Hi, i'm busy building a sales dashboard but I got stuck with a formula to group information together. I have all the information in a workbook called INPUT. Now I have another workbook which I call CALCULATIONS and this is where I do all the cals. I want to calculate the following, ie ColB - name of sales persons, ColZ - margin. I want to calculate all the margin per sales person. I have tried dsum but no luck. Thanks
Last edited by foxtrot1961; 08-12-2013 at 02:28 PM.
Hello foxtrot1961,
Welcome to the Forum!
Huh? And thats it? No samples of what you have tried?
Could you please upload a sample WorkBook of some kind, showing us what you've got, and what you would like the desired outcome to be like.
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@ Fotis1991,
Thank you. I missed that!
What's the reason for that, since I would advice you to use pivot tables for that kind of work.
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They are extreme powerfull and are designed for this kind of work.
So what is the reason not using pivot tables?
Notice my main language is not English.
I appreciate it, if you reply on my solution.
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Just posted an pivot table solution.
Just to show you how powerfull they can be.
Is this "one off" set of data or can they change?
If one of you need to show how would you like to see the output.
If the data will change(categories,product,rep) Pivots would be a better alternative as they will take into account new entries.
Yes you can extact unique item via formula but this will involve futher manipulation.
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Thanks, for various reasons I prefer not to use pivot tables. Admin staff will maintain, the reason why i'm trying to build it in order for them to execute. Thanks
So the data will change?
Could you post esample of your desired outocome?
The data will be captured daily per month. I want to group the data together as per my excel example attached per month per quarter per year. As soon as I can group the totals as per the example then I want to display the information as graphs on a plasma screen. My challenge is to calculate / group the totals as per the captured data. Help with the formulas will be appreciated, if someone can assist me with one then hopefully I will get the others to word.
See the green cells for the result.
area / quartal / values
It's made with sumproductformula.
The results of the pivot table are on the left side.
Thanks, this will work for me although I would still prefer not to work with the pivot. Thanks again...
You know the sumproduct formula and you can expand it to your needs?
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