Summarizing By Date
Aug 7, 2007
I have a basic bookkeeping workbook with multiple sheets each representing a differenct account. In each sheet, an entry is entered on a row with main columns being date, credit (where a positive amount goes), debit (negative amount goes), and then a series of columns representing the type of credit or debit where a simple "x" is placed.
This style has worked well in the past becuase we merely just sort by column and the "x"s clump all credit or debit types together and we just sum them at years end.
However, we are now trying to have the numbers report to a main sheet that will summarize them monthly; basically where the first column is all the different types of credits and debits and the next 12 columns are the months.
We know how to refference the other sheet to get the data, but where it gets complicated is summarizing ALL the sheets together since they all have varying number of entires per month.
Is there some sort of way I can write a formula (or series of formualas) that will allow it to collect all the data from one sheet by only looking at the month column, and add that up, and then do the same for each sheet?
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Aug 5, 2014
I created a large table with data (1700 lines long) and am looking to create a sheet that will use it to do a call for totals whilst filtering for a specific line.
This is what I have currently, filtered by delivery date and key ("furniture desc").
The 58 and 54 are totals for that particular product which I would like to ideally see on a separate sheet.
result1.JPG
result 1a.JPG
What I would like to achieve is this: result2.JPG
What kind of formula would I need to use to first filter by date, then by key, then to tally up the quantities and drop them on another sheet?
Bearing in mind that other keys are intertwined on the Y axis so I can't use =SUM(xx:xx)
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Oct 28, 2009
I was asked at work to create a report that takes raw data from a questionnaire and compiles it in an easy-to-read report. (Little do they know that this is how I'm such a wiz at excel ;-) )
It seems pretty simple, but I can't seem to figure it out! On the attached workbook, the first spreadsheet,"SUMMARY", is the jist of what the report should look like - the average score for each question by floor. On the next spreadsheet, "RAW DATA", is a sample of what the raw data looks like - just a list of each room number and the score it received by question. the first 2 digits of the room number signify the floor (ex. 201=2nd floor, 1215=12th floor, etc.).
My major issue was with getting the score for each floor without having to manipulate the raw data - this report will eventually become a shell that can be used with new data every month. Is there a way to make a range equal a number (ie. 200-299=2)?
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Jul 10, 2012
I have many sheets in a workbook (Sheet1, Sheet 2 etc), and I am trying to create a final summary sheet (Summary).
In cell A1 of the summary sheet, I want the information from Sheet1-A1 to be transposed (so =Sheet1!$A$1).
In cell A2 of the summary sheet, I want the information from Sheet2-A1 to be transposed (so =Sheet2!$A$1).
I've tried to drag/drop the formula on the summary sheet, but I can't seem to make it change the worksheet and not the cell.
I don't want to have to manually input the formula for each cell.
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Jul 12, 2009
First sheet is comprised of 12 grouped cells. Each group consist of 7 rows and 6 columns
the above mentioned groups are bwoke down with 6 lines of data and 7th row is totals of the 6 boxes.
Each gtoup will have totals, even if they run over to next group
The first column is a task number, which will be the main component. A task number can be used multiple times and can run over to next group of cells
Here is an example of above mentioned sheet
task# Start time end time Description
999.......15:00.......15:05.........Open Mail
999........16:05.......16:55........sort claims
A new task number will move to the next group of cells
748........15:05.......16:05.........23 inches
2nd sheet will be a time tracking sheet. Here is the info from this sheet
999......15:00.....15:05.....open Mail
748.......15:05.....16:05......23 inches
999........16:05.....16:55......sort claims
The 2 sheets look alike but on first mentioned sheet info is broken down by task number
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Feb 18, 2014
I would usually do this in a pivot table (which works fine) but I need something else as the person I am passing this on to will not know how to change the range and this 1 report is a part of a larger report which should just be as simple as: Data download >>> calculations run automatically >>> print
I need to sum up various bits of information. The attached file is the example. The DATA tab holds the information and the REPORT tab shows the column headers that I am after. These columns are as below:Contractor Name: The formula should look through the DATA tab and bring back a contractor nameApproved Quotes: Then taking the name from the above field, the formula should add up column T where column AP = YesApproved WO Count: This one should just add up how many rows the above total is made of.Rejected Quote: Then taking the name from the contractor field, the formula should count add up column T where column AP = NoRejected WO Count: This one should just add up how many rows the above total is made of.
