Excel 2010 :: Sales Daily Sales Data To Be Aggregated Into Monthly Data (not Using Pivot Table)
Mar 27, 2013
I cannot solve with Excel 2010 and I have searched all over for the answer.
I have sales data that is approximately daily and would like to count the monthly data and summarize it as an average for the month in a separate column.
For example, I would like to turn this:
3/2/2005 $xxxx
3/5/2005 $xxxx
3/20/2005 $xxxx
4/2/2005 $xxxx
4/10/2005 $xxxx
Into this:
March 2005- $xxxx (monthly average)
April 2005- $xxxx (monthly average)
I have a feeling some 'countif' formula would work but I am not sure how to do this.
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Jan 5, 2010
I have daily basis monthly sales. Now I want to summarize into monthly gross. Pls look attached file. I am looking for a formula to summarize January daily sales from date 1st to 31 st as of just January and and sum of each day gross.
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Feb 20, 2008
See the attachment. I want the percentage of Car Sales to total sales of different countries automatically.
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Jan 7, 2014
I have a problem here in calculating the Daily sales target based on Monthly Targets and Year End Target.
I am attaching the file herewith which has Yearly & Monthly Targets defined. Need calculating Daily targets which should match with Monthly & Year end target .
I have the split of day wise sales for a week as well in another tab. However not able to get the exact monthly target as listed .
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Oct 17, 2013
I have a sales level that I need to track...My rolling 12 months' sales must be $85,000 and my currently monthly sales must be $7,000. I have a sheet that tracks the $85,000 and tells me what I need to achieve that, but I haven't figured out how to include the $7,000 monthly minimum....
The chart below is what I have. So for example, this month it's telling me I only need to sell another 3016.46 to hit the $85,000 rolling 12, but I actually need to hit $4821.79 to meet the $7k minimum.
Actual Rolling 12 Goal
Sep 2012 5,367.24 73,663.30
Oct 2012 5,649.93 69,496.28
Nov 2012 14,163.38 73,451.30 [code]....
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Dec 29, 2013
How can I add data to the monthly sales section in the workbook? I can't seem to figure out the code.
mockup.xlsx
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Jan 5, 2012
I have an excel sheet which has 70 sheets in it...All of them are numbered but not in a sequential manner (eg : 210,211,201,202,215 etc..).The numbering is nothing but the sales order number....
All the sheets have same data (i.e Column A contains Product Sold, Column B contains Sale Value)...The thing is i want to consolidate all the data in sales order number wise. i.e.
Column A Column B
201 $200
202 $300
203 $450
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Jun 9, 2014
How to calculate the monthly sales based on the data given ?
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Feb 4, 2013
I wanted to get the data from data sheet where i have entered the data manually for sales what have done
Now I wanted is when i enter date i should get the product and price in other sheet
Example:
If I enter date in a1 cell
I should get the detail of product in b1-b10(if i sold 10 item )which is in data sheet
And c1 - c10 price (if i sold 10 item @that price)
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Oct 14, 2009
I need to copy the values of a range on the weekly sales worksheet to the monthly sales worksheet. The last column is the total on the weekly sales. Part of the heading of the total column is the week ending date (e.g. 10/17/2009. On the Monthly Sales I have the months in columns by week ending (e.g. 10/17/2009).
Range I4:I28 to the monthly sales worksheet by date.
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May 23, 2006
I want to track daily sales of a shop with the tenders (Cash, Master, Visa)seperated.
Everyday there will be a file ctp.dbf from a folder YYYYMMDD (previous day date) which contains sales details.
I tried to use sumif commands and everything is working fine. everytime i have to open book.xls and from it I do a files>Open to open the ctp.dbf for the calculation to be done. is there a way where by i can open 1 file and everthing i calculated properly?
Also this book.xls can only do for 1 day how can i go about having the daily sales detail of the month (look something like sales summary.xls) or even year in 1 excel file?
attached is book.xls and sales summary.xls for reference.
