Sum Revenue After 3 Filters And 1 Criteria
Aug 6, 2006
I made 2 sheets: the first one contains the database and in the second one i want to analyze it. Now i am looking for a special sum- function. I want to sum total revenue for a particular company (criteria 1), in a filtered country (criteria 2), month (criteria 3) and class (criteria 4). I'd like to first execute the three filters (country, month and class) and then be able to total revenue of that particular company. Note that after the filters still several companies are visible in the database. Does anyone know how to calcalate this in cell B9:B12 (Analyze sheet) of my attached file.
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Sep 17, 2008
I can't seem to get the hang of advanced filters with multiple criteria. BTW, I have no problem solving for a single criteria. I've found many instructions on how to do it, but zero specific syntax examples, and I'm obviously doing it wrong. For example: ....
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Aug 21, 2012
I'm trying to make a pivot table that can compare sales based on the whatever month/year/salesman combination I give.
Ideally, I'll be comparing the sales data for 3 seperate months. Can I make a pivot table where I can make different filters apply to specific columns?
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Jun 7, 2006
I have a problem with the attached spreadsheet. I have certain letters (A,B,C etc.) that are shipped to various regions. I would like to have a count on top to count the total number of orders, but one that also counts the total number of unique orders. However, this unique count has to be dynamic and must be able to adjust accordingly to the filters (by default, if no other filters are applied, should be 15). For example, if I apply the "Ship To" filter to Canada, the total number should be 19, but the unique count should be 12. If I change the "Ship To" filter to US, the total number should be 9, and the unique count should be 7. I've tried to use the advanced filters but if I apply the unique entries filter, it is only a one time calculation. Also, the advanced filter gets rid of my other filters.
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Jul 18, 2014
I have created a spreadsheet that will show me where people are working on what day, etc. however i want to be able to filter by week to create a list of say 2 particuar shifts - in this case "syl ld" and syl n so that the spreadheet would show the people who are working these shifts and I could print out. I have tried Multiple Filters and Advanced search but cannot achieve what I require
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Jul 1, 2014
I have 3 pivot tables and with 3 filters each (they are all the same filters). I just want to change 1 of the filters for each of the pivot table (meaning the other 2 stay the same for all of the pivots). Is it possible to have a filter change automatically to match a filter in another pivot?
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Aug 15, 2013
Attached is my sample data...Indicative Data_Revenue 2.xlsx
My aim is to populate columns C to G (Q1,Q2,Q3,Q4) automatically via vba against a particular account name(in expected output tab).The account names will have a Key word (listed in the "List Of Account" tab)The Q1 Sum should be a sum of Q1 revenue against all such accounts containing the Key word. Same applies for Q2,Q3 and Q4.Each account has 3 types. viz, BAU, Top Commits and Strong Prospect.
The BAU quarter sum should be pulled from "Revenue 1 - Assured" tab where Q1=Apr+May+Jun, Q2 = Jul+Aug Sep and so on. The Top Commits Sum should be pulled from "Revenue 2 - Expected" against all records where "Sales Stage" Column equals Stage 4. The Strong Prospect Sum should be pulled from "Revenue 2 - Expected" against all records where "Sales Stage" Column equals Stage
Currently I am using formulas but there is too much of hard-coding and its becoming difficult to manage as Accounts increase.
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Nov 21, 2007
I own a local restaurant and want to streamline my excel spreadsheets. Currently, I have yearly workbooks (2005, 2006, 2007, etc.) that have all of my revenues included in them, split up monthly by worksheets. I then have lines for each day within the month for the revenues earned at that day.
So, if I want to find how much revenue I earned on March 1st, 2006, I go to my 2006 book, March worksheet, and look at the 1st. Here's where my problem lies.
I want to create a new spreadsheet where all I have to do is type in a certain date (say March 1st, 2006) and all of the information for the date will be automatically displayed on the new sheet.
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Apr 21, 2009
I am trying to figure how to get a formula to work that will spread revenue number over a four month period. The dates will be dynamic so they will change but the spread stays the same.
I have attached a snapshot of what I am trying to do.
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Feb 6, 2010
I have a table which shows the monthly revenue of Company ABC , by client / by location / by business line.
ClientCountryBusiness LineJan-10 Feb-10Mar-10A001SingaporeResidential$ 50,000.00 $ 23,333.00 $ 54,115.00 D003SingaporeRetail$ 50,000.00 $ 21,548.00 $ 54,654.00A001SingaporeCommercial$ 63,321.00 $ 75,542.00 $ 21,564.00 D003AustraliaResidential$ 26,564.00 $ 50,000.00 $ 45,654.00 G002AustraliaRetail$ 50,000.00 $ 21,546.00$ 63,321.00G002AustraliaCommercial$ 26,602.00 $ 65,341.00 $ 24,568.00 A001Hong KongResidential$ 33,565.00 $ 26,564.00 $ 64,454.00 G002Hong KongRetail$ 54,232.00 $ 50,000.00 $ 15,454.00 D003Hong KongCommercial$ 26,564.00 $ 21,564.00 $ 23,333.00
If I want to calculate the total revenue for the month of January based on the following variable criteria:
Criteria
Client: A001
Country: Singapore
Month: Jan-10
I can achieve that with the use of SUMPRODUCT. However next month, I will then have to manually change the SUMPRODUCT formula so that it will extract data from the Feb column instead of the Jan column.
