+ Reply to Thread
Results 1 to 5 of 5

Creating a synthethis list of data based on multiple references

  1. #1
    Registered User
    Join Date
    10-28-2010
    Location
    london
    MS-Off Ver
    Excel 2007
    Posts
    3

    Creating a synthethis list of data based on multiple references

    Hello, I'm basically trying to go from table 1 to table 2 below:

    ITEM INVOICE NUMBER BALANCE DUE
    TABLE AAA £500.00
    CHAIR AAA £150.00
    CUTLERY CCC £250.00
    MIROR BBB £200.00
    TABLECLOTH AAA £220.00
    PLATES CCC £520.00
    GLASSES CCC £500.00
    BOOKS BBB £450.00
    ARTWORK BBB £150.00
    VASE AAA £250.00



    INVOICE NUMBER BALANCE DUE
    AAA £1,120.00
    BBB £800.00
    CCC £1,270.00

    The table 2 will be on a different worksheet and basically I would like it to find out autmomatically the invoice numbers without me having to enter them Is this possible?
    Last edited by fso; 10-29-2010 at 06:20 AM.

  2. #2
    Forum Guru DonkeyOte's Avatar
    Join Date
    10-22-2008
    Location
    Northumberland, UK
    MS-Off Ver
    O365
    Posts
    21,531

    Re: Creating a synthethis list of data based on multiple references

    Simply push your Table 1 data into a Pivot Table - set INVOICE NUMBER as Row Label and BALANCE DUE as Data Field (set to sum).

    If needed you can create a Dynamic Named Range for use with the Pivot - see: http://www.contextures.com/xlPivot01.html
    (though the above link is not based on XL2010 (rather pre-2007) the gist is the same)

  3. #3
    Registered User
    Join Date
    10-28-2010
    Location
    london
    MS-Off Ver
    Excel 2007
    Posts
    3

    Re: Creating a synthethis list of data based on multiple references

    Thanks this is starting to lead somewhere but the pivot table won't update itslef as I add new invoices down the main worksheet. I.E. if tomorrow I receive an invoice XXX for 3-4 items in the list, I want the synthetised list to update itself automatically and find that new invoice on its own without having to re-do a new pivot table every single time.

    I had a look at your suggested link, thank you very much, but I can't seem to reproduce what it says / the new excel has different layouts and ways to access tools etc and I can't do what it recommends doing.
    Last edited by DonkeyOte; 10-29-2010 at 04:28 AM. Reason: removed unnecessary quote

  4. #4
    Forum Guru DonkeyOte's Avatar
    Join Date
    10-22-2008
    Location
    Northumberland, UK
    MS-Off Ver
    O365
    Posts
    21,531

    Re: Creating a synthethis list of data based on multiple references

    Quote Originally Posted by fso
    the pivot table won't update itslef as I add new invoices down the main worksheet.
    you can use a Dynamic Named Range as source (as outlined) and in turn if really necessary you can use VBA to refresh the Pivot Cache automatically (rather than having the arduous task of clicking Refresh)

    sample attached illustrating all of the above

    edit:
    you might also want to consider converting your Range to a Table (see Insert Tab) and using the Table as the source for the Pivot (alternative to using Dynamic Named Range)
    Attached Files Attached Files

  5. #5
    Registered User
    Join Date
    10-28-2010
    Location
    london
    MS-Off Ver
    Excel 2007
    Posts
    3

    Re: Creating a synthethis list of data based on multiple references

    OK thanks got it now! not 100% sure how the dynamic named range works but I've figured it out with the pivot table function. I'll put in the macro to refresh the pivot table automatically as per your suggestion!

    Thanks a lot!
    Last edited by DonkeyOte; 10-29-2010 at 06:30 AM. Reason: removed unnecessary quote

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1