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Aug 19, 2013
I want to set up daily charts to monitor various things but Im not sure how best to set up the data in order to do this so it calculates automatically as data is refreshed.
I want to run daily activity data that tells me how many people attend each room per day. the aggregated data would include:
Number of attendances, by room (there are 11 rooms), by day
Each attendance grouped by category of patient (up to 25 categories)
Each attendance by type of attendance (various groups)
How should I set up the data to show these things in a way that it can be linked to a text file and refreshed daily on opening? the data at the moment is in rows per attendance rather than grouped in any way.
I would like the data to have dates and months etc automatically genetared by the attendance date in order to graph the above indicators, as well as a % atttendance in relation to capacity per room etc
simple excel template that I could try to manipulate my data into so I can get started. The data is generates using a transact SQL query and saved as a text file which I wabt to use for the daily stats.
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Oct 17, 2011
I'm using Excel 2007 and am having an issue with grouping/ungrouping fields in pivot tables.
I have 2 separate pivot tables, both from the same named data source, but summarizing different data selections. Both tables include the date field, I am trying to produce both a daily and a monthly table, but whenever I change the grouping/ungrouping of the date field setting on one table, the other table changes to the same grouping.
Is there anyway to have one table with an ungrouped date field and one table with the grouped to month date field?
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Sep 18, 2009
I have created a Pivot Table to sumarize the monthly sales data.
Is it possible to select just one month and show the YTD sales?
e.g. We are in September, I select August the Pivot Table should show the August sales column and YTD (Jan to August) sales column.
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Aug 13, 2014
I have table with companies across in columns, months down the side in rows, and 6 parts to the data in addition to company and month. I have quotes from 3 different sources, and won deals from those 3 different sources. How do I create a pivot table/chart to analyze the data quickly, or find out Top 10 companies quoting with value and top 10 companies with won deals?
I have attached an example, taking out the company names with A, B, C, and source with A, B, C. The cells do have an array formula which picks data from another spreadsheet. Which, by the way, is really slowing my machine down each time I type something into the spreadsheet.
Quotes.xlsx
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May 18, 2009
I have a query regarding making a Excel Sheet for Daily sales.
here I go,
Well i want to make an Excel Sheet where in I just need to enter the Date, Invoice Number , Product , No of Product and rest it should calculate the VAT (Rounding Off) amount N den the Grand Total..
M givin you an example in the Below Sheet.
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Mar 19, 2013
On a worksheet, I created:
- a list of data
- a pivottable based on these data
When moving this worksheet this worksheet to another workbook, the pivot table can't refresh anymore. This throws an error message "Reference is not valid". To work around this problem I need to adapt the datasource. The same occurs if the list and the pivot table are on separate sheet, with the added strange behaviour that, when data an PT are split, it is not possible to move both sheet together.
This would not be a big issue if my problem had to be solved manually. The real problem is that I need to move the sheets from a C# program.
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Sep 1, 2011
'Pivot Table Calculated Fields" - Below is my pivot table.
I need the pivot table to subtract 'February' sales figures from 'January' sales figures to get the difference (variance).
I know the following steps:
1) Click on the Pivot Table
2) Choose "Formulas"
3) Choose "Calculated Field"
4) In the "Name" field - type in the name that I want "Two Month Variance" (for example)
5)......then I don't know what to do
Sum of Quantitymonthsupplier idjanfebGrand Total
754466163150842519337568263901785022875682639410025035075682639500
75682639642523866375682639780012492049756826398209209756826399292292
756826400264264756826401178178757494037292292761034919209209867233456264264(blank)
Grand Total245154236931
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Jul 2, 2009
I am trying to determine the top contributors to 50% of sales based on cumulative percent of sales (see attached file). I can determine if percent of sales is less than 50%, but I need to include the person that pushes the group of top performers over the 50% mark.
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Jul 15, 2014
I am trying to build a sales sheet that will keep all the records during the month but every day it refreshes to a blank sheet, then allowing users to flick back to a previous day and all the data from then is still saved?
I think this is possible in excel as I am sure I have seen a working sheet before but I don't know where to start or even what the process would be called in excel?