Is there a formula which will not require me to change the formula every mth? Ie. I can get my answer simply by changing the criteria?
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Jun 26, 2014
I have sales data for Clients that has the client name month and year(combined for date) and revenue for each month. I would like to take all clients in a given month and see the average revenue per client and then be able to display that in a bar chart by month. I also have the data loaded into a PowerPivot Data Model.
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Dec 27, 2013
I have a deferred revenue model. Revenue from each month earns out at an equal rate over twelve months. Sales for each month are in column B (B21) and C. I created formulas for the first year but when I get to the second year, I'm not sure what to do, because the earned premium will include values from previous year sales and current year sales.
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Jan 8, 2014
I have to calculate the flat revenue split by month between 2 different dates. The two dates may be in the same year or different years.
excel formula for the same.
Is it possible to do the same in pivot?
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Jan 13, 2014
Any way to set up Solver in order to maximize revenue, but with the constraints equaling ONLY one of two values (e.g. 0 or 100)?
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Oct 3, 2008
So here's the setup: A customer purchases a service which lasts 6-months. As such, revenue recognition for the company can only occur as the service is provided. So if a person orders a $600 service at the beginning of a month, revenue will be recognized at $100 for the next 6 months. I'm trying to create an Excel Waterfall chart which will show the monthly revenue recognition amounts for all orders depending on the date which they were ordered.
I've attached a sample of what I'm looking to do. It's become tricky for me because Revenue Recognition is pro-rated based on the date ordered (i.e. order on the 20th of a month so at the end of the month 1/3 of the month is recognized as revenue). I'm looking for something that will populate the percentage of the order amount, each month, that will be recognized. I've populated what row 3 should be, but there doesn't seem to be an easy way to apply a formula or something across all cells.
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Mar 4, 2009
I need to work out Revenue Rank & Year to Date calculations.
Consider a simple table:
| Partner Name | Year | Month | Revenue |
------------------------------------------
| John Smith | 2008 | Nov | 2000 |
| John Smith | 2008 | Dec | 2200 |
| John Smith | 2009 | Jan | 1898 |
| Mary Smith | 2008 | Nov | 1767 |
| Mary Smith | 2008 | Dec | 1867 |
| Mary Smith | 2009 | Jan | 1953 |
------------------------------------------
etc..etc...
I'm not using Pivot Tables since there are more complex issues around presentation which are preventing me doing this so are using good old formulas..
Revenue Rank is in reference to the Partner in this case. I need to be able to say John Smith is rank x out of xx by summing up his revenues for both:
a) one month
b) a range of 3 months back
How do I work this out? Especially the date calculations when I just have a year and month in separate fields?
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Sep 27, 2007
I have a spreadsheet that holds a list of customers and the contracts they have with my company - this sheet includes the Total Contract Value in £s - so how much each customer will pay us for the service - the period of the service - so the start date of 01/01/08 to end date of 31/12/08 for example. What I then have is all the months across the top of my spreadsheet and I need to extrapolate the contract value, based on the period between the months.
Initially I had complicated formulas that simply divide the value by the number of months of the contract - however, my company has since changed the policy and requires it to be done to the day.
For example, if the value was £12,000 and the period was 12 months from 01/01/08 - to calculate January 08 it would be - 12,000 / 365 * 31, Feb would be 12,000 / 365 * 29 and so on...
Does anyone know how I can do this - bearing in mind that each contract won't be as easy as 12 months - it may be start date of 15/06/08 to 08/10/10 for example... If anyone can help me do a formula or formulae to calculate the value for each month - I would be very very grateful - as always... [/img]
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Aug 23, 2008
I have created a model that shows me the money that I am owed each month. However, I receive the money over a 3 month period.
Using a formula I need to determine how much I actually receive in total each month, factoring in that I receive each months revenue in three equal payments over three months.
For example
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
$A $B $C $D $E $F
In month 1, I am owed $A, but this payment will be split over 3 months.
So in month 1 I collect $A/3. In month 2, I am owed $B but this payment will also be split over 3 months so in month 2 I collect ($A/3 + $B/3), etc etc. In month 3 I collect the ($C/3) + ($B/3) + (last payment of $a/3) etc etc
How do I present this in a formula so I dont have to adjust every single column manually?
I need to follow the same structre for another scenario using 18 months as well.
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Nov 7, 2008
I have a question on data interpolation with Excel 2007. Normally, this wouldn't be too much of an issue for me, but for some reason I cannot figure it out.
I'm working on an Income Statement, which is designed for 5 years. I have values 1 and 5, which are given to me (B7: 3,500,000 and F7: 5,200,000). I'm trying to figure out the other 3 years of revenue assuming a growth trend. The values should fill the series B7:F7.
