need to consolidate the number of units for each member in to one line. Ideally the output would look like this:
I'm working on a workbook that will combine a cash flow report by category and also by date. The categories can change (which I think is the easiest part) but so also can the frequency of data. For instance, you choose how you want to see the data, monthly, quarterly, annually and this will change the Row that the data should be summarized based off of.
Examples: 1) Annual: Sheet 1: Row = Rental Revenue and Column = 2001. I want to pull from sheet 2 all of the Rows that are mapped to Rental Revenue and all of the Columns that are mapped to 2001. 2) Quarterly: same idea but by quarter. 3) Monthly: No issue, just a SUMIF.
In Sheet 2 I have added a mapping at the top of each column for the Quarter, Year or Month that should be included in the Sheet 1 heading Row.
I tried using a sumproduct on both row and column using the whole data set underlying, but this did not work.
I need to transpose data from Column A to Row 2 and down.
The data in column A is in sections of 19 rows and then a blank cell and another 19 rows of data contimuously, It is a dynamic range and can contain many thousands of Rows.
The data needs to be transposed from Column A to row 2 (row 1 has the head line for each column) so the 19 lines of data is now spread accross 19 columns in row 2 and the next section from column A is spread accross the 19 columns in row 3 and so on.
My data looks similar to the below. (Test Number 0001 starts in A1)
I am using excel 2007. I have data which, instead of being posted on multiple columns, is all within 1 column. The data most simply has the characteristics of:
AAA AAA - description BBB BBB - description CCC CCC - description and so on..
I would like to move the descriptions from column A to column B: AAA AAA - description BBB BBB - description CCC CCC - description and so on...
I am working on a project to automate the import of data and fixing the formatting.
The data contains the date in column A and time in column B. The time is in increments of 15 min for each day. The rest of the data is in columns C:F. Some of the dates don't have all of the times within the day (so instead of 96 rows of data per day, there maybe 80 rows). I have a second sheet of just dates and times that has the correct amount of rows for each day. What I need to do is have the rows data that matches in both the date and time column from sheet 1 copied over to the corresponding date and time on sheet 2. Blank data rows on sheet 2 are fine. I have found some stuff on .Find, but the stuff I found was for specific searches.
Example
Sheet 1 7/27/13 12:00 AM 1 2 3 4 7/27/13 12:15 AM 5 6 7 8 7/27/13 01:00 AM 9 10 11 12
Sheet 2 7/27/13 12:00 AM 1 2 3 4 7/27/13 12:15 AM 5 6 7 8 7/27/13 12:30 AM 7/27/13 12:45 AM 7/27/13 01:00 AM 9 10 11 12
I need a Macro which pulls the data from different sheets of excel (which is not formatted properly) to Main Sheet. Also some of the columns will not have the same names, so macro should handle this exception as well.
I have a sheet (see Sheet 1) from a report we run which lists the following information: Personnel Number, Amount, Wage Type. This is generated for 1000's of employees, with each personnel number being repeated several times in column A.
I am trying to pull specific data to another sheet (see Sheet 2), which would ideally generate the sum of "Amount' for a specific wage type for each personnel number. The issue is is that there may be dplicates of the wage type for each ID number (which is also repeated).
For example, the total salary amount on sheet 2 for ID#12345678 would be 0, while for #9876543 it would be 1250. Is there a formula I could use on sheet 2 column B that would generate this?
I have use excel 2007. In our sheet i have in cell "B3" product name i.e. "abc" , "xyz" etc. That is called sales of goods.
In cell "C3" i have number of quantity If "B3" is "abc" then only calculate below :
1st option : If product name is "abc" then only calculate (which is cell "B3") & cell "c3" is >=15 & cell "c3" is<19 then message shown as "one mobile free"
2nd option : If product name is "abc" then only calculate (which is cell "B3") & cell "c3" is >=20 & cell "c3" is<39 then message shown as "two mobile free"
3rd option : If product name is "abc" then only calculate (which is cell "B3") & cell "c3" is >=40 then message shown as "three mobile free"
I have a workbook with many sheets of similar but not identical data. I need to extract columns from each sheet based on 5 header criteria and paste them to a single sheet. Each worksheet contains these 5 criteria.
I've been working with the VBA script I've pasted below. It's grabbing the 5 column criteria that I have in sheet 12, and comparing them to sheet 1 in the workbook, then copying them to sheet 12. This much is good, but I need the script to also return the data from the other worksheets as well. I've tried modifying the script based on other loop functions in other scripts I've found, but I'm not having any luck.
