Summing Data From Multiple Workbooks Based On Multiple Criteria

May 14, 2014

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.


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.

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Summing Data Based On Multiple Criteria

Sep 22, 2009

I have a table of data: - In cell A1: to C7
A B C#Group Aug-091Merchant Bar2002Plate3Structural - HR1004RHS5Plate3006Structural - HR300

What I would like is a formula that sums up column C if Column B of that row is "Plate" for example

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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.

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Mar 6, 2013

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.

Account Code


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May 14, 2013

I have a table that looks like the following, only it's actually much larger:

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Column A: Start Date
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Apr 23, 2009

I'm trying to sum a criteria of all M's in one column that are x's in a different column, throughout multiple worksheets.

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I tried to replace W1 with W1:W10.

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I am trying to review a cell range for a specific criteria, and then sum up another cell range if the criteria matches. Here are the formulas I have typed in - there are two columns I am trying to calculate using the same formula, they are next to each other:



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I am in need of creating a User Defined Function in Excel that will sum numeric values based on two text criteria. I have a large set of data in an Excel worksheet that includes a column for " Market Type" and a column for "Location ID". I would like to develop a User Defined Function that allows a new or inexperienced user of the template to use the User Defined Function to select first a "Market Type" then select a "Location ID" and get the sum of the amount those values represent. A SUMPRODUCT function in Excel works for this, but can be awkward or intimidating for a new or inexperienced user. For that reason, I am specifically looking for a User Defined Function that will simply the formula for them while at the same time maintaining the degree of accuracy I need.

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I have created timesheets for employees that work in our shop. Our company manufactures products for different industries, such as mining, wind power generation, general industrial applications, and so forth. I modified some time sheet templates I found for excel to accommodate our company's actions. Each employee has their own workbook, in which the months are separated into different worksheets. Each sheet is divided further into weeks and in each weekly section the areas of information are divided as follows:

A / B / C / D / E / F / G / H / I / J / K / L / M
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I am currently using both excel 2007 and excel 2010. This macro would really reduce manual work as currently consolidating data from 45 to 50 sheets takes an ample amount of time...

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Mar 18, 2013

I maintain the data flow at my work. We send and receive the data using excel files with specific formatting that I then upload to the database. Each time I send or receive the excel file I must log them, this is what my code question refers to.

I use RDBMerge to merge all the contents of the 100 plus excel files into one worksheet. The first part of the macro cleans up the merge data for use in the log (i have attached an example of the clean data and finished log).

The blue shaded area of the "Raw_Data" is what the clean data looks like, the yellow column is what current macro records for each record.

As you can see by the example the Raw_Data is only two files LL_LLL_BOB_ToLLLLL_20121228_01 & LL_LLL_BOB_ToLLLLL_20121230_01, each with more that one record.

The log code in column "H" Is based on this criteria:
First Letter of the Unique ID in column "E" - O, M, or L
Program Type in Column "F" - U or R
1. O-U = U
2. O-R = RU
3. M-U = U2
4. M-R = R2U
5. L-R = R

You will note that Columns G-R of the "Log Sheet" correspond to the "Record Type" found in Column "G" of the "Raw_Data" sheet.

This is the area where my skill at using scripting dictionaries fails.

The results for the log list each file only once, but the log code for each corresponding "Record Type" in columns G-R of the "Log Sheet" must contain each unique instance of the code. In other words

if LL_LLL_BOB_ToLLLLL_20121228_01 contains an O-U with an "A" Record Type and an M-R with an "A" Record Type; then, on the log sheet there needs to be the codes "U/R2U" in the cell intersection of the LL_LLL_BOB_ToLLLLL_20121228_01 record row and "A" column (which is column "G")

So, If the File contains one of each code for each Record Type the corresponding cell must house one of each code separated by a "/" without any spaces. This means the cell value could no code, or one code and all the variations in between to all five codes. Also, for ease of human reading the log codes should be concatenated in the 1-5 order that I listed them in (U/RU/U2/R2U/R)

Here is my code so far.

Option Explicit
Sub test()
Dim dic As Object, a, i As Long, rng As Range, e, w, n As Long
Set dic = CreateObject("Scripting.Dictionary")


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Original Data Format: ....

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[Code] ......

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