Summarizing Sales Data

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.

Excel 2010 :: Sales Daily Sales Data To Be Aggregated Into Monthly Data (not Using Pivot Table)

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.

Sales Summary Sheet - Consolidate All Data In Sales Order Number Wise

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

Sales Report From Sales Data Sheet If Select Date

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)

Summarizing Raw Data

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)?

Summarizing The Data

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

Summarizing Sets Of Data (sumif?)

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?

Summarizing Data From Multiple Tabs?

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.

Removing Duplicates In One Column And Summarizing Data

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.

NAME | Grade | Term1 HonourRoll | Term1 Effort | Term2 HonourRoll | Term2 Effort |

etc etc etc

Macro For Counting / Summarizing Data Per Month

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]

Summarizing Data With Vlookups Or Sumproduct Formulas

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.

Summarizing Data To Collect Attributes From Multiple Instances

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.

Determining Top Contributors To 50% Of Sales Based On Cumulative Percent Of Sales

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.

Pivot Table: Calculate Percentage Of X Sales To To Total Sales

Feb 20, 2008

See the attachment. I want the percentage of Car Sales to total sales of different countries automatically.

Using Rolling 12 Month Sales And Minimum Monthly Sales?

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]....

Summarize Monthly Sales From Daily Sales

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.

Formula To Calculate Sales Tax From Total Sales

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.

Get 5 Top Sales People Names And Their Sales?

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.

Summarizing List Of Data Which Covers List Of Orders?

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?

Copy Week Total In Weekly Sales Worksheet To Appropriate Week In Monthly Sales

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.

Predicting Sales Data

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.

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.

Extrapolation: Sales Data

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

How To Add Monthly Sales Data Using Formula

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

Predicting Sales Data In Future

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.

Combining Or Consolidating Sales Data

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.

Calculate Monthly Sales Based On Data Given?

Jun 9, 2014

How to calculate the monthly sales based on the data given ?

Sales Data - Merging Two Spreadsheets For Consolidated View

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

Finding Current Month Total Sales Using Current Month To Date Sales In Formula / Macro?

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.

Data Validation: Restrict The Value Entered On A Sales Sheet To Force The Value To Be Over 15% Margin

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.