I have a statement from an account (which happens to be the government) in which they list every invoice they are paying and each item on that invoice. But they don't have an invoice total. I'd like a way to add up the item totals for each invoice and put the total in column D. Each invoice could have 1 to 10 different items on it.
In a separate column on sheet 2 i want to return the value of the data in ACC1 if the data in DEB/CRED is LC or SC and the value of the data in ACC2 if the data in DEB/CRED is SD
I use the following formula in excel 2007 (and it's working perfectly in 2007) but this formula does not work if I work with the same file in excel 2003 ...w why and what I have to adjust?
I have 2 excel files, let's call them 1.xlsx and 2.xlsx (excel 2007)
File 1 is the file where I want data copied into and file 2 is the file I want to copy data from.
File 1 has certain text strings in every say 5th column in always row 2. I want to find those strings in file 2 and if the string is found, go 6 rows down, copy the cell, and paste it into file 1, 8 rows down the text string. this is the code I came up with, but it doesn't work
Code: Option Explicit Sub get_data_from_2()
Dim i As Long Dim j As Long Dim FinalColumn As Long Dim RngFrom As Range
Autofill column B with sequential values based on whether value in column A changes its value.
I would like to autofill column 'B' with sequential values (i.e. GenoMap1, Genomap2, Genomap3,... GenoMap10, GenoMap11, GenoMap12,... GenoMap104, GenoMap105, etc...), but changing to the sequential GenoMap# only when the value in column A changes.
I am working on this report for data from 2007 to 2011 for multiple customers. I have two columns of data for each customer for each year. My ultimate goal is to get a total for both columns of data and insert it in the row right under the row containing the last year of data. Below is a sample of what my data looks like and what I want it to look like. Here is the data:
Code: With ActiveSheet.ChartObjects("Chart 2").Chart .Axes(xlCategory).TickLabels.Font.Size = 20 End With
But this code throws a "This Object Is No Longer Valid" error when it gets to the first .Axes line:
Code: Sub ChartFormat() ' ' Format Charts macro ' Dim ch As ChartObject For Each ch In ActiveWorkbook.Sheets("Summary").ChartObjects With ch.Chart .Axes(xlCategory).TickLabels.Font.Size = 16
I have Excel 2007, and I have column 1 with a thousand entries "HC 14-0001" all the way down to "HC 14-1000". I have on my hard drive 1000 foldiers named the exact same "HC 14-0001 to HC 14-1000". I want to create a Hyperlink from each item in that column to its corrisponding folder on the hard drive. I can easily create the Hyperlink, but I want to find someway to copy them. I can create the first two rows... HC 14-0001 and HC 14-0002 and create good Hyperlinks to the folders, but when I highlight them and drag them down, the excel spreedsheet is updated all the way to HC 14-1000, but the Hyperlinks do not change.
How can I get the Hyperlinks to change? I don't want to spend the next week creating Hyperlinks for a 1000 entries on this spread sheet, and I have 5 other spreadsheets exactly the same.
I am currently trying to reconfigure a dataset into something more managable for our regression needs. The issue I am having is trying to automate as much of the data transfer as possible. The data set is set up as follows (for example):
Yr Tag Value 0 2 # 1 2 # 2 3 # 3 3 #
0 1 # 1 1 # 2 1 # 3 1 #
etc. where tag is a special code we have developed based on the number 1, 2, 3, and 4
What I would like to do is develop a summing formula so in year 0 I can sum all the values if the tag is equal to 1 and then I would do that for the numbers 1 through 4 in my "compilation" worksheet.
I am trying to make an excel sheet which has a 2 column drop down. For example I want to have a drop down list in column 1 and when I select "Item A" in column 2 "item A" 's phone number appears. If i select "item B" form the drop down this, "Item B's" phone number would also appear in column 2 and so on. how this is done (if possible) on Excel 2007? I was hoping it could be done from one workbook to another but If it is easier from one worksheet to another then that is fine too.
I am working on a "3 worksheet" excel workbook. The first worksheet does not require any header.
I'd like to enter data into the second sheet (say cells A1 and B1), and use VBA to pull from those cells to generate the same custom header for both the second and third worksheets.
For example, I'd like the header to pull "# 123456" from cell A1, and "789" from B1 in sheet two, putting them in a centered header for both sheets two and three (same reference cells from sheet two for both, not new values of A1 and B1 from sheet 3 for sheet 3 header). I'd like to format in a way that looks something like this:
#123456
789
I'm currently running Excel 07, and was able to pull from a cell on one worksheet into that sheet's header but couldn't get it to span multiple sheets.
