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year to date report help needed.

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  1. 09-18-2022, 04:01 PM #1
    Tacknow
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    year to date report help needed.

    I need help with a year to date report.

    I have a list of customers who are supplied with chemicals through out the year.

    I need to generate a report of the amount of chemicals delivered to each site year to date. Some sites will have multiply deliveries, so these deliveries need to be combined.

    Please see the attached Excel report. Sheet one contains the master data, sheet two is an example of how I would like the report might look.

    If you can help I would appreciate it greatly.

    Thanks in advance
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  2. 09-18-2022, 04:05 PM #2
    AliGW
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    Re: year to date report help needed.

    Administrative Note:

    Members will tailor the solutions they offer to the version (NOT release number) of Office (Excel, NOT Windows) that you have. Please check that your forum profile is up-to-date in this respect. If you aren't sure, in Excel go to File | Account and report what it says below the MS logo at the top of that page. If your version is for Mac, please also state this. Thanks.
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  3. 09-18-2022, 05:51 PM #3
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    Re: year to date report help needed.

    Here's the first couple:

    Formula: copy to clipboard 
    =SUMIFS('Chemical deliverys by site YTD'!$N:$N,'Chemical deliverys by site YTD'!$G:$G,'Chemical des by site YTD report'!$G2)

    Formula: copy to clipboard 
    =SUMIFS('Chemical deliverys by site YTD'!$Q:$Q,'Chemical deliverys by site YTD'!$G:$G,'Chemical des by site YTD report'!$G2)
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  4. 09-19-2022, 02:43 AM #4
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    Re: year to date report help needed.

    @Tacknow

    Still using Excel 2007?

    Otherwise I advice you to take a look a Power Query.

    If you add an excel file with the expected result, I could take a look at it for you.

    But not if you use Excel 2007, since it is not available in that version.
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.
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  5. 09-20-2022, 02:55 PM #5
    Tacknow
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    Re: year to date report help needed.

    Many thanks.
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  6. 09-20-2022, 03:43 PM #6
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    Re: year to date report help needed.

    in M2

    =IF(A2="","",SUMIFS(INDEX('Chemical deliverys by site YTD'!$N:$BH,,MATCH(M$1,'Chemical deliverys by site YTD'!$N$1:$BH$1,0)),'Chemical deliverys by site YTD'!$G:$G,'Chemical des by site YTD report'!$G2))

    copy across to AB and down to M4

    Copy to M8 and repeat

    Given the number of cutomers and variability of their data, VBA might be a better option.
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  7. 09-22-2022, 09:54 AM #7
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    Re: year to date report help needed.

    Hi John

    I noticed you help tariqnaz2005 with a macro to insert 2 rows on each change in customer name and put a total for all amounts.

    Could you advise as to how to adapt this macro to suit my data.

    Many thanks
    Tacknow
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  8. 09-22-2022, 09:56 AM #8
    AliGW
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    Re: year to date report help needed.

    Pleae start a NEW THREAD in the VBA section with a suitable title for this new question. Thanks.
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  9. 09-23-2022, 03:23 AM #9
    JohnTopley
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    Re: year to date report help needed.

    @Ali: I have a VBA answer to the original post: post #7 is a re-phrasing simply because the logic is similar to that of another post I answered.

    So can I post here?
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  10. 09-23-2022, 04:38 AM #10
    AliGW
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    Re: year to date report help needed.

    I have created a new thread here in the correct forum section: https://www.excelforum.com/excel-pro...l-amounts.html
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