Have list of invoices organized by date and trying to summarize total revenue
by a month on a summary sheet.
Have list of invoices organized by date and trying to summarize total revenue
by a month on a summary sheet.
It's a bit of a brief description, but if your data is arranged well. (One
invoice per line with date in recognisable format) you could use a pivot
table and 'group' the data by month
Check out Pivot Table in help and if you need more guidance, post back
--
HTH
Nick Hodge
Microsoft MVP - Excel
Southampton, England
nick_hodgeTAKETHISOUT@zen.co.uk.ANDTHIS
"magspc" <magspc@discussions.microsoft.com> wrote in message
news:AC264D85-84BA-4DC2-A961-4CD21964E36C@microsoft.com...
> Have list of invoices organized by date and trying to summarize total
> revenue
> by a month on a summary sheet.
OK - Did the training on Pivot tables, Question: Can you take data from two
different lists. to make pivot table?? I have a list for XX expense and
list with Y expense. Combine the two to display information. The other
issue is trying to take summary data from a pivot data and have it displayed
on a summary worksheet. Example: January expense summary data, February
expense data. Having their totals display on worksheet 1 summary.
"Nick Hodge" wrote:
> It's a bit of a brief description, but if your data is arranged well. (One
> invoice per line with date in recognisable format) you could use a pivot
> table and 'group' the data by month
>
> Check out Pivot Table in help and if you need more guidance, post back
>
> --
> HTH
> Nick Hodge
> Microsoft MVP - Excel
> Southampton, England
> nick_hodgeTAKETHISOUT@zen.co.uk.ANDTHIS
>
>
> "magspc" <magspc@discussions.microsoft.com> wrote in message
> news:AC264D85-84BA-4DC2-A961-4CD21964E36C@microsoft.com...
> > Have list of invoices organized by date and trying to summarize total
> > revenue
> > by a month on a summary sheet.
>
>
>
If you create a Pivot Table from multiple consolidation ranges, you
won't get the same pivot table layout that you'd get from a single
range. There's an example here:
http://www.contextures.com/xlPivot08.html
If possible, store your data in a single worksheet, with a column to
identify the individual user, and you'll have more flexibility in
creating the pivot table.
To extract data from the pivot table, you can use the GETPIVOTDATA
function. There are examples and instructions in Excel's Help, and here:
http://www.contextures.com/xlPivot06.html
magspc wrote:
> OK - Did the training on Pivot tables, Question: Can you take data from two
> different lists. to make pivot table?? I have a list for XX expense and
> list with Y expense. Combine the two to display information. The other
> issue is trying to take summary data from a pivot data and have it displayed
> on a summary worksheet. Example: January expense summary data, February
> expense data. Having their totals display on worksheet 1 summary.
>
> "Nick Hodge" wrote:
>
>
>>It's a bit of a brief description, but if your data is arranged well. (One
>>invoice per line with date in recognisable format) you could use a pivot
>>table and 'group' the data by month
>>
>>Check out Pivot Table in help and if you need more guidance, post back
>>
>>--
>>HTH
>>Nick Hodge
>>Microsoft MVP - Excel
>>Southampton, England
>>nick_hodgeTAKETHISOUT@zen.co.uk.ANDTHIS
>>
>>
>>"magspc" <magspc@discussions.microsoft.com> wrote in message
>>news:AC264D85-84BA-4DC2-A961-4CD21964E36C@microsoft.com...
>>
>>>Have list of invoices organized by date and trying to summarize total
>>>revenue
>>>by a month on a summary sheet.
>>
>>
>>
--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html
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