The PIVOT EXAMPLE tab holds the example with the red highlight being excluded.
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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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Oct 3, 2008
In the first sheet (EQ MOVES) I have:
Column A contains a list of some 300 different pieces of equipment.
Column D is where the foremen enter the job number (4 digits) and job name of where the foreman wants the equipment to go the next day.
In the second sheet (PERSONNEL MOVES) I have:
Column A contains all employee names.
Column D is where the foremen enter the job number and job name of where the foremen want the employees to go the next day.
In the third sheet (SUMMARY) I have:
A box in A1 where I type in a job number (4 digits) but no job name.
A2 says "EQUIPMENT and B2 says "PERSONNEL".
A3 and below should list all equipment to go to that job listed in A1.
B3 and below should list all personnel to go to that job number.
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Nov 23, 2008
I have a master worksheet and 4 scenarios. The master worksheet has all the details and I need to extract each scenario into separate worksheets. I can "if" a statement to pull only those rows that have "x" in a scenario but how can i delete all the rows that do not have a corresponding "x" for that scenario?
In essence, how do i extract only the info for a particular scenario without having to go back and delete the empty rows?
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Oct 4, 2009
in range B9:B187 I have names and I have their attendance in I9:AM187
I have all the dates in I8:AM8
attendance codes are PL SL CL LWP TRG & P. I want to segregate all PL SL CL LWP and TRG
I want the output in a different sheet where in column A I will should get name, in column B I should get type "SL PL CL LWP TRG", in column C I should get start date and in column I should get end date.
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Jul 8, 2009
Sheet1 contains a large set of data, including a date and a corresponding value.
Sheet2 (Summary) has a column called "Begin Date" and a column called "End Date". How can I use a formula to sum every piece of data that fits within the two dates?
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Dec 6, 2009
I have a Petty Cash Workbook that consists of a Cash Receipts worksheet, and two separate credit card worksheets. I would like to be able to summarize the data from these three worksheets to a fourth worksheet called “Yearly Totals”. I’ve copied and modified code from Ron deBruin’s website but I’m not getting anywhere with it. I’m constantly running a Runtime ERROR 9 with this line:
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Dec 26, 2012
I have a spreadsheet with 12 tabs, 1 for each month in the year. On each tab I have employee names (column A), followed by the premium they pay for their health insurance (column B). I'm attemting to create a list of each employee and how much they paid for helath insurance over the year. Since employees come and leave thorughout the year, the lists aren't the same on each tab. However, I was able to create a master list of all possible employees and placed this list into a new tab.
I'm vaguely farmiliar with the SUMIF function and I believe that this would be the best approach, or some possibly sort of vlookup.
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Apr 26, 2013
I wold like to summarize values of a certain numbers of enties (eg. 5), on a specific criteria, but discarging earlier entries of the same criteria. An example being:
Entry
Value
Entry A
1
[Code]....
If I would like to summarize the values from Entry A, but firstly do so from number three entry buttom-up, and only the prior five values, how could this be done?
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Feb 9, 2012
I have a 5 column document with about 3000 entries that I need streamlining. THe first column is a student's name, then grade. The next 2 columns are for Honour Roll Standing (A or B) and/or an Effort Honour Roll Standing (E). Finally there is also a "term" column indicating if they received this award is Term 1, 2 or 3.
An example source file is found here: [URL]...
As you can see, there are many students who have received an award in all 3 terms, however there are also some students that only received standing for 1 or 2 terms.
I need to manipulate the data so that there are no duplicate names and all the data regarding Honour Roll standings and which term it occured in are all laid out in one row per student.
IDEAL COLUMN HEADINGS:
NAME | Grade | Term1 HonourRoll | Term1 Effort | Term2 HonourRoll | Term2 Effort |
etc etc etc
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Apr 21, 2012
Here is the attached Excel file and the following is the desired output of the macro:
1.) List the data (Names) of the Columns D (Input), F (Analyze), and H (Output) in Sheet1 to Column A (Name of Person) in Sheet2. There should be no repetition of two names.
2.) Count the number of entries of each person in the Column D (Input) in Sheet1 appears per month (basis is the Input Date column E) and record into the corresponding month in Sheet2 under the Input Header.
3.) Add the total of the 12 months in the YTD column under the Input Header.
4.) Repeat steps #2-3 for the Column F (Analyze) and Column H (Output) of Sheet1 with the results recorded in their corresponding headers in Sheet2.
