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excel formula add up certain fields

  1. #1
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    excel formula add up certain fields

    hi

    i am trying to work out a formula, but im having some difficulty, below is what i am trying to do.

    i need to be able to calculate how much i have billed a client for each month

    Sheet 1 - sales ledger

    Date Client Amount
    14/2 client 1 £100
    15/2 client 2 £50
    15/2 client 3 £300
    16/2 client 1 £200
    17/2 Client 3 £500
    1/3 client 3 £100
    5/3 client 1 £400
    10/3 client 2 £500

    and so

    sheet 2 - Monthly totals for each client

    Client Jan, Feb, Mar, Apr etc
    Client 1 total for that month amount

    etc

    can anyone help?

  2. #2
    Forum Expert XOR LX's Avatar
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    Re: excel formula add up certain fields

    Hi,

    If you can post an attachment (sensitive/confidential information removed/replaced, obviously) with your source data and the table you've created ready to house the results then I'm sure someone will be able to help you in no time.

    Regards
    Click * below if this answer helped

    Advanced Excel Techniques: http://excelxor.com/

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    Re: excel formula add up certain fields

    file is attached
    Attached Files Attached Files

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    Forum Expert Fotis1991's Avatar
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    Re: excel formula add up certain fields

    If your data continue in the next year too, here is one way.

    Please Login or Register  to view this content.
    Attached Files Attached Files
    Regards

    Fotis.

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    Forum Expert XOR LX's Avatar
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    Re: excel formula add up certain fields

    Ok,

    This is perfect for a Pivot Table solution. Is that a feature of Excel in which you have any experience?

    Regards

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    Re: excel formula add up certain fields

    hi

    this formula is going to an #VALUE

    any idea why?

  7. #7
    Forum Expert Fotis1991's Avatar
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    Re: excel formula add up certain fields

    Did you notice that i changed the format in row 5?? See my uploaded example!

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    Re: excel formula add up certain fields

    i didnt, but have just changed it and it works

    thanks you have saved me so much time

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    Re: excel formula add up certain fields

    FWIW, I agree with XOR that a pivot table would be an obvious solution here.
    Everyone who confuses correlation and causation ends up dead.

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    Forum Expert Fotis1991's Avatar
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    Re: excel formula add up certain fields

    Quote Originally Posted by jonbrom View Post
    i didnt, but have just changed it and it works

    thanks you have saved me so much time


    You are welcome and thanks for the feed back.

    As that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thank you.

    Also, as a new member of the forum, you may not be aware that you can thank those who have helped you by clicking the small star icon located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of those who helped.

    I can't say NO, Rory!

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