How To Chart Sales Data
Aug 28, 2012
I am trying to create weekly sales charts from my worksheet. The variables I have are the items in inventory, their respective price points, and units sold week by week (for about 5 weeks so far). I am having trouble formatting all of this information in the correct way to get accurate charts conveying the movement of our inventory.
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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, 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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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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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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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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Feb 20, 2008
See the attachment. I want the percentage of Car Sales to total sales of different countries automatically.
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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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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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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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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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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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Jan 10, 2009
I have data for average turnover per hour of a business and have fitted it to a polynomial (order 6) trendline. So I have for example, running along the x-axis i have 8am-9am, 9am-10am, 10am-11am etc and on the y-axis the average turnover for the relevant hour.
What I would like to be able to do is use the trendline's formula to be able to predict sales for any given day. So if I were to enter the first few hours of turnover on any given day, I would like excel to predict the rest of the day's turnover based on the trendline.
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Feb 26, 2009
I'm stumped on what I know is a pretty basic problem. Maybe i'm just trying to over think it.
I have a table of sales data...One field is the date it was sold, one field is the amount it sold for. The date field isn't in order and it contains dates over the past 12 months. I need a way to total the amount of sales in each month and not through a pivot table. I am able to count how many entries there are, but I can't find a easy way to do a count of how much was sold in each month.
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Aug 18, 2008
So I have a Sales Data Extrapolation question.
I have August sales data up until August 17th. I need to extrapolate the data to determine what my sales numbers will look like for the entire month.
Here are some of the specifics: 17 days of sales so far, sold 12,598 units. Total stores 1,500
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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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Jul 28, 2009
I need to predict sales data in future using multiple independent varaibles.I used FORECAST function to predict sales value for single independent varaiables.But i dont know how to predict sales using multiple varaiables.
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Jan 19, 2010
At the end of every month I receive a sales report from our ERP system setting out sales quantities by Customer ID e.g. ABC001 and Product ID e.g. FB3000. I need to collect the data for each month and gradually build a report for a 12 month period.
My problem is that each monthly report does not include every Customer ID and every Product ID, it only includes cases where sales quantity was > 0. So as each month's data arrives I need to make sure that my report has all necessary Customer ID and Product ID pairs so I am not missing any sales.
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Jun 9, 2014
How to calculate the monthly sales based on the data given ?
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Jul 31, 2014
I have two years of sales data for same and different product codes in different sheets for each year.
I want to merge both the sheets so that i have a consolidated view of both years data in one sheet.
The sheets have columns that look like the one described as under:
Product code Month 1 m2 m3 m4 m5 m6 m7 m9 m10 m11 m12
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Aug 20, 2013
Basically, I'm doing a recorded macro for work where I take an export and manipulate the data to show differences between sales from last year and this year. Also comparing this months projected sales to avg of last 6 months and also against last years this month.
The problem I'm running into is in automating the this month sales for mid-month exports. I can do it individually but I can't find a formula that will do it. Data is in one cell per month, so ex. 130 sales this month so far. I need to have it convert that to projected sales for total month based on what day it currently is.
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Mar 12, 2009
I want to restrict the value entered on a sales sheet to force the value to be over 15% margin. In column M you enter a value in column N it report the margin. I want to force the value in M to give a minimum 15% in column N or report an error.
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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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Jan 14, 2014
I need to plot various data on top of stock charts.
This data could be irregular in date: it could be weekly, or simply random.
To plot this data by itself requires a Scatter Chart.
From what I know so far, you CANNOT DO THIS.
However, I suspect this could be done if I build a Stock Chart from scratch using a Scatter Chart.
Error bars can be used to make the tails, however, I don't know how they built the body bar which has the characteristics of a bar (border, and interior.)
But since I don't really need those two characteristics, I just need a wider error bar line that is provided in the chart edit window. I'm guess through a macro, there are wider line widths assignable.
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Nov 27, 2011
I am looking for a creative way to display a pie chart within a data point marker of a line chart.
My database has 3 value columns, Type1, Type2 and the Total (Type1 + Type2)
these are recorded per day (Date, in Column A)
I have a line chart that displays the total by date, but I want to find a way to display the percentage split of a particular day by type.
I was thinking to load the chart image into the Data point marker, but i don't think that is the best way as the data is updated daily and I would have to do it each day for a few line charts.
The other way I was thinking about was to have a generic Pie chat in the Line chart (Maybe in a corner) and the pie would update depending on way date series was selected or Mouseover'd)
the way that I am approaching it at the movement (Not the best way and by far not the coolest way. Is to have a list of all the dates in a column next to the Line chart and using some VBA, what ever date is selected in the column the pie chart displays the corresponding data. But eh challenge is that when there is alot of dates, I am going to be scrolling up and down.
