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Creating a running total of different sectors from one sheet.

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    Question Creating a running total of different sectors from one sheet.

    Hi - I need some help!

    I need to create running totals for each year of the Contract Values for each Sector that my Company deals with.
    There are 5 Sectors - C, M, W, WW and WtoE. Each possible contract has its own Contract Value.

    For eg -

    Sector Contract Value

    W € 36,779.33
    WW € 20,325.20
    W € 246.14
    W € 2,168.40
    WW € 176,617.00
    W € 320.65
    M € 28,620.00
    WW € 18,239.94
    W € 8,866.80
    WW € 9,000.00
    W € 5,892.05
    WW € 432.00
    W € 43,225.93
    W € 6,654.09
    M € 438.96
    WW € 15,214.50
    WW € 2,064.25
    WtoE € 17,822
    C € 10,983.24


    In the whole document we have previous year's contracts too - but I want to create running totals for each year - i.e. for 2010, 2011, 2012, 2013, 2014. How could I separate these easily?

    Obviously the total depends on which sector we are looking at - I thought about using the IF formula - but realised that there would be a lot of IF's - is there an easier way of doing it? If not - what's the best way?

    Thank you for your help!

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    Re: Creating a running total of different sectors from one sheet.

    I assume there is a column with dates in it.
    The easiest way would be to create a pivot table and group the dates by year. In 2010 Excel, on Insert Tab> Pivot Table
    After creating the table (I show 2 options in the attachment), Group the Dates by Year
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    Re: Creating a running total of different sectors from one sheet.

    You very kindly provide some sample data - but with no indication of the year for which these figures apply.

    How is your document organized?
    Is there a separate sheet for each year?
    Are all the years in the same worksheet (in which case, how do you indicate the year)?
    A running total imples that there is some sort of 'movement' (typically down a list of entries, with the running total representing "the sum up to this point". What is the implied 'movement' in your document?

    These are (admittedly) nit-picking questions, but it is by identifying and harvesting nits that we can help you construct a nest

    HTH - look forward to hearing back!

    Tony

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    Re: Creating a running total of different sectors from one sheet.

    All the contracts from all years are in 1 spreadsheet.

    Contracts are organised by contract date.

    As more contracts are produced the list gets longer - hence the total for that sector would increase.

    My Director wants a yearly total for each sector - and then a total for each year.

    Oh and he wants the totals on a separate sheet.
    Last edited by kristyhutt; 12-11-2013 at 10:23 AM. Reason: More info!

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    Re: Creating a running total of different sectors from one sheet.

    If you have all the contracts with dates in sheet 1, place the formula given below in A2 on sheet 2 and drag down until you get blanks to get unique contract name from sheet 1...

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    Then place the formula given below in B2 on sheet 2 and drag across and down.

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    See the attached sheet.
    Is this what you want?
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    Re: Creating a running total of different sectors from one sheet.

    The sheet is called Product Register

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    Re: Creating a running total of different sectors from one sheet.

    Then replace sheet1 with Product Register in the above formulas.

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    Re: Creating a running total of different sectors from one sheet.

    Doesn't work - asks me to open a file

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    Re: Creating a running total of different sectors from one sheet.

    Kristy

    Would you attach a small spreadsheet showing us the data that you have to work with. Then we'll all be starting from a secure foundation!

    Thanks,

    Tony

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    Re: Creating a running total of different sectors from one sheet.

    Contract Sector Totals.xlsx

    The columns highlighted yellow are the contract date, sector and contract value.

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    Re: Creating a running total of different sectors from one sheet.

    Thanks, Kristy!

    So you want a summary crosstab on the separate sheet with Equipment type/Sector against Year, as a kind of dashboard showing performance to date. Is this right?

    Tony

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    Re: Creating a running total of different sectors from one sheet.

    I need a summary of the Total Contract Valuefor each Sector within the relevant year.
    on a separate sheet yes

    Mind boggling!

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    Re: Creating a running total of different sectors from one sheet.

    Pivot Table example again
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    Re: Creating a running total of different sectors from one sheet.

    On sheet 2

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    And copy down until you get blanks.

    Now suppose your master data sheet 1 may contain records from year 2001 to 2014, then Put fill the cells B1 to O1 with 2001 to 2014. And now place the formula given below in B2 and copy across to col. O and down to row 5.

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    Is this what you want?

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    Re: Creating a running total of different sectors from one sheet.

    The first part works - not the second.

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    Re: Creating a running total of different sectors from one sheet.

    I think the pivot table may work the best - but I'm having some problems getting the information I want on to it?

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    Re: Creating a running total of different sectors from one sheet.

    If you arrange the sheet2 as I suggested it will work. I don't see any reason for this. Upload an example sheet2 (sheet in which you want the output) to let me know its layout.

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    Re: Creating a running total of different sectors from one sheet.

    There's a couple of issues with pivot tables.
    first, you'll need to set up a single row as headers, no merged cells. You can have secondary headers in the row above but not like you have it set up now.
    Once, you do that, you should be able to select your table beginning with row 2 and create the pivot table. The last step would be to right click on your pivot table dates and group them by Year only.

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    Re: Creating a running total of different sectors from one sheet.

    Hard to tell if the problem is solved, since the last post seems to be a concern!

    However, take a lok at this. I had to be away from my desk for a couple of days, but I got a chance to finish up a dashboard type thing for you.

    It adapts to any number of rows in the Datasheet, and gives you count and total contract value for the periods in the datasheet.
    Only thing it doesn't do is determine the Years to report, and the Groups to report, but that would be an easy set-up function.

    HTH

    Tony
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