YTD And Period Sales Report
Feb 2, 2008
I have an Access DB that I query with excel and I pull two years worth of sales data. I have tried using a pivot table report to display the following data, but I can't figure out how to display the data in the following format.
The pivot table will give period and YTD but the totals for YTD are not cumulative for the year up to that period (it seems to total the period only).
For the current Year- period (month) and YTD (only up to the period displayed).
For the last year- period and YTD (only up to the period displayed).
The fields I query are Customer, City, Product, Salesperson, Period(month), Year and Sales
I have tried putting the queried data on one sheet and then using formulas on another but I am not having any luck.
I would also like to be able to select which period I am viewing but this is secondary.
I can upload an example if necessary.
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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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Mar 27, 2014
I am writing a formula that will sum data for a 12 month period that is not based on a calendar year. For example may have data starting in June 2011 running to date, but not every month. If I set a start date for Year 1, say April 2012, I need to see Year 0 numbers (anything prior to April 2012), Year 1 numbers (April 2012 to March 2013), Year 2 numbers (April 2013 to March 2014), and so on. Date format is currently mmm-yy.
If this could be performed via a macro which references the database (spreadsheet), then even better. The database will contain multiple columns, of which two will contain the date and corresponding number respectively.
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Feb 18, 2008
I have attached a sample of my spreadsheet to use as a reference. I suggest you open that up and give it a look through to get an idea of what's going on.
What I'm looking for is a way to create a report (the quickest and easiest way of course, as always) which will give the total for the columns 'Exit Weight', 'Net Weight' and 'Entry Weight' sorted by each company between the periods of the 25th of each month to the 24th of the next month (the Dates are in Column A obviously)
Below is an example of the output I am looking for:
Company: Period: Exit Weight: Net Weight: Entry Weight:
EASTWELL HA.. 25/10/07-24/11/07 102.2 124.3 200.14
25/11/07-24/12/07 143.7 185.2 250.18
25/12/07-24/1/08 ... ... ...
BOURKE TRANS.. 25/10/07-.... ... ... ...
the totals for the Exit Weight, Net Weight and Entry Weight are not the actual totals, they were just put in to give you an idea of what I'm talking about.
And on and on. If there is a way to automate this with Excel VBA and some sort of code that you could give me to plug into my spreadsheet I would be very appreciative. I understand this is a bit complicated and would probably require a few steps so if don't get the answer I'm looking for I'll probably find a way to split it into steps and then ask the questions seperately.
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Mar 16, 2014
I am trying to do my homework for college and the below excel grid was given to us to complete. I do not understand where to get the information it is asking. the first grid is the numbers we are suppose to use to input in the other grids. We are suppose to put a formula in on the last to two columns on each grid but I do not even know where to start.
Budget
Actual
Product
SaleUnits
$/Unit
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Jul 24, 2013
I need taking thousands of line items of raw data and creating a model that can present the totals in an easy to read format. I've attached a sample of what my data dump looks like....though the actual dump is thousands of line items.
Data.xlsx
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Jul 24, 2013
I have the task of pulling results of an Access query into Excel, formatting them in a "standard" way (the data will be formatted the same everytime in every report), then AUTOMATICALLY emailing them at a pre-determined time everyday.
1. I have tried using the record macro function, and it works as far as pulling in query results and formatting them
2. Then, using the macro i recorded, i added onto it so that when I manually run this new macro, the whole thing gets emailed, but it is not automated. My issue is not having to manually run these macros and have them run as scheduled tasks.
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Jun 11, 2009
I have multiple customers in a list that I would like to create individaul tabs for each, with customer name and store #, and at the same time utilizing my sales sheet template for all customers. Is there a way to do this without copying and pasting one by one.
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Mar 5, 2012
Let's say I have a list of 200 customers with their business name in column A and their total 2011 purchases from my company.
How can I create a report to show the TOP 20% based on sales to grand total.
Basically, of my total business last year... I want to see the top 20% of this customer list that contributed to my total business.... and so on... to show top 40%, top 60%, etc. So, did 5 customers contribute to 20% of my total... or was it 10, 15?
Let's start with the above 1st.... but I want to also know if I can make this report (or maybe dashboard) dynamic? I'm pulling my sales from a database, and want to be able to refresh this report periodically throughout 2012. The list of customer will grow throughout the year too.
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Jul 29, 2014
I have been asked to create a report that rank top sales agent for the month with the following variables:
Total # of sales-35%
Total $ of sales-45%
Number of calls made-20%
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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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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
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filling in the chart on excel but I would like to create a formula that
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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- $xxxx (monthly average)
I have a feeling some 'countif' formula would work but I am not sure how to do this.
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Oct 3, 2012
In cells A4 to A54, their names are displayed.
In cells I4 to I54, their total sales are displayed.
Starting in cell B59 and C59 I'd like to display their name and sales respectively.
Also in column I I'd have a second value which would be a total of each department. Would it be possible to leave this data out of the formula? No big deal if I have to put that value in the next column.
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Oct 14, 2009
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Range I4:I28 to the monthly sales worksheet by date.
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Aug 20, 2013
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Aug 30, 2013
I have two worksheets in my report cards:
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Student
Math
Reading
Science
Jimmy
75
84
100
[code].....
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Student Name
=Data!$A2
Math
=Data!$B2
Reading
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Science
=Data!$D2
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Apr 12, 2009
find the attached Example file. I need to create a report either by using or without using VBA.
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May 21, 2009
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{=MATCH(E1,IF(A2:A21>=E2,IF(A2:A21=E2,IF(A2:A21
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I've attached the spreadsheet.
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