5.) Note: The data in Sheet1 is a running data and continually adds up as the current year goes by. If there is a way the macro could take that into account it would be much better.
HERE IS THE LINK OF SAMPLE FILE: [URL]
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May 19, 2007
I've got a tab with 32K+ lines of data in six columns. I need to be able to summarize it in a table based on two criteria (e.g. Region, Line of Business). I am currently using 16 sumproduct formulas (=sumproduct((type=a5)*(reg=a4)*revenue)) where type is the line of business and reg is the region column, and 8 vlookups per region. Each tab will have about 8 regions and I'll have 4 tabs. As you can tell, this spreadsheet will quickly get out of hand in terms of calculating speed. I can't really use a pivot table because of: 1) formatting constraints 2) the vlookups refer to a separate tab than the main data dump. What alternatives do I have other than array formulas to get the data in a nice little summary form? The formulas/presentation aren't very complicated, but I have yet to come up with a good alternative to the above.
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Oct 27, 2013
My company would receive RFQs from potential customers inquiring the availability of different products, and we are trying to summarise these requests to find a trend.
Each product has several attributes, such as descriptions, keywords, manufacturer's code, etc. The RFQs are all different, with each request providing some attributes while missing others. The only reliably uniform attribute is the product number.
I am trying to build a database with the maximum amount of details on each requested product, therefore consolidating the different requests. I already put the source data on the same sheet and sorted the product numbers. I also know how many instances there are for each product number. In other words, my data look like this:
Product number (sorted)
Repeat count
Attribute 1
Attribute 2
111a
2
aaaa
[Code] .........
Note:
1. The product numbers and repeat count are reliable
2. All the attributes are valid, i.e. as long as one can fill a blank I would take it
3. If none of the instances provide a certain attribute, it is acceptable for it to be left blank
And I am trying to turn it into this:
Product number
(sorted)
Repeat count
Attribute 1
Attribute 2
111a
2
aaaa
bbbb
123456
1
abcde
100x
3
123456
wxyz
I already spent a whole day trying to do it with MATCH, OFFSET, VLOOKUP etc to no avail. It seems I would need some kind of VBS with loop and array functionalities that are beyond me.
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Mar 26, 2014
I got Excel for Mac 2011 installed. I have a table called 'Raw" that holds data from the beginning until the end of 2013 (in total ~7000 rows). I have columns for Category, Start and End time, and time period in Hours, Minutes, and Seconds:
Code:
A
B
C
D
E
F
Category
Start
End
Hours
Minutes
Seconds
Transportation
2013/01/01 01:00:00
2013/01/01 01:15:00
0:15:00
15:00
900
[Code] ...........
I'm trying to get an overview of how much time I've spent in January on Transportation. I would need to look at the Category entries for Transportation, then only use the ones which have the Start set to 2013/01, and then take the Hours/Minutes/Seconds, and summarise it in a new table called 'Data':
Code:
A
B
C
D
E
F
Month
Category
Occurrence
Hours
Minutes
Seconds
2013/01
Transportation
48
[Code] .......
I have figured out a way to count the occurrences for Transportation for January:
=COUNTIFS(Raw!B:B,">="&"2013/01/01 00:00:00"+0,Raw!B:B,"
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Mar 31, 2014
See attached spreadsheet. It's an imaginery list of orders. Raw data on the left, summary on the right.
F is a reduced list of A, G is how many times each appears in A. H is supposed to be the total values of each order, ie quantity in B * value in C.
How do I calculate H?
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Nov 15, 2008
First and foremost I would like to congragulate you on this wondeful piece of code in the below link...
The query was to get a future date excluding Fridays and Holidays...
http://www.excelforum.com/excel-work...rkingdays.html
I have a similar query and therefore I pasted this link...
I actually wanted to get a future date using a Dynamic two day off as my the offs keep on changing as well as incorporate Holidays and Leaves if any..
Now Holidays would be official Public Holidays and
Leaves would be taken by the employee..
The code needs to pick the Leaves + Holidays and different offs maybe even more than 2 offs...
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Apr 24, 2012
I have a table of data (total 142 rows). Column contains dates, in the format dd-mmm-yyyy.
I tried to filter using DATE FILTERS->EQUALS and in the custom filter window, I chose EQUALS then picked a date from the date picker icon. The date I picked was 5/4/2009 (this is May 4, 2009, formatted automaticall by excel as m/d/yyyy).