I am using Excel 2010, but I cant not use the slicer's as the other users do not have 2010, they have 2007.
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Dec 29, 2011
I have a spreadsheet created in Excel 2003 (which is what we use at work, unfortunately).
My employees periodically take a test to ensure they have certain items memorized (or are making progress to that end). The spreadsheet rows show all 46 of my employees, and their test scores. The columns are the dates that the tests are administered. I can create a line graph based on the chart data, and interpolate these data with no problems.
The problem is that there are 46 employees! 46 lines on the same graph make for a very cluttered, hard to understand visual. I want to simplify the view by "filtering out" some of the data.
I have an additional column in my spreadsheet for each employee's work area (Area 1, Area 2, etc), and another column with data based on first letter of last name (the values here could be "A-G", "H-M", "N-S" and "T-Z", for example). I figure i could filter my line graph based on these two columns. For example, somehow select just Area 1, and reduce the number of lines on the graph to 16. Or better yet, Choose "Area 2" AND "A-M" and end up with 7 employees (and therefore 7 lines on the graph).
Here's what i have tried:
1) Select the work area column, and use the Filter, which created a drop-down list at the column heading. When i use this drop-down list, i can easily filter the data in the worksheet by Work Area, but this is not reflected in the line graph, which still shows all 46 lines. The problem was that i forgot that i had set the Calculation Options to "Manual". Setting this to "Automatic" (or leaving it on Manual and pressing F9) solved the problem, as the chart now updates when i use the filters. Calculation options are under the "Formula" tab in 2007, or in Tools -> Options -> [either calculation or formula, i forget what it's called] in 2003.
2) Create several separate line graphs in several separate sheets. I wouldn't want to assign someone else the task of maintaining a spreadsheet of such inefficient design.
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Mar 26, 2009
I am trying to combine data from multiple worksheets and make a chart. I have about 200 keywords in every worksheet (about 50), and some of them repeat themselves through worksheets and some don't. For every keyword, I have an associated value in the next column that I want to portray over time (each worksheet is for a different period).
So what I need to figure out is how to be able to pick any 10 keywords from the worksheets and put them in a line chart where I can see the associated value for each period for every worksheet so I can compare my keywords' efficiency. The tricky part is that some worksheets do not contain the keyword and other worksheets contain the keyword in a different cell than the previous wsheet.
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Jun 30, 2008
I have a chart with 3 data series. The series are located in columns A, B and C respectively. Series I is a general number anywhere from 0 to 100,000. Series 2 is also a number, but is is devided by series 1. So, if series 1 was 100,000 then series two would be 25,000/100,000 which is 0.25. Series three will always be numerator of series 2 or 25,000 in this example. The numerator, or the 25,000 will never change, so, in my example, series three will be a straight line across the chart because it is always 25,000.
In my example, the .25 is plotted on the left value axes, and series one is plotted on the right value acccess (secondary axis). Series three is just a line in the middle.
My problem is that sometimes the line, series 3, doesn't match the values in both the right and left values axes. So, if series one is 48,000, then series two would be 48,000/48,000 = 1, and series three would be 48000 - the straight line. The third series should be a line touching the 48,000 on the right and the number 1 on the left. It does touch the 48000 on the left, but is below the number 1 on the left.
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May 21, 2009
I have one sheet that shows a list of all vehicle sales for a month: with a customer column and a salesperson column and a gross profit column. I would like to give a printout to each salesperson from a different sheet that only shows that salespersons transactions on it. Can excel parse that information out and list it in order row by row showing each sale for just one salesperson per sheet?
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Nov 1, 2006
I am trying to graph the following data in an area chart with line charts superimposed on the area chart. I have a lot of data (and a lot going on) so I'm trying to figure out the best way to show this in excel from a functional standpoing (i can't get this to work in excel!!) to also an asthetic standpoint (dont want it to look terrible or illegible). This is what I'm trying to chart:
1) Weather data (temperature) by region:
So one region, would be: Northwest
I would like the "area" (so a shaded region) to be the min/max of the temperature data for each month.
2) I would like to show the temperature for each year as a line graph on the chart - so you can see if a year falls in or out of the shaded region.
3) I would like to show a company's sales increases across the same months per year as separate line charts. I may choose to just show the biggest outlier year in the end... or to show 2006 (the latest data).
What I am trying to convery with the chart is that the company's sales is or is not tied to weather deviations. I have attached an excel file with the data. I haven't been able to use the area chart or get a two axis chart to work or get it to look even remotely professional.
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