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Dec 12, 2013
I have sales per month going down a column and I would like to subtract a corresponding $ amount going across columns. It's hard to explain but I would like a formula that I can populate all of the cells with. Spreadsheet should make it clearer.
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Jan 4, 2005
I have created a chart on excel for us to track daily sales but also to figure sales tax so we know what to send the IRS each month. We have been figuring the sales tax ourselves and
filling in the chart on excel but I would like to create a formula that
automatically does it for me based on total sales.
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Aug 5, 2008
I have a worksheet with monthly sales figures by associate and by store. The store has a monthly goal as do the associates. If the store hits it's goal then the overall sales total is multiplied by 1% and then divided by the percentage of each associates involvement to reach that goal. (ie...150,000*1%=1,500, John sold 35,000=23%, so John gets $345 extra commission). If Johns goal was $25,000 and sold $35,000 he gets 1% or $350 commission. In turn, if he meets 1 or both sets of criteria those will be added together. If he doesn't meet either one then the result is Zero.
I have the store goal and Johns goal in separate cells to reference against. The actual sales cell is formula based.
This is basically what i'm trying to do:
If criteria 1 is met then % of 1% of store goal, if criteria 2 is met then 1% of individual goal, if both are met result1+result2. if neither is met then zero. I think?
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Apr 20, 2012
I have a very large spreadsheet with daily sales for over 140 different items, over the past 2 years.
This is how my data looks like:
ITEM NAME 4/1/12 4/2/12 4/3/12 etc
item1 10 15 500
item2 5 0 3
item3 0 0 5
etc
I'm trying to build a formula that allows me to see which item is the highest trending over a period of time I input.
I figured out the way how to select data between specific Start and End dates, but don't know how to interpret "trending" in a formula.
I was thinking maybe highest jump from beginning to end of interval, but what if it's a new item that was launched halfway through the interval and does poorly throughout, that would still be "trending" under that rationale....
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Nov 14, 2013
I have an excel 2007 script that downloads daily stock data and prices. I do analysis and graph the data.
I would like to keep the download the same, but modify my analysis so as to obtain weekly and/or monthly data.
I am sure this is commonly done, and is not rocket science, but so far I am baffled as to the procedure / algorithm to do this.
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Jul 30, 2012
Can Pivot Table chart add another data from another sheet? I attached the link for this file (Add data1), it is because the file consists of several sheets and I do not know how to show here.
I would like to add the data from the "Rate" sheet into the Pivot Table chart (Chart.PT). I made an example by using normal way (Chart.Case (9)), the column series in the chart is the one I added from the "Rate" sheet. I wonder if I could do the same in pivot table chart.
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Oct 3, 2012
In cells A4 to A54, their names are displayed.
In cells I4 to I54, their total sales are displayed.
Starting in cell B59 and C59 I'd like to display their name and sales respectively.
Also in column I I'd have a second value which would be a total of each department. Would it be possible to leave this data out of the formula? No big deal if I have to put that value in the next column.
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Jan 6, 2012
I'm used to work with the Excel 2003 edition, however I just changed the version to 2010. As result of that I do have the following question:
How can you view the source data of a pivot table in Excel 2010?
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May 8, 2014
I have a problem converting hourly data into daily data for electricity import capacity. My file has the following form:
| Connection | Date | Period | Available (capacity) | Where 'Connection' identifies the physical location of the capacity (4 possibilities, Germany -> Netherlands; Norway -> Nehterlands; Belgium -> NL; UK -> NL), 'Date' refers to the date, Period refers to hour of the day (e.g. 18:00-19:00) and 'Available' refers to the import capacity of electricity on that conncetion during that hour. I need daily aggregates and tried several things such as DSUM but I cannot manage I've shortened the attached file quite a bit because of the upload size restriction. I am using Excel 2010. I've tried some suggestions in similar topics but none worked for me.
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Nov 30, 2011
I'm trying to create a pivot in 2010, which gathers a cumulative amount from data sources within two different worksheets.
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