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Jul 24, 2008
I have been asked to go through some information which has over 200 000 lines, what I need to do is as follows:
where order number is unique, revenue source = "Unique"
where order number appears more than once, check division to see if it appears in more than one division, if it does revenue source = "Cross Selling", if it does not then revenue source = "Divisional Package"
I need all of the above in formula line which will be inserted in the revenue source column
I have attached the file with a sample of the information I am using.
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May 5, 2014
i wish to do some conditional formatting. my target for the first 6 months from date activated is 50,000 after 6 months is 100,000. and for those below target, i will need it to be highlighted in red. thus i have 2 sets of conditions.(calculate the no. of months and the revenue).
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Aug 5, 2014
Pivot_example.jpg
Regarding the attached pivot table screen shot, I would like to be able to add total revenue and cost for each product and overall to this pivot table. IOW, instead of just showing the net amount of 3,200 for all blenders, I would like it to show Revenue of 12,500, Cost of (9,300), and the net amount of 3,200 for all blenders (i.e., for Boise and Chicago combined), in addition to the totals for each of the two plants. Also would like to see total revenue, cost, and net for all products and plants combined at the bottom. Can this be done?
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Mar 15, 2014
I know I will earn $5,000 of monthly revenue from a client. $5,000 is represented in a monthly revenue cell. I have 12 columns showing the 12 months of the year. There is an additional cell showing the customers implementation date.
If a company's implementation date is on or after the 15th of the month (example: 3/28/2014) then the next month (April 2014) is skipped and the $5,000 is returned to columns May through December. All months prior to May return $0.00. If the implementation date is before the 15th day of the month (example: 3/13/2014) then the next month (April 2014) and all months after will return $5,000. All months including March and prior must return $0.00. If the implementation date is unknown then 12/31/2099 would be in the implementation date cell and $0.00 is returned for all 12 months.
Essentially, if the implementation date is prior to the 15th of the month the revenue will show as of the following month. If the implementation date is on or after the 15th of the month the revenue skips the following month and will show the month after.
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Jul 15, 2014
We have 5 - six month programs and five - 12 month programs we are going to sell; each have a different price. I Want to insert number of projected sales manually for each month and then have excel distribute/spread revenue evenly over six or twelve months into a separate set of cells. First payment would be received at time of sale.
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Sep 30, 2009
is there a formula i can use to sum the sales revinue column of the attached per month into the yellow highlighted cell @ the bottom?
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May 25, 2009
I have a worksheet that derives, in cell C12, "Revenue Before Return and Taxes". Based on and from this number, I need three (3) formulae to compute (1) in cell C14, a "Return" which, for these purposes, is equal to "x", (2) in cell C16, a Federal Income Tax provision which is, for these purposes, equal to "x*(.35/(1-.35))", and (3) in cell C18, a State Income Tax provision which is, for these purposes, equal to the sum of (a) the Return, plus ( the Federal Income Tax provision, multiplied by 6%, or "(x+(x*(.35/(1-.35))))*6%". All three of the results in cells C14, C16, and C18 must equal the total in cell C12, "Revenue Before Return and Taxes". What I need are formulas to come up with the different pieces, and they must be based on the "Revenue Before Return and Taxes" figure in cell C12.
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Jul 18, 2014
is it possible to use two filters within a the same field.
ie. right now i can filter using the top 10 based on a value field.
what if i want to see the top 10 customers profit and along any drop in revenue from previous years..
something like this.
the information below was copied out of a pivot table that included the % difference.
Code and Name
YearCheck
Profit
Difference
[Code].....
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Jul 10, 2007
I have a worksheet that is unprotected but I am unable to apply filters to it. The option is greyed out if I try and select autofilters.
Another strange thing is that on one of the worksheets when I select Data, Filters there is a tick to the left of Autofilter but it is also greyed out, so in effect I cannot turn it off even tho I can't see the filters!
I have tried to popst a screen shot but unsure how to do it. I think maybe a screen shot would help to explain my issue better so if anyone knows how to do this......
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Jan 2, 2008
Let's say that A1:C5 looks like this:
Square Red $5
A2 is empty Blue $6
A3 is empty Orange $2
Circle Puple $10
A5 is empty Black $18
A2 and A3 could say "Square" and A5 could say "Circle" ... this is just how I have it set up right now.
In C1 I have a drop down list ... a list of "Square" and "Cirlce".
***QUESTION***
Is there a way for a user to select "square" from the drop down list and in D1 have excel populate a list of all the Squares colors and prices?
Example of what excel would populate in D1:E3:
Red $5
Blue $6
Orange $2
The thing is that I don't think filters is the answer. The reason being is that I want the user to be able to select the item from the list and have excel automatically populate the information. The user should not have to filter the list manually.
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Aug 11, 2008
In my Sheet I have AutoFilter on multiple columns.
I want to view all rows where in different colomns there are values.
For example
Colomn D, Row 6 has a value
Colomn E, Row 6 has no value, But Colomn E, Row 7 has a value.
I want to view then Row 6 and 7, by setting an OR filter 9 or something like that .
by setting filter on Colomn D with ( not empty Cell ) and Filter on Colomn E with (not empty Cell ) it is only a AND function.
How can I get an OR function. ( Colomn D OR Colomn E )?
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