When I clicked OK, nothing showed up despite the fact that there are 6 occurences of May 4, 2009 (formatted as dd-mmm-yyyy in the data table)
So my questions are:
1. Is this due to the formatting?
2. Is there a way to change the date format supplied by the date picker?
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May 25, 2014
I am now trying to create a excel macro to auto populate all the dates with reference to a start date and end date. The catch is that only working days are required in the range. My reference cells (start and end date) are in Sheet 1 while the destination cell range are in Sheet 2. The reason for creating a macro instead of a function is that the intervals between the start date and end date changes frequently (annual, semi-annual and quarterly) Best case scenario would be a button which I can just press after i input the dates to generate the range of dates in another sheet.
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Mar 9, 2014
I'm trying to workout how to take a known initial date a repeating frequency and work out the next due date from today.
Example
Initial Date :- 1st of January 2014
Frequency :- every 5 weeks
Current Date :- 9th of March 2014
Next Due date should be :-12th of March 2014 (if I worked it out correctly from my paper calendar)
I want to use a cell formula to do this for different initial dates and varying frequency periods (the frequency will always be whole weeks i.e. 1,2,3,4,5,6,7,8,8,10)
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Oct 11, 2008
I need to create formulas that reference a single date and output date ranges. The objective is to have a person input a Monday date in any given month and receive a four weeks out worth of dates and ranges. For example: In a lone cell, the person inputs 10/13/08. Automatically, the sheet produces the next full week range: October 19 – October 25 in a single cell and also produces a cell for each date. Example: Sunday 19, Monday 20, Tuesday 21, etc…. It should look like:
Monday Date:
10/13/08
October 19 – October 25
Sunday 19
Monday 20
Tuesday 21
Wednesday 22
Thursday 23
Friday 24
Saturday 25
and then repeat for three more weeks. I thought I had it figured out until the month changed. The dates continued in October instead of adding a month. This report will be ran weekly, so simply adding a +1MONTH to some cells will not benefit me as I’ll have to change the formula every week. I want the formula to compute the data without any manipulation over the next several years. The only change will be the Monday date.
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Nov 19, 2009
I have data going in to a small table which has some empty rows as that data is not yet available... My problem is, I need to sort this table in date order but with the date nearest to today's date at the top...
The sort function puts oldest at the top or oldest at the bottom which is no good for what I need...
I use xl 2003.
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Mar 9, 2014
i have several styles to handle mentioned under different rows separately.
all the styles have their various raw materials inward date mentioned under different column of their respective rows from column Q to Y
now i need to 1. extract the latest date of any particular raw material which can be in any of column from Q to y columns ACCORDING TO DIFFERENT STYLES IN A Particular row automatically that is AC
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Oct 13, 2009
i would like to use the formula "now()" to establish a date in a document. is it possible to lock this date to the initial date? (so when the document is created the date won't change the next day)
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Jun 2, 2006
I need an IF formula, that states if a date is more than a month after the date in the cell then it is timely and if it isn't then it is not timely. For example the date in A1 is 12/11/05, if the cell is A2 is 13/12/05 (or any date after that) then A3 should read Not Timely, if A2 is 12/12/05 (or any date before that, including a date before the date in A1) then A3 should read Timely. Is there any way to do this?? At the moment I am having to go through manually and put in either Timely or Not Timely.
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Jan 18, 2007
I need to compare the date from the user input and the date listed on excel. How can I compare it? Is it correct? lngCmp = Val( Cells(I, 31))
Dim lngBegin As Long, lngEnd As Long, lngCmp As Date, lngResults As Long
lngBegin = 9 'beggining of data
lngEnd = 232 'end of data
lngCmp = InputBox("Please enter the date", "Begining of the week")
Lngcmp1 = DateAdd("d", 1, lngCmp)
lngCmp2 = DateAdd("d", 2, lngCmp)
lngCmp3 = DateAdd("d", 3, lngCmp)
lngCmp4 = DateAdd("d", 4, lngCmp)
lngCmp5 = DateAdd("d", 5, lngCmp)
'lngCmp1 = lngCmp + 1
'lngCmp2 = lngCmp + 2
'lngCmp3 = lngCmp + 3
'lngCmp4 = lngCmp + 4
'lngCmp5 = lngCmp + 5
lngResults = 0
lngResults1 = 0
lngResults2 = 0..................................
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