+ Reply to Thread
Results 1 to 3 of 3

quarterly reports

Hybrid View

  1. #1
    Al Vanderhoof
    Guest

    quarterly reports

    I have a workbook that has 52 weeks(rows) of income and expenses(columns).
    I'm trying to set up a quarterly reports sheet that updates from this info,
    but I cannot figure out how to set up the formulas that will find the dates
    that are in the range and save the subtotals and totals.
    Thanks ahead of time for any help



  2. #2
    JulieD
    Guest

    Re: quarterly reports

    Hi Al

    not sure exactly how you want the quarterly reports arranged but i'm
    assuming that you've got the same columns on this report as you have on the
    weekly report and what you want to see is:
    .............A.......................B.......................C................................D..........................
    1.........QTR...............Category1..............Category2..................Category3.........
    2.........1st..................=SUMPRODUCT(--(WeeklySheet!$A$2:$A$54>DATEVALUE("1/1/2005")),--(WeeklySheet!$A$2:$A$54<DATEVALUE("31/3/2005")),WeeklySheet!B$2:B$54)

    the formula in B2 can then be filled across to columns C, D, E etc
    and down for other quaters, just change the values in the DateValue part of
    the formula.

    BTW WeeklySheet needs to be replaced with the actual sheet name of your
    weekly numbers - if the sheet name contains a space you'll have to enclose
    it in ' '

    Cheers
    JulieD

    "Al Vanderhoof" <calldpi@tds.net> wrote in message
    news:420beba5$1_1@newspeer2.tds.net...
    >I have a workbook that has 52 weeks(rows) of income and expenses(columns).
    > I'm trying to set up a quarterly reports sheet that updates from this
    > info, but I cannot figure out how to set up the formulas that will find
    > the dates that are in the range and save the subtotals and totals.
    > Thanks ahead of time for any help
    >




  3. #3
    Chris Rogers
    Guest

    Re: quarterly reports

    It seems like you could easlily base a pivot table off of this.
    Assuming you use dates as the date field and not Week 1...Week 52, you
    could then use grouping within the pivot table to group your report by
    month, quarter or year.


+ 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